Risk Intelligence
68 / 100
Insufficient Data
How strong and defensively sound is the company?
Around the middle of the covered universe.
CSW · NYSE
Sector unavailable · Industry unavailable
$300.71
+3.09%
Close on Sep 11, 2026
Updated 12/19/2023
Long-term research evidence only. No price targets, no trading signals, no recommendations.
Investment Report Card
Sector unavailable · Data confidence partial
49 / 100
Rank #359 of 1,152 qualified companies
Top 52% · Not Currently Suggested
68 / 100
Insufficient Data
How strong and defensively sound is the company?
Around the middle of the covered universe.
52 / 100
Insufficient Data
Does the business have the characteristics needed to create value over many years?
Weaker than most covered companies on this measure.
41 / 100
Insufficient Data
Is the underlying business getting stronger or weaker?
Weaker than most covered companies on this measure.
83 / 100
Positive disclosed activity
What are important owners actually doing?
Above average on this measure.
32 / 100
Expensive
Is today's price reasonable?
Weaker than most covered companies on this measure — and valuation is researched separately from the Suggested Investment Score.
41 / 100
Limited Capital Returns
How effectively does the company reward shareholders?
Weaker than most covered companies on this measure — and capital returns are researched separately from the Suggested Investment Score.
CSW INDUSTRIALS INC scores 52 on Long-Term Potential (D+), described by the research model as insufficient data. This describes business characteristics only — it is not a forecast of future returns.
Disclosed ownership evidence reads 83 (B+): Positive disclosed activity. 2 tracked managers disclosed a position in the latest reporting period. Ownership filings are historical disclosures, not signals.
CSW INDUSTRIALS INC reads 32 out of 100 on Valuation Intelligence, recorded as Expensive. The stock currently trades above most of its own recent valuation history and above comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
CSW INDUSTRIALS INC reads 41 out of 100 on Capital Returns Intelligence (Limited Capital Returns), reflecting a dividend that has grown about 17.2% a year and a share count rising about 0.7% a year. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
No meaningful recorded changes in the stored history.
Risk Intelligence is a core model, Long-Term Potential, Fundamental Momentum, Valuation Intelligence and Capital Returns Intelligence are research models, and Ownership Intelligence is supplemental descriptive evidence. Valuation Intelligence and Capital Returns Intelligence each contribute 0% to the Suggested Investment Score. Nothing here is a recommendation.
Compare CSW with other companiesResearch Collections
This company does not currently satisfy any collection rule. That is a stored research result, not a judgement about the business.
Browse collectionsAbout a minute to read
Written from stored research readings only. No hype. No trading signals. Just better evidence.
CSW INDUSTRIALS INC (CSW) scores 49 out of 100 and ranks #359 of 1,152 qualified companies today. That places it in the top 52% of ranked companies. The stored tier for that score is not currently suggested.
Risk Intelligence reads 68 out of 100 (C+), recorded as insufficient data. Around the middle of the covered universe.
Long-Term Potential reads 52 out of 100 (D+), recorded as insufficient data. Weaker than most covered companies on this measure.
Fundamental Momentum reads 41 out of 100 (D), recorded as insufficient data. Weaker than most covered companies on this measure.
Ownership Intelligence reads 83 out of 100 (B+), recorded as positive disclosed activity. Above average on this measure.
Valuation is currently the main point of caution: Valuation Intelligence reads 32 out of 100 (F), recorded as Expensive. CSW INDUSTRIALS INC reads 32 out of 100 on Valuation Intelligence, recorded as Expensive. The stock currently trades above most of its own recent valuation history and above comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
Capital Returns Intelligence reads 41 out of 100 (D), recorded as Limited Capital Returns. CSW INDUSTRIALS INC reads 41 out of 100 on Capital Returns Intelligence (Limited Capital Returns), reflecting a dividend that has grown about 17.2% a year and a share count rising about 0.7% a year. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
Elevated valuation: the current market price reflects a premium to this company's historical valuation and comparable companies (Valuation Intelligence 32 out of 100, Expensive). Data confidence for this company is partial.
