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CSW Industrials, Inc.NYSE:CSW Stock Report

Market Cap US$4.7b
Share Price
US$287.15
US$322.71
11.0% undervalued intrinsic discount
1Y-10.5%
7D-3.0%
Portfolio Value
View

CSW Industrials, Inc.

NYSE:CSW Stock Report

Market Cap: US$4.7b

CSW Industrials (CSW) Stock Overview

Provides various industrial products in the United States and internationally. More details

CSW fundamental analysis
Snowflake Score
Valuation0/6
Future Growth2/6
Past Performance2/6
Financial Health3/6
Dividends0/6

CSW Community Fair Values

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Community Contributor
CA$5.25FV 4.8% undervalued intrinsic discount
30989.3%Revenue growth p.a.
1.2k
5
0
24
12d ago

CSW Industrials, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for CSW Industrials
Historical stock prices
Current Share PriceUS$287.15
52 Week HighUS$338.90
52 Week LowUS$230.45
Beta0.84
1 Month Change9.10%
3 Month Change10.33%
1 Year Change-10.53%
3 Year Change111.70%
5 Year Change113.97%
Change since IPO857.17%

Recent News & Updates

Recent updates

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.

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.

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).

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).

CSW Industrials: Q3 Struggles And Hard-To-Ignore Risks Make It A Sell

Feb 20

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).

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).

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.

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

Jan 18
Is Now An Opportune Moment To Examine CSW Industrials, Inc. (NYSE:CSW)?

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.

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

Jan 04
CSW Industrials' (NYSE:CSW) Returns Have Hit A Wall

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).

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

Dec 18
CSW Industrials, Inc.'s (NYSE:CSW) 29% Share Price Surge Not Quite Adding Up

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.

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).

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.

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.

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.

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

Sep 11
Pinning Down CSW Industrials, Inc.'s (NYSE:CSW) P/E Is Difficult Right Now

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

Aug 27
CSW Industrials (NYSE:CSW) Could Easily Take On More Debt

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.

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.

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

Aug 04
CSW Industrials, Inc. Just Missed EPS By 11%: Here's What Analysts Think Will Happen Next
User avatar

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.

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

Jul 14
Why CSW Industrials, Inc. (NYSE:CSW) Could Be Worth Watching

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

Jun 28
Does CSW Industrials (NYSE:CSW) Deserve A Spot On Your Watchlist?

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

Jun 13
Pinning Down CSW Industrials, Inc.'s (NYSE:CSW) P/E Is Difficult Right Now

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

May 29
CSW Industrials' (NASDAQ:CSWI) Solid Profits Have Weak Fundamentals

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

May 25
Analyst Estimates: Here's What Brokers Think Of CSW Industrials, Inc. (NASDAQ:CSWI) After Its Annual Report

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

May 07
Calculating The Intrinsic Value Of CSW Industrials, Inc. (NASDAQ:CSWI)

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

Apr 05
Investors Could Be Concerned With CSW Industrials' (NASDAQ:CSWI) Returns On Capital

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

Mar 21
Here's Why We Think CSW Industrials (NASDAQ:CSWI) Might Deserve Your Attention Today

CSW Industrials: Great Value Creator, At A Price

Mar 19

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

Mar 03
Investor Optimism Abounds CSW Industrials, Inc. (NASDAQ:CSWI) But Growth Is Lacking

CSW Industrials: When Quality And Growth Justify A Premium

Feb 28

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

Feb 04
A Look At The Intrinsic Value Of CSW Industrials, Inc. (NASDAQ:CSWI)

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

Dec 16
Why CSW Industrials, Inc. (NASDAQ:CSWI) Could Be Worth Watching

CSW Industrials: Positive Developments Point To Yet More Growth

Dec 10

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

Nov 28
Here's What's Concerning About CSW Industrials' (NASDAQ:CSWI) Returns On Capital

CSW Industrials' (NASDAQ:CSWI) Profits Appear To Have Quality Issues

Nov 07
CSW Industrials' (NASDAQ:CSWI) Profits Appear To Have Quality Issues

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

Oct 28
Here's Why We Think CSW Industrials (NASDAQ:CSWI) Might Deserve Your Attention Today

Why Investors Shouldn't Be Surprised By CSW Industrials, Inc.'s (NASDAQ:CSWI) 32% Share Price Surge

Oct 06
Why Investors Shouldn't Be Surprised By CSW Industrials, Inc.'s (NASDAQ:CSWI) 32% Share Price Surge

Shareholder Returns

CSWUS BuildingUS Market
7D-3.0%1.5%0.8%
1Y-10.5%14.3%27.8%

Return vs Industry: CSW underperformed the US Building industry which returned 14.2% over the past year.

Return vs Market: CSW underperformed the US Market which returned 27.7% over the past year.

Price Volatility

Is CSW's price volatile compared to industry and market?
CSW volatility
CSW Average Weekly Movement6.3%
Building Industry Average Movement6.0%
Market Average Movement7.1%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

Stable Share Price: CSW has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: CSW's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20142,600Joe Armeswww.csw.com

CSW Industrials, Inc. provides various industrial products in the United States and internationally. It operates through three segments: Contractor Solutions, Engineered Building Solutions, and Specialized Reliability Solutions. The Contractor Solutions segment offers condensate pads, pans, and pumps; condensate switches and traps; drain management system; drain waste and vent mechanical products; ductless mini-split systems installation support tools and accessories; HVAC electrical protection, installation supplies, and maintenance chemicals; evaporator coils and air handlers; grilles, registers, diffusers and vents; line set covers; load management systems; refrigerant caps; solvents, cements, traps, and thread sealants; surge protection products; and wire pulling head tools.

CSW Industrials, Inc. Fundamentals Summary

How do CSW Industrials's earnings and revenue compare to its market cap?
CSW fundamental statistics
Market capUS$4.73b
Earnings (TTM)US$126.91m
Revenue (TTM)US$1.00b
37.3x
P/E Ratio
4.7x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
CSW income statement (TTM)
RevenueUS$1.00b
Cost of RevenueUS$575.18m
Gross ProfitUS$428.95m
Other ExpensesUS$302.05m
EarningsUS$126.91m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)7.71
Gross Margin42.72%
Net Profit Margin12.64%
Debt/Equity Ratio73.5%

How did CSW perform over the long term?

See historical performance and comparison

Dividends

0.4%
Current Dividend Yield
14%
Payout Ratio

Does CSW pay a reliable dividends?

See CSW dividend history and benchmarks
When do you need to buy CSW by to receive an upcoming dividend?
CSW Industrials dividend dates
Ex Dividend DateApr 24 2026
Dividend Pay DateMay 08 2026
Days until Ex dividend10 days
Days until Dividend pay date4 days

Does CSW pay a reliable dividends?

See CSW dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/03 07:17
End of Day Share Price 2026/05/01 00:00
Earnings2025/12/31
Annual Earnings2025/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

CSW Industrials, Inc. is covered by 9 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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