CSL
Carlisle Companies IncorporatedBasic Materials · $13.2B market cap
Verdict
Share price
$329.34
close of Oct 3, 2026
Fair value
$182.87
Sticker Price
Payback Price
$73.15
buy price
CSL is Overpriced: at $329.34 it trades 80% above its fair value of $182.87. Its buy price (Payback Price) is $73.15, 78% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew -3% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
2 of 5 clear the 10% bar. What are the Big Five?
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4 of the investors we track hold CSL. In Q2 2026, 1 added. Who we track
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$447.8M
1,234,540 shares
AKO Capital
AKO Capital · as of Q2 2026
$69.4M
191,414 shares
Bill Nygren
Oakmark Funds · as of Q2 2026
$1.7M
4,612 shares
First Pacific Advisors
First Pacific Advisors · as of Q2 2026
$955K
2,632 shares
Moves in Q2 2026
Insider activity
Since Sep 1, 2026: no open-market purchases and 11 other filings (stock awards, tax withholding and similar). Why purchases matter
Other filings
Ricard Corrine D.
director · 2026-09-10
J-Other
$65K
Frias James D
director · 2026-09-10
J-Other
$65K
Palmer Sheryl
director · 2026-09-10
Award
246 shares
Singh Jesse G
director · 2026-09-10
D-Return
505 shares
Singh Jesse G
director · 2026-09-10
Option exercise
4,070 shares
Show all 11 other filingsShow fewer
Palmer Sheryl
director · 2026-09-01
Award
1 shares
Singh Jesse G
director · 2026-09-01
Award
13 shares
Singh Jesse G
director · 2026-09-01
Award
16 shares
Ricard Corrine D.
director · 2026-09-01
Award
26 shares
Hansen Maia
director · 2026-09-01
Award
1 shares
Frias James D
director · 2026-09-01
Award
32 shares
About Carlisle Companies Incorporated
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). The CCM segment offers single-ply roofing solutions, including ethylene propylene diene monomer, thermoplastic…
Construction Materials
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works