Added to YB: 2025-11-27
Pitch date: 2025-11-26
CSW [neutral]
CSW Industrials, Inc.
+19.89%
current return
Author Info
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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
$269.09
Price Target
473.50 (+44%)
Dividend
0.34%
EV/EBITDA
21.68
P/E
48.26
EV/Sales
5.66
Sector
Building Products
Category
growth
Show full summary:
CSW Industrials, Inc. - $CSW
CSW (overview): Industrial consolidator down 35-40% from ATH. Acquired MARS Parts ($650M, 10.4x EBITDA) & Aspen Mfg ($330M, 11x EBITDA) expanding HVAC/R repair exposure. RectorSeal brand dominates plumbing/HVAC markets. 10Y revenue CAGR 13%, EBITDA CAGR 16.5%. Trades 15-16x pro-forma EBITDA post-synergies. Est 12-78% 3Y upside.
Read full article (8 min)