Carlisle Companies Incorporated (CSL)vsLouisiana-Pacific Corporation (LPX)
CSL
Carlisle Companies Incorporated
$337.08
+2.92%
INDUSTRIALS · Cap: $13.39B
LPX
Louisiana-Pacific Corporation
$72.64
+3.89%
INDUSTRIALS · Cap: $4.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Carlisle Companies Incorporated generates 85% more annual revenue ($5.02B vs $2.71B). CSL leads profitability with a 14.8% profit margin vs 5.4%. CSL appears more attractively valued with a PEG of 1.05. CSL earns a higher WallStSmart Score of 56/100 (C).
CSL
Buy56
out of 100
Grade: C
LPX
Hold40
out of 100
Grade: D
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
-586.1%
Fair Value
$14.14
Current Price
$72.64
$58.50 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
Strong operational efficiency at 124.0%
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Earnings declined 14.6%
Premium valuation, high expectations priced in
5.4% margin — thin
Expensive relative to growth rate
Revenue declined 16.6%
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 : LPX
The strongest argument for LPX centers on Operating Margin, Altman Z-Score, Debt/Equity.
Bear Case : CSL
The primary concerns for CSL are Piotroski F-Score, EPS Growth.
Bear Case : LPX
The primary concerns for LPX are P/E Ratio, Profit Margin, PEG Ratio.
Key Dynamics to Monitor
CSL profiles as a growth stock while LPX is a value play — different risk/reward profiles.
LPX carries more volatility with a beta of 1.75 — expect wider price swings.
CSL is growing revenue faster at 40.0% — sustainability is the question.
CSL generates stronger free cash flow (344M), providing more financial flexibility.
Bottom Line
CSL scores higher overall (56/100 vs 40/100) and 40.0% revenue growth. 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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