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CSL vs RTX

CSL
Carlisle Companies Incorporated
BEARISH
Price
$360.07
Market Cap
$14.72B
Sector
Industrials
AI Confidence
85%
RTX
RTX Corporation
NEUTRAL
Price
$195.79
Market Cap
$263.53B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
CSL
20.96
RTX
39.39
Forward P/E
CSL
15.33
RTX
26.01
P/B Ratio
CSL
8.2
RTX
4.03
P/S Ratio
CSL
2.93
RTX
2.97
EV/EBITDA
CSL
13.96
RTX
20.17

Profitability

Gross Margin
CSL
35.71%
RTX
20.08%
Operating Margin
CSL
16.46%
RTX
11.02%
Profit Margin
CSL
14.75%
RTX
7.6%
ROE
CSL
34.87%
RTX
10.95%
ROA
CSL
10.38%
RTX
3.88%

Growth

Revenue Growth
CSL
0.4%
RTX
12.1%
Earnings Growth
CSL
-14.6%
RTX
8.3%

Financial Health

Debt/Equity
CSL
1.68
RTX
0.6
Current Ratio
CSL
3.09
RTX
1.03
Quick Ratio
CSL
2.32
RTX
0.67

Dividends

Dividend Yield
CSL
1.18%
RTX
1.39%
Payout Ratio
CSL
24.48%
RTX
53.83%

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
RTX NEUTRAL

RTX exhibits stable financial health with a Piotroski F-Score of 5/9, yet it is trading at a severe premium compared to its Graham Number ($73.73) and Intrinsic Value ($96.67). While the company boasts an exceptional track record of earnings beats over 25 quarters and solid revenue growth, the valuation is stretched with a PEG ratio of 2.75. This fundamental overvaluation is compounded by bearish insider sentiment and a weak technical trend, suggesting that while the business is strong, the stock price is currently decoupled from its deterministic value.

Strengths
Exceptional earnings track record with consistent beats over 25 quarters
Strong revenue growth of 12.10% YoY
Conservative Debt/Equity ratio of 0.60
Risks
Significant overvaluation relative to Graham and Intrinsic value models
Bearish insider activity with $32.68M in sales by top executives
High PEG ratio (2.75) indicating price growth exceeds earnings growth

Compare Another Pair

CSL vs RTX: Head-to-Head Comparison

This page compares Carlisle Companies Incorporated (CSL) and RTX Corporation (RTX) 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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