CSW Industrials, Inc. (CSW)
NYSEIndustrialsIndustrial - SpecialtiesSnapshot 2026-09-04
$308.46+0.95%
Close 2026-09-04 · 1-day change
NYSEIndustrialsIndustrial - SpecialtiesSnapshot 2026-09-04
QuarterlyIQ Insights · CSW
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $308 CSW trades at 27× p/e, in line with its 24× p/e peer median — but our blended $253 fair value sits below the price. We hold it with medium confidence: our number sits below the analyst range. Analysts target $285–$313. Note: our $253 fair value sits below the entire analyst range ($285–$313). The flat-multiple read looks rich, but earnings are inflecting up — trailing growth is accelerating and forward estimates confirm — so we've softened our read rather than brand an accelerating name expensive. Even valued only for durable growth at sustainable margins, it's worth about $335 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $300.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $691.35 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $111.13 | — | — | Hist. CAGR | high |
| graham number | 12M | $129.49 | — | — | TTM | high |
| Peer P/FCF | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$285.00 – $313.00 (median $300.00) · 3 analysts · as of 2026-07-02
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 78% over what the business is worth with no growth; closing that gap needs roughly 13.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $11.77/sh owner earnings.
Looks more expensive than peers.
Around its own typical valuation.
Trailing four: 2026-Q1, 2026-Q2, 2026-Q3, 2027-Q1
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $194.69 |
| 22.1 |
| 8.82 |
| TTM |
| high |
| Peer P/E | 12M | $260.63 | 20.0 | 13.05 | ntm analyst | high |
| Peer P/S | 12M | $116.19 | 1.6 | 71.47 | TTM | high |
| PEG | 12M | $324.41 | 28.6 | 11.36 | TTM | high |
| residual income | 12M | $82.62 | — | — | TTM | high |
| Own P/E history | 12M | $332.03 | 29.2 | 11.36 | TTM | high |
| triangulated | 12M | $274.43 | 24.0 | 11.46 | Triangulated | high |
| Peer P/FCF | 3Y | $203.56 | 22.1 | 9.22 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $310.16 | 20.0 | 15.53 | Analyst | medium |
| Peer P/S | 3Y | $151.02 | 1.6 | 92.89 | Analyst | medium |
| PEG | 3Y | $443.51 | 28.6 | 15.53 | Analyst | medium |
| Own P/E history | 3Y | $453.93 | 29.2 | 15.53 | Analyst | medium |
| Peer P/FCF | 5Y | $209.69 | 22.1 | 9.50 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $367.88 | 20.0 | 18.42 | Analyst | high |
| Peer P/S | 5Y | $179.13 | 1.6 | 110.18 | Analyst | high |
| PEG | 5Y | $526.05 | 28.6 | 18.42 | Analyst | high |
| Own P/E history | 5Y | $538.41 | 29.2 | 18.42 | Analyst | high |