CSW INDUSTRIALS, INC.
At today's price, CSW INDUSTRIALS, INC. (CSW) is priced for today's economics sustained for ~6.8 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
At $280 the price pays about 35x company-wide operating income, which requires growth held near its self-funding ceiling for roughly seven years. History says only about 23% of comparable fast-growers sustained that pace that long, so the priced-in assumption reads as elevated. The X-ray is lopsided: only the growth-DCF family reaches the price, while asset, earnings-power, and peer-multiple methods all land far below it. Capital allocation is the engine. The $650 million MARS Parts deal and t
Is CSW overvalued? See what's priced in →
337 institutional managers reported holding CSW in 13F filings for the quarter ended 2026-03-31. 36 opened new positions that quarter. Held by BlackRock, Vanguard Group, Capital Group (American Funds), among others. On the short side, 1.0M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (7.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CSW's share count grew 5.5% over the past five years even with $230.92M spent on repurchases. It pays a dividend, and has for 7 years running, raised 6 years straight. Cash returned over the past three years: $41.56M in dividends and $172.84M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at CSW over the trailing three years: 2026: 1 buy totaling $77k. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CSW's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | +0.1% | -2.6% |
| 2023-11-03 | -0.6% | +16.3% |
| 2024-02-02 | +4.2% | +7.3% |
| 2024-05-24 | +4.9% | +15.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CSW's latest 8-K filings: 2026-05-26 (items 2.02, 9.01); 2026-01-29 (items 2.02, 9.01); 2025-11-04 (items 1.01, 2.01, 2.03, 7.01, 9.01); 2025-10-30 (items 2.02, 9.01); 2025-10-01 (items 1.01, 2.02, 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.