4 models fit Carlisle Companies Incorporated Common Stock and they partly agree: 2 of 4 land within 15% of the average.
Two or more of our models back this value.
Near fair value(i)Bronze53
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, Graham number, and Dividend discount.
ACCE opinionCarlisle Companies Incorporated Common Stock (CSL)
Fair value (4 models)
$316
ACCE price target
$371
Rating
Fairly valued
Horizon
12 months
Fair value published on 21 Oct 2026, 13:04 CEST; previously $321 since 17 Oct 2026, 00:00 CEST.
ACCE price target published on 18 Oct 2026, 00:00 CEST; previously $329 since 22 May 2026, 00:00 CEST.
Rating published on 21 Oct 2026, 13:04 CEST.
Price used: $345 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, P/E comparison, EV/EBITDA comparison, and Graham number.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
9.1% above
-8.3% to fair value
ACCE score
63
out of 100
Analysts
50% buy
10 covering
P/E
19.3x
forward 13.5x
1-year return
+1.9%
Dividend yield
1.29%
Carlisle Companies Incorporated Common Stock in four questions
Plain answers, details below
Free accounts get 5 full stock pages a month, including the four answers.
Overview
ACCE thesis
Carlisle makes roofing membranes, insulation and weatherproofing systems for commercial and residential construction, plus specialty products for industrial and transportation markets. Its 35.3% gross margin and 22.9% operating margin are high for a building products maker, and they reflect a business that sells system warranties and spec-driven products rather than commodity materials. Revenue growth of 8.3% and a 39.2% return on equity show the company compounding capital well, though the ROE is flattered by a lean balance sheet and buybacks. At 13.5 times forward earnings against 18.7 times trailing, the market is pricing in a meaningful earnings recovery, which makes the next few quarters of nonresidential roofing demand and margin delivery the thing to test. The composite score of 56 out of 100 and the absence of any index membership suggest the name is under the radar, so it merits a deeper look at the earnings path rather than a conclusion from these headline figures alone.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
Leverage elevated relative to earnings quality
Debt/Equity 1.79 is high for industrials. Operating margin 22.8% is strong, but 5y revenue CAGR -8.7% signals structural headwinds. Debt serviceability depends on sustaining current margins.
moderate
Quality score lags valuation confidence
ACCE Quality score 71 is solid, but Model score 40 is weak. QoQ +49.3% growth is likely non-recurring. Forward P/E 13.3 assumes earnings hold; reversion risk if growth normalizes.
moderate
Long-term revenue decline despite recent strength
5y CAGR -8.7% indicates prior contraction. Recent YoY +8.3% and QoQ +49.3% may reflect cyclical recovery rather than durable business improvement. Sustainability unclear.
AI research notes
AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Recent earnings beat by 9.3% and year-over-year revenue growth of 8.3% show operational momentum despite a challenging five-year trend.
Free cash flow of $670M with a 5.3% yield, combined with 8.3% share buybacks last year, supports capital returns and reduces dilution.
Why it could disappoint
Five-year average revenue decline of 8.7% per year signals structural headwinds that one quarter of growth does not reverse.
Debt to equity of 1.79 is elevated for a cyclical industrial, leaving limited room if commercial construction demand weakens further.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Oct 28, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
Walk me through this stock
Plain-English pros, cons, and what to watch. Pro feature.
PRO
Ask ACCE
Valuation
INVESTOR
Where CSL's valuation models land
Price
$345.04
Model fair value
$316
Model range
$134 to $492
Fair value $316
Price $345
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
Dividend discount
EV/EBITDA comparison
Graham number
P/E comparison
Create a free account: 5 full stock pages a month, no card.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
+A plain reason under every score
+Conviction breakdown and growth / value / quality / momentum scores