Added to YB: 2025-09-19
Pitch date: 2025-06-30
CSL [bullish]
Carlisle Companies Incorporated
-9.94%
current return
Author Info
No bio for this author
Company Info
Carlisle Companies Incorporated operates as a manufacturer and supplier of building envelope products and solutions in the United States, Europe, North America, and internationally.
Market Cap
$13.6B
Pitch Price
$368.13
Price Target
N/A
Dividend
1.32%
EV/EBITDA
12.36
P/E
19.44
EV/Sales
3.09
Sector
Building Products
Category
growth
Sands Capital Global Growth Strategy New Position: Carlisle Companies Incorporated
CSL (new position): Largest US commercial roofing materials supplier w/ 20-30yr replacement cycles providing non-discretionary recurring demand. Benefits from pre-2008 construction reaching replacement age + 3% annual commercial floorspace growth. Durable moats via warranties, contractor training, distributor lock-in. Risk: 10% China sourcing exposure to trade policy changes.
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