CSW INDUSTRIALS, INC.

CSW · Materials · $4.6B mkt cap · FY2026 filings · Narrow moat

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Narrow moat

The four filters

Pricing power75

Median gross margin 44.5% over 10y, very stable.

Returns on capital59

Median ROIC 13.1%, above the 9% hurdle in 70% of years.

Balance-sheet safety40

Net debt/EBITDA 5.0x, no material interest expense disclosed.

Capital discipline75

Owner earnings +20.3%/yr, share count growing (dilution).

Margin of safety

Above valueOn sale

172% above value

Owner earnings (normalized): $117.4M
Est. intrinsic value / share: $104.68
Recent price: $284.67
Discount to value: 172% above value

Conservative model: 9% discount rate, 2% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Moat Score history

Score history begins 2026-07-17. Check back as the record builds.

Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell CSW. See the disclaimer.