Obermatt

Carlisle

NYQ:CSL · US1423391002
Building ProductsLarge

360

67
EV / EBIT57
Price / Owner Earnings70
Owner Earnings Yield77
Dividend Yield83
Price/Sales45
EV / Gross Profit36
Price/Book16
Return on Capital82
Cash Return on Capital89
Return on Equity94
EBIT Margin90
Gross Profitability50
Cash Conversion45
Accruals78
Owner Earnings Margin89
Sales growth23
Profit Growth89
Long-Term EPS Growth76
Owner Earnings Growth30
Reinvestment53
Price momentum33
Debt load15
Refinancing45
Debt Payback48
Liquidity76
Analyst ratings36
Opinion Changes20
Price Target Upside66
Market mood59
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Carlisle clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryBuilding Products
SizeLarge
TypePublic Company
ExchangeNYSE
Founded1986
Employees320
ISINUS1423391002
Last UpdateApr 2, 2026
Themes
ClimateTechEnergy EfficiencyHome ImprovementConstructionManufacturing

Description

Carlisle Companies Incorporated (Carlisle) is a supplier of building envelope products and solutions for more energy-efficient buildings. Through the company’s building products businesses, Carlisle Construction Materials and Carlisle Weatherproofin…

Analysis

Quality compounder

Carlisle Companies Incorporated is a quality compounder: a well-run business trading at a price that reflects what it is worth.

The price is fair. You pay 17.3× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone. At today's price, the market is assuming roughly 4% yearly growth; analysts expect 15%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is stretched. The company scores 12/20 on our value-creation score: creating some value.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
41
2023202420252026

All-time high

70

Sep 2025

All-time low

30

Jan 2025

Average rank

50

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
45
38
19
37
Price/Earnings
67
79
54
57
Price/Book
16
8
15
23
Dividend Yield
83
70
66
65
Value (overall)
61
53
34
43

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →