Csw INDUSTRIALS, Inc. (CSW) intrinsic value & 10-year financials
Csw INDUSTRIALS, Inc. (CSW) has a Graham intrinsic value of $222.55 per share. At $288.35 on Oct 17, 2026, the stock trades 30% above that value. Over the last 10 fiscal years revenue grew 15.9% a year to $1.1B, with an average return on invested capital of 12.0%.
- Graham intrinsic value
- $222.55
- Share price (Oct 17, 2026)
- $288.35
- Price vs Graham value
- 30% above
- Market cap
- $4.8B
- Revenue (FY2026)
- $1.1B
- Revenue growth (10-yr CAGR)
- 15.9%
- ROIC (10-yr avg)
- 12.0%
- Free cash flow (FY2026)
- $132.4M
CSW 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2026 | $1.1B | $112.0M | $6.70 | $132.4M | 15.6% | 9.1% |
| FY2025 | $878.3M | $136.7M | $8.38 | $152.1M | 20.6% | 16.2% |
| FY2024 | $792.8M | $101.6M | $6.52 | $147.8M | 20.1% | 14.3% |
| FY2023 | $757.9M | $96.4M | $6.20 | $107.5M | 18.3% | 13.5% |
| FY2022 | $626.4M | $66.4M | $4.20 | $53.4M | 15.5% | 9.7% |
| FY2021 | $419.2M | $40.3M | $2.66 | $57.4M | 14.2% | 9.5% |
| FY2020 | $385.9M | $45.9M | $3.02 | $58.5M | 17.1% | 18.7% |
| FY2019 | $350.2M | $45.6M | $2.93 | $52.2M | 17.3% | 16.5% |
| FY2018 | $326.2M | -$11.9M | -$0.76 | $37.6M | 15.5% | 8.4% |
| FY2017 | $287.5M | $11.1M | $0.70 | $29.7M | 7.8% | 3.6% |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
CSW INDUSTRIALS, INC. is a consistent compounder, expanding top-line revenue at 15.9% annually over the past decade.
CSW INDUSTRIALS, INC. returns on capital have been average, hovering around 12.0% ROIC over the decade.
Over the decade, CSW INDUSTRIALS, INC. shows that the company has leveraged its balance sheet to sustain operations.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, CSW INDUSTRIALS, INC. is modeled at 15.0% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $222.55 per share.