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CSL vs IEX

CSL
Carlisle Companies Incorporated
BEARISH
Price
$360.07
Market Cap
$14.72B
Sector
Industrials
AI Confidence
85%
IEX
IDEX Corporation
NEUTRAL
Price
$207.39
Market Cap
$15.42B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
CSL
20.96
IEX
32.35
Forward P/E
CSL
15.33
IEX
23.11
P/B Ratio
CSL
8.2
IEX
3.84
P/S Ratio
CSL
2.93
IEX
4.46
EV/EBITDA
CSL
13.96
IEX
18.02

Profitability

Gross Margin
CSL
35.71%
IEX
44.52%
Operating Margin
CSL
16.46%
IEX
20.7%
Profit Margin
CSL
14.75%
IEX
13.98%
ROE
CSL
34.87%
IEX
12.34%
ROA
CSL
10.38%
IEX
6.63%

Growth

Revenue Growth
CSL
0.4%
IEX
4.2%
Earnings Growth
CSL
-14.6%
IEX
5.5%

Financial Health

Debt/Equity
CSL
1.68
IEX
0.48
Current Ratio
CSL
3.09
IEX
2.86
Quick Ratio
CSL
2.32
IEX
1.92

Dividends

Dividend Yield
CSL
1.18%
IEX
1.37%
Payout Ratio
CSL
24.48%
IEX
43.99%

AI Verdict

CSL BEARISH

CSL exhibits a stable but mediocre Piotroski F-Score of 4/9, indicating a lack of strong financial momentum. The stock is trading at a massive premium, with a current price of $360.07 far exceeding both the Graham Number ($130.25) and the Intrinsic Value ($120.26). This valuation gap is exacerbated by stagnant revenue growth (0.40%) and sharply declining earnings growth (-14.60% YoY). Despite strong ROE and liquidity, the combination of bearish insider selling by the CEO and CFO and a technical trend of 0/100 suggests significant downside risk.

Strengths
Very high Return on Equity (ROE) of 34.87%
Strong short-term liquidity with a Current Ratio of 3.09
Consistent track record of beating quarterly earnings estimates
Risks
Severe overvaluation relative to defensive fair value (Graham Number)
Negative earnings growth trends (-14.60% YoY, -21.70% Q/Q)
Bearish insider activity with significant sales by the CEO and CFO
IEX NEUTRAL

IDEX Corporation presents a dichotomy between exceptional operational consistency and severe valuation premiums. While the Piotroski F-Score of 4/9 indicates stable but not strong financial health, the stock is trading significantly above its Graham Number ($88.24) and Intrinsic Value ($97.75). The company boasts a remarkable earnings track record, beating estimates in 23 of the last 25 quarters, yet revenue and earnings growth remain sluggish at 4.2% and 5.5% respectively. Consequently, the current price of $207.39 represents a high-premium bet on quality over value.

Strengths
Exceptional earnings consistency with 23/25 quarters beating estimates
Strong liquidity profile with a Current Ratio of 2.86 and Quick Ratio of 1.92
Conservative leverage with a Debt/Equity ratio of 0.48
Risks
Severe overvaluation relative to Graham and Intrinsic value benchmarks
Low organic growth rates (Revenue growth of 4.20% YoY)
Bearish technical trend score (10/100) despite recent price gains

Compare Another Pair

CSL vs IEX: Head-to-Head Comparison

This page compares Carlisle Companies Incorporated (CSL) and IDEX Corporation (IEX) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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