CSL vs. GWW: Carlisle vs. W.W. Grainger Stock Comparison
How do Carlisle (CSL) and W.W. Grainger (GWW) 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 W.W. Grainger (GWW) both fall under the Capital Goods industry group, but CSL is classified in Building Products while GWW is classified in Trading Companies & Distributors.
| Profile Item | CSL | GWW |
|---|---|---|
| Name | Carlisle Companies Incorporated | W.W. Grainger Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Building Products | Trading Companies & Distributors |
| GICS Sub-Industry | Building Products | Trading Companies & Distributors |
| Market Capitalization | 14.52 billion USD | 67.45 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | February 21, 1973 | February 21, 1973 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CSL | GWW |
|---|---|---|
| Total Return (1Y) | 24.99% | 54.07% |
| Total Return (3Y, Annualized) | 15.85% | 24.16% |
| Total Return (5Y, Annualized) | 12.02% | 25.95% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CSL | GWW |
|---|---|---|
| Volatility (1Y, Annualized) | 38.46% | 24.49% |
| Beta (5Y) | 0.76 | 0.93 |
| Max Drawdown (5Y) | -37.72% | -24.50% |
| Avg. Volume (3M) | 509.16K | 250.35K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CSL | GWW |
|---|---|---|
| Sharpe Ratio (1Y) | 0.54 | 2.03 |
| Sortino Ratio (1Y) | 0.87 | 3.31 |
Profitability
ROE (TTM)
Both Carlisle (CSL) at 42.34% and W.W. Grainger (GWW) at 52.33% 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%
GWW
Capital Goods industry group
52.33%
- GWW
- 52.33%
- 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 W.W. Grainger (GWW) at 11.17%, 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%
GWW
Capital Goods industry group
11.17%
- Max
- 27.47%
- Q3
- 12.10%
- GWW
- 11.17%
- 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 W.W. Grainger (GWW) at 16.14%, 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%
GWW
Capital Goods industry group
16.14%
- Max
- 36.60%
- Q3
- 18.33%
- GWW
- 16.14%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | CSL | GWW |
|---|---|---|
| ROE (TTM) | 42.34% | 52.33% |
| ROA (TTM) | 10.20% | 20.34% |
| Net Margin (TTM) | 13.78% | 11.17% |
| Operating Margin (TTM) | 20.21% | 16.14% |
| Gross Margin (TTM) | 34.66% | 39.43% |
Growth
Revenue Growth
W.W. Grainger (GWW) at 4.51% 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
W.W. Grainger (GWW) at -8.55% is around its peer norm for EPS growth, while Carlisle (CSL) at -38.46% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | CSL | GWW |
|---|---|---|
| Revenue Growth (YoY) | 0.33% | 4.51% |
| Revenue Growth (3Y CAGR) | -2.70% | 5.62% |
| EPS Growth (YoY) | -38.46% | -8.55% |
| EPS Growth (3Y CAGR) | -0.84% | 5.60% |
Financial Strength
Current Ratio (MRQ)
Both Carlisle (CSL) at 2.41 and W.W. Grainger (GWW) at 2.61 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
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
GWW
Capital Goods industry group
2.61
- Max
- 5.22
- Q3
- 2.95
- GWW
- 2.61
- Median
- 2.08
- Q1
- 1.43
- Min
- 0.36
Debt / Equity (MRQ)
W.W. Grainger (GWW) at 0.65 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
GWW
Capital Goods industry group
0.65
- Max
- 2.33
- Q3
- 1.12
- GWW
- 0.65
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | CSL | GWW |
|---|---|---|
| Current Ratio (MRQ) | 2.41 | 2.61 |
| Debt / Equity (MRQ) | 2.01 | 0.65 |
| Net Debt / EBITDA | 1.93 | 0.69 |
Dividends
Dividend Yield (TTM)
Carlisle (CSL) at 1.20% delivers top-quartile income for its industry, while W.W. Grainger (GWW) at 0.65% 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%
GWW
Capital Goods industry group
0.65%
- Max
- 2.66%
- Q3
- 1.14%
- GWW
- 0.65%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Carlisle (CSL) at 25.50% and W.W. Grainger (GWW) at 20.87% 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%
GWW
Capital Goods industry group
20.87%
- Max
- 67.39%
- Q3
- 28.02%
- GWW
- 20.87%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CSL | GWW |
|---|---|---|
| Dividend Yield (TTM) | 1.20% | 0.65% |
| Dividend Payout Ratio (TTM) | 25.50% | 20.87% |
Valuation
P/E Ratio (TTM)
Both Carlisle (CSL) at 21.06 and W.W. Grainger (GWW) at 31.66 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
GWW
Capital Goods industry group
31.66
- Max
- 59.38
- Q3
- 35.92
- GWW
- 31.66
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
On P/S ratio, both Carlisle (CSL) at 2.79 and W.W. Grainger (GWW) at 3.48 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
GWW
Capital Goods industry group
3.48
- Max
- 7.54
- Q3
- 3.76
- GWW
- 3.48
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Measured against book value, both Carlisle (CSL) at 10.11 and W.W. Grainger (GWW) at 15.56 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
GWW
Capital Goods industry group
15.56
- GWW
- 15.56
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | CSL | GWW |
|---|---|---|
| P/E Ratio (TTM) | 21.06 | 31.66 |
| P/S Ratio (TTM) | 2.79 | 3.48 |
| P/B Ratio (MRQ) | 10.11 | 15.56 |
| Free Cash Flow Yield (TTM) | 4.01% | 1.97% |