74
Diamond Score
CSW Industrials Inc.
Industrials · Specialty Industrial Machinery · $4.7B market cap
Overlooked
Inflection
Strong Foundation
$305.10
Updated 2026-04-10
Discovery Thesis
AI-generated catalyst thesis will be available after transcript analysis. The quantitative signals below highlight why this company appears to be at an inflection point.
Quantitative summary: Low analyst coverage, ROIC improving, deleveraging.
Three-Pillar Score Breakdown
Valuation
◈ Fair Value
CSWI trades at a PEG of 1.15 — reasonable relative to its growth rate.
Inflection Signals
Revenue Acceleration
4Q data
QoQ growth: 0.04 → 0.05 → 0.05 → 0.06
Margin Expansion
2Q streak
Margins: 0.21 → 0.22 → 0.23 → 0.24
ROIC Trend
16.0%
0.13 → 0.14 → 0.15 → 0.16
Insider Buying
0 buys (90d)
Debt Paydown
D/E 0.61
0.82 → 0.75 → 0.68 → 0.61
Relative Strength (6M)
12.3%
Earnings Surprise Streak
2026-02-05
+8.8%
$2.34 vs $2.15
2025-11-04
+5.9%
$2.14 vs $2.02
2025-08-06
+4.8%
$1.97 vs $1.88
Foundation — Business Quality
Free Cash Flow (TTM)
$143M
Revenue Growth (YoY)
11.0%
Overlooked — Why the Market Hasn't Noticed
Analyst Coverage
3 analysts
Very low coverage
Market Cap
$4.7B
Sweet spot ($2-10B)
ETF Inclusion
Not in top ETFs