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Capital Southwest CSWC Investment Owned Balance Principal Amount

Investment Owned Balance Principal Amount at other companies

Hercules Capital logo
Hercules CapitalHTGC
$20.11M-37.2%
Blue Owl Capital logo
Blue Owl CapitalOBDC
$42.4M+10.4%
Goldman Sachs BDC logo
Goldman Sachs BDCGSBD
$14.38M+9.3%
Prospect Capital logo
Prospect CapitalPSEC
$93.41M+13.8%
Bain Capital Specialty Finance logo
Bain Capital Specialty FinanceBCSF
$4.93M+66,275%
Golub Capital logo
Golub CapitalGBDC
$2.38M-93.1%

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:InvestmentOwnedBalancePrincipalAmount.

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 investment owned balance principal amount?
Capital Southwest (CSWC) reported investment owned balance principal amount of $140K in Q1 2026.
What is the long-term trend for Capital Southwest's investment owned balance principal amount?
Over 4 years (2022 to 2026), Capital Southwest's investment owned balance principal amount has grown at a -64.3% compound annual growth rate (CAGR), from $8.65M to $140K.
What does investment owned balance principal amount mean?
The total outstanding face value or principal balance of a specific debt investment held in the portfolio. This metric represents the core exposure to a single borrower and is used to calculate interest income and assess concentration risk. It serves as the primary basis for evaluating the scale of individual investment positions.