$271.18
+0.90%CSW Industrials, Inc. is a diversified industrial growth company operating in the United States and internationally. The company operates through three main segments: Contractor Solutions, Engineered Building Solutions, and Specialized Reliability Solutions. Its product portfolio includes cements, diffusers, grilles, registers, solvents, thread sealants, traps, vents, architectural railings, fire and smoke protection solutions, and industrial lubricants and sealants. CSW serves end markets such as HVAC/R, plumbing, general industrial, architectural building products, energy, mining, and rail. The company has a global presence with operations spanning 26 locations across five countries. Founded in 2014 and headquartered in Dallas, Texas, CSW Industrials focuses on providing niche, value-added products known for performance and reliability.
Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation
Base year metrics used for projections
Forecast period and terminal assumptions
Calculation flow from present value to intrinsic value per share
Operating Cash Flow - Maintenance CapEx = Owner Earnings
| Metric | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Year 6 | Year 7 | Year 8 | Year 9 | Year 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $130.3M | $113.4M | $98.7M | $85.9M | $74.8M | $65.1M | $56.7M | $49.3M | $42.9M | $37.4M |
| Maintenance CapEx | -$3.0M | -$2.6M | -$2.3M | -$2.0M | -$1.7M | -$1.5M | -$1.3M | -$1.1M | -$990.4K | -$862.1K |
| Owner Earnings | $127.3M | $110.8M | $96.4M | $83.9M | $73.1M | $63.6M | $55.4M | $48.2M | $42.0M | $36.5M |
| Discount Factor | 0.926 | 0.857 | 0.794 | 0.735 | 0.681 | 0.630 | 0.583 | 0.540 | 0.500 | 0.463 |
| Present Value | $117.8M | $95.0M | $76.6M | $61.7M | $49.7M | $40.1M | $32.3M | $26.0M | $21.0M | $16.9M |
Snapshot
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Value Model
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Statements
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Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.