Carlisle Companies Incorporated (CSL)vsMasco Corporation (MAS)
CSL
Carlisle Companies Incorporated
$337.08
+2.92%
INDUSTRIALS · Cap: $13.39B
MAS
Masco Corporation
$60.07
+2.09%
INDUSTRIALS · Cap: $11.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Masco Corporation generates 51% more annual revenue ($7.56B vs $5.02B). CSL leads profitability with a 14.8% profit margin vs 10.7%. 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
MAS
Buy55
out of 100
Grade: C-
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
-196.0%
Fair Value
$25.84
Current Price
$60.07
$34.23 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
Every $100 of equity generates 72 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Areas to Watch
Weak financial health signals
Earnings declined 14.6%
Revenue declined 1.9%
Earnings declined 5.9%
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 : MAS
The strongest argument for MAS centers on Return on Equity, Debt/Equity, P/E Ratio. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bear Case : CSL
The primary concerns for CSL are Piotroski F-Score, EPS Growth.
Bear Case : MAS
The primary concerns for MAS are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
CSL profiles as a growth stock while MAS is a declining play — different risk/reward profiles.
MAS carries more volatility with a beta of 1.25 — expect wider price swings.
CSL is growing revenue faster at 40.0% — sustainability is the question.
MAS generates stronger free cash flow (371M), providing more financial flexibility.
Bottom Line
CSL scores higher overall (56/100 vs 55/100) and 40.0% 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.
Masco Corporation
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Masco Corporation is a manufacturer of products for the home improvement and new home construction markets.
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