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CSW Industrials, Inc.NYSE:CSW Rapporto sulle azioni

Cap. di mercato US$4.3b
Prezzo delle azioni
US$274.62
US$324.57
15.4% sottovalutato sconto intrinseco
1Y-7.5%
7D1.8%
1D
Valore del portafoglio
Vista

CSW Industrials, Inc.

Report azionario NYSE:CSW

Capitalizzazione di mercato: US$4.3b

CSW Industrials (CSW) Panoramica del titolo

CSW Industrials, Inc. fornisce vari prodotti industriali nelle Americhe, in Europa, in Medio Oriente e Africa e nelle regioni dell'Asia e del Pacifico. Maggiori dettagli

CSW analisi fondamentale
Punteggio fiocco di neve
Valutazione0/6
Crescita futura1/6
Prestazioni passate2/6
Salute finanziaria2/6
Dividendi0/6

CSW Community Fair Values

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Concorrenti di CSW Industrials, Inc.

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per CSW Industrials
Prezzi storici delle azioni
Prezzo attuale dell'azioneUS$274.62
Massimo di 52 settimaneUS$337.02
Minimo di 52 settimaneUS$230.45
Beta0.84
Variazione di 1 mese5.03%
Variazione a 3 mesi7.05%
Variazione di 1 anno-7.53%
Variazione a 3 anni70.72%
Variazione a 5 anni135.22%
Variazione dall'IPO815.40%

Notizie e aggiornamenti recenti

Aggiornamento della narrazione Jun 10

CSW: Higher Dividend And Acquisitions Will Support Future Upside

Analysts have nudged their price target for CSW Industrials higher to about $325 from roughly $323, citing updated assumptions around revenue growth, profit margins and future P/E levels. What's in the News CSW Industrials reported record fiscal fourth quarter and full year revenue, crossing US$1b in annual sales, supported by five cash flow accretive acquisitions including MARS Parts and Aspen Manufacturing.
Seeking Alpha May 27

CSW Industrials Is Doing A Great Job, But That's Not Reason To Be Bullish

Summary CSW Industrials continues to deliver strong operational growth, but its valuation remains elevated versus peers and historical norms. Contractor Solutions drove robust revenue and EBITDA growth, supported by acquisitions and exposure to HVAC, electrical, and data center trends. Despite adjusted EPS and revenue beats, absolute and relative valuation multiples justify a continued 'hold' rating. CSW management targets $12M in MARS Parts synergies and 30% EBITDA margins, but current price still demands caution. Read the full article on Seeking Alpha
Aggiornamento della narrazione May 27

CSW: Higher Dividend And Stronger Margins Will Support Future Upside

Analysts have trimmed their price target on CSW Industrials to $322.71, reflecting an updated view that incorporates a slightly higher discount rate, more moderate revenue growth expectations, a modestly stronger profit margin outlook, and a lower future P/E assumption. What's in the News The Board of Directors declared a regular quarterly cash dividend of US$0.30 per share for CSW Industrials, Inc.

Recent updates

Aggiornamento della narrazione Jun 10

CSW: Higher Dividend And Acquisitions Will Support Future Upside

Analysts have nudged their price target for CSW Industrials higher to about $325 from roughly $323, citing updated assumptions around revenue growth, profit margins and future P/E levels. What's in the News CSW Industrials reported record fiscal fourth quarter and full year revenue, crossing US$1b in annual sales, supported by five cash flow accretive acquisitions including MARS Parts and Aspen Manufacturing.
Seeking Alpha May 27

CSW Industrials Is Doing A Great Job, But That's Not Reason To Be Bullish

Summary CSW Industrials continues to deliver strong operational growth, but its valuation remains elevated versus peers and historical norms. Contractor Solutions drove robust revenue and EBITDA growth, supported by acquisitions and exposure to HVAC, electrical, and data center trends. Despite adjusted EPS and revenue beats, absolute and relative valuation multiples justify a continued 'hold' rating. CSW management targets $12M in MARS Parts synergies and 30% EBITDA margins, but current price still demands caution. Read the full article on Seeking Alpha
Aggiornamento della narrazione May 27

CSW: Higher Dividend And Stronger Margins Will Support Future Upside

Analysts have trimmed their price target on CSW Industrials to $322.71, reflecting an updated view that incorporates a slightly higher discount rate, more moderate revenue growth expectations, a modestly stronger profit margin outlook, and a lower future P/E assumption. What's in the News The Board of Directors declared a regular quarterly cash dividend of US$0.30 per share for CSW Industrials, Inc.
Aggiornamento della narrazione May 02

CSW: Higher Dividend And Repriced Earnings Multiple Will Support Future Upside

Analysts have raised their price target on CSW Industrials by about $1 to reflect revised fair value estimates, adjusted discount rates, and updated assumptions for revenue growth, profit margins, and future P/E. What's in the News The Board of Directors declared a regular quarterly cash dividend of $0.30 per share for CSW Industrials, payable on May 8, 2026, to shareholders of record on April 24, 2026 (Key Developments).
Aggiornamento della narrazione Apr 18

CSW: Completed Buybacks And Higher Dividend Will Support Balanced Future Returns

Analysts now set their price target for CSW Industrials at about $321, slightly below the prior level near $324. This reflects updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that are all broadly consistent with earlier estimates.
Aggiornamento della narrazione Apr 04

CSW: Completed Buybacks And Higher Dividend Will Support Future Upside

Analysts have adjusted their price target for CSW Industrials to $324.29, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions, while keeping fair value unchanged in dollar terms. What's in the News The board declared a regular quarterly cash dividend of $0.30 per share, an increase of $0.03 per share, or about 11% compared with the prior quarter.
Aggiornamento della narrazione Mar 20

CSW: Completed Buybacks And Steady Assumptions Will Support Future Upside

Analysts kept their fair value estimate for CSW Industrials steady at about $324.29 per share, citing only minor adjustments to assumptions about the discount rate, profit margin, and future P/E that were not significant enough to alter their overall price target. What's in the News From October 1, 2025 to January 29, 2026, CSW Industrials repurchased 371,549 shares for $92.6 million, representing 2.22% of its shares under an existing buyback authorization (Key Developments).
Aggiornamento della narrazione Mar 06

CSW: Expanded Buybacks Will Support Returns Under Steady Long Term Assumptions

Analysts have maintained their $324.29 price target on CSW Industrials, with only slight tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions, reflecting fine tuning rather than a change in view. What's in the News From October 1, 2025 to January 29, 2026, CSW Industrials repurchased 371,549 shares, representing 2.22% of shares, for a total of $92.6 million under its existing buyback authorization (Key Developments).
Aggiornamento della narrazione Feb 19

CSW: Expanded Buybacks And Modest Assumption Shifts Will Shape Future Returns

Analysts have modestly raised their price target for CSW Industrials to about $324.29 from $317, reflecting small adjustments to fair value, discount rate, forecast revenue growth, profit margin, and future P/E assumptions. What's in the News From October 1, 2025 to January 29, 2026, CSW Industrials repurchased 331,720 shares for $92.6 million, representing 1.98% of its shares under the existing buyback program (Key Developments).
Aggiornamento della narrazione Feb 05

CSW: Expanded Buybacks Will Drive Future Returns Despite Higher Discount Assumptions

Analysts have trimmed their fair value estimate for CSW Industrials from about US$321.17 to roughly US$317.00, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News From October 1, 2025 to January 29, 2026, CSW Industrials repurchased 331,720 shares, representing 1.98% of its shares for US$92.6 million under its ongoing buyback program (Key Developments).
Aggiornamento della narrazione Jan 22

CSW: Future Returns Will Reflect Expanded Buybacks And Steady Long Term Assumptions

Analysts have nudged their fair value estimate for CSW Industrials higher, with the target moving from about $312.33 to around $321.17. They cited updated assumptions around revenue growth, profit margins and future P/E expectations.
Articolo di analisi Jan 18

Is Now An Opportune Moment To Examine CSW Industrials, Inc. (NYSE:CSW)?

