Carlisle Companies Incorporated (CSL)vsPerma-Pipe International Holdings Inc (PPIH)
CSL
Carlisle Companies Incorporated
$339.93
+0.02%
INDUSTRIALS · Cap: $13.90B
PPIH
Perma-Pipe International Holdings Inc
$31.17
+3.08%
INDUSTRIALS · Cap: $261.03M
Smart Verdict
WallStSmart Research — data-driven comparison
Carlisle Companies Incorporated generates 2400% more annual revenue ($5.02B vs $200.78M). CSL leads profitability with a 14.8% profit margin vs 6.9%. CSL appears more attractively valued with a PEG of 1.03. PPIH earns a higher WallStSmart Score of 67/100 (B-).
CSL
Buy56
out of 100
Grade: C
PPIH
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-258.9%
Fair Value
$116.69
Current Price
$339.93
$223.24 premium
Margin of Safety
+58.3%
Fair Value
$80.03
Current Price
$31.17
$48.86 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Revenue surging 47.1% year-over-year
Earnings expanding 148.4% YoY
Every $100 of equity generates 21 in profit
Reasonable price relative to book value
Areas to Watch
0.4% revenue growth
Weak financial health signals
Earnings declined 14.6%
Smaller company, higher risk/reward
6.9% margin — thin
Expensive relative to growth rate
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 : PPIH
The strongest argument for PPIH centers on Revenue Growth, EPS Growth, Return on Equity. Revenue growth of 47.1% demonstrates continued momentum.
Bear Case : CSL
The primary concerns for CSL are Revenue Growth, Piotroski F-Score, EPS Growth.
Bear Case : PPIH
The primary concerns for PPIH are Market Cap, Profit Margin, PEG Ratio.
Key Dynamics to Monitor
CSL profiles as a value stock while PPIH is a hypergrowth play — different risk/reward profiles.
CSL carries more volatility with a beta of 0.89 — expect wider price swings.
PPIH is growing revenue faster at 47.1% — sustainability is the question.
CSL generates stronger free cash flow (344M), providing more financial flexibility.
Bottom Line
PPIH scores higher overall (67/100 vs 56/100) and 47.1% 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.
Perma-Pipe International Holdings Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Perma-Pipe International Holdings, Inc. designs, manufactures, and sells leak detection systems and specialty piping. The company is headquartered in Niles, Illinois.
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