What is CSL's intrinsic value?

TickerWorth's blended fair value for Carlisle Companies Incorporated (CSL) is $350.15 per share, versus a market price of $333.86 (priced within our range of $193.00 – $537.14).

Is CSL overvalued or undervalued?

Priced within our range of $193.00 – $537.14 at $333.86. We don't call CSL overvalued or undervalued from a range. This is an educational estimate, not advice.

What discount rate is used for CSL?

A WACC of 8.6% and a terminal growth rate of 2.5%.

Is Carlisle Companies stock undervalued?

TickerWorth's fair value for Carlisle Companies Incorporated (CSL) is $350.15 against a market price of $333.86. Our read: Priced within our range of $193.00 – $537.14. This is a model estimate, not investment advice.

Carlisle Companies (CSL) DCF valuation and fair value

Our fair value for Carlisle Companies Incorporated (CSL) is $350.15, built on a 8.6% discount rate (WACC) and 2.5% terminal growth. It blends our discounted-cash-flow model with other valuation lenses. Every assumption is listed on this page with its source.

What growth is priced into Carlisle Companies stock?

Today's price implies revenue growth of 8.6% a year for 5 years; our model assumes 4.2% a year on average over the same horizon. This is a reverse DCF: it holds our cash-flow model's other inputs and solves for the revenue growth that makes the model equal today's price of $333.86. A model estimate, not investment advice.

Carlisle Companies (CSL) insider trading

The most recent insider filing (SEC Form 4) for Carlisle Companies Incorporated (CSL): Singh Jesse G, Director, option exercise on 2026-09-10. The latest filings are listed on this page. A disclosure, not a signal to trade.

CSL · Intrinsic value

Is Carlisle Companies Incorporated (CSL) overvalued or undervalued?

Name: Carlisle Companies Incorporated (CSL) DCF intrinsic value
Creator: TickerWorth

Carlisle Companies Incorporated (CSL) trades at the delayed market price of $333.86 a share. That price already implies revenue growth of 8.6% a year for 5 years. TickerWorth's fair value is $350.15 a share (priced within our range of $193.00 – $537.14). We do not call it over- or undervalued from inside our range.

Model by Miraaj Patel · generated from a hand-researched model · Updated Oct 19, 2026 · How these pages are made

Open full CSL analysis

Is CSL fairly valued?

Fair value: $350.15
Market price: $333.86
Upside to fair value: +4.9%
Verdict: Priced within our range of $193.00 – $537.14

Price as of 19 Oct 2026, 13:15 UTC · Prices are delayed.

Fair value against the delayed market price: Priced within our range of $193.00 – $537.14.

Reverse DCF: Today's price implies revenue growth of 8.6% a year for 5 years; our model assumes 4.2% a year on average over the same horizon.

What is CSL's TickerWorth Score?

C54/100

Middle of the pack — real strengths and real weaknesses

Compared with Industrials companies in US

Its strongest point: a profitable, high-quality business. Its weakest: recent price trend has been weak.

Value · 61 of 100
Cheaper than 61% of Industrials companies in US
Price vs worth · 54 of 100
Quality · 74 of 100
More profitable than 74% of Industrials companies in US
Financial health · 51 of 100
Financially stronger than 51% of Industrials companies in US
Growth · 38 of 100
Growing faster than 38% of Industrials companies in US
Momentum · 29 of 100
Outperformed 29% of Industrials companies in US over the past year

Confidence: High confidence · Scored 19 Oct 2026, 13:15 UTC

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Where the numbers come from

Hand-researched model

What the modeller flagged

THE MODEL SITS ~17% BELOW TODAY'S PRICE, AND ONE ACCOUNTING CHOICE EXPLAINS NEARLY ALL OF IT. Keeping acquired-intangible amortization as a cash-like cost (house convention) gives ~$275; adding it back gives ~$329, essentially today's price. Holding the house treatment, the price needs a beta of ~0.62 (WACC ~7.7% vs 8.59%), or ~3.6% growth forever, or a steady ~24.4% GAAP operating margin from 2027 (Carlisle's best year on this basis was 22.8% in FY2024), or ~8.6% revenue growth a year for five years at a 21% margin.
TERMINAL VALUE IS ~76% OF ENTERPRISE VALUE - just over the 75% line, normal for a low-beta, low-WACC business. Implied exit multiple ~11.0x 2030 EBITDA (EBITDA here = GAAP EBIT + depreciation only).
YEAR-1 FCF (~$737M) IS ~24% BELOW CARLISLE'S REPORTED FY2025 FREE CASH FLOW ($972M). The gap is identifiable in the filings: the reported figure adds back $121.9M of acquired-intangible amortization and $34.8M of stock compensation that this model keeps as costs, and it is struck after only ~$52M of net interest at a 21.7% tax rate, against the model's unlevered 23%. A model that capitalises the reported $972M directly starts with ~32% more cash flow than this one.
BETA IS LOW AND USED AS PUBLISHED (0.833). The house rule applies the published 5Y-monthly figure; a reader who thinks a construction supplier deserves ~1.0 should take ~$34 off. The low beta is the main reason this model is far closer to the market than the Masco model (beta 1.294, -39% gap).
YEAR 1 IS ALREADY HALF REPORTED (H1 ended 2026-06-30) and Q2 included customer pre-buying ahead of price increases. The engine discounts all of FY2026 a full year while H1's cash sits in the 2026-06-30 balance sheet; the two roughly offset. If Q3 (late October) shows the pre-buy reversing, Y1 growth at the guided 5% midpoint is the first number to revisit - 4% would take ~$3 off.
RAW-MATERIAL CYCLE: petroleum-derived inputs (TPO, PVC, polyiso chemicals) and freight rose sharply in Q2 2026 on the Middle East conflict; management cut its 2026 margin outlook from +50bp to flat. The margin rebuild to 21% assumes price catches up and inputs do not spike again. A path back to FY2024's 22.8% peak would add ~$27; a margin stuck near 19.5% (with growth of 2-3%) gives ~$236.

CSL DCF valuation, input by input

TickerWorth's fair value for Carlisle Companies Incorporated (CSL) is $350.15 a share, against the delayed market price of $333.86 (priced within our range of $193.00 – $537.14). We do not call it over- or undervalued from inside our range. It is a model estimate, and every input behind it is sourced below. This is an educational model, not a price target or a recommendation.

Read the full reasoning

One of the lenses behind that blended figure is a discounted-cash-flow model, which on its own values CSL at about $274.57 per share. The rest of this page walks through that DCF — its assumptions, reverse-DCF and discount-rate sensitivity — because it is the auditable anchor of the blend.

The valuation discounts Carlisle Companies Incorporated's projected free cash flows at a weighted-average cost of capital (WACC) of 8.6%, with a long-run terminal growth rate of 2.5%. About 76% of the enterprise value comes from the terminal value — the portion beyond the explicit forecast window — which is typical for a stable, cash-generative business and a reminder that small changes in the discount rate or terminal growth assumption swing the intrinsic value meaningfully.

Running the DCF in reverse — solving for the growth the current price already assumes — the market is implying roughly 8.6% annual revenue growth for CSL. Our base case instead compounds to about 4.2% a year over the same forecast, so the market is pricing in materially faster growth than our base case. The reverse-DCF is a quick sanity check: it reframes 'is this stock cheap?' as 'do I believe the growth the price requires?' rather than arguing over a single point estimate of fair value.

Sensitivity matters more than any single number. Across a reasonable band of discount-rate assumptions, CSL's modeled DCF value ranges from about $185.19 to $487.46 per share. If that range still sits below today's price, the market is optimistic relative to the model across the whole band; if it brackets the price, the stock is roughly fairly valued on our assumptions. Use the interactive slider to see exactly where your own cost-of-capital view lands.

How to read this page: the DCF fair value is what Carlisle Companies Incorporated would be worth if its cash flows grow as modeled and are discounted at the stated WACC. The assumptions table shows every input and its source; the reverse-DCF shows what the market believes; the sensitivity band shows how fragile the answer is. None of this is investment advice — it is a transparent, auditable framework for forming your own view of CSL's intrinsic value. Figures update as new filings and prices come in.

