WallStSmart

Armstrong World Industries Inc (AWI)vsCarlisle Companies Incorporated (CSL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carlisle Companies Incorporated generates 201% more annual revenue ($5.10B vs $1.70B). AWI leads profitability with a 18.6% profit margin vs 14.2%. CSL appears more attractively valued with a PEG of 1.20. CSL earns a higher WallStSmart Score of 64/100 (C+).

AWI

Buy

62

out of 100

Grade: C+

Growth: 6.0Profit: 8.5Value: 5.0Quality: 7.5
Piotroski: 7/9Altman Z: 3.51

CSL

Buy

64

out of 100

Grade: C+

Growth: 4.7Profit: 8.0Value: 5.7Quality: 7.0
Piotroski: 3/9Altman Z: 3.52

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AWI3 strengths · Avg: 9.3/10
Return on EquityProfitability
34.3%10/10

Every $100 of equity generates 34 in profit

Altman Z-ScoreHealth
3.5110/10

Safe zone — low bankruptcy risk

Operating MarginProfitability
21.6%8/10

Strong operational efficiency at 21.6%

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%

Areas to Watch

AWI2 concerns · Avg: 4.0/10
PEG RatioValuation
2.024/10

Expensive relative to growth rate

Price/BookValuation
8.9x4/10

Trading at 8.9x book value

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

Comparative Analysis Report

WallStSmart Research

Bull Case : AWI

The strongest argument for AWI centers on Return on Equity, Altman Z-Score, Operating Margin. Profitability is solid with margins at 18.6% and operating margin at 21.6%. Revenue growth of 11.2% demonstrates continued momentum.

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.

Bear Case : AWI

The primary concerns for AWI are PEG Ratio, Price/Book.

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.

Key Dynamics to Monitor

AWI profiles as a mature stock while CSL is a value play — different risk/reward profiles.

AWI carries more volatility with a beta of 1.17 — expect wider price swings.

AWI is growing revenue faster at 11.2% — sustainability is the question.

AWI generates stronger free cash flow (14M), providing more financial flexibility.

Bottom Line

CSL scores higher overall (64/100 vs 62/100). 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.

Armstrong World Industries Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Armstrong World Industries, Inc. designs, manufactures, and sells roofing systems primarily for use in the construction and renovation of residential and commercial buildings in the United States, Canada, and Latin America. The company is headquartered in Lancaster, Pennsylvania.

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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.

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