WallStSmart

Carrier Global Corp (CARR)vsCarlisle Companies Incorporated (CSL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carrier Global Corp generates 333% more annual revenue ($21.75B vs $5.02B). CSL leads profitability with a 14.8% profit margin vs 6.8%. CSL appears more attractively valued with a PEG of 1.05. CSL earns a higher WallStSmart Score of 56/100 (C).

CARR

Hold

45

out of 100

Grade: D

Growth: 3.3Profit: 5.0Value: 7.3Quality: 6.0
Piotroski: 2/9Altman Z: 1.62

CSL

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 8.0Value: 7.3Quality: 4.8
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CARRSignificantly Overvalued (-483.8%)

Margin of Safety

-483.8%

Fair Value

$11.49

Current Price

$58.07

$46.58 premium

UndervaluedFair: $11.49Overvalued
CSLSignificantly Overvalued (-264.4%)

Margin of Safety

-264.4%

Fair Value

$114.92

Current Price

$337.08

$222.16 premium

UndervaluedFair: $114.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CARR0 strengths · Avg: 0/10

No standout strengths identified

CSL2 strengths · Avg: 10.0/10
Return on EquityProfitability
34.9%10/10

Every $100 of equity generates 35 in profit

Revenue GrowthGrowth
40.0%10/10

Revenue surging 40.0% year-over-year

Areas to Watch

CARR4 concerns · Avg: 3.5/10
P/E RatioValuation
34.4x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.624/10

Distress zone — elevated risk

Profit MarginProfitability
6.8%3/10

6.8% margin — thin

Operating MarginProfitability
1.9%3/10

Operating margin of 1.9%

CSL2 concerns · Avg: 2.5/10
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 : CARR

PEG of 1.41 suggests the stock is reasonably priced for its growth.

Bull Case : CSL

The strongest argument for CSL centers on Return on Equity, Revenue Growth. Revenue growth of 40.0% demonstrates continued momentum. PEG of 1.05 suggests the stock is reasonably priced for its growth.

Bear Case : CARR

The primary concerns for CARR are P/E Ratio, Altman Z-Score, Profit Margin.

Bear Case : CSL

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

Key Dynamics to Monitor

CARR profiles as a value stock while CSL is a growth play — different risk/reward profiles.

CARR carries more volatility with a beta of 1.29 — expect wider price swings.

CSL is growing revenue faster at 40.0% — sustainability is the question.

CARR generates stronger free cash flow (882M), providing more financial flexibility.

Bottom Line

CSL scores higher overall (56/100 vs 45/100) and 40.0% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Carrier Global Corp

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Carrier Global Corporation is an American multinational home appliances corporation based in Palm Beach Gardens, Florida.

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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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