CSW Industrials Inc. Common Stock (CSW)

FairStock Score: 36/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I begin with the business: CSW Industrials sells unglamorous but necessary parts—condensate pumps, switches, drains, HVAC accessories—into maintenance and repair channels. FairStock labels it a FAST GROWER because profit grew 22.8% a year and revenue 20.9% a year over five years. The latest filed quarter, fiscal Q1 2027, the quarter ended 2026-06-30, showed revenue of $350.6M, net income of $49.8M, and diluted EPS of $3.04, versus $263.6M, $40.9M, and $2.43 in fiscal Q1 2026, the quarter ended 2025-06-30. That is real momentum. Financial health also looks solid: FairStock's Piotroski F-Score is 9/9, Altman Z-Score 3.29, trailing free cash flow $143.3M, and debt-to-equity 0.85. But price matters. At the 2026-10-13 close of $294.14, FairStock's P/E is 40.24, P/B 4.47, EV/EBITDA 21.20, PEG 1.86, and FCF yield only 3.0%. The Graham Number is $104.08, so the margin of safety is -182.61%. Return on equity is 10.93% and ROCE 6.89%, not exceptional for a $4.8B market cap. Fiscal FY2026, the year ended 2026-03-31, net income was $112.0M on $1.1B revenue, down from $136.7M in fiscal FY2025, the year ended 2025-03-31, so earnings have not marched in a straight line. The shares also trade within a wide 52-week range of $236.66 to $355.48. I admire the niche and growth, but at this price I see a good business priced like a wonderful one, leaving little cushion if growth slows.

In plain English: CSW Industrials makes parts and products used by heating, plumbing, and industrial trades, such as pumps, switches, drains, and air-conditioning accessories. The business is growing sales and profits and generates positive cash, with a strong financial-health score. But the stock looks expensive compared with the company's current profits and net assets, so the price already assumes a lot of future growth.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q1 2027 10-Q (period ended 2026-06-30) · fiscal Q3 2026 10-Q (period ended 2025-12-31) · fiscal Q2 2026 10-Q (period ended 2025-09-30) · fiscal Q1 2026 10-Q (period ended 2025-06-30) · FY2026 10-K (period ended 2026-03-31) · FY2025 10-K (period ended 2025-03-31) · FY2024 10-K (period ended 2024-03-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer