CSW Industrials, Inc.
AI Valuation
AI-generated fair value estimate for this company.
AI Fair Value
$172.60
Market Price
$286.62
Overvalued By
66.1%
Method: 10-year unlevered FCF DCF: $145M normalized annual FCF base (TTM $144.3M); 10% FCF growth for years 1-5, 6% for years 6-10; 9% discount rate; 3% terminal growth; $898.2M net debt ($33.8M cash less $932.0M total debt post FY2026 acquisition); 16.29M shares outstanding.
Reasoning: CSW is a profitable, high-margin niche industrial manufacturer with a strong M&A track record; a standard FCF DCF is appropriate given consistent historical free cash generation, with inputs reflecting both organic growth and the step-up in leverage from its recent ~$675M acquisition, which depresses near-term net cash but should be accretive to future FCF.