Carlisle Companies Incorporated (CSL) Fair Value & Analysis
Industrials · US · Market cap $14.3B · ISIN US1423391002
What is Carlisle Companies Incorporated really worth?
Carlisle Companies Incorporated
CSL · US
A solid business, currently priced close to our fair value of $340.70.
Strengths
Risks
For context
Fair value as of: Aug 30, 2026
From 26 valuation models · updated 6 days ago
Share price −10.7% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
- A fairly wide model range ($220.32 to $436.80) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 30, 2026.
How to read this chart
60‑month range $169.55 – $471.46 · fair‑value band $220.32 – $436.80 · the $345.04 price screens above the $340.70 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 30, 2026.
Analysis
Carlisle Companies Incorporated (CSL) currently trades at $345.04, while our model-based Fair Value estimate is $340.70, implying the stock looks roughly 1.3% fairly valued today. The Quality Score stands at 74/100 (solid quality), in the Industrials sector. Bull case: the DCF Models group reads highest at a median of $358.73 per share, and 9 of the 26 models we run sit above the $345.04 price. Bear case: the Dividend Discount group reads lowest at $68.59, and 17 of the 26 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Carlisle Companies Incorporated generated revenue of $5.0B at a net margin of 14.6%. Revenue declined 4.0% year over year. It earns a return on equity of 38.2%. Net debt stands at $1.8B. Fundamentals as of Aug 30, 2026
Our scenario range runs from $220.32 (bear case) to $436.80 (bull case); at $345.04, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 20% below its 52-week high and 18% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at −29% fair-value upside, at −1%, CSL screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $8.72 per share, which is 2.6 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: DCF Models ($358.73) versus Asset-Based ($29.73). Highest evidence: FCF DCF (79).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 30, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 70 · Market factors (momentum, volatility) 44
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Carlisle Companies Incorporated operates as a manufacturer and supplier of building envelope products and solutions in the United States, Europe, North America, and internationally. It operates through two segments, Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT).
Full company description
Carlisle Companies Incorporated operates as a manufacturer and supplier of building envelope products and solutions in the United States, Europe, North America, and internationally. It operates through two segments, Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT). The CCM segment offers single-ply roofing solutions, including ethylene propylene diene monomer, thermoplastic polyolefin, polyvinyl chloride membrane, polyiso insulation, and engineered metal roofing and wall panel systems for commercial and residential buildings. Its CWT segment provides waterproofing and moisture protection products; protective roofing underlayment; fully integrated liquid and sheet applied air/vapor barriers; sealants/primers and flashing systems; roof coatings and mastics; spray polyurethane foam and coating systems for a range of thermal protection applications and other premium polyurethane products; block-molded expanded polystyrene insulation; engineered products for HVAC applications; and products for a variety of industrial and surfacing applications. The company sells its products under the Carlisle SynTec, Versico, WeatherBond, Hunter Panels, Resitrix, and Hertalan brands. The company was founded in 1917 and is headquartered in Scottsdale, Arizona.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Carlisle Companies Incorporated reported revenue of $5.0B in FY2025 versus $3.8B in FY2021, a compound +7.0%/yr. Reported net income was $741M in FY2025, compounding +15.1%/yr from FY2021.
of which total revenue +4.1 % · buybacks/dilution +3.8 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
Watch CSL: get an alert when its fair value changes →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Carlisle (CSL) Down 2.5% Since Last Earnings Report: Can It Rebound?
- Carlisle Exhibits Strong Prospects Despite Persisting Headwinds
- 3M vs. Carlisle: Which Industrial Conglomerate Stock Should You Bet On?
Peer Group
Building Products & Equipment · 243 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Building Products & Equipment median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Building Products & Equipment stocks, each showing price versus our Fair Value estimate (as of Aug 30, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Trane Technologies plc TT | $454.31 | $208.50 | −54% |
| Johnson Controls International plc JCI | $142.23 | $44.75 | −69% |
| Carrier Global Corporation CARR | $57.25 | $16.85 | −71% |
| Compagnie de Saint-Gobain S.A SGO | €81.20 | €97.97 | +21% |
| Geberit AG GEBN | CHF 577.80 | CHF 307.66 | −47% |
| Lennox International Inc LII | $377.25 | $363.09 | −4% |
| Kingspan Group KRX | €87.30 | €66.79 | −23% |
| Masco Corporation MAS | $74.64 | $53.22 | −29% |
| BELIMO Holding BEAN | CHF 878.50 | CHF 227.18 | −74% |
| Advanced Drainage Systems, Inc WMS | $144.10 | $106.17 | −26% |
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