While CSW Industrials, Inc. ( NYSE:CSW ) might not have the largest market cap around , it saw a significant share...
Aggiornamento della narrazione Jan 07

CSW: Future Returns Will Reflect Expanded Buybacks And Steady Long Term Assumptions

Analysts have kept their price target on CSW Industrials broadly in line with prior views, with only marginal tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions. This reflects largely unchanged expectations for the company’s valuation.
Articolo di analisi Jan 04

CSW Industrials' (NYSE:CSW) Returns Have Hit A Wall

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Aggiornamento della narrazione Dec 24

CSW: Future Returns Will Reflect Expanded Buybacks Amid Modest Margin Pressure

Analysts have raised their price target on CSW Industrials by approximately 4 percent to about $312 per share, citing slightly faster expected revenue growth and a higher future earnings multiple, despite a marginally lower profit margin outlook. What's in the News Increased share repurchase authorization by $50 million on December 15, 2025, raising the total buyback capacity to $250 million (company announcement).
Articolo di analisi Dec 18

CSW Industrials, Inc.'s (NYSE:CSW) 29% Share Price Surge Not Quite Adding Up

CSW Industrials, Inc. ( NYSE:CSW ) shareholders would be excited to see that the share price has had a great month...
Aggiornamento della narrazione Dec 10

CSW: Future Returns Will Reflect Buybacks Amid Modest Margin Pressure

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.
Aggiornamento della narrazione Nov 25

CSW: Share Repurchase Program Completion Will Support Stable Forward Returns

Analysts have maintained their price target for CSW Industrials at $283.33, citing only minor adjustments to growth and discount rate assumptions that do not materially impact their valuation outlook. What's in the News CSW Industrials repurchased 72,911 shares between July 1, 2025 and September 30, 2025, amounting to $18.32 million and representing 0.43% of outstanding shares (Key Developments).
Aggiornamento della narrazione Nov 11

CSW: Share Repurchase Activity Will Drive Further Shareholder Value

Narrative Update on CSW Industrials: Analyst Price Target Adjustment Analysts have slightly lowered their fair value estimate for CSW Industrials from $287.83 to $283.33 per share. They cited updated projections for discount rate, revenue growth, profit margin, and future price-to-earnings ratio as the rationale for this adjustment.
Aggiornamento della narrazione Oct 28

Share Repurchases And Revenue Consistency Will Drive Future Performance

Analysts have maintained their price target for CSW Industrials at $287.83. They cite stable expectations for revenue growth, profit margin, and valuation metrics in their latest assessment.
Aggiornamento della narrazione Oct 13

Building Regulations And Renovation Demand Will Fuel HVAC Upgrades

Analysts Adjust Price Target for CSW Industrials Amid Revised Growth Outlook Analysts have lowered their price target for CSW Industrials from $294.67 to $287.83. This adjustment reflects updated expectations for higher revenue growth along with a slight increase in the discount rate.
Articolo di analisi Sep 11

Pinning Down CSW Industrials, Inc.'s (NYSE:CSW) P/E Is Difficult Right Now

With a price-to-earnings (or "P/E") ratio of 30.5x CSW Industrials, Inc. ( NYSE:CSW ) may be sending very bearish...
Articolo di analisi Aug 27

CSW Industrials (NYSE:CSW) Could Easily Take On More Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Aggiornamento della narrazione Aug 06

Building Regulations And Renovation Demand Will Fuel HVAC Upgrades

With no changes in the discount rate (8.10%) or net profit margin (15.15%), the consensus analyst price target for CSW Industrials remained steady at $294.67. What's in the News CSW Industrials, Inc.
Aggiornamento della narrazione Aug 06

HVAC Expansion And Acquisitions Will Drive Future Sustainable Building Trends

The notable downward revision in CSW Industrials’ Analyst Price Target reflects lower future growth expectations, as evidenced by a declining Future P/E, alongside a higher discount rate that further reduces the stock’s fair value now set at $294.67. What's in the News CSW Industrials, Inc.
Articolo di analisi Aug 04

CSW Industrials, Inc. Just Missed EPS By 11%: Here's What Analysts Think Will Happen Next

