Added to YB: 2026-03-06
Pitch date: 2026-03-05
CSW [neutral]
CSW Industrials, Inc.
+10.02%
current return
Author Info
No bio for this author
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
$4.8B
Pitch Price
$263.89
Price Target
N/A
Dividend
0.37%
EV/EBITDA
22.29
P/E
38.45
EV/Sales
5.61
Sector
Building Products
Category
growth
3 untalked compounders on my radar - CSW Industrials, Inc.
CSW (overview): HVAC/industrial roll-up w/ 70% rev from repair-focused Contractor Solutions (sealants, motors for HVAC/plumbers), 15% specialized lubricants, 10-15% safety/building. 2,300+ distribution locs underutilized. +24.9% 10yr returns. Needs +23% rev CAGR (vs +11% 3yr, +24% forward) for 15% IRR at 24x exit, 15.2% FCF margin, 2.2% dilution. Catalysts: repair tailwinds as replacement costs rise, cross-sell thru distribution, margin recovery to >20% late 2026 post-tariff pressure
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