Seek Returns

CSL vs. IEX: Carlisle vs. IDEX Stock Comparison

How do Carlisle (CSL) and IDEX (IEX) 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 IDEX (IEX) both fall under the Capital Goods industry group, but CSL is classified in Building Products while IEX is classified in Machinery.

Company profile comparison for Carlisle (CSL) and IDEX (IEX)
Profile ItemCSLIEX
NameCarlisle Companies IncorporatedIDEX Corporation
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryBuilding ProductsMachinery
GICS Sub-IndustryBuilding ProductsIndustrial Machinery & Supplies & Components
Market Capitalization14.52 billion USD16.67 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateFebruary 21, 1973June 2, 1989
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CSL
IEX
GSPC
Loading price history…
Carlisle (CSL) vs. IDEX (IEX), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…
Trailing total returns for Carlisle (CSL) and IDEX (IEX). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Carlisle (CSL) and IDEX (IEX). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Carlisle (CSL) and IDEX (IEX)
MetricCSLIEX
Total Return (1Y)24.99%42.33%
Total Return (3Y, Annualized)15.85%8.92%
Total Return (5Y, Annualized)12.02%1.31%

Risk Profile

Drawdown History

CSL
IEX
GSPC
Loading price history…
Carlisle (CSL) vs. IDEX (IEX), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…
Distribution of monthly total returns for Carlisle (CSL) and IDEX (IEX). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Carlisle (CSL) and IDEX (IEX)
MetricCSLIEX
Volatility (1Y, Annualized)38.46%22.98%
Beta (5Y)0.760.95
Max Drawdown (5Y)-37.72%-34.60%
Avg. Volume (3M)509.16K666.74K

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
CSL and IEX are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Carlisle (CSL) and IDEX (IEX)
MetricCSLIEX
Sharpe Ratio (1Y)0.541.66
Sortino Ratio (1Y)0.872.64

Profitability

ROE (TTM)

Carlisle (CSL) at 42.34% clears its industry range for ROE, a sharper capital-efficiency signal than IDEX (IEX) at 13.35%, which is closer to a typical peer reading.

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%

IEX

Capital Goods industry group

13.35%

Max
40.55%
Q3
19.29%
IEX
13.35%
Median
12.12%
Q1
4.08%
Min
-17.12%
Loading chart…
Carlisle (CSL) vs. IDEX (IEX): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both Carlisle (CSL) at 13.78% and IDEX (IEX) at 14.65% 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%

IEX

Capital Goods industry group

14.65%

Max
27.47%
IEX
14.65%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
Loading chart…
Carlisle (CSL) vs. IDEX (IEX): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both Carlisle (CSL) at 20.21% and IDEX (IEX) at 22.33% 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%

IEX

Capital Goods industry group

22.33%

Max
36.60%
IEX
22.33%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%
Loading chart…
Carlisle (CSL) vs. IDEX (IEX): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Carlisle (CSL) and IDEX (IEX)
MetricCSLIEX
ROE (TTM)42.34%13.35%
ROA (TTM)10.20%7.06%
Net Margin (TTM)13.78%14.65%
Operating Margin (TTM)20.21%22.33%
Gross Margin (TTM)34.66%44.91%

Growth

Revenue Growth

IDEX (IEX) at 5.77% 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.

Loading chart…
Carlisle (CSL) vs. IDEX (IEX): A comparison of their Revenue Growth across different time periods.

EPS Growth

IDEX (IEX) at -3.46% is around its peer norm for EPS growth, while Carlisle (CSL) at -38.46% drops into the bottom quartile, signaling weaker earnings momentum.

Loading chart…
Carlisle (CSL) vs. IDEX (IEX): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Carlisle (CSL) and IDEX (IEX)
MetricCSLIEX
Revenue Growth (YoY)0.33%5.77%
Revenue Growth (3Y CAGR)-2.70%2.81%
EPS Growth (YoY)-38.46%-3.46%
EPS Growth (3Y CAGR)-0.84%-5.97%

Financial Strength

Current Ratio (MRQ)

Both Carlisle (CSL) at 2.41 and IDEX (IEX) at 2.78 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

IEX

Capital Goods industry group

2.78

Max
5.22
Q3
2.95
IEX
2.78
Median
2.08
Q1
1.43
Min
0.36
Loading chart…
Carlisle (CSL) vs. IDEX (IEX): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

IDEX (IEX) at 0.44 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

IEX

Capital Goods industry group

0.44

Max
2.33
Q3
1.12
Median
0.60
IEX
0.44
Q1
0.29
Min
0.00
Loading chart…
Carlisle (CSL) vs. IDEX (IEX): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Carlisle (CSL) and IDEX (IEX)
MetricCSLIEX
Current Ratio (MRQ)2.412.78
Debt / Equity (MRQ)2.010.44
Net Debt / EBITDA1.931.18

Dividends

Dividend Yield (TTM)

Both Carlisle (CSL) at 1.20% and IDEX (IEX) at 1.30% offer top-quartile dividend income relative to share price within their industries.

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%

IEX

Capital Goods industry group

1.30%

Max
2.66%
IEX
1.30%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%
Loading chart…
Carlisle (CSL) vs. IDEX (IEX): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Carlisle (CSL) at 25.50% pays out a band-typical share of earnings, while IDEX (IEX) at 50.14% 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%

IEX

Capital Goods industry group

50.14%

Max
67.39%
IEX
50.14%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
Loading chart…
Carlisle (CSL) vs. IDEX (IEX): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Carlisle (CSL) and IDEX (IEX)
MetricCSLIEX
Dividend Yield (TTM)1.20%1.30%
Dividend Payout Ratio (TTM)25.50%50.14%

Valuation

P/E Ratio (TTM)

Both Carlisle (CSL) at 21.06 and IDEX (IEX) at 31.53 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

IEX

Capital Goods industry group

31.53

Max
59.38
Q3
35.92
IEX
31.53
Median
25.41
Q1
19.47
Min
3.03
Loading chart…
Carlisle (CSL) vs. IDEX (IEX): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Carlisle (CSL) at 2.79 is priced about in line with its industry on P/S ratio, while IDEX (IEX) at 4.56 sits in the pricier quartile — IEX 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

IEX

Capital Goods industry group

4.56

Max
7.54
IEX
4.56
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03
Loading chart…
Carlisle (CSL) vs. IDEX (IEX): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

IDEX (IEX) at 4.17 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

IEX

Capital Goods industry group

4.17

Max
9.66
Q3
5.00
IEX
4.17
Median
3.12
Q1
1.81
Min
-1.08
Loading chart…
Carlisle (CSL) vs. IDEX (IEX): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Carlisle (CSL) and IDEX (IEX)
MetricCSLIEX
P/E Ratio (TTM)21.0631.53
P/S Ratio (TTM)2.794.56
P/B Ratio (MRQ)10.114.17
Free Cash Flow Yield (TTM)4.01%3.50%