Its strongest recorded evidence is Ownership Intelligence. Long-Term Potential and Fundamental Momentum remain the main area to watch. Separately from the score, valuation reads expensive at today's price.
Composite discovery model
Suggested Investment Score
49 / 100
A 0–100 composite discovery score combining Risk Intelligence, Long-Term Potential, Fundamental Momentum, and Ownership Intelligence. It helps rank qualified companies for further research and does not predict future returns.
30% contribution
30% contribution
20% contribution
20% contribution
83 / 100 · Strong · 20% of the Suggested Investment Score
Coverage: Partial Coverage
50% of Ownership Intelligence · 10% of the total score
No reliably mapped professional-manager filings are stored, so this evidence is unavailable rather than neutral.
20% of Ownership Intelligence · 4% of the total score
Broad institutional evidence from resolved filings is strong.
15% of Ownership Intelligence · 3% of the total score
No discretionary insider transactions are stored for this company, so this evidence is unavailable rather than neutral.
15% of Ownership Intelligence · 3% of the total score
No qualifying major-holder filings are stored, so this evidence is unavailable rather than neutral.
Ownership Intelligence summarizes publicly disclosed activity among professional investment managers, broader institutions, company insiders, and significant strategic owners. It adds context to investment research but is not a validated predictor of future performance. Ownership information is publicly reported with a delay; the latest applicable reporting period is 2026-06-30, publicly disclosed 9/11/2026. Congressional activity is unavailable pending legal review and contributes nothing to this reading.
No component ranks in the top quartile of the qualified universe.
Long-term potential is mid-pack
Long-Term Potential ranks below the qualified median. This remains a research model.
Fundamental Momentum is softer
Reported business trends rank below the qualified median.
Ownership Intelligence — Partial Coverage
Only part of the ownership evidence is available for this company. Missing evidence is left missing rather than replaced with a neutral value.
COMPOSITE DISCOVERY MODEL — RESEARCH STAGE · Data coverage Good. Rankings are recalculated daily using the latest available information. Individual components may update at different frequencies based on when new financial and ownership data becomes available.
Researched separately
Valuation Intelligence 32 · Expensive
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
Researched separately
Capital Returns Intelligence 41 · Limited Capital Returns
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
Score explanation
Four research areas carry fixed weights. Each area is compared against every other eligible company, then weighted. The four contributions below add to 49.1 of the stored score (49.1).
Risk Intelligence
30% of the score · contributes 18.8 points
How strong and defensively sound is the company?
Stands at the 63 percentile of eligible companies · stored reading 68 · 38% of this company’s total score
How financially sturdy the company has been when conditions turned against it.
Risk Intelligence reads stored balance-sheet strength, historical downside behaviour and the company's price-risk grouping. A stronger reading describes past resilience; it does not protect against future losses.
Full methodologyLong-Term Potential
30% of the score · contributes 13.4 points
Does the business have the characteristics needed to create value over many years?
Stands at the 45 percentile of eligible companies · stored reading 52 · 27% of this company’s total score
Whether the business has the durable characteristics long-term owners look for.
Long-Term Potential reads durability characteristics such as profitability consistency, cash generation and reinvestment capability over multiple reported periods.
Full methodologyFundamental Momentum
20% of the score · contributes 5.5 points
Is the underlying business getting stronger or weaker?
Stands at the 28 percentile of eligible companies · stored reading 41 · 11% of this company’s total score
Whether the reported business results have been getting stronger or weaker.
Fundamental Momentum compares recent reported fundamentals with the company's own earlier periods, so improvement or deterioration is measured against its history rather than against a forecast.
Full methodologyOwnership Intelligence
20% of the score · contributes 11.3 points
What are important owners actually doing?
Stands at the 57 percentile of eligible companies · stored reading 83 · 23% of this company’s total score
What large reporting owners have actually been doing with their positions.
Ownership Intelligence reads public ownership filings: how many tracked reporting owners hold the company, and whether they were adding, holding, reducing or exiting in the latest disclosed period.
