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The 5-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past five years. As of today (2026-08-17), CSW Industrials's 5-Year Sortino Ratio is 1.21.
CSW Industrials (NYSE:CSW) 5-Year Sortino Ratio Explanation
The 5-Year Sortino Ratio inidicates the risk-adjusted return of an investment over the past five year. It is calculated as the annualized result of the average five-year monthly excess returns divided by the standard deviation of negative returns in the five-year period. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.
Differnt from the Sharpe Ratio that penalizes both upside and downside volatility equally, the Sortino Ratio penalizes only those returns falling below a user-specified target or required rate of return. The expected returns here is set to the risk-free rate as well.
CSW Industrials 5-Year Sortino Ratio Related Terms
CSW vs FELE, SYM, XE: 5-Year Sortino Ratio Comparison
For the Specialty Industrial Machinery subindustry, CSW Industrials's 5-Year Sortino Ratio, along with its competitors' market caps and 5-Year Sortino Ratio data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
CSW Industrials 5-Year Sortino Ratio vs Industrial Products Industry
For the Industrial Products industry and Industrials sector, CSW Industrials's 5-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where CSW Industrials's 5-Year Sortino Ratio falls into.
The 5-Year Sortino Ratio measures the risk-adjusted return of an investment asset or portfolio in the last five year, focusing specifically on downside risk rather than total risk. A stock / portfolio's 5-Year Sortino Ratio can be calculated by dividing the difference between the five-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the downside risks over the past five year.
A downside risk is a potential loss from the asset or investment. The Downside risk here is measured by the downside deviation, which is the standard deviation of negative returns.
CSW Industrials (CSW) has a 5-Year Sortino Ratio of 1.21 as of Aug. 17, 2026. 5-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past five years. View historical data for CSW Industrials and its competitors.
Is CSW Industrials' 5-Year Sortino Ratio too high?
CSW Industrials' current 5-Year Sortino Ratio is 1.21. Overall, CSW Industrials has a GF Score™ of 94/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does CSW Industrials' 5-Year Sortino Ratio compare to FELE and SYM?
CSW Industrials' 5-Year Sortino Ratio of 1.21 can be compared against companies in the Industrial Products industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Sortino Ratio for an Industrial Products company?
A good 5-Year Sortino Ratio depends on the Industrial Products industry context. However, 5-Year Sortino Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Sortino Ratio mean?
A high 5-Year Sortino Ratio can signal that a stock is expensive relative to its fundamentals. 5-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past five years. View historical data for CSW Industrials and its competitors. CSW Industrials's current 5-Year Sortino Ratio is 1.21. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is CSW Industrials stock overvalued right now?
Based on GuruFocus' analysis, CSW Industrials (CSW) is currently considered Fairly Valued. The stock's GF Value™ is $354.17, compared to a current price of $345.15 — trading 2.5% below its estimated fair value. The current 5-Year Sortino Ratio is 1.21. CSW Industrials' overall GF Score™ is 94/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Sortino Ratio calculated?
5-Year Sortino Ratio is calculated from a company's financial statements. For CSW Industrials (CSW), the current 5-Year Sortino Ratio is 1.21 as of Aug. 17, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is CSW Industrials (CSW) Overvalued in 2026?
Based on GuruFocus' analysis, CSW Industrials stock appears to be undervalued.
The current stock price of $345.15 is trading 2.5% below its estimated GF Value™ of $354.17.
GuruFocus considers CSW Industrials to be Fairly Valued.
Key valuation signals for CSW:
5-Year Sortino Ratio: 1.21
GF Value™: $354.17 vs. price of $345.15 (2.5% below fair value)
No single metric tells the full story. See the CSW stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
CSW Industrials Inc is a diversified industrial growth company with well-established, scalable platforms & domain expertise across three segments: Contractor Solutions, Engineered Building Solutions, & Specialized Reliability Solutions. The company's Contractor Solutions segment involves manufacturing efficient & performance-enhancing products for residential & commercial HVAC/R & plumbing applications, which are designed for professional end-use customers. The majority of the company's revenue is generated from the Contractor Solutions segment in the U.S. markets. products include mechanical products for heating, ventilation, air conditioning, & refrigeration, plumbing products, grilles, registers, & diffusers, building safety solutions, & high-performance specialty lubricants & sealants.
94GF Score
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