CARLISLE COMPANIES INCORPORATED

CSL · Materials · $14.2B mkt cap · FY2025 filings · Narrow moat

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Narrow moat

The four filters

Pricing power46

Median gross margin 32.2% over 10y, stable.

Returns on capital64

Median ROIC 12.6%, above the 9% hurdle in 90% of years.

Balance-sheet safety62

Net debt/EBITDA 1.5x, interest coverage 13x.

Capital discipline100

Owner earnings +12.5%/yr, share count shrinking (buybacks).

Margin of safety

Above valueOn sale

2% below value

Owner earnings (normalized): $806.0M
Est. intrinsic value / share: $353.85
Recent price: $346.68
Discount to value: 2% below value

Conservative model: 9% discount rate, 4% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Moat Score history

Score history begins 2026-07-17. Check back as the record builds.

Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell CSL. See the disclaimer.