Added to YB: 2026-03-06
Pitch date: 2026-03-05
CSW [neutral]
CSW Industrials, Inc.
+14.22%
current return
Author Info
No bio for this author
Company Info
CSW Industrials, Inc. provides various industrial products in the Americas, Europe, the Middle East and Africa, and the Asia Pacific regions.
Market Cap
$5.7B
Pitch Price
$263.36
Price Target
N/A
Dividend
0.34%
EV/EBITDA
21.68
P/E
48.26
EV/Sales
5.66
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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