Capital Southwest (CSWC) ROE: History & Chart

Capital Southwest Corporation(CSWC)

Asset Management · Dallas, TX

$23.72+0.15 (+0.63%)

Delayed quote: Oct 6, 2026, 1:00 PM EDT

About Capital Southwest Corporation

Capital Southwest Corporation operates as a business development company (BDC), specializing in credit, private equity, and venture capital investments focused on middle market companies throughout the United States. The firm engages across various investment stages, including mezzanine financing, later-stage and mature businesses, late venture, emerging growth enterprises, buyouts, recapitalizations, and growth capital funding. The company explicitly refrains from investing in startups, publicly traded entities, real estate developments, project finance opportunities, oil and gas exploration ventures, troubled companies, turnaround situations, or businesses facing significant departures of senior management. Within the lower middle market, Capital Southwest provides capital for growth initiatives, bolt-on and new platform acquisitions, refinancing, dividend recapitalizations, and both sponsor-led and management buyouts. Its investment structures are diverse, encompassing Unitranche debt, subordinated debt, senior debt, first and second lien debt, alongside preferred and common equity. The firm also participates in equity co-investments alongside its debt financing, taking non-controlling stakes up to 20% of the total transaction value. Investment criteria for target companies include revenues exceeding $10 million, consistent profitability, and a historical annual growth rate of at least 15%. For lower middle market opportunities, the firm typically seeks businesses with less than $15 million in EBITDA, while also opportunistically considering upper middle market ventures, generally defined as companies with EBITDA greater than $50 million. Capital Southwest strategically focuses its investments within several key industry sectors: Industrial manufacturing and services Value-added distribution Healthcare products and services Business services Specialty chemicals Food and beverage Tech-enabled services and SaaS models More specifically, the firm seeks opportunities in: Energy services and products: This segment includes all industry facets (upstream, midstream, downstream) with the exclusion of direct exploration and production. Focus areas encompass differentiated products and services, equipment and tool rentals, consumable products, and drilling and completion chemicals. Industrial technologies: Covering automation and process controls, handling and packaging equipment, industrial filtration and fluid handling, measurement, monitoring, and testing solutions, professional tools, and sensors and instrumentation. Specialty chemicals and products: This segment targets businesses involved in the development and manufacture of highly differentiated products such as adhesives, coatings, sealants, catalysts, absorbents, cosmeceuticals, fine chemicals, flavors, fragrances, performance lubricants, polymers, plastics, composites, chemical dispensing and filtration equipment, professional and industrial trade consumables and tools, engineered solutions for HVAC, plumbing, and electrical installations, and specified high-performance materials for fire protection and oilfield applications. Additionally, the firm considers exceptional opportunities within building products. Beyond direct investments, Capital Southwest allocates capital to syndicated first and second lien term loans in the upper middle market. The criteria for these syndicated loans include: First Lien: Companies with EBITDA over $30 million, closing leverage exceeding 4x, an investment hold size between $5 million and $7 million, and an investment yield greater than 6.5%. Second Lien: Companies with EBITDA surpassing $50 million, closing leverage above 6x, an investment hold size between $5 million and $7 million, and an investment yield exceeding 9%. The firm's investment sizes typically range from $5 million to $25 million for securities generally. Specifically, equity investments can range from $5 million to $50 million, while debt investments typically fall between $5 million and $20 million. Co-investment transaction sizes can extend up to $40 million. While its equity co-investments are exclusively non-controlling, the firm generally maintains flexibility in taking both majority and minority positions across its investment portfolio. Capital Southwest has the capacity to hold investments for extended periods and may also utilize warrants as an investment mechanism. The firm prioritizes obtaining Board representation in its portfolio companies. Capital Southwest Corporation was established on April 19, 1961, and is headquartered in Dallas, Texas.

Dallas, TX

36 employees

www.capitalsouthwest.com

Financial Services / Asset Management

Sector: Financial Services
Industry: Asset Management
CEO: Michael Scott Sarner

View full financials

CSWC Return on Equity (ROE) Metrics

RETURN ON EQUITY (ROE)