Full methodologyAdditional research — not currently included in the primary Suggested Investment Score.
Stored snapshots only
Research-score history available since September 2026.
Stored research history does not yet cover a full 30 days comparison for this company.
A change is reported as meaningful at 8 score points, 5 rank places, or any change of research classification. Nothing here is a recommendation to buy or sell.
Plain-English definitions, with the formula and the limitations of each measure.
Fifth research lens · outside the score
Valuation Intelligence
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
Expensive
27
Expensive
Is this company expensive or inexpensive compared with its own history?
22
Expensive
How expensive is this stock compared with similar companies?
43
Elevated
How much financial output does an investor receive relative to the price paid?
40
Elevated
Does the company's growth help justify the valuation investors are paying?
CSW INDUSTRIALS INC reads 32 out of 100 on Valuation Intelligence, recorded as Expensive. The stock currently trades above most of its own recent valuation history and above comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value.
Price data through September 11, 2026 · Financial data through the quarter ended June 30, 2026
Stored readings only. The dashed line is this company's own median for the selected measure.
Only one stored valuation reading exists so far, so there is nothing to chart yet. Valuation history builds forward from activation rather than being reconstructed.
Current EV/Sales 4.9x · own median 3.2x · peer median 3.0x
Valuation is inherently uncertain. A stock that appears inexpensive can continue falling, and a stock that appears expensive can continue rising. Valuation Intelligence provides context about the price investors are paying — it does not predict short-term market movements, and it never produces a fair value, a price target or a buy or sell range. Model VALUATION_INTELLIGENCE_V1.
Sixth research lens · outside the score
Capital Returns Intelligence
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
Limited Capital Returns
88
Exceptional Capital Returns
Dividend reliability
42
Moderate Capital Returns
Do buybacks actually reduce shares?
The company spends on share repurchases, but much of that activity offsets share issuance rather than materially reducing the share count.
30
Limited Capital Returns
Is your ownership share protected?
2
Limited Capital Returns
Can the cash flow support it?
25
Limited Capital Returns
Cash returned versus company value
CSW INDUSTRIALS INC reads 41 out of 100 on Capital Returns Intelligence (Limited Capital Returns), reflecting a dividend that has grown about 17.2% a year and a share count rising about 0.7% a year.
This company spent cash repurchasing stock, but the share count did not fall meaningfully because it also issued shares. Repurchase spending alone did not increase existing shareholders' ownership.
Distributions coincided with rising debt over this period, so part of the cash returned was not funded by the cash the business generated.
How returned cash was used
Dividends $18.39M · net repurchases $160.00M · total returned $178.39M · 123% of free cash flow
Price data through September 11, 2026 · Financial data through the quarter ended June 30, 2026
Stored readings only. History builds forward from activation rather than being reconstructed.
Only one stored reading exists for this measure so far, so there is nothing to chart yet.
A very high dividend yield may reflect a falling share price or an unsustainable payout. Capital Returns Intelligence emphasizes consistency and sustainability rather than simply rewarding the highest yield.
Announced or gross buyback spending does not always mean shareholders are gaining ownership. Companies can simultaneously issue shares through employee compensation or acquisitions. Suggested Investments therefore considers actual share-count changes alongside repurchase spending.
Capital Returns Intelligence describes how a company returns capital to shareholders. It is not a measure of stock-price performance, it does not predict future returns, and a strong reading is never a recommendation to buy. Dividends and repurchases can be reduced or stopped at any time. Model CAPITAL_RETURNS_INTELLIGENCE_V1, contributing 0% to the Suggested Investment Score.
