Carlisle Companies Incorporated (CSL)vsVertiv Holdings Co (VRT)
CSL
Carlisle Companies Incorporated
$373.96
+5.23%
INDUSTRIALS · Cap: $14.45B
VRT
Vertiv Holdings Co
$358.92
+5.25%
INDUSTRIALS · Cap: $126.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Vertiv Holdings Co generates 118% more annual revenue ($10.84B vs $4.98B). CSL leads profitability with a 14.6% profit margin vs 14.4%. CSL appears more attractively valued with a PEG of 1.14. VRT earns a higher WallStSmart Score of 67/100 (B-).
CSL
Buy54
out of 100
Grade: C-
VRT
Strong Buy67
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 38 in profit
Every $100 of equity generates 45 in profit
Revenue surging 30.1% year-over-year
Earnings expanding 135.7% YoY
Large-cap with strong market position
Areas to Watch
Trading at 9.1x book value
Weak financial health signals
Revenue declined 4.0%
Earnings declined 3.2%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 34.8x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CSL
The strongest argument for CSL centers on Return on Equity. PEG of 1.14 suggests the stock is reasonably priced for its growth.
Bull Case : VRT
The strongest argument for VRT centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 30.1% demonstrates continued momentum.
Bear Case : CSL
The primary concerns for CSL are Price/Book, Piotroski F-Score, Revenue Growth.
Bear Case : VRT
The primary concerns for VRT are PEG Ratio, P/E Ratio, Price/Book. A P/E of 82.7x leaves little room for execution misses.
Key Dynamics to Monitor
CSL profiles as a declining stock while VRT is a growth play — different risk/reward profiles.
VRT carries more volatility with a beta of 2.05 — expect wider price swings.
VRT is growing revenue faster at 30.1% — sustainability is the question.
VRT generates stronger free cash flow (654M), providing more financial flexibility.
Bottom Line
VRT scores higher overall (67/100 vs 54/100) and 30.1% revenue growth. Both earn "Strong 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.
Vertiv Holdings Co
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Vertiv Holdings Co designs, manufactures and services critical digital infrastructure technologies and lifecycle services for data centers, communication networks, and commercial and industrial environments in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in Columbus, Ohio.
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