Capital Southwest Return on Investment 2010-2024 | CSWC
Current and historical return on investment (ROI) values for Capital Southwest (CSWC) over the last 10 years.
| Capital Southwest ROI - Return on Investment Historical Data | |||
|---|---|---|---|
| Date | TTM Net Income | LT Investments & Debt | Return on Investment |
| 2024-09-30 | $0.12B | $1.07B | 11.70% |
| 2024-06-30 | $0.12B | $1.01B | 11.41% |
| 2024-03-31 | $0.11B | $1.02B | 10.96% |
| 2023-12-31 | $0.10B | $1.04B | 10.48% |
| 2023-09-30 | $0.09B | $1.03B | 9.75% |
| 2023-06-30 | $0.08B | $0.95B | 9.17% |
| 2023-03-31 | $0.07B | $0.94B | 8.32% |
| 2022-12-31 | $0.05B | $0.89B | 6.99% |
| 2022-09-30 | $0.05B | $0.79B | 7.27% |
| 2022-06-30 | $0.05B | $0.75B | 7.00% |
| 2022-03-31 | $0.04B | $0.66B | 6.88% |
| 2021-12-31 | $0.05B | $0.61B | 9.49% |
| 2021-09-30 | $0.05B | $0.61B | 8.99% |
| 2021-06-30 | $0.05B | $0.56B | 10.26% |
| 2021-03-31 | $0.05B | $0.46B | 11.23% |
| 2020-12-31 | $0.06B | $0.46B | 12.51% |
| 2020-09-30 | $0.06B | $0.47B | 12.26% |
| 2020-06-30 | $0.05B | $0.46B | 11.15% |
| 2020-03-31 | $0.05B | $0.43B | 10.35% |
| 2019-12-31 | $0.03B | $0.44B | 6.60% |
| 2019-09-30 | $0.03B | $0.44B | 6.36% |
| 2019-06-30 | $0.03B | $0.48B | 6.15% |
| 2019-03-31 | $0.03B | $0.47B | 5.83% |
| 2018-12-31 | $0.02B | $0.44B | 5.52% |
| 2018-09-30 | $0.02B | $0.44B | 5.10% |
| 2018-06-30 | $0.02B | $0.37B | 4.85% |
| 2018-03-31 | $0.02B | $0.35B | 4.77% |
| 2017-12-31 | $0.02B | $0.33B | 4.90% |
| 2017-09-30 | $0.02B | $0.35B | 4.72% |
| 2017-06-30 | $0.01B | $0.31B | 5.64% |
| 2017-03-31 | $0.01B | $0.31B | 6.56% |
| 2016-12-31 | $0.01B | $0.30B | 9.33% |
| 2016-09-30 | $0.00B | inf% | |
| 2016-06-30 | $-0.01B | inf% | |
| 2016-03-31 | $-0.01B | inf% | |
| 2015-12-31 | $-0.02B | inf% | |
| 2015-09-30 | $-0.01B | inf% | |
| 2015-06-30 | $-0.00B | inf% | |
| 2015-03-31 | $-0.00B | inf% | |
| 2014-12-31 | $0.00B | inf% | |
| 2014-09-30 | $0.00B | inf% | |
| 2014-06-30 | $0.00B | inf% | |
| 2014-03-31 | $0.01B | inf% | |
| 2013-12-31 | $0.00B | inf% | |
| 2013-09-30 | $-0.00B | inf% | |
| 2013-06-30 | $0.00B | inf% | |
| 2013-03-31 | $0.00B | inf% | |
| 2012-12-31 | $0.00B | inf% | |
| 2012-09-30 | $0.00B | inf% | |
| 2012-06-30 | $0.00B | inf% | |
| 2012-03-31 | $0.00B | inf% | |
| 2011-12-31 | $0.00B | inf% | |
| 2011-09-30 | $0.00B | nan% | |
| 2011-06-30 | $0.00B | nan% | |
| 2011-03-31 | $0.00B | inf% | |
| 2010-12-31 | $0.00B | inf% | |
| 2010-09-30 | $0.00B | inf% | |
| 2010-06-30 | $0.00B | inf% | |
| 2010-03-31 | $0.00B | inf% | |
| 2009-12-31 | $0.00B | inf% | |
| Sector | Industry | Market Cap | Revenue |
|---|---|---|---|
| Finance | Finance - Investment Management | $1.144B | $0.178B |
| 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 | $145.918B | 23.86 |
| KKR (KKR) | United States | $122.094B | 37.08 |
| Apollo Global Management (APO) | United States | $80.304B | 22.63 |
| Ares Management (ARES) | United States | $50.664B | 40.98 |
| Ameriprise Financial (AMP) | United States | $49.799B | 15.14 |
| Blue Owl Capital (OWL) | United States | $31.392B | 28.99 |
| T Rowe Price (TROW) | United States | $24.944B | 12.55 |