Every input behind CSL's DCF

Input	Value	Source
Base-year revenueCarlisle Q4/FY2025 earnings release, 8-K Ex-99.1 (accession 0000790051-26-000009, filed 2026-02-03): Revenues $5,019.9M for calendar 2025, +0.3% on FY2024's $5,003.6M (organic roughly flat; small acquisition contribution at CWT). Continuing operations only - Carlisle Interconnect Technologies (CIT) was sold in 2024 and sits in discontinued operations, so the FY2024 comparative is already on the pure building-envelope basis. Ties to us-gaap:Revenues in the 10-K. History on the same basis: FY2023 $4,586.9M, FY2024 $5,003.6M (+9.1%, helped by the MTL (May 2024) and PFB (December 2024) acquisitions), FY2025 $5,019.9M. UNCHANGED as the base; the 2026 quarters belong in the forecast. CROSS-CHECK: H1 2026 revenue $2,622.4M, +3.0% on H1 2025 ($2,545.3M), with Q2 a record $1,570.3M (+8%, organic +7.9%).	$5,019,900,000	Carlisle Q4/FY2025 earnings release, 8-K Ex-99.1 (accession 0000790051-26-000009, filed 2026-02-03): Revenues $5,019.9M for calendar 2025, +0.3% on FY2024's $5,003.6M (organic roughly flat; small acquisition contribution at CWT). Continuing operations only - Carlisle Interconnect Technologies (CIT) was sold in 2024 and sits in discontinued operations, so the FY2024 comparative is already on the pure building-envelope basis. Ties to us-gaap:Revenues in the 10-K. History on the same basis: FY2023 $4,586.9M, FY2024 $5,003.6M (+9.1%, helped by the MTL (May 2024) and PFB (December 2024) acquisitions), FY2025 $5,019.9M. UNCHANGED as the base; the 2026 quarters belong in the forecast. CROSS-CHECK: H1 2026 revenue $2,622.4M, +3.0% on H1 2025 ($2,545.3M), with Q2 a record $1,570.3M (+8%, organic +7.9%).
Base EBIT marginCarlisle Q4/FY2025 earnings release, 8-K Ex-99.1 (accession 0000790051-26-000009, filed 2026-02-03): GAAP operating income $1,002.5M / revenue $5,019.9M = 19.97% (Carlisle prints 20.0%). This is AFTER $121.9M of acquired-intangible amortization, $47.1M of R&D and ~$27.5M of 'non-comparable' items (acquisition, restructuring, legal) that management adds back to reach its 24.4% adjusted EBITDA margin - none of them are added back here. Down from 22.8% in FY2024 and 21.4% in FY2023 ($982.8M / $4,586.9M, 10-K): new-construction volume fell, CWT volume fell and Carlisle spent ahead on innovation and the Carlisle Operating System. CROSS-CHECK, H1 2026: $532.8M / $2,622.4M = 20.3% vs 20.4% in H1 2025 - flat, as raw-material and freight inflation from the Middle East conflict outran price in Q2 (Q2 margin 22.4% vs 23.1%).	20.0%	Carlisle Q4/FY2025 earnings release, 8-K Ex-99.1 (accession 0000790051-26-000009, filed 2026-02-03): GAAP operating income $1,002.5M / revenue $5,019.9M = 19.97% (Carlisle prints 20.0%). This is AFTER $121.9M of acquired-intangible amortization, $47.1M of R&D and ~$27.5M of 'non-comparable' items (acquisition, restructuring, legal) that management adds back to reach its 24.4% adjusted EBITDA margin - none of them are added back here. Down from 22.8% in FY2024 and 21.4% in FY2023 ($982.8M / $4,586.9M, 10-K): new-construction volume fell, CWT volume fell and Carlisle spent ahead on innovation and the Carlisle Operating System. CROSS-CHECK, H1 2026: $532.8M / $2,622.4M = 20.3% vs 20.4% in H1 2025 - flat, as raw-material and freight inflation from the Middle East conflict outran price in Q2 (Q2 margin 22.4% vs 23.1%).
Forecast revenue growthESTIMATEAssumption — TickerWorth's 5-year explicit forecast	5% → 4% → 4% → 4% → 4%	ESTIMATEAssumption — TickerWorth's 5-year explicit forecast
Risk-free rateUS 10Y Treasury constant maturity (FRED DGS10): 5.24% on 2026-10-01, the latest published observation. Shared by every model in this tracker. For Carlisle the same rate also shapes the outlook: high long rates are what keep commercial new construction near the bottom of its cycle, which is why no new-construction recovery is assumed in 2027.	5.2%	US 10Y Treasury constant maturity (FRED DGS10): 5.24% on 2026-10-01, the latest published observation. Shared by every model in this tracker. For Carlisle the same rate also shapes the outlook: high long rates are what keep commercial new construction near the bottom of its cycle, which is why no new-construction recovery is assumed in 2027.