10.46%

RETURN ON EQUITY (ROE) AVG TTM

10.05%

RETURN ON EQUITY (ROE) AVG 3Y

9.56%

RETURN ON EQUITY (ROE) AVG 5Y

9.36%

RETURN ON EQUITY (ROE) AVG 10Y

8.93%

RETURN ON EQUITY (ROE) AVG 15Y

9.70%

RETURN ON EQUITY (ROE) AVG 20Y

9.93%

CURRENT VS TTM AVG

+4.13%

CURRENT VS 3Y AVG

+9.44%

CURRENT VS 5Y AVG

+11.76%

CURRENT VS 10Y AVG

+17.08%

CURRENT VS 15Y AVG

+7.87%

CURRENT VS 20Y AVG

+5.37%

SECTOR MEDIAN · FINANCIAL SERVICES

8.77%

median of 604 covered companies

CURRENT VS SECTOR MEDIAN

+19.28%

vs the sector median at left

NAME	MARKET CAP	RETURN ON EQUITY (ROE)	TTM	3Y	5Y
Capital Southwest Corporation (CSWC)	$1.47B	10.46%	10.05%	9.56%	9.36%
Lakeland Financial Corporation (LKFN)vs ›	$1.45B	14.38%	13.62%	14.98%	14.39%
Amalgamated Financial Corp. (AMAL)vs ›	$1.43B	13.58%	14.09%	14.81%	12.87%
Safety Insurance Group, Inc. (SAFT)vs ›	$1.52B	7.83%	9.83%	6.93%	9.58%
ConnectOne Bancorp, Inc. (CNOB)vs ›	$1.54B	9.84%	5.53%	7.21%	8.03%
Atlanticus Holdings Corporation (ATLC)vs ›	$1.41B	20.76%	21.33%	27.56%	48.97%
Burke & Herbert Financial Services Corp. (BHRB)vs ›	$1.40B	8.07%	9.31%	10.48%	9.68%
Pathward Financial, Inc. (CASH)vs ›	$1.56B	20.65%	21.73%	22.22%	19.59%
Nuveen California Quality Municipal Income Fund (NAC)vs ›	$1.56B	-7.34%	-1.33%	-3.13%	-2.46%
Community Trust Bancorp, Inc. (CTBI)vs ›	$1.38B	12.11%	11.19%	11.63%	11.37%

NAME

MARKET CAP

RETURN ON EQUITY (ROE)

TTM

Capital Southwest Corporation (CSWC)

$1.47B

10.46%

10.05%

9.56%

9.36%

Lakeland Financial Corporation (LKFN)vs ›

$1.45B

14.38%

13.62%

14.98%

14.39%

Amalgamated Financial Corp. (AMAL)vs ›

$1.43B

13.58%

14.09%

14.81%

12.87%

Safety Insurance Group, Inc. (SAFT)vs ›

$1.52B

7.83%

9.83%

6.93%

9.58%

ConnectOne Bancorp, Inc. (CNOB)vs ›

$1.54B

9.84%

5.53%

7.21%

8.03%

Atlanticus Holdings Corporation (ATLC)vs ›

$1.41B

20.76%

21.33%

27.56%

48.97%

Burke & Herbert Financial Services Corp. (BHRB)vs ›

$1.40B

8.07%

9.31%

10.48%

9.68%

Pathward Financial, Inc. (CASH)vs ›

$1.56B

20.65%

21.73%

22.22%

19.59%

Nuveen California Quality Municipal Income Fund (NAC)vs ›

$1.56B

-7.34%

-1.33%

-3.13%

-2.46%

Community Trust Bancorp, Inc. (CTBI)vs ›

$1.38B

12.11%

11.19%

11.63%

11.37%

Return on Equity (ROE) FAQ

What is the return on equity (ROE) for Capital Southwest Corporation (CSWC)?

The return on equity (ROE) for CSWC stock is 10.46%.

Is Capital Southwest Corporation's return on equity (ROE) high or low?

The return on equity (ROE) of 10.46% is 12% above its 5-year average of 9.36%, around the middle of its 5-year range (5.61%–15.53%).

What is the TTM average return on equity (ROE) for Capital Southwest Corporation (CSWC)?

The TTM average return on equity (ROE) for CSWC stock is 10.05%.

What is the 3Y average return on equity (ROE) for Capital Southwest Corporation (CSWC)?

The 3Y average return on equity (ROE) for CSWC stock is 9.56%.

What is the 5Y average return on equity (ROE) for Capital Southwest Corporation (CSWC)?

The 5Y average return on equity (ROE) for CSWC stock is 9.36%.

What is the 10Y average return on equity (ROE) for Capital Southwest Corporation (CSWC)?

The 10Y average return on equity (ROE) for CSWC stock is 8.93%.

What is the 15Y average return on equity (ROE) for Capital Southwest Corporation (CSWC)?

The 15Y average return on equity (ROE) for CSWC stock is 9.70%.

What is the 20Y average return on equity (ROE) for Capital Southwest Corporation (CSWC)?

The 20Y average return on equity (ROE) for CSWC stock is 9.93%.

