Editor's note: Seeking Alpha is proud to welcome DzD Analysis as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click
CSW Industrials: Near-Term Headwinds, But Good Medium-Term Prospects
Summary
- CSWI's revenue and margins should benefit from the pricing actions in Q4 FY23 and FY24.
- The moderation in inflationary cost pressure should benefit the margins in FY24.
- CSWI stock is trading at a lower valuation compared to its historical levels.
I'm a mechanical engineering graduate turned equity research analyst, specializing in companies in the industrial sector. With my technical background and experience in financial analysis, I offer a unique perspective on investment opportunities in this space. My passion for the stock market has led me to pursue the CFA designation, and I am committed to continuing my education and staying up-to-date on the latest trends and developments in the industry. Do follow me to support my work.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.