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. Carlisle Companies Incorporated was founded in 1917 and is headquartered in Scottsdale, Arizona.
Roofing Renaissance | Explore how Carlisle is poised to capitalize on a major re-roof cycle, with up to 40% of pre-GFC commercial structures due for replacement in coming years. |
Financial Fortitude | Carlisle's robust financials showcase EPS growth projections and a decreasing net debt to EBITDA ratio, signaling strong future performance potential. |
Market Headwinds | Delve into the challenges facing Carlisle, including flat non-residential roofing volumes and pricing pressures, impacting short-term industry expectations. |
Analyst Outlook | Goldman Sachs and Baird maintain bullish stances on Carlisle, with price targets of $455 and $435 respectively, reflecting confidence in the company's prospects. |
Metrics to compare | CSL | Sector Sector - Average of metrics from a broad group of related Consumer Cyclicals sector companies | Relationship RelationshipCSLPeersSector | |
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P/E Ratio | 18.4x | 22.3x | 12.0x | |
PEG Ratio | 0.32 | 1.15 | 0.03 | |
Price/Book | 7.1x | 2.1x | 1.4x | |
Price / LTM Sales | 3.1x | 1.6x | 1.2x | |
Upside (Analyst Target) | 23.7% | 3.6% | 18.9% | |
Fair Value Upside | Unlock | 0.9% | 8.3% | Unlock |