CSL vs. HWM: Carlisle vs. Howmet Aerospace Stock Comparison
How do Carlisle (CSL) and Howmet Aerospace (HWM) 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 Howmet Aerospace (HWM) both fall under the Capital Goods industry group, but CSL is classified in Building Products while HWM is classified in Aerospace & Defense.
| Profile Item | CSL | HWM |
|---|---|---|
| Name | Carlisle Companies Incorporated | Howmet Aerospace Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Building Products | Aerospace & Defense |
| GICS Sub-Industry | Building Products | Aerospace & Defense |
| Market Capitalization | 14.52 billion USD | 81.84 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | February 21, 1973 | November 1, 2016 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CSL | HWM |
|---|---|---|
| Total Return (1Y) | 24.99% | 5.06% |
| Total Return (3Y, Annualized) | 15.85% | 64.83% |
| Total Return (5Y, Annualized) | 12.02% | 46.04% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CSL | HWM |
|---|---|---|
| Volatility (1Y, Annualized) | 38.46% | 37.60% |
| Beta (5Y) | 0.76 | 1.27 |
| Max Drawdown (5Y) | -37.72% | -36.47% |
| Avg. Volume (3M) | 509.16K | 3.47M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CSL | HWM |
|---|---|---|
| Sharpe Ratio (1Y) | 0.54 | 0.02 |
| Sortino Ratio (1Y) | 0.87 | 0.03 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Carlisle (CSL) at 42.34% is the standout with ROE above its industry range; Howmet Aerospace (HWM) at 37.65% 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%
HWM
Capital Goods industry group
37.65%
- Max
- 40.55%
- HWM
- 37.65%
- 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 Howmet Aerospace (HWM) at 21.10% 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%
HWM
Capital Goods industry group
21.10%
- Max
- 27.47%
- HWM
- 21.10%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Both Carlisle (CSL) at 20.21% and Howmet Aerospace (HWM) at 28.78% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
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%
HWM
Capital Goods industry group
28.78%
- Max
- 36.60%
- HWM
- 28.78%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | CSL | HWM |
|---|---|---|
| ROE (TTM) | 42.34% | 37.65% |
| ROA (TTM) | 10.20% | 13.97% |
| Net Margin (TTM) | 13.78% | 21.10% |
| Operating Margin (TTM) | 20.21% | 28.78% |
| Gross Margin (TTM) | 34.66% | 36.63% |
Growth
Revenue Growth
Howmet Aerospace (HWM) at 11.06% 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
Howmet Aerospace (HWM) at 32.03% 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 | HWM |
|---|---|---|
| Revenue Growth (YoY) | 0.33% | 11.06% |
| Revenue Growth (3Y CAGR) | -2.70% | 13.37% |
| EPS Growth (YoY) | -38.46% | 32.03% |
| EPS Growth (3Y CAGR) | -0.84% | 49.51% |
Financial Strength
Current Ratio (MRQ)
Both Carlisle (CSL) at 2.41 and Howmet Aerospace (HWM) at 1.86 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
HWM
Capital Goods industry group
1.86
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- HWM
- 1.86
- Q1
- 1.43
- Min
- 0.36
Debt / Equity (MRQ)
Howmet Aerospace (HWM) at 0.80 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
HWM
Capital Goods industry group
0.80
- Max
- 2.33
- Q3
- 1.12
- HWM
- 0.80
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | CSL | HWM |
|---|---|---|
| Current Ratio (MRQ) | 2.41 | 1.86 |
| Debt / Equity (MRQ) | 2.01 | 0.80 |
| Net Debt / EBITDA | 1.93 | 1.35 |
Dividends
Dividend Yield (TTM)
Carlisle (CSL) at 1.20% delivers top-quartile income for its industry, while Howmet Aerospace (HWM) at 0.25% 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%
HWM
Capital Goods industry group
0.25%
- Max
- 2.66%
- Q3
- 1.14%
- HWM
- 0.25%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Carlisle (CSL) at 25.50% and Howmet Aerospace (HWM) at 9.80% 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%
HWM
Capital Goods industry group
9.80%
- Max
- 67.39%
- Q3
- 28.02%
- HWM
- 9.80%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CSL | HWM |
|---|---|---|
| Dividend Yield (TTM) | 1.20% | 0.25% |
| Dividend Payout Ratio (TTM) | 25.50% | 9.80% |
Valuation
P/E Ratio (TTM)
Carlisle (CSL) at 21.06 is near its industry’s usual P/E ratio, while Howmet Aerospace (HWM) at 40.35 sits in the richer quartile — HWM needs stronger growth or earnings quality to justify the premium.
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
HWM
Capital Goods industry group
40.35
- Max
- 59.38
- HWM
- 40.35
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
Carlisle (CSL) at 2.79 prices around its industry’s typical P/S ratio, while Howmet Aerospace (HWM) at 8.41 clears its benchmark range — HWM looks notably rich on 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
HWM
Capital Goods industry group
8.41
- HWM
- 8.41
- Max
- 7.54
- 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 Howmet Aerospace (HWM) at 14.20 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
HWM
Capital Goods industry group
14.20
- HWM
- 14.20
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | CSL | HWM |
|---|---|---|
| P/E Ratio (TTM) | 21.06 | 40.35 |
| P/S Ratio (TTM) | 2.79 | 8.41 |
| P/B Ratio (MRQ) | 10.11 | 14.20 |
| Free Cash Flow Yield (TTM) | 4.01% | 1.58% |