WallStSmart

Carlisle Companies Incorporated (CSL)vsLimbach Holdings Inc (LMB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carlisle Companies Incorporated generates 645% more annual revenue ($5.10B vs $683.77M). CSL leads profitability with a 14.2% profit margin vs 4.4%. CSL appears more attractively valued with a PEG of 0.98. CSL earns a higher WallStSmart Score of 66/100 (B-).

CSL

Strong Buy

66

out of 100

Grade: B-

Growth: 4.7Profit: 8.0Value: 6.3Quality: 6.5
Piotroski: 3/9Altman Z: 3.52

LMB

Buy

53

out of 100

Grade: C-

Growth: 5.3Profit: 5.0Value: 5.0Quality: 7.0
Piotroski: 3/9Altman Z: 3.34

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CSL4 strengths · Avg: 9.0/10
Return on EquityProfitability
44.8%10/10

Every $100 of equity generates 45 in profit

Altman Z-ScoreHealth
3.5210/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.988/10

Growing faster than its price suggests

Operating MarginProfitability
22.9%8/10

Strong operational efficiency at 22.9%

LMB4 strengths · Avg: 8.8/10
Altman Z-ScoreHealth
3.3410/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.299/10

Conservative balance sheet, low leverage

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
21.9%8/10

Revenue surging 21.9% year-over-year

Areas to Watch

CSL3 concerns · Avg: 3.3/10
Price/BookValuation
8.2x4/10

Trading at 8.2x book value

Debt/EquityHealth
1.783/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

LMB4 concerns · Avg: 3.3/10
PEG RatioValuation
2.294/10

Expensive relative to growth rate

Market CapQuality
$590.88M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
4.4%3/10

4.4% margin — thin

Operating MarginProfitability
4.3%3/10

Operating margin of 4.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : CSL

The strongest argument for CSL centers on Return on Equity, Altman Z-Score, PEG Ratio. PEG of 0.98 suggests the stock is reasonably priced for its growth.

Bull Case : LMB

The strongest argument for LMB centers on Altman Z-Score, Debt/Equity, Price/Book. Revenue growth of 21.9% demonstrates continued momentum.

Bear Case : CSL

The primary concerns for CSL are Price/Book, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.78 is elevated, increasing financial risk.

Bear Case : LMB

The primary concerns for LMB are PEG Ratio, Market Cap, Profit Margin. Thin 4.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

LMB carries more volatility with a beta of 1.41 — expect wider price swings.

LMB is growing revenue faster at 21.9% — sustainability is the question.

CSL generates stronger free cash flow (200M), providing more financial flexibility.

Bottom Line

CSL scores higher overall (66/100 vs 53/100). Both earn "Strong 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.

Limbach Holdings Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Limbach Holdings, Inc. is an integrated building systems solutions company in the United States. The company is headquartered in Pittsburgh, Pennsylvania.

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