Added to YB: 2025-11-27
Pitch date: 2025-11-26
CSW [neutral]
CSW Industrials, Inc.
+15.24%
current return
Author Info
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
$269.63
Price Target
473.50 (+52%)
Dividend
0.37%
EV/EBITDA
22.54
P/E
38.95
EV/Sales
5.68
Sector
Building Products
Category
growth
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.
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