WallStSmart

Armstrong World Industries Inc (AWI)vsCarlisle Companies Incorporated (CSL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carlisle Companies Incorporated generates 210% more annual revenue ($5.02B vs $1.62B). AWI leads profitability with a 19.1% profit margin vs 14.8%. CSL appears more attractively valued with a PEG of 1.03. CSL earns a higher WallStSmart Score of 56/100 (C).

AWI

Buy

56

out of 100

Grade: C

Growth: 6.0Profit: 8.5Value: 7.3Quality: 7.3
Piotroski: 6/9

CSL

Buy

56

out of 100

Grade: C

Growth: 2.7Profit: 8.0Value: 7.3Quality: 4.8
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AWISignificantly Overvalued (-60.3%)

Margin of Safety

-60.3%

Fair Value

$125.35

Current Price

$167.18

$41.83 premium

UndervaluedFair: $125.35Overvalued
CSLSignificantly Overvalued (-258.9%)

Margin of Safety

-258.9%

Fair Value

$116.69

Current Price

$339.93

$223.24 premium

UndervaluedFair: $116.69Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AWI2 strengths · Avg: 9.5/10
Return on EquityProfitability
37.2%10/10

Every $100 of equity generates 37 in profit

Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

CSL1 strengths · Avg: 10.0/10
Return on EquityProfitability
34.9%10/10

Every $100 of equity generates 35 in profit

Areas to Watch

AWI1 concerns · Avg: 4.0/10
PEG RatioValuation
2.024/10

Expensive relative to growth rate

CSL3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.4%4/10

0.4% revenue growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-14.6%2/10

Earnings declined 14.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : AWI

The strongest argument for AWI centers on Return on Equity, Debt/Equity. Profitability is solid with margins at 19.1% and operating margin at 17.4%.

Bull Case : CSL

The strongest argument for CSL centers on Return on Equity. PEG of 1.03 suggests the stock is reasonably priced for its growth.

Bear Case : AWI

The primary concerns for AWI are PEG Ratio.

Bear Case : CSL

The primary concerns for CSL are Revenue Growth, Piotroski F-Score, EPS Growth.

Key Dynamics to Monitor

AWI profiles as a mature stock while CSL is a value play — different risk/reward profiles.

AWI carries more volatility with a beta of 1.33 — expect wider price swings.

AWI is growing revenue faster at 5.6% — sustainability is the question.

CSL generates stronger free cash flow (344M), providing more financial flexibility.

Bottom Line

AWI scores higher overall (56/100 vs 56/100), backed by strong 19.1% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Armstrong World Industries Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Armstrong World Industries, Inc. designs, manufactures, and sells roofing systems primarily for use in the construction and renovation of residential and commercial buildings in the United States, Canada, and Latin America. The company is headquartered in Lancaster, Pennsylvania.

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Carlisle Companies Incorporated

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Carlisle Companies Incorporated is a diversified manufacturer of engineered products in the United States, Europe, Asia, Canada, Mexico, the Middle East, Africa, and internationally. The company is headquartered in Scottsdale, Arizona.

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