Carlisle Companies Incorporated (CSL)vsLennox International Inc (LII)
CSL
Carlisle Companies Incorporated
$337.08
+2.92%
INDUSTRIALS · Cap: $13.39B
LII
Lennox International Inc
$477.21
+1.99%
INDUSTRIALS · Cap: $16.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Lennox International Inc generates 3% more annual revenue ($5.20B vs $5.02B). LII leads profitability with a 15.5% profit margin vs 14.8%. CSL appears more attractively valued with a PEG of 1.05. LII earns a higher WallStSmart Score of 56/100 (C).
CSL
Buy56
out of 100
Grade: C
LII
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-264.4%
Fair Value
$114.92
Current Price
$337.08
$222.16 premium
Margin of Safety
-259.8%
Fair Value
$154.97
Current Price
$477.21
$322.24 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Revenue surging 40.0% year-over-year
Every $100 of equity generates 76 in profit
Safe zone — low bankruptcy risk
Areas to Watch
Weak financial health signals
Earnings declined 14.6%
Trading at 14.3x book value
Weak financial health signals
Revenue declined 11.2%
Earnings declined 17.9%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : LII
The strongest argument for LII centers on Return on Equity, Altman Z-Score. Profitability is solid with margins at 15.5% and operating margin at 19.8%. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bear Case : CSL
The primary concerns for CSL are Piotroski F-Score, EPS Growth.
Bear Case : LII
The primary concerns for LII are Price/Book, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
CSL profiles as a growth stock while LII is a declining play — different risk/reward profiles.
LII carries more volatility with a beta of 1.14 — expect wider price swings.
CSL is growing revenue faster at 40.0% — sustainability is the question.
LII generates stronger free cash flow (377M), providing more financial flexibility.
Bottom Line
CSL scores higher overall (56/100 vs 56/100) and 40.0% revenue growth. 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.
Lennox International Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Lennox International Inc. designs, manufactures and markets a range of products for the heating, ventilation, air conditioning and refrigeration markets in the United States, Canada and internationally. The company is headquartered in Richardson, Texas.
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