Added to YB: 2025-12-05
Pitch date: 2025-12-04
CSW [neutral]
CSW Industrials, Inc.
+6.12%
current return
Author Info
Picolinie Capital mostly focuses on above-average growing businesses with strong returns on invested capital. Sign up for the newsletter.
Company Info
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.
Market Cap
$4.6B
Pitch Price
$300.70
Price Target
N/A
Dividend
0.39%
EV/EBITDA
18.52
P/E
32.52
EV/Sales
4.92
Sector
Building Products
Category
growth
Quality Compounders - 5 Stocks I'm Watching Closely: CSW Industrials, Inc.
CSW (watchlist): Diversified industrial w/ 45% gross, 25% EBITDA margins. Combines GDP-like organic growth + acquisitions like Indutrade but higher margins. DD earnings growth potential post-Aspen acquisition. Stock down 20% YTD, -34% from Oct highs after doubling in 2024. Modest debt provides M&A ammunition. Buy zone ~$240.
Read full article (1 min)