CSW Industrials (CSW) Stock Fundamentals, Analysis & Risk Signals

Health score, price, valuation, risk signals, and key metrics at a glance.

CSW Industrials

NYSE•Industrials•Specialty Industrial Machinery

$288.66+0.86(<0.01%)After hours

Market Cap

$4.71B

P/E

39.0x

P/S

4.0x

P/B

4.4x

CSW Industrials, Inc. provides various industrial products in the Americas, Europe, the Middle East and Africa, and the Asia Pacific regions. The Contractor Solutions segment offers condensate pads, pans, and pumps; condensate switches and traps; drain management system; drain waste and vent systems 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, and diffusers and vents; line set covers; load management systems; motors and capacitors; refrigerant caps; solvents, cements, traps, and thread sealants; surge protections; and wire pulling head tools under the 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, and Turbo 200 brands. The Engineered Building Solutions segment offers architectural railings and metals; expansion joints and joint seals; fire and smoke curtains, and fire stopping solutions; perimeter protection; and pre-engineered and custom architectural building components under the Balco, BlazeSeal, Duraspan, Greco, IllumiTread, Jointspan, Metacaulk, Metablock, Metaflex, Quakespan, and Smoke Guard brands. The Specialized Reliability Solutions segment provides compounds, lubricants, and sealants; industrial maintenance and repair, anti-seize, contamination control, and desiccant breather filtration; lubricant management systems; operation solutions; andrail applicators, and friction modifiers under the AccuTrack, OilSafe, Air Sentry, BioRail, Deacon, Envirolube, Extreme, Gearmate, Hydrotex, Jet-Lube, Kopr-Kote, Matrix, and Whitmore brands. The company was incorporated in 2014 and is based in Dallas, Texas.

How this company scores

GoodMetricSide Score: 62/100

Strongest: Profitability (17/25); weakest: Balance Sheet & Red Flags (11/25).

Profitability17/25

Growth17/25

Balance Sheet & Red Flags11/25

Cash & Earnings Quality17/25

Strengths

Growing revenueStrong marginsCash-backed earningsConsistent growth

Valuation vs. 5-year range

Today's multiple positioned against its own trailing range — a visual premium/discount check.

P/E · 39.0x5y range 28.1x – 111.0x

Currently below its 20-quarter median.

P/S · 4.0x5y range 3.9x – 10.3x

Currently below its 20-quarter median.

P/B · 4.4x5y range 3.6x – 12.4x

Watch items

Data-driven signals worth keeping an eye on across the last 8 quarters

Some Concerns

Margin Pressure

Watch

Operating margins declined 18.8% — watch for continued compression, which may signal competitive or cost pressure.

Earnings Quality

Watch

FCF/Net Income has dropped below 0.7x in 3 quarters — monitor for earnings quality deterioration.

Price & Volume

Market Cap $4.71B

Metrics at a Glance

as of June 2026

Revenue & Profit

Revenue, EBITDA, operating income, net income, EPS, and shares

TTM Revenue: $1.17B
Q. Revenue: $350.65M
TTM EBITDA: $210.12M
TTM Op. Income: $193.51M
Q. Op. Income: $79.85M
TTM Net Income: $120.88M
Q. Net Income: $49.76M
EPS: $3.05
Shares Out.: $16.33M

$1.17B in TTM revenue grew 27.7% YoY, reaching $350.65M last quarter. TTM EBITDA of $210.12M and TTM operating income of $193.51M show growth is flowing through to the bottom line. TTM net income of $120.88M means revenue is converting into profit. Across the last 8 quarters, TTM revenue has risen for 7 consecutive quarters — an improving trend.

Margins

Gross, EBITDA, operating, and net margin trends

Gross Margin: 44.9%
EBITDA Margin: 24.1%
Op. Margin: 22.8%
Net Margin: 14.2%

Op. margin of 22.8% is up 2.0% YoY — cost efficiency is improving. Net margin at 14.2% and gross margin of 44.9% show how much of each revenue dollar survives to profit. Across the last 8 quarters, operating margin has risen for 2 consecutive quarters — an improving trend.

Price Ratios

P/E, P/S, P/B, EV/EBITDA, FCF yield, and earnings yield

P/E Ratio: 39.0x
P/S Ratio: 4.0x
P/B Ratio: 4.4x

At 39.0x P/E, the stock trades above typical market levels — the market expects above-average growth. P/S of 4.0x and P/B of 4.4x provide additional context. Use the growth and margin sections to judge whether the multiple is justified. Over the past year, P/E is up 12% — a weakening trend.

Assets & Liabilities

Total assets, cash, debt, book value, and leverage

Total Assets: $2.33B
Cash: $47.49M
Long-Term Debt: $825.99M
Book Value: $1.07B
D/E Ratio: 0.8
Debt/EBITDA: 9.8

With $2.33B in assets and $825.99M in long-term debt, D/E is 0.8and book value is $1.07B — a conservative capital structure with a cushion to weather downturns. Over the past year, debt/equity is up 799% — an improving trend.

Cash Flow

Operating cash flow, free cash flow, FCF margin, and earnings quality

Op. Cash Flow: $75.62M
TTM Free Cash Flow: $144.28M
FCF Margin: 12.3%
FCF / Net Income: 1.2

TTM FCF of $144.28M on $75.62M in operating cash flow. The FCF / Net Income ratio of 1.2x means free cash flow covers net income — earnings are backed by cash. Over the past year, free cash flow is down 4% — an improving trend.