CSL vs. GEV: Carlisle vs. GE Vernova Stock Comparison
How do Carlisle (CSL) and GE Vernova (GEV) 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 GE Vernova (GEV) both fall under the Capital Goods industry group, but CSL is classified in Building Products while GEV is classified in Electrical Equipment.
Carlisle (CSL) carries decades of public-market history since February 21, 1973, while GE Vernova (GEV) listed on March 27, 2024 — long-window comparisons have far more historical data on the CSL side.
| Profile Item | CSL | GEV |
|---|---|---|
| Name | Carlisle Companies Incorporated | GE Vernova Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Building Products | Electrical Equipment |
| GICS Sub-Industry | Building Products | Heavy Electrical Equipment |
| Market Capitalization | 14.52 billion USD | 204.89 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | February 21, 1973 | March 27, 2024 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CSL | GEV |
|---|---|---|
| Total Return (1Y) | 24.99% | 44.63% |
| Total Return (3Y, Annualized) | 15.85% | -- |
| Total Return (5Y, Annualized) | 12.02% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CSL | GEV |
|---|---|---|
| Volatility (1Y, Annualized) | 38.46% | 55.54% |
| Beta (5Y) | 0.76 | 1.12 |
| Max Drawdown (5Y) | -37.72% | -38.29% |
| Avg. Volume (3M) | 509.16K | 2.65M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CSL | GEV |
|---|---|---|
| Sharpe Ratio (1Y) | 0.54 | 0.73 |
| Sortino Ratio (1Y) | 0.87 | 1.08 |
Profitability
ROE (TTM)
Both Carlisle (CSL) at 42.34% and GE Vernova (GEV) at 93.04% turn shareholders’ equity into profit at rates above their industry benchmark ranges for ROE. That is a strong capital-efficiency signal, though leverage and the equity base still matter.
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%
GEV
Capital Goods industry group
93.04%
- GEV
- 93.04%
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
For every dollar of sales, both Carlisle (CSL) at 13.78% and GE Vernova (GEV) at 23.54% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
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%
GEV
Capital Goods industry group
23.54%
- Max
- 27.47%
- GEV
- 23.54%
- Q3
- 12.10%
- 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 GE Vernova (GEV) at 12.77%, 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%
GEV
Capital Goods industry group
12.77%
- Max
- 36.60%
- Q3
- 18.33%
- GEV
- 12.77%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | CSL | GEV |
|---|---|---|
| ROE (TTM) | 42.34% | 93.04% |
| ROA (TTM) | 10.20% | 3.22% |
| Net Margin (TTM) | 13.78% | 23.54% |
| Operating Margin (TTM) | 20.21% | 12.77% |
| Gross Margin (TTM) | 34.66% | 21.79% |
Growth
Revenue Growth
GE Vernova (GEV) at 8.97% 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
GE Vernova (GEV) at 217.03% delivers above-range EPS growth, while Carlisle (CSL) at -38.46% falls into the bottom quartile — a wide split in earnings momentum.
Growth Metrics
| Metric | CSL | GEV |
|---|---|---|
| Revenue Growth (YoY) | 0.33% | 8.97% |
| Revenue Growth (3Y CAGR) | -2.70% | 8.68% |
| EPS Growth (YoY) | -38.46% | 217.03% |
| EPS Growth (3Y CAGR) | -0.84% | -- |
Financial Strength
Current Ratio (MRQ)
Carlisle (CSL) at 2.41 keeps current ratio within its industry’s typical mid-range, while GE Vernova (GEV) at 0.83 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for GEV.
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
GEV
Capital Goods industry group
0.83
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- GEV
- 0.83
- Min
- 0.36
Debt / Equity (MRQ)
GE Vernova (GEV) at 0.30 carries an industry-typical debt-to-equity mix, while Carlisle (CSL) at 2.01 uses more debt funding than most peers.
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
GEV
Capital Goods industry group
0.30
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- GEV
- 0.30
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | CSL | GEV |
|---|---|---|
| Current Ratio (MRQ) | 2.41 | 0.83 |
| Debt / Equity (MRQ) | 2.01 | 0.30 |
| Net Debt / EBITDA | 1.93 | -2.50 |
Dividends
Dividend Yield (TTM)
Carlisle (CSL) at 1.20% delivers top-quartile income for its industry, while GE Vernova (GEV) at 0.26% 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%
GEV
Capital Goods industry group
0.26%
- Max
- 2.66%
- Q3
- 1.14%
- GEV
- 0.26%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Carlisle (CSL) at 25.50% and GE Vernova (GEV) at 4.59% 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%
GEV
Capital Goods industry group
4.59%
- Max
- 67.39%
- Q3
- 28.02%
- Median
- 6.86%
- GEV
- 4.59%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CSL | GEV |
|---|---|---|
| Dividend Yield (TTM) | 1.20% | 0.26% |
| Dividend Payout Ratio (TTM) | 25.50% | 4.59% |
Valuation
P/E Ratio (TTM)
Both Carlisle (CSL) at 21.06 and GE Vernova (GEV) at 20.32 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
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
GEV
Capital Goods industry group
20.32
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- GEV
- 20.32
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
Carlisle (CSL) at 2.79 is priced about in line with its industry on P/S ratio, while GE Vernova (GEV) at 4.65 sits in the pricier quartile — GEV costs more per dollar of sales.
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
GEV
Capital Goods industry group
4.65
- Max
- 7.54
- GEV
- 4.65
- Q3
- 3.76
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Measured against book value, both Carlisle (CSL) at 10.11 and GE Vernova (GEV) at 18.00 look expensive — each P/B ratio sits above its industry’s benchmark 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
GEV
Capital Goods industry group
18.00
- GEV
- 18.00
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | CSL | GEV |
|---|---|---|
| P/E Ratio (TTM) | 21.06 | 20.32 |
| P/S Ratio (TTM) | 2.79 | 4.65 |
| P/B Ratio (MRQ) | 10.11 | 18.00 |
| Free Cash Flow Yield (TTM) | 4.01% | 10.79% |