Professional
Added to YB: 2025-06-03
Pitch date: 2025-05-16
CSL [bullish]
Carlisle Companies Incorporated
-17.86%
current return
Author Info
No bio for this author
Company Info
Carlisle Companies Incorporated operates as a manufacturer and supplier of building envelope products and solutions in the United States, Europe, North America, and internationally.
Market Cap
$14.5B
Pitch Price
$403.27
Price Target
598.00 (+81%)
Dividend
1.29%
EV/EBITDA
12.90
P/E
19.07
EV/Sales
3.27
Sector
Building Products
Category
growth
Graham & Doddsville: Carlisle Companies (NYSE: CSL) - Long
CSL: LONG with 3Y price target $598 (73% upside, 23% IRR). Transformed to pure building products co with 33% market share in commercial roofing. Undervalued for: 1) 6%+ organic growth from aging buildings, pent-up reroofing demand, increased insulation content 2) Durable margins from rational industry 3) Strong capital allocation via buybacks (14% potential).
Read full article (5 min)