(CSWC) Return on Investment ROI from the first quarter of 2026 to first quarter of 2026 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to Jun 30 2025 - CSIMarket
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Capital Southwest Corporation  (NASDAQ: CSWC)
    Sector •    Industry •
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's ROI from its first quarter of 2026 to the first quarter of 2026 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is 's ROI in the first quarter of 2026?
Capital Southwest Corporation achieved a return on average invested assets (ROI) of 5.26 % in its first quarter of 2026, this is above CSWC's average return on investment of 5%.
s investments during the 12 months ending in the first quarter of 2026 are valued at $2 billion

ROI decreased relative to the period ending Mar 31 2026, due to the decline in net income.

Within the sector 7 other companies had a higher return on investment. While the total ranking for ROI remained the same, compared to the fourth quarter of 2026 at no. .

Definition and Formula of Return on Investment


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Return On Investment (Jun 30 2026)
I. Quarter		 (Mar 31 2026)
IV. Quarter		 (Dec 31 2025)
III. Quarter		 (Sep 30 2025)
II. Quarter		 (Jun 30 2025)
I. Quarter
Y / Y Investment Change TTM 23.91 % 23.42 % 25.39 % 27.37 % 24.07 %
Y / Y Net Income Change TTM 32.14 % 60.17 % 94.53 % 135.43 % 495.04 %
Investment (TTM) in Millions 2,316 2,174 1,883 2,018 1,870
Return On Investment (TTM) 5.26 % 5.69 % 5.39 % 4.81 % 4.93 %
CSWC's Overall Ranking # # # # #
Seq. Investment Change TTM 5.6 % 3.81 % 6.44 % 6.19 % 5.18 %
Seq. Net Income Change TTM -2.34 % 9.62 % 19.23 % 3.51 % 18.38 %
Net Income (TTM) in Millions 110 113 103 86 84

CSWC Company Profile >> Back to CSWC Roi Comparisons >> See Annual CSWC Return On Investment



Return On Investment CSWC's Ranking
Within: No.
Industry # 8
Sector # 8
Overall #

Return On Investment Statistics
High Average Low
7.12 %
5 %
2.94 %
(Dec 31 2023)   (Mar 31 2023)







Financial Statements
's I. Quarter Investments $ 2,316 Millions CSWC's Balance sheet
's I. Quarter Income $ 24 Millions Quarterly CSWC's Income Statement
CSWC's Income by Division See CSWC's Income by Division


CSWC Annual Return On Investment (Mar 31 2026)
2026		 (Mar 31 2025)
2025		 (Mar 31 2024)
2024		 (Mar 31 2021)
2023		 (Mar 31 2013)
2012
Total Investments in Millions 2,174 1,883 1,420 962 672
Y / Y Investment Growth 15.49 % 32.6 % 47.63 % 43.03 % 23.92 %
Net Income in Millions 113 71 83 51 0
Y / Y Net Income Growth 60.17 % -15.4 % 63.88 % - -
Annual Return On Investment 5.2 % 3.75 % 5.87 % 5.29 % 0 %


Annual Roi Comment
In the fiscal year 2026 ROI improved to 5.2 % compared to the prior year, due to net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Industry Roi Trends and Statistics
Sector Return On Investment Statistics
Roi Trends for overall market
CSWC's Roi Ratio versus Industry, Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for CSWC's Competitors
Subscribers only: Roi for 's Suppliers
Subscribers only: Return On Investment for CSWC's Customers

Other Ratios
CSWC's Roa CSWC's Inventory Turnover Ratio CSWC's Growth Rates CSWC's Dividend Statistics
CSWC's Profitability Ratios CSWC's Asset Turnover Ratio CSWC's Dividend Growth
CSWC's Roe CSWC's Valuation Ratios CSWC's Financial Strength Ratios CSWC's Dividend Payout Ratio



Companies with similar Return On Investment at Jun 30 2026, within Sector ROI
Gladstone Investment Corporationde  13.83 %
Chicago Atlantic Bdc Inc   9.15 %
Hercules Capital Inc   8.26 %
Main Street Capital Corporation  8.01 %
Msc Income Fund Inc  7.23 %
Trinity Capital Inc   5.57 %
Green Thumb Industries Inc.  5.34 %
Gladstone Capital Corp  5.34 %
Capital Southwest Corporation  5.26 %
Triplepoint Venture Growth Bdc Corp   4.91 %
Fidus Investment Corporation  4.66 %
Ares Capital Corporation  3.14 %
Whitehorse Finance inc  2.83 %
Blue Owl Technology Finance Corp   2.58 %
Sixth Street Specialty Lending Inc   2.57 %
Bain Capital Specialty Finance Inc   2.42 %
Phenixfin Corporation  2.32 %
Stellus Capital Investment Corp  2.28 %
Blackstone Secured Lending Fund  2.09 %
Prospect Capital Corp  2.06 %
Pennantpark Floating Rate Capital Ltd   1.78 %
Blue Owl Capital Corp  1.75 %
Goldman Sachs Bdc Inc   1.75 %
Morgan Stanley Direct Lending Fund  1.58 %
Nuveen Churchill Direct Lending Corp   1.49 %
Oaktree Specialty Lending Corporation  1.44 %
Carlyle Secured Lending Inc   1.42 %
Saratoga Investment Corp  1.13 %

Date modified: 2026-09-05T15:04:16+00:00



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