Carlisle Companies Incorporated (CSL)vsWest Pharmaceutical Services Inc (WST)
CSL
Carlisle Companies Incorporated
$373.96
+5.23%
INDUSTRIALS · Cap: $14.45B
WST
West Pharmaceutical Services Inc
$312.55
+0.83%
HEALTHCARE · Cap: $21.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Carlisle Companies Incorporated generates 54% more annual revenue ($4.98B vs $3.22B). WST leads profitability with a 16.9% profit margin vs 14.6%. CSL appears more attractively valued with a PEG of 1.14. WST earns a higher WallStSmart Score of 67/100 (B-).
CSL
Buy54
out of 100
Grade: C-
WST
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CSL.
Margin of Safety
-32.8%
Fair Value
$185.39
Current Price
$312.55
$127.16 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 38 in profit
Earnings expanding 56.1% YoY
Safe zone — low bankruptcy risk
Strong operational efficiency at 21.7%
Revenue surging 21.0% year-over-year
Areas to Watch
Trading at 9.1x book value
Weak financial health signals
Revenue declined 4.0%
Earnings declined 3.2%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CSL
The strongest argument for CSL centers on Return on Equity. PEG of 1.14 suggests the stock is reasonably priced for its growth.
Bull Case : WST
The strongest argument for WST centers on EPS Growth, Altman Z-Score, Operating Margin. Profitability is solid with margins at 16.9% and operating margin at 21.7%. Revenue growth of 21.0% demonstrates continued momentum.
Bear Case : CSL
The primary concerns for CSL are Price/Book, Piotroski F-Score, Revenue Growth.
Bear Case : WST
The primary concerns for WST are PEG Ratio, P/E Ratio. A P/E of 40.1x leaves little room for execution misses.
Key Dynamics to Monitor
CSL profiles as a declining stock while WST is a growth play — different risk/reward profiles.
WST carries more volatility with a beta of 1.15 — expect wider price swings.
WST is growing revenue faster at 21.0% — sustainability is the question.
WST generates stronger free cash flow (47M), providing more financial flexibility.
Bottom Line
WST scores higher overall (67/100 vs 54/100), backed by strong 16.9% margins and 21.0% 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.
West Pharmaceutical Services Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
West Pharmaceutical Services, Inc. is a designer and manufacturer of injectable pharmaceutical packaging and delivery systems. The company is headquartered in Exton, Pennsylvania.
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