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Capital Southwest CSWC Nonqualified assets

Nonqualified assets at other companies

Kayne Anderson BDC logo
Kayne Anderson BDCKBDC
$49.9M
Blue Owl Technology Finance Corp. logo
Blue Owl Technology Finance Corp.OTF
15.6%+1.9pp
Oaktree Specialty Lending logo
Oaktree Specialty LendingOCSL
25.9%+0.9pp
Blue Owl Capital logo
Blue Owl CapitalOBDC
15.4%+3.4pp
Oaktree Specialty Lending logo
Oaktree Specialty LendingOCSL
74.1%-0.9pp
The Carlyle Group logo
The Carlyle GroupCG
$98.4M+46.0%

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 cswc:InvestmentCompanyPercentOfNonqualifiedAssets.

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 nonqualified assets?
Capital Southwest (CSWC) reported nonqualified assets of 13.6% in Q1 2026.
How has Capital Southwest's nonqualified assets changed year-over-year?
Capital Southwest's nonqualified assets decreased by 2.2% year-over-year, from 13.9% to 13.6%.
What is the long-term trend for Capital Southwest's nonqualified assets?
Over 3 years (2023 to 2026), Capital Southwest's nonqualified assets has grown at a 6.4% compound annual growth rate (CAGR), from 11.3% to 13.6%.
What does nonqualified assets mean?
This represents the portion of the investment portfolio that does not meet the regulatory definition of 'qualifying assets' under the Investment Company Act of 1940. Business Development Companies must maintain a minimum threshold of qualifying assets to retain their regulatory status. Monitoring this percentage is essential for assessing compliance with statutory investment requirements.