Capital Southwest ROA 2012-2026 | CSWC

Current and historical return on assets (ROA) values for Capital Southwest (CSWC) over the last 10 years. Return on assets can be defined as an indicator of how profitable a company is relative to its total assets. Calculated by dividing a company's operating earnings by its total assets.
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Capital Southwest ROA - Return on Assets Historical Data
Date TTM Net Income Total Assets Return on Assets
2026-06-30 $0.11B $2.16B 5.10%
2026-03-31 $0.11B $2.05B 5.47%
2025-12-31 $0.10B $1.98B 5.21%
2025-09-30 $0.09B $1.89B 4.54%
2025-06-30 $0.08B $1.79B 4.64%
2025-03-31 $0.07B $1.71B 4.11%
2024-12-31 $0.07B $1.62B 4.07%
2024-09-30 $0.07B $1.53B 4.76%
2024-06-30 $0.07B $1.49B 4.91%
2024-03-31 $0.08B $1.44B 5.78%
2023-12-31 $0.09B $1.36B 6.47%
2023-09-30 $0.07B $1.30B 5.22%
2023-06-30 $0.05B $1.23B 4.40%
2023-03-31 $0.03B $1.16B 2.85%
2022-12-31 $0.04B $1.09B 3.22%
2022-09-30 $0.05B $1.01B 4.44%
2022-06-30 $0.03B $0.95B 3.26%
2022-03-31 $0.04B $0.90B 4.79%
2021-12-31 $0.03B $0.84B 3.94%
2021-09-30 $0.04B $0.79B 4.45%
2021-06-30 $0.06B $0.74B 7.61%
2021-03-31 $0.05B $0.68B 7.33%
2020-12-31 $0.02B $0.64B 2.33%
2020-09-30 $-0.01B $0.62B -1.13%
2020-06-30 $-0.02B $0.60B -3.35%
2020-03-31 $-0.02B $0.58B -3.77%
2019-12-31 $0.01B $0.58B 2.26%
2019-09-30 $0.02B $0.56B 4.31%
2019-06-30 $0.03B $0.54B 5.19%
2019-03-31 $0.03B $0.51B 6.46%
2018-12-31 $0.04B $0.48B 7.96%
2018-09-30 $0.04B $0.45B 9.84%
2018-06-30 $0.05B $0.41B 11.22%
2018-03-31 $0.04B $0.38B 10.26%
2017-12-31 $0.03B $0.36B 8.40%
2017-09-30 $0.03B $0.34B 8.37%
2017-06-30 $0.03B $0.32B 8.15%
2017-03-31 $0.02B $0.31B 7.83%
2016-12-31 $0.02B $0.30B 7.09%
2016-09-30 $0.01B $0.29B 4.14%
2016-06-30 $0.00B $0.29B -1.41%
2016-03-31 $-0.01B $0.41B -1.22%
2015-12-31 $0.03B $0.53B 4.89%
2015-09-30 $0.06B $0.66B 8.80%
2015-06-30 $0.04B $0.78B 4.62%
2015-03-31 $0.05B $0.78B 6.89%
2014-12-31 $0.02B $0.79B 2.42%
2014-09-30 $0.05B $0.78B 6.15%
2014-06-30 $0.12B $0.77B 15.99%
2014-03-31 $0.11B $0.74B 15.17%
2013-12-31 $0.15B $0.71B 21.53%
2013-09-30 $0.12B $0.68B 17.94%
2013-06-30 $0.13B $0.65B 19.81%
2013-03-31 $0.11B $0.62B 17.31%
2012-12-31 $0.14B $0.61B 23.64%
2012-09-30 $0.17B $0.59B 28.49%
2012-06-30 $0.09B $0.57B 16.12%
2012-03-31 $0.09B $0.56B 16.70%
2011-12-31 $0.04B $0.54B 7.67%
2011-09-30 $-0.02B $0.53B -3.20%
2011-06-30 $0.03B $0.54B 6.17%
2011-03-31 $0.05B $0.53B 10.05%
2010-12-31 $0.06B $0.51B 11.28%
2010-09-30 $0.07B $0.49B 13.77%
2010-06-30 $0.07B $0.48B 15.30%
2010-03-31 $0.07B $0.46B 16.12%
2009-12-31 $-0.02B $0.44B -3.86%
2009-09-30 $-0.07B $0.45B -15.21%
2009-06-30 $-0.13B $0.47B -27.39%
2009-03-31 $-0.14B $0.51B -27.43%
2008-12-31 $-0.04B $0.55B -6.38%
2008-09-30 $-0.05B $0.56B -9.04%
2008-06-30 $-0.16B $0.58B -26.96%
2008-03-31 $-0.14B $0.62B -22.32%
