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CSL vs STRL

CSL
Carlisle Companies Incorporated
BEARISH
Price
$360.07
Market Cap
$14.72B
Sector
Industrials
AI Confidence
85%
STRL
Sterling Infrastructure, Inc.
NEUTRAL
Price
$463.65
Market Cap
$14.23B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
CSL
20.96
STRL
49.48
Forward P/E
CSL
15.33
STRL
29.26
P/B Ratio
CSL
8.2
STRL
12.83
P/S Ratio
CSL
2.93
STRL
5.71
EV/EBITDA
CSL
13.96
STRL
28.87

Profitability

Gross Margin
CSL
35.71%
STRL
22.98%
Operating Margin
CSL
16.46%
STRL
15.29%
Profit Margin
CSL
14.75%
STRL
11.65%
ROE
CSL
34.87%
STRL
32.05%
ROA
CSL
10.38%
STRL
11.11%

Growth

Revenue Growth
CSL
0.4%
STRL
51.5%
Earnings Growth
CSL
-14.6%
STRL
-22.6%

Financial Health

Debt/Equity
CSL
1.68
STRL
0.32
Current Ratio
CSL
3.09
STRL
1.01
Quick Ratio
CSL
2.32
STRL
0.98

Dividends

Dividend Yield
CSL
1.18%
STRL
--
Payout Ratio
CSL
24.48%
STRL
0.0%

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
STRL NEUTRAL

STRL exhibits a stable financial foundation with a Piotroski F-Score of 6/9 and a very healthy Debt/Equity ratio of 0.32. However, there is a massive divergence between the current market price ($463.65) and deterministic value markers, with a Graham Number of $87.27 and an Intrinsic Value of $65.59. While revenue growth is explosive at 51.5% and the company has a stellar track record of earnings beats, the valuation is stretched (P/B of 12.83) and insider sentiment is heavily bearish. The stock is currently a high-growth momentum play trading at a significant premium to its fundamental value.

Strengths
Exceptional revenue growth (51.5% YoY)
Strong profitability with ROE of 32.05% and Operating Margin of 15.29%
Conservative leverage with a Debt/Equity ratio of 0.32
Risks
Extreme valuation premium relative to Graham and Intrinsic values
Heavy insider selling, specifically by the CEO ($69.23M total sell value)
Tight liquidity indicated by a Current Ratio of 1.01 and Quick Ratio of 0.98

Compare Another Pair

CSL vs STRL: Head-to-Head Comparison

This page compares Carlisle Companies Incorporated (CSL) and Sterling Infrastructure, Inc. (STRL) 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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