WallStSmart

Carlisle Companies Incorporated (CSL)vsGriffon Corporation (GFF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carlisle Companies Incorporated generates 102% more annual revenue ($5.10B vs $2.53B). CSL leads profitability with a 14.2% profit margin vs 0.3%. GFF appears more attractively valued with a PEG of 0.54. CSL earns a higher WallStSmart Score of 64/100 (C+).

CSL

Buy

64

out of 100

Grade: C+

Growth: 4.7Profit: 8.0Value: 5.7Quality: 7.0
Piotroski: 3/9Altman Z: 3.52

GFF

Buy

55

out of 100

Grade: C

Growth: 2.0Profit: 7.5Value: 5.0Quality: 6.0
Piotroski: 5/9Altman Z: 2.25

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CSL3 strengths · Avg: 9.3/10
Return on EquityProfitability
43.9%10/10

Every $100 of equity generates 44 in profit

Altman Z-ScoreHealth
3.5210/10

Safe zone — low bankruptcy risk

Operating MarginProfitability
22.9%8/10

Strong operational efficiency at 22.9%

GFF3 strengths · Avg: 8.7/10
Return on EquityProfitability
31.6%10/10

Every $100 of equity generates 32 in profit

PEG RatioValuation
0.548/10

Growing faster than its price suggests

Operating MarginProfitability
20.3%8/10

Strong operational efficiency at 20.3%

Areas to Watch

CSL4 concerns · Avg: 3.0/10
Price/BookValuation
9.5x4/10

Trading at 9.5x book value

Debt/EquityHealth
1.753/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-73.00M2/10

Negative free cash flow — burning cash

GFF4 concerns · Avg: 2.3/10
Profit MarginProfitability
0.3%3/10

0.3% margin — thin

P/E RatioValuation
84.5x2/10

Premium valuation, high expectations priced in

Price/BookValuation
52.3x2/10

Trading at 52.3x book value

Revenue GrowthGrowth
-1.1%2/10

Revenue declined 1.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : CSL

The strongest argument for CSL centers on Return on Equity, Altman Z-Score, Operating Margin. PEG of 1.20 suggests the stock is reasonably priced for its growth.

Bull Case : GFF

The strongest argument for GFF centers on Return on Equity, PEG Ratio, Operating Margin. PEG of 0.54 suggests the stock is reasonably priced for its growth.

Bear Case : CSL

The primary concerns for CSL are Price/Book, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.75 is elevated, increasing financial risk.

Bear Case : GFF

The primary concerns for GFF are Profit Margin, P/E Ratio, Price/Book. A P/E of 84.5x leaves little room for execution misses. Debt-to-equity of 15.62 is elevated, increasing financial risk.

Key Dynamics to Monitor

GFF carries more volatility with a beta of 1.36 — expect wider price swings.

CSL is growing revenue faster at 8.3% — sustainability is the question.

GFF generates stronger free cash flow (12M), providing more financial flexibility.

Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CSL scores higher overall (64/100 vs 55/100). 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.

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.

Griffon Corporation

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Griffon Corporation engages in the consumer and professional products, home and construction products, and defense electronics businesses primarily in the United States, Europe, Canada, Australia, the United Kingdom, Mexico, and China. The company is headquartered in New York, New York.

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