Carlisle Companies Incorporated (CSL)vsLimbach Holdings Inc (LMB)
CSL
Carlisle Companies Incorporated
$339.93
+0.02%
INDUSTRIALS · Cap: $13.90B
LMB
Limbach Holdings Inc
$82.98
+5.64%
INDUSTRIALS · Cap: $903.87M
Smart Verdict
WallStSmart Research — data-driven comparison
Carlisle Companies Incorporated generates 676% more annual revenue ($5.02B vs $646.80M). CSL leads profitability with a 14.8% profit margin vs 6.0%. CSL appears more attractively valued with a PEG of 1.03. LMB earns a higher WallStSmart Score of 63/100 (C+).
CSL
Buy56
out of 100
Grade: C
LMB
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-258.9%
Fair Value
$116.69
Current Price
$339.93
$223.24 premium
Margin of Safety
+35.0%
Fair Value
$145.48
Current Price
$82.98
$62.50 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Revenue surging 30.1% year-over-year
Every $100 of equity generates 22 in profit
Earnings expanding 23.9% YoY
Areas to Watch
0.4% revenue growth
Weak financial health signals
Earnings declined 14.6%
Expensive relative to growth rate
Smaller company, higher risk/reward
6.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : LMB
The strongest argument for LMB centers on Revenue Growth, Return on Equity, EPS Growth. Revenue growth of 30.1% demonstrates continued momentum.
Bear Case : CSL
The primary concerns for CSL are Revenue Growth, Piotroski F-Score, EPS Growth.
Bear Case : LMB
The primary concerns for LMB are PEG Ratio, Market Cap, Profit Margin.
Key Dynamics to Monitor
CSL profiles as a value stock while LMB is a hypergrowth play — different risk/reward profiles.
LMB carries more volatility with a beta of 1.37 — expect wider price swings.
LMB is growing revenue faster at 30.1% — sustainability is the question.
CSL generates stronger free cash flow (344M), providing more financial flexibility.
Bottom Line
LMB scores higher overall (63/100 vs 56/100) and 30.1% 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.
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.
Compare with Other BUILDING PRODUCTS & EQUIPMENT Stocks
Want to dig deeper into these stocks?