A Look At CSW Industrials (CSW) Valuation After Earnings Miss And Residential HVACR Headwinds

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Feb 08

AdvertisementWhy CSW Industrials’ latest earnings are drawing investor attention CSW Industrials (CSW) is back on investors’ radar after quarterly revenue and non-GAAP earnings per share came in below...

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See our latest analysis for CSW Industrials. The mixed earnings backdrop sits against a share price that has climbed 18.49% over the past 90 days but carries a 1-year total shareholder return decline of 10.40%, while the 3-year total shareholder return of 110.36% hints that long term momentum has previously been stronger than the recent setback. If earnings volatility has you thinking more broadly about industrial and infrastructure themes, this could be a good moment to scan our screen of 24 power grid technology and infrastructure stocks for fresh ideas beyond CSW Industrials. With earnings under pressure, a recent share buyback, and the stock trading about 9% below the latest analyst price target, you have to ask: Is there still upside left here, or is the market already pricing in future growth? Most Popular Narrative: 8.4% Undervalued CSW Industrials closed at $290.25, while the most followed narrative pegs fair value closer to $317, based on detailed growth and discount rate assumptions.  Investments in automation, operational efficiency, and domestic manufacturing (e.g., supply chain shifts out of China, consolidation of production facilities, U.S.-based Aspen acquisition) are expected to mitigate margin volatility from tariffs, reduce cost of goods sold, and enable better pricing power, supporting margin improvement and enhanced free cash flow longer term.  Read the complete narrative. Curious what kind of revenue trajectory and profit margins sit behind that fair value, and how a higher required return still points to upside? The full narrative lays out a specific playbook for earnings, valuation multiples, and buybacks that the current share price is only partly reflecting. Result: Fair Value of $317 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that upside story could be knocked off course if acquisition driven growth masks ongoing weakness in core Contractor Solutions, or if margin pressures from tariffs and input costs persist. Find out about the key risks to this CSW Industrials narrative. Another View: Market Price Versus Earnings Multiple The narrative suggests CSW Industrials looks about 8.4% undervalued at $290.25 versus a $317 fair value, but the current P/E of 37.7x tells a different story. That is higher than both the peer average of 30.1x and the fair ratio of 27x. This points to valuation risk if expectations cool. If a richer P/E than peers and the fair ratio makes you pause, it might be worth seeing what the numbers imply in more detail. You can start with our breakdown of earnings and pricing power. See what the numbers say about this price — find out in our valuation breakdown. NYSE:CSW P/E Ratio as at Feb 2026 Build Your Own CSW Industrials Narrative If this view does not quite fit how you see CSW Industrials, you can review the numbers yourself and develop your own perspective in a few minutes, then Do it your way. A great starting point for your CSW Industrials research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision. Ready to hunt for your next idea? If CSW Industrials has sharpened your thinking, do not stop here; widen your watchlist with focused stock ideas built from consistent fundamentals and clear financial traits.  Target value by scanning for quality companies trading below what their numbers suggest through our 53 high quality undervalued stocks. Prioritize resilience by checking companies that score well on financial strength with the solid balance sheet and fundamentals stocks screener (45 results). Spot underfollowed opportunities before they are widely discussed using our screener containing 24 high quality undiscovered gems.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}