Obermatt

CSW Industrials

NYQ:CSW · US1264021064
Building ProductsMedium

360

12
EV / EBIT23
Price / Owner Earnings26
Owner Earnings Yield33
Dividend Yield77
Price/Sales45
EV / Gross Profit14
Price/Book38
Return on Capital33
Cash Return on Capital51
Return on Equity36
EBIT Margin72
Gross Profitability16
Cash Conversion28
Accruals1
Owner Earnings Margin85
Sales growth62
Profit Growth76
Long-Term EPS Growth64
Owner Earnings Growth36
Reinvestment53
Price momentum37
Debt load43
Refinancing85
Debt Payback23
Liquidity78
Analyst ratings30
Opinion Changes50
Price Target Upside48
Market mood87
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

CSW Industrials clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryBuilding Products
SizeMedium
TypePublic Company
ExchangeNYSE
Founded2014
Employees59
ISINUS1264021064
Last UpdateApr 2, 2026
Index & Theme
Packaging ServicesIndustrial AutomationEnvironment, Health and Safety (EH&S)HVAC ServicesPollution ControlChemical

Description

CSW Industrials, Inc. (CSWI), together with its wholly owned subsidiaries, is a diversified industrial growth company with a strategic focus on providing niche, value-added products in the end markets it serves. The company's products include mechan…

Analysis

Hope premium

CSW Industrials, Inc. is priced well ahead of what the underlying numbers justify, a pattern we describe as a hope premium.

On valuation, the picture is expensive. The owner-earnings multiple stands at 28.3×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 11% a year, against analyst forecasts of 12%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is stretched. The company scores 10/20 on our value-creation score: creating some value.

Flags to be aware of: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
89
2023202420252026

All-time high

100

Jan 2023

All-time low

89

Jun 2026

Average rank

95

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
45
19
25
48
Price/Earnings
23
16
26
49
Price/Book
38
22
21
32
Dividend Yield
77
59
58
63
Value (overall)
38
18
28
75

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →