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Capital Southwest CSWC Capital loss carryforward

Capital loss carryforward at other companies

Ares Capital logo
Ares CapitalARCC
$278M+14.9%
Blue Owl Capital logo
Blue Owl CapitalOBDC
$229.8M
Prospect Capital logo
Prospect CapitalPSEC
$705.74M0.0%
Oaktree Specialty Lending logo
Oaktree Specialty LendingOCSL
$699.9M+0.6%
MSD
Morgan StanleyMSDL
$24.87M+43.0%
Blackstone Secured Lending Fund logo
Blackstone Secured Lending FundBXSL
$253K-97.6%

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+17.9%
Enterprise value$2.53B+19.2%
P/E12.6×-4.5×

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:InvestmentCompanyDistributableEarningsLossAccumulatedCapitalLossCarryforward.

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 capital loss carryforward?
Capital Southwest (CSWC) reported capital loss carryforward of $160.1M in Q1 2026.
How has Capital Southwest's capital loss carryforward changed year-over-year?
Capital Southwest's capital loss carryforward increased by 22.2% year-over-year, from $131M to $160.1M.
What is the long-term trend for Capital Southwest's capital loss carryforward?
Over 3 years (2023 to 2026), Capital Southwest's capital loss carryforward has grown at a 74.4% compound annual growth rate (CAGR), from $30.2M to $160.1M.
What does capital loss carryforward mean?
This represents the accumulated net capital losses from previous periods that can be used to offset future capital gains for tax purposes. It is a valuable tax asset that can reduce the company's future tax liabilities. The utilization of these carryforwards directly impacts the net distributable income available to shareholders.