COMP <GO>
CSW vs FUL // EV/EBITDA & P/E VALUATION
CSW Industrials Inc. (NYSE) VS. H. B. Fuller Company (NYSE) • 15-METRIC TALLY: CSW 4
— FUL 4
■ METRIC PARITY
LAST: $291.42 (-0.36%) • MKT CAP: $4.75B
valuation
26.1x
LAST: $49.69 (+0.69%) • MKT CAP: $2.67B
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CSW VS. FUL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CSW | FUL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.90% | 31.10% | +10.80 | CSW | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.30% | 7.60% | -0.30 | FUL | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 26.1x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 2.13% | 4.53% | -2.40 | FUL | /fcf-yield <GO> |
| Operating Margin | 15.60% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 10.40% | 4.40% | +6.00 | CSW | /net-margins <GO> |
| Revenue Growth (YoY) | 23.30% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.38% | 1.88% | -1.50 | FUL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.73 | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.5 | 43.0 | +4.50 | CSW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.09 | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.6x | 16.4x | +19.20 | FUL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.75B | $2.67B | $2.07B | CSW | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CSW REV | FUL REV | CSW GROSS % | FUL GROSS % | CSW FCF | FUL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.08B | $3.47B | 41.9% | 31.1% | $100.9M | $121.2M |
| FY 2024 | $878.3M | $3.57B | 44.8% | 29.8% | $128.8M | $163.2M |
| FY 2023 | $792.8M | $0 | — | — | $128.7M | $378.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CSW // BETA 1.09
FUL // BETA —