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CSW: Future Returns Will Reflect Buybacks Amid Modest Margin Pressure

Share Repurchases And Revenue Consistency Will Drive Future Performance

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CSW
AnalystConsensusTarget
Not Invested
Published 16 Jul 2025

Update shared on 10 Dec 2025

Fair value Increased 6.00%
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Narrative Update on CSW Industrials Price Target

Analysts have raised their price target on CSW Industrials from approximately $283 to about $300 per share. This reflects higher expected revenue growth and a modestly richer future valuation multiple, partly offset by slightly lower projected profit margins.

What's in the News

  • Completed a share repurchase of 108,495 shares, representing approximately 0.65% of outstanding shares, under the buyback program announced on January 30, 2025 (company filing)
  • Repurchased 72,911 shares, about 0.43% of shares outstanding, between July 1 and September 30, 2025, for a total consideration of $18.32 million as part of the same program (company filing)
  • Total capital deployed under the 2025 buyback reached $29.79 million (company filing)

Valuation Changes

  • The fair value estimate has risen slightly from about $283 to roughly $300 per share, reflecting higher expected growth and valuation multiples.
  • The discount rate has increased marginally from approximately 8.33% to about 8.37%, implying a slightly higher required return.
  • Revenue growth has risen meaningfully from around 13.7% to about 16.4%, indicating stronger top line expectations.
  • The net profit margin has declined moderately from roughly 14.7% to about 13.9%, suggesting some pressure on profitability.
  • The future P/E has increased modestly from about 27.7x to roughly 29.0x, indicating a somewhat richer expected valuation multiple.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.