Carlisle Companies Incorporated (CSL)vsAdvanced Drainage Systems Inc (WMS)
CSL
Carlisle Companies Incorporated
$337.08
+2.92%
INDUSTRIALS · Cap: $13.39B
WMS
Advanced Drainage Systems Inc
$137.86
+4.29%
INDUSTRIALS · Cap: $10.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Carlisle Companies Incorporated generates 68% more annual revenue ($5.02B vs $2.99B). WMS leads profitability with a 15.8% profit margin vs 14.8%. CSL appears more attractively valued with a PEG of 1.05. WMS earns a higher WallStSmart Score of 66/100 (B-).
CSL
Buy56
out of 100
Grade: C
WMS
Strong Buy66
out of 100
Grade: B-
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
+3.4%
Fair Value
$179.34
Current Price
$137.86
$41.48 discount
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
Revenue surging 40.0% year-over-year
Every $100 of equity generates 28 in profit
Strong operational efficiency at 21.0%
Areas to Watch
Weak financial health signals
Earnings declined 14.6%
No major concerns identified
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 : WMS
The strongest argument for WMS centers on Revenue Growth, Return on Equity, Operating Margin. Profitability is solid with margins at 15.8% and operating margin at 21.0%. Revenue growth of 40.0% demonstrates continued momentum.
Bear Case : CSL
The primary concerns for CSL are Piotroski F-Score, EPS Growth.
Bear Case : WMS
No major red flags identified for WMS, but monitor valuation.
Key Dynamics to Monitor
WMS carries more volatility with a beta of 1.30 — expect wider price swings.
WMS is growing revenue faster at 40.0% — sustainability is the question.
CSL generates stronger free cash flow (344M), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WMS scores higher overall (66/100 vs 56/100), backed by strong 15.8% margins and 40.0% 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.
Advanced Drainage Systems Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Advanced Drainage Systems, Inc. designs, manufactures and markets thermoplastic corrugated pipe and related water management products and drainage solutions for use in the underground construction and infrastructure market in the United States, Canada, Mexico and internationally. The company is headquartered in Hilliard, Ohio.
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