CSL vs. HON: Carlisle vs. Honeywell Stock Comparison
How do Carlisle (CSL) and Honeywell (HON) 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 Honeywell (HON) both fall under the Capital Goods industry group, but CSL is classified in Building Products while HON is classified in Industrial Conglomerates.
| Profile Item | CSL | HON |
|---|---|---|
| Name | Carlisle Companies Incorporated | Honeywell International Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Building Products | Industrial Conglomerates |
| GICS Sub-Industry | Building Products | Industrial Conglomerates |
| Market Capitalization | 14.52 billion USD | 69.74 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | February 21, 1973 | January 2, 1962 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CSL | HON |
|---|---|---|
| Total Return (1Y) | 24.99% | 14.14% |
| Total Return (3Y, Annualized) | 15.85% | 9.90% |
| Total Return (5Y, Annualized) | 12.02% | 2.32% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CSL | HON |
|---|---|---|
| Volatility (1Y, Annualized) | 38.46% | 27.11% |
| Beta (5Y) | 0.76 | 0.80 |
| Max Drawdown (5Y) | -37.72% | -25.21% |
| Avg. Volume (3M) | 509.16K | 2.82M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CSL | HON |
|---|---|---|
| Sharpe Ratio (1Y) | 0.54 | 0.36 |
| Sortino Ratio (1Y) | 0.87 | 0.52 |
Profitability
ROE (TTM)
Both Carlisle (CSL) at 42.34% and Honeywell (HON) at 44.39% 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%
HON
Capital Goods industry group
44.39%
- HON
- 44.39%
- 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 Honeywell (HON) at 18.68% 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%
HON
Capital Goods industry group
18.68%
- Max
- 27.47%
- HON
- 18.68%
- 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 Honeywell (HON) at 16.92%, 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%
HON
Capital Goods industry group
16.92%
- Max
- 36.60%
- Q3
- 18.33%
- HON
- 16.92%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | CSL | HON |
|---|---|---|
| ROE (TTM) | 42.34% | 44.39% |
| ROA (TTM) | 10.20% | 7.13% |
| Net Margin (TTM) | 13.78% | 18.68% |
| Operating Margin (TTM) | 20.21% | 16.92% |
| Gross Margin (TTM) | 34.66% | 37.21% |
Growth
Revenue Growth
Honeywell (HON) at 7.85% 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
Honeywell (HON) at -8.27% 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 | HON |
|---|---|---|
| Revenue Growth (YoY) | 0.33% | 7.85% |
| Revenue Growth (3Y CAGR) | -2.70% | 1.82% |
| EPS Growth (YoY) | -38.46% | -8.27% |
| EPS Growth (3Y CAGR) | -0.84% | 3.20% |
Financial Strength
Current Ratio (MRQ)
Carlisle (CSL) at 2.41 keeps current ratio within its industry’s typical mid-range, while Honeywell (HON) at 0.96 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for HON.
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
HON
Capital Goods industry group
0.96
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- HON
- 0.96
- Min
- 0.36
Debt / Equity (MRQ)
Honeywell (HON) at 0.76 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
HON
Capital Goods industry group
0.76
- Max
- 2.33
- Q3
- 1.12
- HON
- 0.76
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | CSL | HON |
|---|---|---|
| Current Ratio (MRQ) | 2.41 | 0.96 |
| Debt / Equity (MRQ) | 2.01 | 0.76 |
| Net Debt / EBITDA | 1.93 | 1.23 |
Dividends
Dividend Yield (TTM)
Carlisle (CSL) at 1.20% earns its spot in the top quartile of its industry’s yields; Honeywell (HON) at 3.63% is past the top of its own peer range — territory where a dividend-safety check matters more than the headline number.
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%
HON
Capital Goods industry group
3.63%
- HON
- 3.63%
- Max
- 2.66%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Carlisle (CSL) at 25.50% pays out a band-typical share of earnings, while Honeywell (HON) at 38.87% distributes more than its industry norm — less retained, thinner cover.
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%
HON
Capital Goods industry group
38.87%
- Max
- 67.39%
- HON
- 38.87%
- Q3
- 28.02%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CSL | HON |
|---|---|---|
| Dividend Yield (TTM) | 1.20% | 3.63% |
| Dividend Payout Ratio (TTM) | 25.50% | 38.87% |
Valuation
P/E Ratio (TTM)
Honeywell (HON) at 10.91 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 HON, 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
HON
Capital Goods industry group
10.91
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- HON
- 10.91
- Min
- 3.03
P/S Ratio (TTM)
On P/S ratio, both Carlisle (CSL) at 2.79 and Honeywell (HON) at 1.85 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
HON
Capital Goods industry group
1.85
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- HON
- 1.85
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Honeywell (HON) at 3.12 sits near its industry’s typical P/B ratio, while Carlisle (CSL) at 10.11 prices above its benchmark range — CSL looks rich relative to book.
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
HON
Capital Goods industry group
3.12
- Max
- 9.66
- Q3
- 5.00
- HON
- 3.12
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | CSL | HON |
|---|---|---|
| P/E Ratio (TTM) | 21.06 | 10.91 |
| P/S Ratio (TTM) | 2.79 | 1.85 |
| P/B Ratio (MRQ) | 10.11 | 3.12 |
| Free Cash Flow Yield (TTM) | 4.01% | 10.07% |