CSL vs. EME: Carlisle vs. EMCOR Stock Comparison
How do Carlisle (CSL) and EMCOR (EME) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Carlisle (CSL) and EMCOR (EME) both fall under the Capital Goods industry group, but CSL is classified in Building Products while EME is classified in Construction & Engineering.
| Profile Item | CSL | EME |
|---|---|---|
| Name | Carlisle Companies Incorporated | EMCOR Group, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Building Products | Construction & Engineering |
| GICS Sub-Industry | Building Products | Construction & Engineering |
| Market Capitalization | 14.52 billion USD | 26.64 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | February 21, 1973 | January 10, 1995 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CSL | EME |
|---|---|---|
| Total Return (1Y) | 24.99% | 0.07% |
| Total Return (3Y, Annualized) | 15.85% | 46.16% |
| Total Return (5Y, Annualized) | 12.02% | 38.01% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CSL | EME |
|---|---|---|
| Volatility (1Y, Annualized) | 38.46% | 43.79% |
| Beta (5Y) | 0.76 | 1.17 |
| Max Drawdown (5Y) | -37.72% | -36.85% |
| Avg. Volume (3M) | 509.16K | 402.73K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CSL | EME |
|---|---|---|
| Sharpe Ratio (1Y) | 0.54 | -0.10 |
| Sortino Ratio (1Y) | 0.87 | -0.14 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Carlisle (CSL) at 42.34% is the standout with ROE above its industry range; EMCOR (EME) at 40.55% also sits in the top quartile.
CSL
Capital Goods industry group
42.34%
- CSL
- 42.34%
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
EME
Capital Goods industry group
40.55%
- EME
- 40.55%
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
Carlisle (CSL) at 13.78% retains a top-quartile share of revenue as profit, ahead of EMCOR (EME) at 7.78%, which keeps about the industry-typical share.
CSL
Capital Goods industry group
13.78%
- Max
- 27.47%
- CSL
- 13.78%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
EME
Capital Goods industry group
7.78%
- Max
- 27.47%
- Q3
- 12.10%
- EME
- 7.78%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Carlisle (CSL) at 20.21% operates in the top operating margin quartile, ahead of EMCOR (EME) at 10.46%, which runs around its industry’s norm.
CSL
Capital Goods industry group
20.21%
- Max
- 36.60%
- CSL
- 20.21%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
EME
Capital Goods industry group
10.46%
- Max
- 36.60%
- Q3
- 18.33%
- Median
- 11.12%
- EME
- 10.46%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | CSL | EME |
|---|---|---|
| ROE (TTM) | 42.34% | 40.55% |
| ROA (TTM) | 10.20% | 12.33% |
| Net Margin (TTM) | 13.78% | 7.78% |
| Operating Margin (TTM) | 20.21% | 10.46% |
| Gross Margin (TTM) | 34.66% | 19.59% |
Growth
Revenue Growth
EMCOR (EME) at 16.62% is around its peer norm for revenue growth, while Carlisle (CSL) at 0.33% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
EMCOR (EME) at 30.99% sits in the top EPS growth quartile, while Carlisle (CSL) at -38.46% is in the bottom quartile, showing a clear gap in earnings momentum.
Growth Metrics
| Metric | CSL | EME |
|---|---|---|
| Revenue Growth (YoY) | 0.33% | 16.62% |
| Revenue Growth (3Y CAGR) | -2.70% | 15.32% |
| EPS Growth (YoY) | -38.46% | 30.99% |
| EPS Growth (3Y CAGR) | -0.84% | 51.54% |
Financial Strength
Current Ratio (MRQ)
Carlisle (CSL) at 2.41 keeps current ratio within its industry’s typical mid-range, while EMCOR (EME) at 1.17 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for EME.
CSL
Capital Goods industry group
2.41
- Max
- 5.22
- Q3
- 2.95
- CSL
- 2.41
- Median
- 2.08
- Q1
- 1.43
- Min
- 0.36
EME
Capital Goods industry group
1.17
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- EME
- 1.17
- Min
- 0.36
Debt / Equity (MRQ)
EMCOR (EME) at 0.13 keeps leverage in the lower quartile, while Carlisle (CSL) at 2.01 sits in the higher-leverage quartile.
CSL
Capital Goods industry group
2.01
- Max
- 2.33
- CSL
- 2.01
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
EME
Capital Goods industry group
0.13
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- EME
- 0.13
- Min
- 0.00
Financial Strength Metrics
| Metric | CSL | EME |
|---|---|---|
| Current Ratio (MRQ) | 2.41 | 1.17 |
| Debt / Equity (MRQ) | 2.01 | 0.13 |
| Net Debt / EBITDA | 1.93 | -0.10 |
Dividends
Dividend Yield (TTM)
Carlisle (CSL) at 1.20% delivers top-quartile income for its industry, while EMCOR (EME) at 0.07% pays a more typical yield — both are credible income propositions, CSL the richer one.
CSL
Capital Goods industry group
1.20%
- Max
- 2.66%
- CSL
- 1.20%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
EME
Capital Goods industry group
0.07%
- Max
- 2.66%
- Q3
- 1.14%
- Median
- 0.24%
- EME
- 0.07%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Carlisle (CSL) at 25.50% and EMCOR (EME) at 4.19% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
CSL
Capital Goods industry group
25.50%
- Max
- 67.39%
- Q3
- 28.02%
- CSL
- 25.50%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
EME
Capital Goods industry group
4.19%
- Max
- 67.39%
- Q3
- 28.02%
- Median
- 6.86%
- EME
- 4.19%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CSL | EME |
|---|---|---|
| Dividend Yield (TTM) | 1.20% | 0.07% |
| Dividend Payout Ratio (TTM) | 25.50% | 4.19% |
Valuation
P/E Ratio (TTM)
EMCOR (EME) at 17.59 sits in the cheaper P/E ratio quartile, while Carlisle (CSL) at 21.06 is closer to its industry’s usual earnings multiple — a discount for EME, though growth and earnings durability still matter.
CSL
Capital Goods industry group
21.06
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- CSL
- 21.06
- Q1
- 19.47
- Min
- 3.03
EME
Capital Goods industry group
17.59
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- EME
- 17.59
- Min
- 3.03
P/S Ratio (TTM)
On P/S ratio, both Carlisle (CSL) at 2.79 and EMCOR (EME) at 1.34 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
CSL
Capital Goods industry group
2.79
- Max
- 7.54
- Q3
- 3.76
- CSL
- 2.79
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
EME
Capital Goods industry group
1.34
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- EME
- 1.34
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Both look rich against book: EMCOR (EME) at 6.26 sits in the upper P/B ratio quartile, and Carlisle (CSL) at 10.11 prices even higher, above its industry range.
CSL
Capital Goods industry group
10.11
- CSL
- 10.11
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
EME
Capital Goods industry group
6.26
- Max
- 9.66
- EME
- 6.26
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | CSL | EME |
|---|---|---|
| P/E Ratio (TTM) | 21.06 | 17.59 |
| P/S Ratio (TTM) | 2.79 | 1.34 |
| P/B Ratio (MRQ) | 10.11 | 6.26 |
| Free Cash Flow Yield (TTM) | 4.01% | 4.82% |