WallStSmart

Carlisle Companies Incorporated (CSL)vsLouisiana-Pacific Corporation (LPX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carlisle Companies Incorporated generates 99% more annual revenue ($5.10B vs $2.56B). CSL leads profitability with a 14.2% profit margin vs 3.2%. CSL appears more attractively valued with a PEG of 1.20. 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

LPX

Hold

37

out of 100

Grade: F

Growth: 2.0Profit: 5.0Value: 3.0Quality: 9.0
Piotroski: 4/9Altman Z: 3.56

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%

LPX2 strengths · Avg: 9.5/10
Altman Z-ScoreHealth
3.5610/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

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

LPX4 concerns · Avg: 2.5/10
Return on EquityProfitability
4.7%3/10

ROE of 4.7% — below average capital efficiency

Profit MarginProfitability
3.2%3/10

3.2% margin — thin

PEG RatioValuation
3.092/10

Expensive relative to growth rate

P/E RatioValuation
61.9x2/10

Premium valuation, high expectations priced in

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 : LPX

The strongest argument for LPX centers on Altman Z-Score, Debt/Equity.

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 : LPX

The primary concerns for LPX are Return on Equity, Profit Margin, PEG Ratio. A P/E of 61.9x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.

Key Dynamics to Monitor

LPX carries more volatility with a beta of 1.59 — expect wider price swings.

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

CSL generates stronger free cash flow (-73M), providing more financial flexibility.

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

Bottom Line

CSL scores higher overall (64/100 vs 37/100). 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.

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.

Louisiana-Pacific Corporation

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Louisiana-Pacific Corporation, manufactures and markets construction products primarily for use in the construction, repair and remodeling of new homes and outdoor structures markets. The company is headquartered in Nashville, Tennessee.

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