Stored daily snapshots only
| Today | #359 | Score 49 |
|---|---|---|
| 30 days ago | Not ranked | No stored score |
| 90 days ago | Not ranked | No stored score |
| First suggested | Not yet suggested | |
| Highest rank | #359 | |
In the company’s own words
CSW is a diversified industrial growth company with a strategic focus on providing niche, value-added products in the end markets we serve. We operate in three business segments: Contractor Solutions, Specialized Reliability Solutions and Engineered Building Solutions. Our products include mechanical products for heating, ventilation, air conditioning and refrigeration ("HVAC/R"), plumbing products, grilles, registers and diffusers ("GRD"), building safety solutions and high-performance specialty lubricants and sealants. End markets that we serve include HVAC/R, architecturally-specified building products, plumbing, general industrial, energy, rail transportation, mining and electrical. Our manufacturing operations are concentrated in the United States ("U.S."), Vietnam and Canada, and we have distribution operations in the U.S., Australia, Canada and the United Kingdom ("U.K."). Our products are sold directly to end-users or through designated channels in over 100 countries around the world, primarily in the U.S., Canada, the U.K. and Australia.
Drawing on our innovative and proven technologies, we seek to deliver solutions primarily to our contractors that place a premium on superior performance and reliability. We believe our brands are well known in the specific end markets we serve and have a reputation for high quality. We rely on both organic growth and inorganic growth through acquisitions to provide an increasingly broad portfolio of performance optimizing solutions that meet our customers’ ever-changing needs. We have a successful record of making attractive and synergistic acquisitions that support expansion of our broad portfolio of solutions, and we remain focused on identifying additional acquisition opportunities in our core end markets.
Through our operating companies, we have a well-established legacy of providing high quality products accompanied by dependable service and attention to customer satisfaction. We also have a long history of innovation, through which we have developed a robust line of products to solve our customers' specific challenges. These products are distributed through an extensive wholesale distribution network serving the HVAC/R, architecturally-specified buildings products, plumbing, general industrial, energy, rail transportation, mining and electrical end markets. Our desire to develop solutions for our contractors, combined with the differentiated nature of our niche product offerings, drives loyalty to our brands.
CSW is a Delaware corporation and was incorporated in 2014 in anticipation of CSW's separation from Capital Southwest Corporation ("Capital Southwest"). Our well-established operating companies provide a collective history that spans more than a century. The separation was executed on September 30, 2015 through a pro-rata share distribution of all the then outstanding shares of common stock of CSW to the holders of common stock of Capital Southwest (the "Share Distribution"). Since the separation, CSW has been an independent, publicly-traded company, initially listed on the Nasdaq Global Select Market. On April 29, 2025, we announced our intention to transfer the listing of our common stock from the Nasdaq Global Select Market to the New York Stock Exchange. CSW common stock commenced trading on the New York Stock Exchange under the stock symbol "CSW" on June 9, 2025.
Quoted from the business section of this company’s 10-K filed May 26, 2026. Read the filing
Four distinct intelligence areas
68
Fundamentally Qualified
No prior period to compare
Business Quality qualification score from the locked IA Defensive Research Core. Price Risk stays a separate category and is never blended in.
As of Sep 11, 2026
52
Ordinary Compounder
No prior period to compare
Durable business economics and reinvestment characteristics. Independent external validation is pending.
As of Sep 11, 2026
41
Deteriorating
No prior period to compare
Direction and breadth of change in underlying business fundamentals. Not a price-momentum signal.
As of Sep 11, 2026
—
Insufficient Data
No prior period to compare
Too few tracked managers disclosed a position to describe consensus.
Not enough stored history to chart CSW yet. A company needs at least two published research or ownership periods before a trend can be shown.
Share price
Closing prices adjusted for splits and dividends, through Sep 11, 2026. Past prices do not indicate future results.
Last stored close $300.71 · +18.5% over the selected range · 52 sessions shown
Balanced evidence
Risk and uncertainty
Public filings · descriptive only
Reporting holders
5
New holders
3
Increasing
1
Reducing
0
Exiting
0
Coverage
Excellent
Positive disclosed activity · Report period 2022-12-31 · Public 12/19/2023
| Manager | Change | Portfolio weight | Rank | Disclosed |
|---|
Insufficient high-confidence manager coverage.
Objective stored changes
No qualifying changes are recorded for this company in the stored research and filing history.
No high-confidence public ownership events are available.
General research only. Not personalized advice. Public filings may be delayed, amended, incomplete, or reflect positions that have changed since the reporting date.