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Upturn AI SWOT - About
CSWI 
CSW Industrials Inc (CSWI)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
06/06/2025: CSWI (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $341.6
1 Year Target Price $341.6
| 0 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 74.85% | Avg. Invested days 66 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 06/06/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.13B USD | Price to earnings Ratio 36.36 | 1Y Target Price 341.6 |
Price to earnings Ratio 36.36 | 1Y Target Price 341.6 | ||
Volume (30-day avg) 6 | Beta 0.92 | 52 Weeks Range 249.63 - 435.81 | Updated Date 07/2/2025 |
52 Weeks Range 249.63 - 435.81 | Updated Date 07/2/2025 | ||
Dividends yield (FY) 0.35% | Basic EPS (TTM) 8.39 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 15.56% | Operating Margin (TTM) 20.33% |
Management Effectiveness
Return on Assets (TTM) 9.53% | Return on Equity (TTM) 15.92% |
Valuation
Trailing PE 36.36 | Forward PE 42.55 | Enterprise Value 4717240519 | Price to Sales(TTM) 5.84 |
Enterprise Value 4717240519 | Price to Sales(TTM) 5.84 | ||
Enterprise Value to Revenue 5.37 | Enterprise Value to EBITDA 21.12 | Shares Outstanding 16807700 | Shares Floating 16578250 |
Shares Outstanding 16807700 | Shares Floating 16578250 | ||
Percent Insiders 4.3 | Percent Institutions 93.08 |
Upturn AI SWOT
CSW Industrials Inc
Company Overview
History and Background
CSW Industrials Inc. was formed in 2015 as a spin-off from Century Southwest Corporation. It focuses on industrial products and specialty chemicals.
Core Business Areas
- Contractor Solutions: Manufactures and distributes a wide range of mechanical and building products used in heating, ventilation, air conditioning, and refrigeration (HVAC/R), plumbing, electrical, and fire protection systems.
- Specialty Chemicals: Produces and distributes high-performance specialty lubricants, anti-seize compounds, and other chemical products for industrial applications.
Leadership and Structure
Joseph B. Armes serves as the Chairman, President, and Chief Executive Officer. The organizational structure is divided into business segments with executive leadership overseeing each division.
Top Products and Market Share
Key Offerings
- HVAC/R Components: Components and solutions for HVAC/R systems, a large, fragmented market. Competitors include Johnson Controls (JCI), Lennox International (LII), and Watsco (WSO). It is difficult to obtain granular market share data on components specifically. Significant revenue contribution.
- Whitmore: High-performance specialty lubricants, anti-seize compounds, and other chemical products for industrial applications. Competitors include FUCHS (FUPBY), and ITW(ITW). Significant revenue contribution.
Market Dynamics
Industry Overview
The industrial products and specialty chemicals industries are competitive and influenced by economic cycles, raw material costs, and regulatory changes.
Positioning
CSW Industrials aims to differentiate itself through high-quality products, customer service, and strategic acquisitions to expand its product portfolio and geographic reach.
Total Addressable Market (TAM)
TAM is significant (billions of USD) given breadth of product lines and industries served. CSWI is positioned to grow through organic initiatives and strategic acquisitions to capture a greater share of market
Upturn SWOT Analysis
Strengths
- Diverse product portfolio
- Strong customer relationships
- Experienced management team
- Established distribution network
Weaknesses
- Dependence on cyclical industries
- Exposure to raw material price fluctuations
- Integration risks from acquisitions
Opportunities
- Expanding into new geographic markets
- Developing innovative products
- Acquiring complementary businesses
- Benefiting from infrastructure spending
Threats
- Economic downturns
- Increased competition
- Changes in regulations
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- JCI
- LII
- WSO
- ITW
- FUPBY
Competitive Landscape
CSW Industrials competes based on product quality, customer service, and distribution network. Its competitive advantages include a diverse product portfolio and strong customer relationships. Disadvantages include exposure to cyclical industries and raw material price fluctuations.
Major Acquisitions
IBC Advanced Alloys
- Year: 2024
- Acquisition Price (USD millions): 33
- Strategic Rationale: Expands product portfolio in advanced alloys and increases exposure to the attractive industrial end markets.
Growth Trajectory and Initiatives
Historical Growth: CSW Industrials has grown through organic initiatives and strategic acquisitions.
Future Projections: Future growth is expected from organic sales growth and strategic acquisitions.
Recent Initiatives: Recent initiatives include product development, market expansion, and strategic acquisitions.
Summary
CSW Industrials Inc. has a diversified portfolio and strategic acquisitions that position them for growth. They are exposed to cyclical markets and raw material fluctuations, presenting risks. The company's focus on high-quality products and customer service supports its market position. Continued strategic acquisitions and organic growth initiatives are key for future success. Competent management and sound financials are crucial to manage its threats and capitalize on opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q), Investor presentations, Analyst reports, Market research reports
Disclaimers:
This analysis is based on available information and represents a general overview. Investment decisions should be made after consulting with a qualified financial advisor. Market share data is approximate and may vary depending on the source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About CSW Industrials Inc
Exchange NASDAQ | Headquaters Dallas, TX, United States | ||
IPO Launch date 2015-10-01 | Chairman, President & CEO Mr. Joseph Brooks Armes J.D. | ||
Sector Industrials | Industry Specialty Industrial Machinery | Full time employees 2600 | Website https://www.cswindustrials.com |
Full time employees 2600 | Website https://www.cswindustrials.com | ||
CSW Industrials, Inc. provides niche, value-added products in the end market in the United States and internationally. It operates through three segments: Contractor Solutions, Engineered Building Solutions, and Specialized Reliability Solutions. The Contractor Solutions segment provides condensate pads, pans, and pumps; condensate switches and traps; drain management system; drain waste and vent systems mechanical products; ductless mini-split systems installation support tools and accessories; electrical protection, installation supplies, and maintenance chemicals for HVAC; evaporator coils and air handlers; grilles, registers, diffusers and vents; line set covers; load management systems; refrigerant caps; solvents, cements, traps, and thread sealants; surge protection products; and wire pulling head tools. The Engineered Building Solutions segment offers architectural railings and metals; fire and smoke protection solutions; fire stopping solutions; and pre-engineered and custom architectural building components. The Specialized Reliability Solutions segment provides anti-seize products; compounds, lubricants and sealants; contamination control; desiccant breather filtration products; industrial maintenance and repairs; lubricant management systems; operations solutions; rail friction modifiers; and sealants. The company was incorporated in 2014 and is headquartered in Dallas, Texas.
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