CSWI - CSW Industrials: Difficult To Justify At Current Prices

2024-07-14 02:10:50 ET

Summary

• CSW Industrials is a diversified industrial firm with steady growth in revenue and net income over the past few years.
• The company operates in three segments, with Contractor Solutions being the largest contributor to revenue.
• Despite being a high-quality business, CSW Industrials is rated a 'hold' due to expensive valuation on both an absolute basis and relative to similar firms.

One really interesting diversified industrial firm that came to my attention some time ago is CSW Industrials ( CSWI ). The company has its hands in a few intriguing markets. And while this can be a recipe for disaster, management has made sure to turn it into a success. Over the past few years, the company has achieved steady and attractive growth. This is true on both the firm's top and bottom lines. However, this doesn't necessarily translate into an attractive opportunity, especially if you are a value-oriented investor like myself....

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