As you might know, CSW Industrials, Inc. ( NYSE:CSW ) last week released its latest quarterly, and things did not turn...
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Nuova narrazione Jul 16

HVAC Expansion And Acquisitions Will Drive Future Sustainable Building Trends

Strategic acquisitions and innovation in energy-efficient HVAC and building solutions strengthen market position and drive long-term growth and pricing power.
Articolo di analisi Jul 14

Why CSW Industrials, Inc. (NYSE:CSW) Could Be Worth Watching

CSW Industrials, Inc. ( NYSE:CSW ), might not be a large cap stock, but it saw a decent share price growth of 19% on...
Articolo di analisi Jun 28

Does CSW Industrials (NYSE:CSW) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Articolo di analisi Jun 13

Pinning Down CSW Industrials, Inc.'s (NYSE:CSW) P/E Is Difficult Right Now

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Articolo di analisi May 29

CSW Industrials' (NASDAQ:CSWI) Solid Profits Have Weak Fundamentals

Despite posting some strong earnings, the market for CSW Industrials, Inc.'s ( NASDAQ:CSWI ) stock hasn't moved much...
Articolo di analisi May 25

Analyst Estimates: Here's What Brokers Think Of CSW Industrials, Inc. (NASDAQ:CSWI) After Its Annual Report

CSW Industrials, Inc. ( NASDAQ:CSWI ) shareholders are probably feeling a little disappointed, since its shares fell...
Articolo di analisi May 07

Calculating The Intrinsic Value Of CSW Industrials, Inc. (NASDAQ:CSWI)

Key Insights The projected fair value for CSW Industrials is US$370 based on 2 Stage Free Cash Flow to Equity With...
Articolo di analisi Apr 05

Investors Could Be Concerned With CSW Industrials' (NASDAQ:CSWI) Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Articolo di analisi Mar 21

Here's Why We Think CSW Industrials (NASDAQ:CSWI) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Seeking Alpha Mar 19

CSW Industrials: Great Value Creator, At A Price

Summary CSW Industrials has seen impressive growth since 2017, with shares seven-folding and strong M&A moves pushing revenues toward the billion-dollar mark. Despite strong growth and strategic acquisitions, and a recent pullback, current valuations remain high, making the stock less compelling at its present price levels. The recent $313.5 million acquisition of Aspen Manufacturing adds significant value, but the stock's high multiple still warrants caution. I remain neutral yet constructive, willing to reconsider if shares retreat to the lower $200s, given the demanding current multiples. Read the full article on Seeking Alpha
Articolo di analisi Mar 03

Investor Optimism Abounds CSW Industrials, Inc. (NASDAQ:CSWI) But Growth Is Lacking

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Seeking Alpha Feb 28

CSW Industrials: When Quality And Growth Justify A Premium

Summary Despite CSW Industrials, Inc.'s high valuation, its stable cash flows and consistent growth justify maintaining a “hold” rating, aligning with broader market performance. CSW Industrials operates through three segments: Contractor Solutions, Specialized Reliability Solutions, and Engineered Building Solutions, each contributing to its diversified industrial growth. Recent financials show a 10.6% revenue increase, driven mainly by acquisitions, with significant profit improvements despite some segment-specific challenges. Although CSWI stock is expensive compared to peers, its strong track record and net cash position support a continued “hold” rating. Read the full article on Seeking Alpha
Articolo di analisi Feb 04

A Look At The Intrinsic Value Of CSW Industrials, Inc. (NASDAQ:CSWI)

Key Insights The projected fair value for CSW Industrials is US$371 based on 2 Stage Free Cash Flow to Equity Current...
Articolo di analisi Dec 16

Why CSW Industrials, Inc. (NASDAQ:CSWI) Could Be Worth Watching

CSW Industrials, Inc. ( NASDAQ:CSWI ), is not the largest company out there, but it led the NASDAQGS gainers with a...
Seeking Alpha Dec 10

