- Sector
- Industrials
- Industry
- Specialty Industrial Machinery
- IPO Date
- Jun 9, 2025
Highlights
- Market Cap
- $4.59B
- Enterprise Value
- $5.45B
- EPS (TTM)
- $6.68
- PE Ratio
- 41.05
- PEG Ratio
- 2.67
- Total Revenue (TTM)
- $1.08B
- Gross Profit (TTM)
- $453.68M
- EBITDA (TTM)
- $211.08M
- Year Range
- $230.45 - $337.02
- Target Price
- $322.20
- ROA (TTM)
- 4.84%
- ROE (TTM)
- 10.67%
Share Price Chart
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Performance
CSW Performance Chart
CSW Industrials Inc (CSW) is down 6.3% since the beginning of the year. At $274 per share, CSW is trading 18.6% below its 52-week high of $337.
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Returns By Period
CSW Industrials Inc (CSW) has returned -6.34% so far this year and -2.25% over the past 12 months.
CSW Industrials Inc
- 1D
- -1.99%
- 1M
- -1.31%
- YTD
- -6.34%
- 6M
- -11.84%
- 1Y
- -2.25%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
CSW Monthly Returns History
Based on dividend-adjusted daily data since Jun 9, 2025, CSW's average daily return is -0.01%, while the average monthly return is -0.52%.
Historically, 46% of months were positive and 54% were negative. The best month was Apr 2026 with a return of +11.9%, while the worst month was Mar 2026 at -11.5%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 2 months.
On a daily basis, CSW closed higher 53% of trading days. The best single day was Dec 3, 2025 with a return of +9.0%, while the worst single day was Jan 29, 2026 at -8.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -7.93% | 9.02% | -11.47% | 11.86% | -4.89% | -0.94% | -6.34% | ||||||
| 2025 | -6.87% | -9.45% | 5.42% | -11.26% | 3.27% | 8.57% | 7.97% | -4.50% |
Benchmark Metrics
CSW Industrials Inc has an annualized alpha of -27.72%, beta of 1.35, and R2 of 0.17 versus S&P 500 Index. Calculated based on daily prices since June 09, 2025.
- This stock tended to rise when S&P 500 Index fell (downside capture of -49.16%), but participation in market rallies was also limited (-36.07%) - a profile typical of counter-cyclical assets.
- R2 of 0.17 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -27.72%
- Beta
- 1.35
- R²
- 0.17
- Upside Capture
- -36.07%
- Downside Capture
- -49.16%
Return for Risk
Risk / Return Rank
CSW ranks 38 for risk / return — below 38% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for CSW Industrials Inc (CSW) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CSW | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.09 | ||
| Sortino ratioReturn per unit of downside risk | -2.55 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.37 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | -0.09 | 2.78 | -2.88 |
| Martin ratioReturn relative to average drawdown | -0.15 | 12.44 | -12.59 |
Dividends
Dividend History
CSW Industrials Inc provided a 0.40% dividend yield over the last twelve months, with an annual payout of $1.11 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $1.11 | $0.54 |
Dividend yield | 0.40% | 0.18% |
Monthly Dividends
The table displays the monthly dividend distributions for CSW Industrials Inc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.27 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.57 | ||||||
| 2025 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.54 |
Dividend Yield & Payout
Dividend Yield
CSW Industrials Inc has a dividend yield of 0.40%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
CSW Industrials Inc has a payout ratio of 16.08%, which is below the market average. This means CSW Industrials Inc returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the CSW Industrials Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the CSW Industrials Inc was 25.35%, occurring on Oct 10, 2025. Recovery took 42 trading sessions.
The current CSW Industrials Inc drawdown is 17.98%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 bear market2025 | -25.35%Oct 2025 | 4mo 1d | 2mo 1d | 6mo 2dJun 2025 - Dec 2025 |
2026 bear market2026 | -24.56%Mar 2026 | 1mo 22d | — | 5mo 1dJan 2026 - now |
2025 pullback2025 | -8.02%Dec 2025 | 16d | 8d | 24dDec 2025 - Jan 2026 |
2026 pullback2026 | -4.01%Jan 2026 | 0s | 2d | 2dJan 2026 - Jan 2026 |
2025 selloff2025 | -1.62%Jun 2025 | 0s | 1d | 1dJun 2025 - Jun 2025 |
Drawdown Indicators
| CSW | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.35% | -56.78% | +31.43% |
Max Drawdown (1Y)Largest decline over 1 year | -24.56% | -9.10% | -15.46% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -17.98% | -1.80% | -16.18% |
Average DrawdownAverage peak-to-trough decline | -13.94% | -10.71% | -3.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.09% | 2.03% | +13.06% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of CSW Industrials Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how CSW Industrials Inc is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for CSW, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, CSW has a P/E ratio of 41.0. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for CSW compared to other companies in the Specialty Industrial Machinery industry. CSW currently has a PEG ratio of 2.7. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for CSW relative to other companies in the Specialty Industrial Machinery industry. Currently, CSW has a P/S ratio of 4.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for CSW in comparison with other companies in the Specialty Industrial Machinery industry. Currently, CSW has a P/B value of 4.4. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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