Carlisle Companies Incorporated (CSL)vsLouisiana-Pacific Corporation (LPX)
CSL
Carlisle Companies Incorporated
$360.46
-3.61%
INDUSTRIALS · Cap: $14.59B
LPX
Louisiana-Pacific Corporation
$75.49
+4.14%
INDUSTRIALS · Cap: $5.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Carlisle Companies Incorporated generates 95% more annual revenue ($4.98B vs $2.56B). CSL leads profitability with a 14.6% profit margin vs 3.2%. CSL appears more attractively valued with a PEG of 1.13. CSL earns a higher WallStSmart Score of 54/100 (C-).
CSL
Buy54
out of 100
Grade: C-
LPX
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CSL.
Margin of Safety
-8.2%
Fair Value
$89.70
Current Price
$75.49
$14.21 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 38 in profit
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
Trading at 8.8x book value
Weak financial health signals
Revenue declined 4.0%
Earnings declined 3.2%
ROE of 4.8% — below average capital efficiency
3.2% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CSL
The strongest argument for CSL centers on Return on Equity. PEG of 1.13 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, Piotroski F-Score, Revenue Growth.
Bear Case : LPX
The primary concerns for LPX are Return on Equity, Profit Margin, PEG Ratio. A P/E of 64.5x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
CSL profiles as a declining stock while LPX is a value play — different risk/reward profiles.
LPX carries more volatility with a beta of 1.59 — expect wider price swings.
CSL is growing revenue faster at -4.0% — sustainability is the question.
CSL generates stronger free cash flow (-73M), providing more financial flexibility.
Bottom Line
CSL scores higher overall (54/100 vs 35/100). Both earn "Buy" and "Avoid" 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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