| TPG (TPG) | United States | $24.057B | 32.17 |
| Principal Financial (PFG) | United States | $18.797B | 11.96 |
| Carlyle Group (CG) | United States | $17.790B | 14.18 |
| Franklin Resources (BEN) | United States | $10.899B | 7.86 |
| SEI Investments (SEIC) | United States | $9.773B | 18.31 |
| Hamilton Lane (HLNE) | United States | $9.750B | 40.07 |
| Invesco (IVZ) | United States | $8.002B | 10.65 |
| Janus Henderson Group (JHG) | United Kingdom | $6.633B | 12.66 |
| Affiliated Managers (AMG) | United States | $5.778B | 9.24 |
| ONEX (ONEXF) | Canada | $5.518B | 6.95 |
| Cohen & Steers Inc (CNS) | United States | $4.956B | 34.77 |
| AllianceBernstein Holding (AB) | United States | $4.311B | 12.56 |
| Victory Capital Holdings (VCTR) | United States | $3.900B | 12.50 |
| Artisan Partners Asset Management (APAM) | United States | $3.575B | 13.56 |
| Federated Hermes (FHI) | United States | $3.317B | 10.48 |
| Grupo Aval Acciones Y Valores S.A (AVAL) | Colombia | $2.374B | 22.22 |
| Prospect Capital (PSEC) | United States | $2.221B | 4.98 |
| GCM Grosvenor (GCMG) | United States | $2.171B | 28.75 |
| Fairfax India Holdings (FFXDF) | Canada | $2.039B | 15.69 |
| Virtus Investment Partners (VRTS) | United States | $1.537B | 8.69 |
| Cannae Holdings (CNNE) | United States | $1.223B | 0.00 |
| Sprott (SII) | Canada | $1.148B | 27.73 |
| BrightSphere Investment Group (BSIG) | United States | $1.017B | 12.19 |
| Noah Holdings (NOAH) | China | $0.824B | 8.53 |
| PennantPark Floating Rate Capital (PFLT) | United States | $0.815B | 8.74 |
| Associated Capital (AC) | United States | $0.766B | 23.38 |
| Eagle Point Credit (ECC) | United States | $0.746B | 7.81 |
| Patria Investments (PAX) | Cayman Islands | $0.697B | 10.32 |
| Gamco Investors (GAMI) | United States | $0.598B | 10.14 |
| Value Line (VALU) | United States | $0.454B | 22.73 |
| Barings Corporate Investors (MCI) | $0.404B | 0.00 | |
| Silvercrest Asset Management Group (SAMG) | United States | $0.230B | 17.09 |
| Barings Participation Investors (MPV) | $0.183B | 0.00 | |
| Portman Ridge Finance (PTMN) | United States | $0.171B | 5.60 |
| ArrowMark Financial (BANX) | United States | $0.149B | 0.00 |
| Westwood Holdings Group Inc (WHG) | United States | $0.137B | 29.50 |
| DWS Strategic Municipal Income Trust (KSM) | $0.111B | 0.00 | |
| OFS Credit (OCCI) | $0.110B | 3.39 | |
| Great Elm Capital (GECC) | United States | $0.102B | 6.47 |
| AMTD IDEA Group (AMTD) | France | $0.100B | 0.00 |
| Hennessy Advisors (HNNA) | United States | $0.078B | 12.79 |
| Binah Capital (BCG) | United States | $0.035B | 0.00 |
| U.S Global Investors (GROW) | United States | $0.034B | 24.80 |
| Royalty Management Holding (RMCO) | United States | $0.016B | 0.00 |
| Prestige Wealth (PWM) | Hong Kong, SAR China | $0.008B | 0.00 |
| Jupai Holdings (JP) | China | $0.000B | 0.00 |
| Insight Select Income Fund (INSI) | $0.000B | 0.00 | |
| Medley Management (MDLY) | United States | $0.000B | 0.00 |
| Monroe Capital (MRCC) | United States | $0.000B | 7.40 |
| Sound Point Meridian Capital (SPMC) | United States | $0.000B | 0.00 |