Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Capital SouthwestCSWC +0.21%54 Equity-to-Asset is 0.46 as of Mar. 2026, which is 2% below its 10-year median of 0.47. GuruFocus rates CSWC with a GF Score™ of 54/100 and a GF Value™ of $26.29 (Fairly Valued). The stock has 10 warning signs investors should review. Among 1,630 Asset Management companies, Capital Southwest ranks worse than 84.29% on this metric.
Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Capital Southwest's Total Stockholders Equity for the quarter that ended in Mar. 2026 was $1,011.0 Mil. Capital Southwest's Total Assets for the quarter that ended in Mar. 2026 was $2,177.5 Mil.
Therefore, Capital Southwest's Equity to Asset Ratio for the quarter that ended in Mar. 2026 was 0.46.
The historical rank and industry rank for Capital Southwest's Equity-to-Asset or its related term are showing as below:
CSWC'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.43 Med: 0.47 Max: 0.88
Current: 0.46
During the past 13 years, the highest Equity to Asset Ratio of Capital Southwest was 0.88. The lowest was 0.43. And the median was 0.47.
CSWC's Equity-to-Asset is ranked worse than 84.29% of 1630
companies
in the Asset Management industry
Industry Median: 0.83
vs CSWC: 0.46
Capital Southwest (NAS:CSWC) Equity-to-Asset Explanation
Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.
For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.
Capital Southwest Equity-to-Asset Related Terms
Capital Southwest Equity-to-Asset Historical Data
* Premium members only.
The historical data trend for Capital Southwest's Equity-to-Asset can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
CSWC vs BTT, QQQX, NFJ: Equity-to-Asset Comparison
For the Asset Management subindustry, Capital Southwest's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Capital Southwest Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Capital Southwest's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Capital Southwest's Equity-to-Asset falls into.
Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.
Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.
Capital Southwest's Equity to Asset Ratio for the fiscal year that ended in Mar. 2026 is calculated as
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Capital Southwest (CSWC) has a Equity-to-Asset of 0.46 as of Mar. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Capital Southwest and its competitors. This is near median its historical median of 0.47. Over the past decade, Capital Southwest's Equity-to-Asset has ranged from 0.43 to 0.88. According to the industry distribution chart, Capital Southwest ranks #1374 out of 1630 companies in the Asset Management industry, placing it in the top 84.3%.
Is Capital Southwest's Equity-to-Asset too high?
Capital Southwest's current Equity-to-Asset of 0.46 is near median its 10-year median of 0.47. Over the past 10 years, this metric has ranged from a low of 0.43 to a high of 0.88. The Asset Management industry median Equity-to-Asset is 0.83. Capital Southwest's value of 0.46 is 44.6% below this industry median. Based on the distribution chart, Capital Southwest ranks #1374 out of 1630 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Capital Southwest has a GF Score™ of 54/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Capital Southwest's Equity-to-Asset compare to BTT and QQQX?
According to the Asset Management industry distribution chart, Capital Southwest ranks #1374 out of 1630 companies for Equity-to-Asset. This places Capital Southwest in the lower half of its industry. The industry median Equity-to-Asset is 0.83. Capital Southwest's value of 0.46 is 44.6% below this benchmark. Historically, Capital Southwest's own Equity-to-Asset has ranged from 0.43 to 0.88 over the past decade. While the company's 10-year median is 0.47 vs. the industry median of 0.83, Capital Southwest has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,630 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Capital Southwest's current Equity-to-Asset of 0.46 is 44.6% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Capital Southwest and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Capital Southwest's current Equity-to-Asset is 0.46, which is near median its own 10-year median of 0.47. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Capital Southwest stock overvalued right now?
Based on GuruFocus' analysis, Capital Southwest (CSWC) is currently considered Fairly Valued. The stock's GF Value™ is $26.29, compared to a current price of $23.95 — trading 8.9% below its estimated fair value. The current Equity-to-Asset is 0.46, which is near median its 10-year median of 0.47 and 44.6% below the Asset Management industry median of 0.83. Capital Southwest's overall GF Score™ is 54/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For Capital Southwest (CSWC), the current Equity-to-Asset is 0.46 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Capital Southwest (CSWC) Overvalued in 2026?
Based on GuruFocus' analysis, Capital Southwest stock appears to be undervalued.
The current stock price of $23.95 is trading 8.9% below its estimated GF Value™ of $26.29.
GuruFocus considers Capital Southwest to be Fairly Valued.
Key valuation signals for CSWC:
Equity-to-Asset: 0.46 (near median its 10-year median of 0.47)
GF Value™: $26.29 vs. price of $23.95 (8.9% below fair value)
Industry Position: 44.6% below the Asset Management median (#1374 of 1630)
No single metric tells the full story. See the CSWC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Capital Southwest Corp is a U.S.-based investment company that specializes in providing customized financing to middle market companies across various industries. The company's investment objective is to produce attractive risk-adjusted returns by generating current income from debt investments and capital appreciation from equity and equity related investments. It focuses on providing flexible financing solutions through partnerships with business owners, management teams, and financial sponsors. The company's portfolio may include senior debt, second lien, and subordinated debt, preferred stocks, common stocks, and warrants. The primary source of revenue comprises interest income and dividend income from investments made as well as management fees.
54GF Score
Get the complete analysis for CSWC
Equity-to-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
CSWC has been successfully added to your 