DATE	RETURN ON EQUITY (ROE)
2026-06-30	10.46%
2026-03-31	11.18%
2025-12-31	10.35%
2025-09-30	9.13%
2025-06-30	9.11%
2025-03-31	8.50%
2024-12-31	8.75%
2024-09-30	9.56%
2024-06-30	8.62%
2024-03-31	10.16%
2023-12-31	10.92%
2023-09-30	8.97%
2023-06-30	8.55%
2023-03-31	5.61%
2022-12-31	6.16%
2022-09-30	9.29%
2022-06-30	6.66%
2022-03-31	10.17%
2021-12-31	8.61%
2021-09-30	9.48%
2021-06-30	15.53%
2021-03-31	15.13%
2020-12-31	5.02%
2020-09-30	-2.28%
2020-06-30	-7.27%
2020-03-31	-8.21%
2019-12-31	4.20%
2019-09-30	7.39%
2019-06-30	8.55%
2019-03-31	10.14%
2018-12-31	11.82%
2018-09-30	14.12%
2018-06-30	14.81%
2018-03-31	12.75%
2017-12-31	10.15%
2017-09-30	9.55%
2017-06-30	9.12%
2017-03-31	8.23%
2016-12-31	7.76%
2016-09-30	4.71%
2016-06-30	-0.99%
2016-03-31	-1.19%
2015-12-31	9.49%
2015-09-30	20.87%
2015-06-30	4.67%
2015-03-31	6.96%
2014-12-31	2.54%
2014-09-30	6.26%
2014-06-30	15.53%
2014-03-31	14.54%
2013-12-31	20.09%
2013-09-30	17.25%
2013-06-30	19.26%
2013-03-31	16.34%
2012-12-31	22.91%
2012-09-30	27.65%
2012-06-30	16.41%
2012-03-31	14.59%
2011-12-31	7.23%
2011-09-30	-3.32%
2011-06-30	6.26%
2011-03-31	9.96%
2010-12-31	11.30%
2010-09-30	13.04%
2010-06-30	14.74%
2010-03-31	15.10%
2009-12-31	-3.76%
2009-09-30	-15.02%
2009-06-30	-30.15%
2009-03-31	-33.31%
2008-12-31	-7.18%
2008-09-30	-9.53%
2008-06-30	-26.95%
2008-03-31	-23.82%
2007-12-31	-31.06%
2007-09-30	6.17%
2007-06-30	34.50%
2007-03-31	22.18%
2006-12-31	40.10%
2006-09-30	18.22%
2006-06-30	22.10%
2006-03-31	24.25%
2005-12-31	15.32%
2005-09-30	15.38%
2005-06-30	7.90%
2005-03-31	4.70%
2004-12-31	17.51%
2004-09-30	18.70%
2004-06-30	25.43%
2004-03-31	29.41%
2003-12-31	15.96%
2003-09-30	12.58%
2003-06-30	6.55%

DATE

RETURN ON EQUITY (ROE)

2026-06-30

10.46%

2026-03-31

11.18%

2025-12-31

10.35%

2025-09-30

9.13%

2025-06-30

9.11%

2025-03-31

8.50%

2024-12-31

8.75%

2024-09-30

9.56%

2024-06-30

8.62%

2024-03-31

10.16%

2023-12-31

10.92%

2023-09-30

8.97%

2023-06-30

8.55%

2023-03-31

5.61%

2022-12-31

6.16%

2022-09-30

9.29%

2022-06-30

6.66%

2022-03-31

10.17%

2021-12-31

8.61%

2021-09-30

9.48%

2021-06-30

15.53%

2021-03-31

15.13%

2020-12-31

5.02%

2020-09-30

-2.28%

2020-06-30

-7.27%

2020-03-31

-8.21%

2019-12-31

4.20%

2019-09-30

7.39%

2019-06-30

8.55%

2019-03-31

10.14%

2018-12-31

11.82%

2018-09-30

14.12%

2018-06-30

14.81%

2018-03-31

12.75%

2017-12-31

10.15%

2017-09-30

9.55%

2017-06-30

9.12%

2017-03-31

8.23%

2016-12-31

7.76%

2016-09-30

4.71%

2016-06-30

-0.99%

2016-03-31

-1.19%

2015-12-31

9.49%

2015-09-30

20.87%

2015-06-30

4.67%

2015-03-31

6.96%

2014-12-31

2.54%

2014-09-30

6.26%

2014-06-30

15.53%

2014-03-31

14.54%

2013-12-31

20.09%

2013-09-30

17.25%

2013-06-30

19.26%

2013-03-31

16.34%

2012-12-31

22.91%

2012-09-30

27.65%

2012-06-30

16.41%

2012-03-31

14.59%

2011-12-31

7.23%

2011-09-30

-3.32%

2011-06-30

6.26%

2011-03-31

9.96%

2010-12-31

11.30%

2010-09-30

13.04%

2010-06-30

14.74%

2010-03-31

15.10%

2009-12-31

-3.76%

2009-09-30

-15.02%

2009-06-30

-30.15%

2009-03-31

-33.31%

2008-12-31

-7.18%

2008-09-30

-9.53%

2008-06-30

-26.95%

2008-03-31

-23.82%

2007-12-31

-31.06%

2007-09-30

6.17%

2007-06-30

34.50%

2007-03-31

22.18%

2006-12-31

40.10%

2006-09-30

18.22%

2006-06-30

22.10%

2006-03-31

24.25%

2005-12-31

15.32%

2005-09-30

15.38%

2005-06-30

7.90%

2005-03-31

4.70%

2004-12-31

17.51%

2004-09-30

18.70%

2004-06-30

25.43%

2004-03-31

29.41%

2003-12-31

15.96%

2003-09-30

12.58%

2003-06-30

6.55%

Return on Equity (ROE): 10.46%

CSWC Return on Equity (ROE)

CSWC Average Return on Equity (ROE) Chart

CSWC Current vs Average Return on Equity (ROE) Chart

CSWC Return on Equity (ROE) Metrics

CSWC Competitors' Return on Equity (ROE)

Return Analysis

Return on Equity (ROE) Formula & Definition

Return on Equity (ROE) FAQ

CSWC Return on Equity (ROE) History

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