-1.25%
5.59%
-7.76%
-6.96%
23.93%
74.30%
149.29%
AI Spotlight on CSL
Company Description
Carlisle Companies Incorporated operates as a diversified manufacturer of engineered products in the United States, Europe, Asia, Canada, Mexico, the Middle East, Africa, and internationally.It operates through three segments: Carlisle Construction Materials, Carlisle Interconnect Technologies, and Carlisle Fluid Technologies.The Carlisle Construction Materials segment produces building envelopes for commercial, industrial, and residential buildings, including single-ply roofing products, rigid foam insulations, spray polyurethane foam, architectural metal products, heating, ventilation and air conditioning hardware and sealants, waterproofing products, and air and vapor barrier systems.
The Carlisle Interconnect Technologies segment produces wires and cables, including optical fiber for the commercial aerospace, military and defense electronics, medical device, industrial, and test and measurement markets.It also offers sensors, connectors, contacts, cable assemblies, complex harnesses, racks, trays, and installation kits, as well as engineering and certification services.The Carlisle Fluid Technologies segment produces engineered liquid products, powder products, sealants and adhesives finishing equipment, and integrated system solutions for spraying, pumping, mixing, metering, and curing of coatings used in the automotive manufacture, general industrial, protective coating, wood, and specialty and automotive refinishing markets.
The company sells its products under the Carlisle, Binks, DeVilbiss, Ransburg, BGK, MS Powder, Thermax, Tri-Star, LHi Technology, Providien, SynTec, Weatherbond, Hunter Panels, Resitrix, Hertalan, Insulfoam, and Versico brands.Carlisle Companies Incorporated was founded in 1917 and is headquartered in Scottsdale, Arizona.
Market Data
| Last Price | 389.46 |
| Change Percentage | -1.25% |
| Open | 393.1 |
| Previous Close | 394.41 |
| Market Cap ( Millions) | 17653 |
| Volume | 300693 |
| Year High | 481.26 |
| Year Low | 313.56 |
| M A 50 | 408.71 |
| M A 200 | 415.94 |
Financial Ratios
| FCF Yield | 5.38% |
| Dividend Yield | 0.95% |
| ROE | 60.49% |
| Debt / Equity | 82.89% |
| Net Debt / EBIDTA | 56.19% |
| Price To Book | 6.47 |
| Price Earnings Ratio | 10.32 |
| Price To FCF | 18.59 |
| Price To sales | 3.52 |
| EV / EBITDA | 13.62 |
News
- 14:58 - 4 Diversified Operations Stocks to Watch Despite Industry Headwinds
- Jan -24 - My Near-Perfect Retirement Dividend Portfolio
- Jan -22 - Carlisle Companies to Announce Fourth Quarter 2024 Results on February 4, 2025
- Jan -14 - Carlisle Companies: Business Transformation Increasing Risks And Rewards For Shareholders
- Jan -12 - Carlisle Companies: A Very Interesting Construction Materials Business
- Jan -06 - Investing In 2025: Ignore Dividends At Your Own Peril
- Jan -04 - 5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (January 2025)
- Jan -04 - 3 Of My Highest-Conviction Ideas For 2025 And Beyond
- Dec -27 - Carlisle Gains From Business Strength & Buyouts, Risks Persist
- Dec -24 - Carlisle to Boost Product Portfolio With the Acquisition of ThermaFoam
- Dec -23 - Carlisle Companies to Acquire ThermaFoam, a Texas-Based Manufacturer of Expanded Polystyrene Insulation Products
- Dec -22 - Santa's Surprise - 4 Dividends I'm Buying Hand Over Fist
- Dec -19 - Carlisle Buys Plasti-Fab & Enhances its Position in Polystyrene Market
- Dec -18 - Carlisle Companies Completes Purchase of Plasti-Fab
- Dec -13 - 10 High-Yield Dividend Aristocrats For Growth And Bargain Hunters
- Dec -10 - The 2 Worst Mistakes Dividend Investors Keep Making
- Dec -07 - 5 Relatively Secure And Cheap Dividend Stocks For December 2024: Yields Up To 9%
- Dec -05 - Carlisle Companies Promotes Susan Wallace to Vice President & Chief Human Resources Officer
- Dec -02 - A New Golden Age: 2 Dividend Stocks Set To Cash In On A Monumental Trend
- Nov -29 - 6 High-Yield Dividend Aristocrats To Buy With The Market At Record Highs
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Carlisle Construction Materials
Expected Growth : 10 %
What the company do ?
