CSW Industrials (CSW)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
At a market value of $4.7B, CSW Industrials's free cash flow of $132M (fiscal 2026) would need to grow about 13% a year for the stock to be worth today's price. That is slower than the company has grown its free cash flow over the last 9 years.
Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from CSW Industrials's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.
Fundamental grade
Five factors scored 1 to 9 from CSW's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from CSW Industrials's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.
| Fiscal year | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Revenue | $626M | $758M | $793M | $878M | $1.1B |
| Net income | $66M | $96M | $102M | $137M | $112M |
| Free cash flow | $53M | $108M | $148M | $152M | $132M |
| EPS (diluted) | $4.20 | $6.20 | $6.52 | $8.38 | $6.70 |
| Operating margin | 15.5% | 18.3% | 20.1% | 20.6% | 15.6% |
Where the revenue comes from
Revenue by segments, fiscal 2026. Every breakdown, year by year.
Superinvestors who own CSW
From each investor's latest 13F filing (what a 13F shows). 1 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Cliff Asness AQR Capital Management |
Added | $3M | 0.00% | Q2 2026 |
Insider buying
Open-market purchases by CSW Industrials's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you. Every purchase since records began.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Mar 13, 2026 | Darron K Ash |
300 | $256.62 | $76,986 |
| Mar 3, 2026 | Gilbert Ray Cisneros, Jr. |
0 | $278.02 | — |
| Mar 3, 2026 | Gilbert Ray Cisneros, Jr. |
0 | $278.02 | — |
| Jan 15, 2026 | Gilbert Ray Cisneros, Jr. |
0 | $328.34 | — |
| Jan 15, 2026 | Gilbert Ray Cisneros, Jr. |
0 | $328.34 | — |
| Nov 18, 2025 | Gilbert Ray Cisneros, Jr. |
0 | $240.78 | — |
| Nov 18, 2025 | Gilbert Ray Cisneros, Jr. |
0 | $240.78 | — |
| Nov 17, 2025 | Josh Gottheimer |
0 | $241.41 | — |
| Nov 17, 2025 | Josh Gottheimer |
0 | $241.41 | — |
| Nov 6, 2025 | Gilbert Ray Cisneros, Jr. |
0 | $249.72 | — |
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In the full deep dive
Questions
What growth does CSW Industrials's stock price imply?
At a market value of $4.7B, CSW Industrials would need its free cash flow to grow about 13% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 9 years its free cash flow grew 17% a year.
Are CSW Industrials insiders buying the stock?
10 open-market insider purchases of CSW in the last 12 months, from SEC Form 4 filings.
Which superinvestors own CSW Industrials?
1 of the superinvestors Investingly tracks hold CSW in their latest 13F, including Cliff Asness.
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Prices and ratios as of Oct 8, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.