Capital Southwest annual return on equity
2021
2022
2023
2024
2025
2026
Capital Southwest Return on Equity (ROE) Growth & History (CSWC)
Capital Southwest's return on equity was 11.26% for fiscal 2026.
View full Capital Southwest company overviewCapital Southwest annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2026 | 2026-03-31 | 11.26% | +3.03 pp |
| 2025 | 2025-03-31 | 8.23% | −3.06 pp |
| 2024 | 2024-03-31 | 11.29% | +5.55 pp |
| 2023 | 2023-03-31 | 5.75% | −4.85 pp |
| 2022 | 2022-03-31 | 10.60% | −6.13 pp |
| 2021 | 2021-03-31 | 16.72% | — |
Capital Southwest quarterly return on equity
Q4.21
Q4.22
Q2.23
Q4.22
Q4.23
Q1.24
Q2.24
Q4.23
Q4.24
Q1.25
Q2.25
Q4.24
Q4.25
Q1.26
Q2.26
Q4.25
Q4.26
Q1.27
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q1 2027 | 2026-06-30 | 2.39% | −0.61 pp |
| Q4 2026 | 2026-03-31 | 2.74% | +0.69 pp |
| Q4 2025 · Dec 31 | 2025-12-31 | 3.39% | +1.38 pp |
| Q2 2026 | 2025-09-30 | 2.75% | −0.14 pp |
| Q1 2026 | 2025-06-30 | 3.00% | +1.17 pp |
| Q4 2025 | 2025-03-31 | 2.05% | +0.22 pp |
| Q4 2024 · Dec 31 | 2024-12-31 | 2.01% | −1.40 pp |
| Q2 2025 | 2024-09-30 | 2.89% | −0.60 pp |
| Q1 2025 | 2024-06-30 | 1.83% | −2.05 pp |
| Q4 2024 | 2024-03-31 | 1.82% | −1.33 pp |
| Q4 2023 · Dec 31 | 2023-12-31 | 3.41% | +2.84 pp |
| Q2 2024 | 2023-09-30 | 3.50% | +1.39 pp |
| Q1 2024 | 2023-06-30 | 3.88% | — |
| Q4 2023 | 2023-03-31 | 3.16% | −1.71 pp |
| Q4 2022 · Dec 31 | 2022-12-31 | 0.57% | −1.81 pp |
| Q2 2023 | 2022-09-30 | 2.11% | — |
| Q4 2022 · Mar 31 | 2022-03-31 | 4.87% | — |
| Q4 2021 | 2021-12-31 | 2.38% | — |
Capital Southwest return on equity trends
Over the last five fiscal years, Capital Southwest's return on equity decreased from 16.72% to 11.26%, a change of −5.46 percentage points. The latest reported quarter, Q1 2027, shows 2.39%.
About the metric
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
Calculation and source
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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