Carlisle Companies Incorporated (CSL)vsTrane Technologies plc (TT)
CSL
Carlisle Companies Incorporated
$337.08
+2.92%
INDUSTRIALS · Cap: $13.39B
TT
Trane Technologies plc
$410.36
-3.00%
INDUSTRIALS · Cap: $90.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Trane Technologies plc generates 325% more annual revenue ($21.32B vs $5.02B). CSL leads profitability with a 14.8% profit margin vs 13.7%. CSL appears more attractively valued with a PEG of 1.05. CSL earns a higher WallStSmart Score of 56/100 (C).
CSL
Buy56
out of 100
Grade: C
TT
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-264.4%
Fair Value
$114.92
Current Price
$337.08
$222.16 premium
Margin of Safety
-429.3%
Fair Value
$89.28
Current Price
$410.36
$321.08 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Revenue surging 40.0% year-over-year
Every $100 of equity generates 37 in profit
Large-cap with strong market position
Generating 1.1B in free cash flow
Areas to Watch
Weak financial health signals
Earnings declined 14.6%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 10.6x book value
Earnings declined 50.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : CSL
The strongest argument for CSL centers on Return on Equity, Revenue Growth. Revenue growth of 40.0% demonstrates continued momentum. PEG of 1.05 suggests the stock is reasonably priced for its growth.
Bull Case : TT
The strongest argument for TT centers on Return on Equity, Market Cap, Free Cash Flow.
Bear Case : CSL
The primary concerns for CSL are Piotroski F-Score, EPS Growth.
Bear Case : TT
The primary concerns for TT are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
CSL profiles as a growth stock while TT is a value play — different risk/reward profiles.
TT carries more volatility with a beta of 1.19 — expect wider price swings.
CSL is growing revenue faster at 40.0% — sustainability is the question.
TT generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
CSL scores higher overall (56/100 vs 52/100) and 40.0% revenue growth. 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.
Trane Technologies plc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Trane Technologies plc is an American Irish domiciled diversified industrial manufacturing company. It is headquartered near Dublin, Ireland.
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