CSW Industrials: Positive Developments Point To Yet More Growth

Summary CSW Industrials has shown exceptional growth, with a 458.08% increase in its share price over five years and 132.96% in the past year, indicating strong performance. The company boasts competitive advantages like a focus on high-margin products, a loyal customer base, and continuous improvement, supporting its medium moat. Despite being overvalued, CSWI's rising fundamentals, debt-free status, and inclusion in the S&P 600 Small Cap Index suggest continued growth and a Buy rating. Risks include potential future share dilution, unmet growth expectations, economic conditions, and dependency on raw materials, but overall, CSW is positioned for continued success. Read the full article on Seeking Alpha
Articolo di analisi Nov 28

Here's What's Concerning About CSW Industrials' (NASDAQ:CSWI) Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...

Rendimenti per gli azionisti

CSWUS BuildingUS Mercato
7D1.8%-3.9%-4.1%
1Y-7.5%6.4%20.6%

Ritorno vs Industria: CSW ha avuto una performance inferiore rispetto al US Building che ha registrato un rendimento 6.4 % nell'ultimo anno.

Rendimento vs Mercato: CSW ha avuto una performance inferiore al mercato US che ha registrato un rendimento 20.6 % nell'ultimo anno.

Volatilità dei prezzi

Is CSW's price volatile compared to industry and market?
CSW volatility
CSW Average Weekly Movement6.0%
Building Industry Average Movement6.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

Prezzo delle azioni stabile: CSW non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.

Volatilità nel tempo: La volatilità settimanale ( 6% ) di CSW è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
20142,700Joe Armeswww.csw.com

CSW Industrials, Inc. fornisce vari prodotti industriali nelle Americhe, in Europa, Medio Oriente e Africa e nelle regioni dell'Asia e del Pacifico. Il segmento Contractor Solutions offre pastiglie, vaschette e pompe per la condensa; interruttori e sifoni per la condensa; sistemi di gestione degli scarichi; prodotti meccanici per scarichi e sistemi di sfiato; strumenti e accessori di supporto all'installazione di sistemi mini-split senza condotto; protezioni elettriche HVAC, forniture per l'installazione e prodotti chimici per la manutenzione; batterie di evaporatori e unità di trattamento dell'aria; griglie, registri, diffusori e sfiati; coperture per set di linee; sistemi di gestione del carico; motori e condensatori; tappi per refrigeranti; solventi, cementi, trappole e sigillanti per filettature; protezioni contro le sovratensioni e utensili per la testa di trazione dei fili delle marche Amrad, AquaGuard, Aspen Manufacturing, Clean Check, Cover Guard, Desolv, Duckt-Strip, Dust Free, EZ Trap, Falcon, Fortress, Goliath, G-O-N, Guardian Drain Lock, Hubsett, Kickstart, Leak Freeze, MARS, No. 5, Novent, PF WaterWorks, PRO-Fit, PSP Products, RectorSeal, Safe-T-Switch, Shoemaker Manufacturing, SureSeal, TRU-BLU, TRUaire, e Turbo 200.

CSW Industrials, Inc. Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di CSW Industrials con la sua capitalizzazione di mercato?
CSW statistiche fondamentali
Capitalizzazione di mercatoUS$4.34b
Utili (TTM)US$112.05m
Ricavi(TTM)US$1.08b
40.0x
Rapporto P/E
4.1x
Rapporto P/S

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
CSW Conto economico (TTM)
RicaviUS$1.08b
Costo del fatturatoUS$628.87m
Profitto lordoUS$453.68m
Altre speseUS$341.64m
UtiliUS$112.05m

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

n/a

Utile per azione (EPS)6.87
Margine lordo41.91%
Margine di profitto netto10.35%
Rapporto debito/patrimonio netto81.3%

Come si è comportato CSW nel lungo periodo?

Vedi performance storica e confronto

Dividendi

0.4%
Rendimento attuale del dividendo
16%
Rapporto di remunerazione

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/11 23:29
Prezzo dell'azione a fine giornata2026/06/11 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

CSW Industrials, Inc. è coperta da 9 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Timothy WojsBaird
Liam BurkeB. Riley Securities, Inc.
Andrew KaplowitzCitigroup Inc