Carlisle Companies Incorporated

CSL

Construction Materials · Industrials

Price

$345.39

-7.37 (-2.09%)

Market Cap

$13.98B

Winston Score

Winston is serious

Mixed quality — meaningful strengths and weaknesses.

Share count falling — buybacks

−18.8% over 4y

The company has reduced its share count over this period, returning value to shareholders through buybacks.

Diluted shares outstanding: 53.2M (2021) → 43.2M (2025)

Carlisle Companies makes building materials used in construction, mainly for commercial and industrial buildings. Its biggest business is roofing — it sells membranes, insulation, and other roofing products to contractors and building owners across North America. Carlisle is one of the largest manufacturers of commercial roofing systems in the United States.

The company earns most of its revenue by selling these building products directly to contractors and distributors. It operates primarily in the United States, with some international sales, and generates roughly $4–5 billion in annual revenue. Its competitive edge comes from strong brand recognition, a wide distribution network, and the high cost for customers to switch suppliers. The main risk is that demand for its products is closely tied to construction activity, which slows sharply when interest rates rise or the economy weakens.

Winston Score History

Politician Trades

5 trades / 12mo

2 Congressional buys and 3 sells on CSL in the last 12 months.

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Score breakdown

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Quality

Gross Margin

34.5%

Modest — 34.5% gross margin

Operating Margin

17.1%

Healthy — 17.1% operating margin

ROCE

4.0%

Weak — 4.0% return on capital

ROIC between 0% and 5%. They earn a few cents back per dollar invested in the business.

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Growth

Sales YoY

-0.5%

Shrinking sales (-0.5% YoY)

EPS YoY

-37.1%

Earnings shrinking (-37.1% YoY)

Earnings per share down more than 10%. Either a bad year, or a real decline.

EPS Consistency

0/8 quarters

Earnings rarely grow — volatile business

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Cash Flow

Cash Conversion

146%

Turns 146% of profit into real cash

FCF Margin

18.6%

Converts sales into free cash efficiently (18.6%)

FCF margin between 10% and 20%. Every $100 in sales becomes $10 to $20 in real cash.

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Stability

Debt / Equity

1.74

Elevated debt (1.74)

Interest Cover

10.87x

Comfortably covers interest (10.9x)

Interest coverage above 8. Profits cover interest many times over.

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Valuation

P/E Ratio (TTM)

20.2x

Growth-priced — P/E 20.2

P/E above the market average. People are paying up for expected growth.

P/E vs Forward

+7.3

GROWING

Earnings expected to grow meaningfully — cheaper on forward P/E (20.2 → 12.8)

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Dividends

Dividend Yield

1.30%

Small dividend — 1.30% yield

Modest yield. The bulk of any return needs to come from price appreciation.

Dividend Growth

+10.0%

Dividend growing fast (10.0% YoY)

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