Carlisle Companies Incorporated CSL

Competitive advantage analysis · industrials

Corporate Default
Overall moat score
76/100
Strong

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 polyolefin, polyvinyl chloride membrane, polyiso insulation, and engineered metal … Full CSL analysis →

Competitive advantage assessment

Key strengths

  • ROIC Sustainably Above Peers ROIC at 81.2th percentile exceeds peers and WACC, demonstrating superior capital allocation.
  • Cost Leadership Position Operating margin at 86.7th percentile with strong OpEx control demonstrates cost leadership.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
73

Where CSL ranks in Building Products & Equipment

Carlisle Companies Incorporated ranks #3 of 35 scored companies in Building Products & Equipment by moat score — the top 9%. The widest moat in the group is Armstrong World Industries Inc (AWI) at 83/100.

Moat scores for companies ranked near CSL in Building Products & Equipment
# Company Moat score Rating
1 Armstrong World Industries Inc AWI 83/100 Strong
2 Trane Technologies plc TT 78/100 Strong
3 Carlisle Companies Incorporated CSL 76/100 Strong
4 Lennox International, Inc. LII 75/100 Strong
5 Trex Company, Inc. TREX 75/100 Strong
6 Advanced Drainage Systems, Inc. WMS 74/100 Moderate
7 SPX Technologies, Inc. SPXC 70/100 Moderate
8 Masco Corporation MAS 68/100 Moderate
9 Interface, Inc. TILE 67/100 Moderate

See every General Corporate company ranked by moat score →

How CSL scores on the Corporate Default defenses

Pricing Power

Score 73 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 83 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 74 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 76 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 73 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 75 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding CSL's moat

What is Carlisle Companies Incorporated's moat score?

Carlisle Companies Incorporated (CSL) scores 76 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as strong. It ranks #3 of 35 scored companies in Building Products & Equipment, the top 9%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 34 companies in Building Products & Equipment. Its strongest defense is Cost Advantage (83/100) and its weakest is Pricing Power (73/100).

How does Carlisle Companies Incorporated compare with other Building Products & Equipment companies?

Carlisle Companies Incorporated ranks #3 of 35 scored companies in Building Products & Equipment by moat score. The widest moat in Building Products & Equipment is Armstrong World Industries Inc (AWI) at 83/100. The companies ranked closest are Trane Technologies plc (TT) at 78 just above it and Lennox International, Inc. (LII) at 75 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 34 companies in Building Products & Equipment. The defenses are then weighted to produce the overall score out of 100.

Why is Carlisle Companies Incorporated scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Carlisle Companies Incorporated?

The Corporate Default template measures 6 defenses, and CSL scores: Pricing Power (73), Cost Advantage (83), Customer Stickiness (74), Capital Efficiency (76), Resilience (73), Scale & Market Position (75). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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