BetaYahoo Finance 5Y-monthly beta via yfinance, read 2026-10-06: Published 5Y-monthly beta 0.833, used AS IS - the house policy (Masco 1.294 and Home Depot 0.955 in this tracker are also used as published). It is LOW for a building-products maker and well below Masco's: re-roofing (~70% of CCM's commercial roofing) is a replacement need that does not wait for the economy, and the window spans Carlisle's transformation into a pure building-envelope company. A reader who thinks 0.83 understates a construction supplier's risk should note which way it cuts: a beta of 1.0 would take ~$34/share off, Masco's 1.294 ~$79. Each 0.1 of beta is worth roughly $21-24/share, and a beta of ~0.62 (WACC ~7.7%) is what today's price needs.	0.83	Yahoo Finance 5Y-monthly beta via yfinance, read 2026-10-06: Published 5Y-monthly beta 0.833, used AS IS - the house policy (Masco 1.294 and Home Depot 0.955 in this tracker are also used as published). It is LOW for a building-products maker and well below Masco's: re-roofing (~70% of CCM's commercial roofing) is a replacement need that does not wait for the economy, and the window spans Carlisle's transformation into a pure building-envelope company. A reader who thinks 0.83 understates a construction supplier's risk should note which way it cuts: a beta of 1.0 would take ~$34/share off, Masco's 1.294 ~$79. Each 0.1 of beta is worth roughly $21-24/share, and a beta of ~0.62 (WACC ~7.7%) is what today's price needs.
Terminal growthESTIMATEAssumption — house default: House default 2.5% (roughly long-run nominal GDP), kept for comparability. Reasonable for Carlisle: re-roofing is a replacement cycle on a large, ageing stock (over 70% of US non-residential buildings are more than 25 years old, per the FY2025 release), but in perpetuity a roofing supplier grows with the building stock and prices. 3.0% adds ~$24/share; 2.0% takes ~$20 off. Must remain well below the 8.59% WACC.	2.5%	ESTIMATEAssumption — house default: House default 2.5% (roughly long-run nominal GDP), kept for comparability. Reasonable for Carlisle: re-roofing is a replacement cycle on a large, ageing stock (over 70% of US non-residential buildings are more than 25 years old, per the FY2025 release), but in perpetuity a roofing supplier grows with the building stock and prices. 3.0% adds ~$24/share; 2.0% takes ~$20 off. Must remain well below the 8.59% WACC.
Diluted sharesCarlisle Q2 2026 earnings release, 8-K Ex-99.1 (accession 0000790051-26-000033, filed 2026-07-29); Carlisle Q2 2026 10-Q (accession 0000790051-26-000037, filed 2026-07-30): Q2 2026 weighted-average diluted shares 40.5M (basic 40.2M); H1 40.8M; FY2025 43.2M; FY2024 47.1M. Reported to one decimal. THE COUNT IS FALLING FAST: Carlisle bought back $1.3B of stock in 2025 and $500M in H1 2026, and raised its 2026 repurchase target to $1.2B, so ~$700M more is planned for H2. 39.71M shares were outstanding on 2026-07-23. Using the weighted count is the house rule and is mildly conservative: the 39.71M outstanding count would add ~$5.50/share. Future buybacks are NOT credited - at a price above this model's value, buying back stock does not create value on these assumptions.	40M	Carlisle Q2 2026 earnings release, 8-K Ex-99.1 (accession 0000790051-26-000033, filed 2026-07-29); Carlisle Q2 2026 10-Q (accession 0000790051-26-000037, filed 2026-07-30): Q2 2026 weighted-average diluted shares 40.5M (basic 40.2M); H1 40.8M; FY2025 43.2M; FY2024 47.1M. Reported to one decimal. THE COUNT IS FALLING FAST: Carlisle bought back $1.3B of stock in 2025 and $500M in H1 2026, and raised its 2026 repurchase target to $1.2B, so ~$700M more is planned for H2. 39.71M shares were outstanding on 2026-07-23. Using the weighted count is the house rule and is mildly conservative: the 39.71M outstanding count would add ~$5.50/share. Future buybacks are NOT credited - at a price above this model's value, buying back stock does not create value on these assumptions.
Market priceDelayed quote · as of 2026-10-19 13:15 UTC	$333.86	Delayed quote · as of 2026-10-19 13:15 UTC

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What does Carlisle Companies Incorporated do?

