CSW Industrials: Shares Are Getting Expensive

2026-03-02 10:50:00 ET

The last few months have been a really great time for shareholders of CSW Industrials, Inc. ( CSW ). Back in early October of last year, I acknowledged that the company was going through a big transformation. Multiple acquisitions, specifically of Motors & Armatures Parts in exchange for $650 million and of Aspen Manufacturing for $313.5 million, promised significant growth for the business. This is great in and of itself. However, my problem with the company was that it was priced at levels that were difficult to justify from a bullish standpoint. At the end of the day, the stock looked much more fairly valued than it did undervalued. This led me to call it a ‘hold’ as opposed to a ‘buy’....

Read the full article on Seeking Alpha

For further details see: