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Capital Southwest CSWC Equity Method Investments

Equity Method Investments at other companies

Hercules Capital logo
Hercules CapitalHTGC
$4.72B+20.3%
Ares Capital logo
Ares CapitalARCC
$13.1M-77.0%
Main Street Capital logo
Main Street CapitalMAIN
$5.67B
Blue Owl Capital logo
Blue Owl CapitalOBDC
$15.34B-13.3%
Goldman Sachs BDC logo
Goldman Sachs BDCGSBD
$3.23B-4.6%
Sixth Street Specialty Lending logo
Sixth Street Specialty LendingTSLX
$3.31B-2.9%

Segments

By geography

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Northeast$576.28M+22.8%
Southwest$446.24M+37.7%
Southeast$421.73M+33.9%
West$358.53M-7.8%
Midwest$262.88M+8.7%
International$31.79M-31.6%

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+24.4%
Enterprise value$2.53B+22.8%
P/E12.6×-3.6×

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 equity method investments?
Capital Southwest (CSWC) reported equity method investments of $2.1B in Q1 2026.
How has Capital Southwest's equity method investments changed year-over-year?
Capital Southwest's equity method investments increased by 17.5% year-over-year, from $1.79B to $2.1B.
What is the long-term trend for Capital Southwest's equity method investments?
Over 4 years (2022 to 2026), Capital Southwest's equity method investments has grown at a 22.3% compound annual growth rate (CAGR), from $936.61M to $2.1B.
What does equity method investments mean?
Investments in unconsolidated affiliates and joint ventures where the company has significant influence (typically 20-50% ownership), carried at proportional book value.