Carlisle Construction Materials, a subsidiary of Carlisle Companies Incorporated, is a leading manufacturer of building envelope products and related accessories.
Why we expect these perspectives ?
Carlisle Construction Materials' 10% growth is driven by increasing demand for energy-efficient roofing and insulation products, expansion in the repair and remodeling market, and strategic acquisitions. Additionally, the segment benefits from a strong backlog, favorable pricing, and operational efficiencies. These factors, combined with a growing focus on sustainability, position the segment for continued growth.
Segment n°2 -> Carlisle Weatherproofing Technologies
Expected Growth : 11 %
What the company do ?
Carlisle Weatherproofing Technologies is a leading provider of waterproofing and weatherproofing solutions for the building envelope, offering a range of products and systems to prevent water infiltration and air leakage.
Why we expect these perspectives ?
Carlisle Weatherproofing Technologies' 11% growth is driven by increasing demand for energy-efficient and sustainable building solutions, expansion in the repair and remodeling market, and strategic acquisitions. Additionally, the segment benefits from its diversified customer base, including architects, builders, and contractors, as well as its strong brand reputation and innovative product offerings.
Carlisle Companies Incorporated Products
| Product Range | What is it ? |
|---|---|
| Roofing Systems | Carlisle Companies Incorporated offers a wide range of roofing systems, including EPDM, TPO, and PVC membranes, as well as roofing accessories and components. |
| Architectural Metals | The company provides a variety of architectural metal products, including metal roofing, wall panels, and trim, as well as custom fabrication services. |
| Rail and Transit | Carlisle Companies Incorporated offers a range of products and services for the rail and transit industries, including rail fastening systems, track components, and signaling systems. |
| Aerospace and Defense | The company supplies a range of products and services to the aerospace and defense industries, including sealants, coatings, and composite materials. |
| Medical Technologies | Carlisle Companies Incorporated provides a range of medical technologies, including medical devices, components, and materials. |
| Interconnect Technologies | The company offers a range of interconnect technologies, including connectors, cables, and sensors, for various industries. |
Carlisle Companies Incorporated's Porter Forces
Threat Of Substitutes
The threat of substitutes for Carlisle Companies Incorporated is moderate due to the availability of alternative products and services in the market.
Bargaining Power Of Customers
The bargaining power of customers for Carlisle Companies Incorporated is low due to the company's strong brand reputation and customer loyalty.
Bargaining Power Of Suppliers
The bargaining power of suppliers for Carlisle Companies Incorporated is moderate due to the presence of multiple suppliers in the market.
Threat Of New Entrants
The threat of new entrants for Carlisle Companies Incorporated is high due to the low barriers to entry in the industry.
Intensity Of Rivalry
The intensity of rivalry for Carlisle Companies Incorporated is high due to the presence of several established competitors in the market.
Strength
Capital Structure
| Value | |
|---|---|
| Debt Weight | 44.73% |
| Debt Cost | 4.21% |
| Equity Weight | 55.27% |
| Equity Cost | 8.47% |
| WACC | 6.56% |
| Leverage | 80.93% |
Carlisle Companies Incorporated : Quality Control
Carlisle Companies Incorporated passed 7 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| IBP | Installed Building Products, Inc., together with its subsidiaries, engages in the installation of insulation, waterproofing, fire-stopping, fireproofing, garage doors, rain gutters, window blinds, shower doors, closet shelving and mirrors, and … |
| SSD | Simpson Manufacturing Co., Inc., through its subsidiaries, designs, engineers, manufactures, and sells wood and concrete construction products. The company offers wood construction products, including connectors, truss plates, fastening systems, fasteners … |
| AWI | Armstrong World Industries, Inc., together with its subsidiaries, designs, manufactures, and sells ceiling systems primarily for use in the construction and renovation of residential and commercial buildings in the United … |
| GMS | GMS Inc. distributes wallboard, ceilings, steel framing and complementary construction products in the United States and Canada. The company offers ceilings products, including suspended mineral fibers, soft fibers, and metal … |
| MAS | Masco Corporation designs, manufactures, and distributes home improvement and building products in North America, Europe, and internationally. The company's Plumbing Products segment offers faucets, showerheads, handheld showers, valves, bath hardware … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Carlisle
A-Score
1-Year Total Return ->
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Masco
A-Score
1-Year Total Return ->
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Armstrong World Industries
A-Score
1-Year Total Return ->
4
Installed Building Products
A-Score
1-Year Total Return ->
5
GMS
A-Score
1-Year Total Return ->
6
