TORVANTA
Other · S&P 500 · data as of 2026-10-05

CSW stock analysis: CSW

CSW (CSW) is an S&P 500 company in Other. It grades weakest on value.

The model's view of CSW · subscribers

Where CSW ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

See plans
What's happening with CSW · updated 2026-10-05 · from prices and SEC filings

CSW price performance

CSW against the S&P 500, one year
+0%+20%+40%CSW +26%S&P 500 +18%2025-09-292026-10-05
Year to date+3.2%S&P 500 +14.5% · behind by 11.3 pts
1 year+21.4%S&P 500 +17.0% · ahead by 4.4 pts
3 years+71.7%S&P 500 +89.3% · behind by 17.5 pts
5 years+128.8%S&P 500 +91.3% · ahead by 37.5 pts

Total returns with dividends reinvested.

CSW factor grades

Each grade compares CSW with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

DValueP/E 41.4x (industry 20.1x)FCF yield 2.9% (industry 6.0%)
CGrowthRevenue growth +28% (industry +8%)EPS growth -13% (industry +10%)
C+ProfitabilityOperating margin 16.5% (industry 9.6%)ROIC 7.9% (industry 10.1%)
BMomentum12-month change +21%From 52-wk high -14%

CSW in plain numbers

CSW key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$4.9B
Revenue growth (y/y)+28%
Free-cash-flow yield2.9%
Dividend yield0.4%
Next earnings (expected)2026-10-29
Valuation measures
Market value$4.9B
Enterprise value$5.7B
P/E (trailing)41.4x
Forward P/E (Torvanta estimate)40.9x
Price / sales4.2x
Price / book4.6x
EV / revenue4.9x
EV / EBITDA29.6x
Financial highlights
Revenue, last 12 months$1.2B
Net income, last 12 months$120.9M
EPS, last 12 months (GAAP)$7.30
Gross margin42.4%
Operating margin16.5%
Net margin10.3%
Return on equity11.1%
Return on invested capital7.9%
Cash$47.5M
Total debt$855.5M
Debt / equity0.80x
Free cash flow, last 12 months$144.3M
Current ratio2.70x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

CSW earnings trends

Revenue vs earnings
$0$87.7M$175.3M$263.0M$350.6MSep 2024 Revenue: $227.9MDec 2024 Revenue: $193.6MMar 2025 Revenue: $230.5MJun 2025 Revenue: $263.6MSep 2025 Revenue: $277.0MDec 2025 Revenue: $233.0MMar 2026 Revenue: $309.0MJun 2026 Revenue: $350.6MSep 2024 Net income: $36.1MDec 2024 Net income: $26.9MMar 2025 Net income: $35.1MJun 2025 Net income: $40.9MSep 2025 Net income: $40.7MDec 2025 Net income: $10.3MMar 2026 Net income: $20.2MJun 2026 Net income: $49.8MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 15.8%Net margin: 13.9%Net margin: 15.2%Net margin: 15.5%Net margin: 14.7%Net margin: 4.4%Net margin: 6.5%Net margin: 14.2%0%8%16%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.8$1.5$2.3$3.0Sep 2024 EPS (GAAP, diluted): $2.3Dec 2024 EPS (GAAP, diluted): $1.6Mar 2025 EPS (GAAP, diluted): $2.1Jun 2025 EPS (GAAP, diluted): $2.4Sep 2025 EPS (GAAP, diluted): $2.4Dec 2025 EPS (GAAP, diluted): $0.6Mar 2026 EPS (GAAP, diluted): $1.2Jun 2026 EPS (GAAP, diluted): $3.0Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +7% · Dec 2025 -61% · Mar 2026 -41% · Jun 2026 +25%

From the company's 10-Q and 10-K filings with the SEC.

CSW financials (from SEC filings)

Fiscal yearFY2022FY2023FY2024FY2025FY2026
Revenue$626.4M$757.9M$792.8M$878.3M$1.1B
Net income$64.8M$96.4M$101.6M$136.7M$112.0M
EPS (GAAP)$4.10$6.20$6.52$8.41$6.69
Free cash flow$53.4M$107.5M$147.8M$152.1M$132.4M

CSW earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-07-30$3.04+25%+33%+14.7%
2026-05-26$1.23-41%+34%+3.4%
2026-01-29$0.62-61%+20%-9.4%
2025-10-30$2.41+7%+22%+3.5%
2025-10-01$2.41+7%+22%+5.6%
2025-07-31$2.43-2%+17%-6.9%

About CSW

HeadquartersDallas, TX
Industry (SEC code)Adhesives & Sealants
Fiscal year endsMarch 31
Incorporated inDE
Listed onNYSE
FormerlyCSWC Newco Corp.

From the company's SEC registration record.

Companies similar to CSW

CompanyMarket valueP/ERevenue growthOperating margin12-month change
CSW CSW$4.9B41.4x+28%16.5%+21%
FND FND$5.0B21.7x+2%6.4%-37%compare
RITM RITM$4.9B14.6x+8%n/a-13%compare
MTN MTN$5.0B30.5x-4%15.0%-5%compare
HCC HCC$4.9B22.2x+37%13.6%+44%
SBRA SBRA$4.9B73.3x+17%n/a+12%
GOLF GOLF$4.9B22.7x+9%13.7%+5%

All Other stock ratings

Frequently asked questions

Is CSW stock a buy?

Torvanta does not tell individuals what to buy. Its grades for CSW are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is CSW's P/E ratio?

CSW trades at about 41.4 times its last 12 months of GAAP earnings reported to the SEC, and about 40.9 times Torvanta's own estimate of the next 12 months.

When does CSW report earnings next?

Based on its filing history, Torvanta expects CSW to report around 2026-10-29.

Does CSW pay a dividend?

Yes. Its dividend yield is about 0.4%.

How has CSW performed against the S&P 500?

Over the past year CSW returned +21.4%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

See plans Or get the free weekly newsletter

Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

All stock ratings · Stock lists · AI stock research · Model portfolio · Research · Disclaimer