The market appears to have a higher opinion of the business than it did five years ago, likely due to its track record of earnings growth. The recent share price momentum suggests positive sentiment around the company.
CSWI's acquisitions align with its strategy to enhance long-term shareholder value and drive growth. The addition of Dust Free's products will solidify CSWI's leadership in the HVAC/R market, while acquiring Guardian Drain Lock and Sure Grade Drain will expand its position in the plumbing market.
CSW Industrials股票討論
2023前3季度營收增長24%,營業利潤增長49%,淨利潤增長47%達到0.7億。
資產負債表顯示2021年商譽和無形資產從1.4億躍升到5億,應該是進行了收購,
2022年存貨增加0.5億達到1.5億,應收賬款增加0.26億,兩者增加部分已經超過2022年0.67億的淨利潤。
近兩年長期借款也上了一個臺階,從0.1億增加到2.5億,2023前3季度增加到2.76億,顯示公司現金流比以前緊張很多。
目前市盈率33.5,市盈率TTM降到了25,考慮到近期增長有可能是收購造成的短期現象,可以多觀察幾個季度再說。
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