2007-12-31 $-0.16B $0.66B -24.75%
2007-09-30 $0.04B $0.70B 5.97%
2007-06-30 $0.19B $0.69B 26.81%
2007-03-31 $0.17B $0.69B 24.21%
2006-12-31 $0.25B $0.65B 38.11%
2006-09-30 $0.12B $0.59B 20.26%
2006-06-30 $0.13B $0.56B 23.84%
2006-03-31 $0.14B $0.49B 29.02%
2005-12-31 $0.05B $0.46B 11.55%
2005-09-30 $0.05B $0.44B 11.56%
2005-06-30 $0.02B $0.42B 5.66%
2005-03-31 $0.01B $0.42B 3.36%
2004-12-31 $0.05B $0.41B 12.31%
2004-09-30 $0.05B $0.40B 13.07%
2004-06-30 $0.07B $0.38B 19.16%
2004-03-31 $0.09B $0.36B 23.84%
2003-12-31 $0.04B $0.33B 12.00%
2003-09-30 $0.03B $0.31B 9.39%
2003-06-30 $-0.02B $0.30B -6.41%
2003-03-31 $-0.04B $0.32B -13.23%
2002-12-31 $-0.04B $0.33B -12.04%
2002-09-30 $-0.04B $0.35B -10.04%
2002-06-30 $0.00B $0.36B -1.10%
2002-03-31 $0.03B $0.37B 7.09%
2001-12-31 $0.02B $0.36B 4.75%
2001-09-30 $0.00B $0.36B -0.56%
2001-06-30 $0.00B $0.35B -0.85%
2001-03-31 $-0.02B $0.34B -5.65%
2000-12-31 $-0.02B $0.35B -4.24%
2000-09-30 $0.00B $0.36B -0.28%
2000-06-30 $-0.02B $0.37B -6.31%
2000-03-31 $-0.02B $0.37B -4.56%
1999-12-31 $-0.05B $0.37B -14.80%
1999-09-30 $-0.06B $0.37B -15.78%
1999-06-30 $-0.03B $0.38B -8.87%
1999-03-31 $-0.04B $0.40B -9.80%
1998-12-31 $0.00B $0.44B 0.46%
1998-09-30 $0.00B $0.44B 0.45%
1998-06-30 $0.00B $0.43B 0.69%
1998-03-31 $0.00B $0.41B 0.73%
1997-12-31 $0.00B $0.36B 0.83%
1997-09-30 $0.00B $0.34B 0.88%
1997-06-30 $0.00B $0.32B 0.93%
1997-03-31 $0.00B $0.31B 0.98%
1996-09-30 $0.00B $0.31B 0.97%
1996-06-30 $0.00B $0.32B 0.95%
1995-12-31 $0.01B $0.28B 3.24%
1995-09-30 $0.01B $0.24B 3.68%
1994-06-30 $0.01B $0.21B 4.36%
1994-03-31 $0.01B $0.20B 6.88%
1993-12-31 $0.01B $0.18B 7.79%
1993-09-30 $0.02B $0.18B 10.78%
1993-06-30 $0.02B $0.18B 9.85%
1993-03-31 $0.02B $0.18B 9.04%
1992-12-31 $0.02B $0.19B 8.64%
1992-09-30 $0.01B $0.19B 5.72%
1992-06-30 $0.01B $0.19B 6.31%
1992-03-31 $0.01B $0.19B 6.32%
1991-12-31 $0.00B $0.18B 2.29%
1991-09-30 $0.00B $0.16B 2.47%
1991-06-30 $0.00B $0.15B 2.03%
1991-03-31 $0.00B $0.16B 2.56%
1990-12-31 $0.02B $0.17B 10.29%
1990-09-30 $0.02B $0.17B 9.99%
1990-06-30 $0.02B $0.18B 9.50%
1990-03-31 $0.02B $0.17B 10.24%
1989-09-30 $0.00B $0.14B 0.71%
1989-06-30 $0.00B $0.13B 0.78%
Sector Industry Market Cap Revenue
Finance Finance - Investment Management $1.539B $0.232B
Capital Southwest Corporation is a venture capital investment company whose objective is to achieve capital appreciation through long-term investments in businesses believed to have favorable growth potential. The Company's investments are focused on early-stage financings, expansion financings, management buyouts and recapitalizations in a broad range of industry segments. The portfolio is a composite of companies in which the Company has major interests as well as a number of developing companies and marketable securities of established publicly-owned companies.
Stock Name Country Market Cap PE Ratio
BlackRock (BLK) United States $165.029B 20.83
KKR (KKR) United States $91.801B 21.04
Apollo Global Management (APO) United States $75.773B 17.22
Ameriprise Financial (AMP) United States $50.211B 12.97
Ares Management (ARES) United States $43.438B 25.44
MSCI Inc (MSCI) United States $40.250B 29.73
T Rowe Price (TROW) United States $22.569B 10.23
TPG (TPG) United States $18.439B 18.24
Franklin Resources Inc (BEN) United States $17.005B 11.95
Blue Owl Capital (OWL) United States $16.261B 11.99
Pershing Square (PS) United States $15.988B 0.00
Carlyle Group (CG) United States $14.902B 10.59
Invesco (IVZ) United States $13.968B 12.55
Schroders (SHNWF) United Kingdom $12.733B 0.00
SEI Investments (SEIC) United States $12.663B 18.25
Affiliated Managers (AMG) United States $9.050B 10.90
Janus Henderson Group (JHG) United Kingdom $8.004B 10.60
Victory Capital Holdings (VCTR) United States $6.709B 15.15
Grupo Aval Acciones Y Valores S.A (AVAL) Colombia $6.363B 12.18
ONEX (ONEXF) Canada $5.983B 11.75
Hamilton Lane (HLNE) United States $5.346B 14.77
Federated Hermes (FHI) United States $4.404B 10.97
Cohen & Steers Inc (CNS) United States $3.811B 22.73
Sprott (SII) Canada $3.385B 32.28
AllianceBernstein Holding (AB) United States $3.359B 10.40
Artisan Partners Asset Management (APAM) United States $3.039B 9.17
DigitalBridge (DBRG) United States $2.983B 49.72
GCM Grosvenor (GCMG) United States $2.563B 18.59
Strive (ASST) United States $2.480B 0.00
Fairfax India Holdings (FFXDF) Canada $2.387B 11.89
Ashmore Group (AJMPF) United Kingdom $1.942B 0.00
Prospect Capital (PSEC) United States $1.155B 3.28
Virtus Investment Partners (VRTS) United States $0.950B 5.95
PennantPark Floating Rate Capital (PFLT) United States $0.706B 6.59
Patria Investments (PAX) Cayman Islands $0.697B 7.54
Associated Capital (ACGP) United States $0.683B 15.61
Cannae Holdings (CNNE) United States $0.679B 0.00
RoboStrategy (BOT) $0.633B 0.00
Gamco Investors (GAMI) United States $0.603B 8.86
Noah Holdings (NOAH) China $0.549B 6.18
Eagle Point Credit (ECC) United States $0.489B 3.63
Barings Corporate Investors (MCI) $0.393B 0.00
Value Line (VALU) United States $0.368B 18.58
Sound Point Meridian Capital (SPMC) United States $0.199B 6.22
Barings Participation Investors (MPV) $0.185B 0.00
Westwood Holdings Group Inc (WHG) United States $0.176B 16.55
ArrowMark Financial (BANX) United States $0.164B 0.00
Silvercrest Asset Management Group (SAMG) United States $0.114B 16.37
Monroe Capital (MRCC) United States $0.106B 9.04
Great Elm Capital (GECC) United States $0.086B 5.18
Hennessy Advisors (HNNA) United States $0.081B 9.88
OFS Credit (OCCI) $0.075B 2.25
AMTD IDEA Group (AMTD) France $0.073B 0.00
FG Nexus Inc (FGNX) United States $0.042B 0.00
Royalty Management Holding (RMCO) United States $0.039B 0.00
Mount Logan Capital (MLCI) United States $0.037B 0.00
U.S Global Investors (GROW) United States $0.036B 11.84
Binah Capital (BCG) United States $0.022B 7.00
Jupai Holdings (JP) China $0.000B 0.00
Medley Management (MDLY) United States $0.000B 0.00