What does it do?

Carlisle Companies Incorporated operates as a manufacturer and supplier of building envelope products and solutions in the United States, Europe, North America, and internationally. It operates through two segments, Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT). It operates in the Building Products & Equipment industry (Industrials sector), headquartered in United States. The company employs roughly 5,900 people.

How does it make money?

The business turns $5.1B in annual revenue into profit. Out of every $100 of sales, about $23 is left as operating profit (operating margin of 22.8%), after a 35% gross margin on the products/services it sells. After all costs, taxes and interest, 14.2% of revenue becomes bottom-line net profit.

Is it financially healthy?

Financially it looks mixed: carries moderate debt (1.8× equity), comfortably covers its short-term bills (2.6× current ratio), and is currently profitable.

Who at CSL filed insider trades?

Recent insider filings for Carlisle Companies Incorporated
Date	Insider	Relationship	What happened	Value	Filing
10 Sept 2026	Singh Jesse G	Director	Option exercise	—	Form 4 for Singh Jesse G (opens sec.gov in a new tab)
10 Sept 2026	Singh Jesse G	Director	Disposition to issuer	—	Form 4 for Singh Jesse G (opens sec.gov in a new tab)
10 Sept 2026	Frias James D	Director	Other acquisition/disposition	$64,958.78	Form 4 for Frias James D (opens sec.gov in a new tab)
10 Sept 2026	Ricard Corrine D.	Director	Other acquisition/disposition	$64,958.78	Form 4 for Ricard Corrine D. (opens sec.gov in a new tab)
29 Apr 2026	Collins Jonathan R.	Director	Option exercise	—	Form 4 for Collins Jonathan R. (opens sec.gov in a new tab)
28 Apr 2026	Palmer Sheryl	Director	Grant / award	—	Form 4 for Palmer Sheryl (opens sec.gov in a new tab)

A disclosure, not a signal to trade. Source: SEC EDGAR (Form 4). Older filings and the 90-day buying-and-selling read are part of Pro. See plans

Common questions

What is CSL's intrinsic value?
TickerWorth's blended fair value for Carlisle Companies Incorporated (CSL) is $350.15 per share, versus a market price of $333.86 (priced within our range of $193.00 – $537.14).
Is CSL overvalued or undervalued?
Priced within our range of $193.00 – $537.14 at $333.86. We don't call CSL overvalued or undervalued from a range. This is an educational estimate, not advice.
What discount rate is used for CSL?
A WACC of 8.6% and a terminal growth rate of 2.5%.
Is Carlisle Companies stock undervalued?
TickerWorth's fair value for Carlisle Companies Incorporated (CSL) is $350.15 against a market price of $333.86. Our read: Priced within our range of $193.00 – $537.14. This is a model estimate, not investment advice.
Carlisle Companies (CSL) DCF valuation and fair value
Our fair value for Carlisle Companies Incorporated (CSL) is $350.15, built on a 8.6% discount rate (WACC) and 2.5% terminal growth. It blends our discounted-cash-flow model with other valuation lenses. Every assumption is listed on this page with its source.
What growth is priced into Carlisle Companies stock?
Today's price implies revenue growth of 8.6% a year for 5 years; our model assumes 4.2% a year on average over the same horizon. This is a reverse DCF: it holds our cash-flow model's other inputs and solves for the revenue growth that makes the model equal today's price of $333.86. A model estimate, not investment advice.
Carlisle Companies (CSL) insider trading
The most recent insider filing (SEC Form 4) for Carlisle Companies Incorporated (CSL): Singh Jesse G, Director, option exercise on 2026-09-10. The latest filings are listed on this page. A disclosure, not a signal to trade.