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Capital Southwest CSWC Unrealized losses

Unrealized losses at other companies

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Hercules CapitalHTGC
$139.7M-22.8%
Blue Owl Capital logo
Blue Owl CapitalOBDC
$563.3M+27.1%
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Goldman Sachs BDCGSBD
$172.78M-18.1%
Prospect Capital logo
Prospect CapitalPSEC
$1.23B-16.7%
Bain Capital Specialty Finance logo
Bain Capital Specialty FinanceBCSF
$114K+14.0%
MidCap Financial Investment Corporation logo
MidCap Financial Investment CorporationMFIC
$308.16M+21.9%

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:TaxBasisOfInvestmentsGrossUnrealizedDepreciation.

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 unrealized losses?
Capital Southwest (CSWC) reported unrealized losses of $133.8M in Q1 2026.
How has Capital Southwest's unrealized losses changed year-over-year?
Capital Southwest's unrealized losses increased by 23.7% year-over-year, from $108.2M to $133.8M.
What is the long-term trend for Capital Southwest's unrealized losses?
Over 4 years (2022 to 2026), Capital Southwest's unrealized losses has grown at a 21.4% compound annual growth rate (CAGR), from $61.7M to $133.8M.
What does unrealized losses mean?
The total aggregate decrease in the fair market value of investments compared to their original tax cost basis for all assets currently in a loss position. This metric highlights potential credit or market risks within the portfolio and serves as a warning sign for future write-downs. Investors use this to evaluate the quality of the underwriting and the current health of the portfolio.