Carlisle Companies Incorporated (CSL)vsOwens Corning Inc (OC)
CSL
Carlisle Companies Incorporated
$339.93
+0.02%
INDUSTRIALS · Cap: $13.90B
OC
Owens Corning Inc
$107.97
+0.99%
INDUSTRIALS · Cap: $8.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Owens Corning Inc generates 101% more annual revenue ($10.10B vs $5.02B). CSL leads profitability with a 14.8% profit margin vs -5.2%. CSL appears more attractively valued with a PEG of 1.03. CSL earns a higher WallStSmart Score of 56/100 (C).
CSL
Buy56
out of 100
Grade: C
OC
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-258.9%
Fair Value
$116.69
Current Price
$339.93
$223.24 premium
Intrinsic value data unavailable for OC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Reasonable price relative to book value
Earnings expanding 31.2% YoY
Areas to Watch
0.4% revenue growth
Weak financial health signals
Earnings declined 14.6%
Expensive relative to growth rate
Elevated debt levels
Weak financial health signals
ROE of -4.2% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CSL
The strongest argument for CSL centers on Return on Equity. PEG of 1.03 suggests the stock is reasonably priced for its growth.
Bull Case : OC
The strongest argument for OC centers on Price/Book, EPS Growth.
Bear Case : CSL
The primary concerns for CSL are Revenue Growth, Piotroski F-Score, EPS Growth.
Bear Case : OC
The primary concerns for OC are PEG Ratio, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
CSL profiles as a value stock while OC is a turnaround play — different risk/reward profiles.
OC carries more volatility with a beta of 1.32 — expect wider price swings.
CSL is growing revenue faster at 0.4% — sustainability is the question.
CSL generates stronger free cash flow (344M), providing more financial flexibility.
Bottom Line
CSL scores higher overall (56/100 vs 51/100). 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.
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.
Owens Corning Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Owens Corning manufactures and markets a range of fiberglass, roofing and insulation composites in the United States, Canada, Europe, Asia Pacific and internationally. The company is headquartered in Toledo, Ohio.
Visit Website →Compare with Other BUILDING PRODUCTS & EQUIPMENT Stocks
Want to dig deeper into these stocks?