Carrier Global Corp (CARR)vsLouisiana-Pacific Corporation (LPX)
CARR
Carrier Global Corp
$67.22
-1.00%
INDUSTRIALS · Cap: $56.16B
LPX
Louisiana-Pacific Corporation
$75.49
+4.14%
INDUSTRIALS · Cap: $5.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Carrier Global Corp generates 755% more annual revenue ($21.87B vs $2.56B). CARR leads profitability with a 6.0% profit margin vs 3.2%. CARR appears more attractively valued with a PEG of 1.62. CARR earns a higher WallStSmart Score of 43/100 (D).
CARR
Hold43
out of 100
Grade: D
LPX
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-12.5%
Fair Value
$59.64
Current Price
$67.22
$7.58 premium
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
Large-cap with strong market position
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
2.4% revenue growth
Distress zone — elevated risk
6.0% margin — thin
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 : CARR
The strongest argument for CARR centers on Market Cap.
Bull Case : LPX
The strongest argument for LPX centers on Altman Z-Score, Debt/Equity.
Bear Case : CARR
The primary concerns for CARR are PEG Ratio, Revenue Growth, Altman Z-Score. A P/E of 45.1x leaves little room for execution misses.
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
LPX carries more volatility with a beta of 1.59 — expect wider price swings.
CARR is growing revenue faster at 2.4% — sustainability is the question.
CARR generates stronger free cash flow (-15M), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CARR scores higher overall (43/100 vs 35/100). Both earn "Hold" 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.
Carrier Global Corp
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Carrier Global Corporation is an American multinational home appliances corporation based in Palm Beach Gardens, Florida.
Visit Website →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.
Visit Website →Compare with Other BUILDING PRODUCTS & EQUIPMENT Stocks
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