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Capital Southwest CSWC Southwest — Investments at fair value

Other geography segments

Northeast
$576.28M+22.8%
Southeast
$421.73M+33.9%
West
$358.53M-7.8%
Midwest
$262.88M+8.7%
International
$31.79M-31.6%

Similar metrics at other companies

Main Street Capital logo
MAINSouthwest — Investments at fair value:
$1.06B+5.7%
Oaktree Specialty Lending logo
OCSLSouthwest — Investments at fair value
$177.07M-35.0%
Golub Capital logo
GBDCSouthwest — Investments, at fair value
$977.98M-8.0%
Golub Capital logo
GBDCSouthwest — Fair Value:
12.3%-0.4pp
Oaktree Specialty Lending logo
OCSLSouthwest — Investment owned, at cost
$209.08M-25.7%
Oaktree Specialty Lending logo
OCSLSouthwest — Investment owned, percent of net assets (as a percent)
12.8%-5.7pp

Other financials

Income statement

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Net income$27.5M+56.5%
EPS (diluted)$0.44+25.7%

Balance sheet

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Cash & equivalents$29.4M-34.4%
Total debt$1.1B+18.2%
Total equity$1.0B+14.4%
Total assets$2.2B+15.7%

Cash flow

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Operating cash flow-$59.1M-0.7%
CapEx$49.0K-87.6%
Free cash flow-$59.2M-0.1%

Valuation

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Market cap$1.43B+22.4%
Enterprise value$2.53B+21.7%
P/E12.6×-3.9×

Returns & leverage

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Return on equity11.9%+3.3pp
Debt / equity1.1×0.0×

Where this comes from

Reported directly by Capital Southwest in its filing.

Tagged under the XBRL concept us-gaap:InvestmentOwnedAtFairValue.

The official record: Capital Southwest’s 10-K, filed May 19, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Capital Southwest's southwest — investments at fair value?
Capital Southwest (CSWC) reported southwest — investments at fair value of $446.24M in Q1 2026.
How has Capital Southwest's southwest — investments at fair value changed year-over-year?
Capital Southwest's southwest — investments at fair value increased by 37.7% year-over-year, from $323.97M to $446.24M.
What is the long-term trend for Capital Southwest's southwest — investments at fair value?
Over 2 years (2024 to 2026), Capital Southwest's southwest — investments at fair value has grown at a 30.9% compound annual growth rate (CAGR), from $944.67M to $1.62B.
What does southwest — investments at fair value mean?
Represents the total fair market value of all debt and equity investments held within the Southwest geographic segment. This metric reflects the current valuation of the company's regional asset exposure as determined by periodic portfolio assessments. It serves as a primary indicator of the scale and capital deployment intensity within this specific market area.