Professional
Added to YB: 2025-06-03
Pitch date: 2025-05-16
CSL [bullish]
Carlisle Companies Incorporated
-18.7%
current return
Author Info
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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
$16.3B
Pitch Price
$400.79
Price Target
598.00 (+84%)
Dividend
1.10%
EV/EBITDA
14.54
P/E
23.35
EV/Sales
3.64
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).
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