CSL vs. PCAR: Carlisle vs. PACCAR Stock Comparison
How do Carlisle (CSL) and PACCAR (PCAR) 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 PACCAR (PCAR) both fall under the Capital Goods industry group, but CSL is classified in Building Products while PCAR is classified in Machinery.
| Profile Item | CSL | PCAR |
|---|---|---|
| Name | Carlisle Companies Incorporated | PACCAR Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Building Products | Machinery |
| GICS Sub-Industry | Building Products | Construction Machinery & Heavy Transportation Equipment |
| Market Capitalization | 14.52 billion USD | 53.69 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | February 21, 1973 | March 17, 1980 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CSL | PCAR |
|---|---|---|
| Total Return (1Y) | 24.99% | 9.49% |
| Total Return (3Y, Annualized) | 15.85% | 11.04% |
| Total Return (5Y, Annualized) | 12.02% | 16.64% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CSL | PCAR |
|---|---|---|
| Volatility (1Y, Annualized) | 38.46% | 27.23% |
| Beta (5Y) | 0.76 | 0.94 |
| Max Drawdown (5Y) | -37.72% | -27.75% |
| Avg. Volume (3M) | 509.16K | 3.33M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CSL | PCAR |
|---|---|---|
| Sharpe Ratio (1Y) | 0.54 | 0.19 |
| Sortino Ratio (1Y) | 0.87 | 0.30 |
Profitability
ROE (TTM)
Carlisle (CSL) at 42.34% clears its industry range for ROE, a sharper capital-efficiency signal than PACCAR (PCAR) at 13.71%, 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%
PCAR
Capital Goods industry group
13.71%
- Max
- 40.55%
- Q3
- 19.29%
- PCAR
- 13.71%
- 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 PACCAR (PCAR) at 9.50%, 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%
PCAR
Capital Goods industry group
9.50%
- Max
- 27.47%
- Q3
- 12.10%
- PCAR
- 9.50%
- 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 PACCAR (PCAR) at 12.59%, 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%
PCAR
Capital Goods industry group
12.59%
- Max
- 36.60%
- Q3
- 18.33%
- PCAR
- 12.59%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | CSL | PCAR |
|---|---|---|
| ROE (TTM) | 42.34% | 13.71% |
| ROA (TTM) | 10.20% | 4.53% |
| Net Margin (TTM) | 13.78% | 9.50% |
| Operating Margin (TTM) | 20.21% | 12.59% |
| Gross Margin (TTM) | 34.66% | 14.21% |
Growth
Revenue Growth
Both Carlisle (CSL) at 0.33% and PACCAR (PCAR) at -15.50% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.
EPS Growth
Both Carlisle (CSL) at -38.46% and PACCAR (PCAR) at -42.91% post bottom-quartile EPS growth versus peers, pointing to weaker earnings momentum than typical rivals.
Growth Metrics
| Metric | CSL | PCAR |
|---|---|---|
| Revenue Growth (YoY) | 0.33% | -15.50% |
| Revenue Growth (3Y CAGR) | -2.70% | -0.44% |
| EPS Growth (YoY) | -38.46% | -42.91% |
| EPS Growth (3Y CAGR) | -0.84% | -7.80% |
Financial Strength
Current Ratio (MRQ)
Carlisle (CSL) at 2.41 keeps current ratio within its industry’s typical mid-range, while PACCAR (PCAR) at 5.47 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets 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
PCAR
Capital Goods industry group
5.47
- PCAR
- 5.47
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- Min
- 0.36
Debt / Equity (MRQ)
PACCAR (PCAR) at 0.72 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
PCAR
Capital Goods industry group
0.72
- Max
- 2.33
- Q3
- 1.12
- PCAR
- 0.72
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | CSL | PCAR |
|---|---|---|
| Current Ratio (MRQ) | 2.41 | 5.47 |
| Debt / Equity (MRQ) | 2.01 | 0.72 |
| Net Debt / EBITDA | 1.93 | 1.62 |
Dividends
Dividend Yield (TTM)
Both Carlisle (CSL) at 1.20% and PACCAR (PCAR) 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%
PCAR
Capital Goods industry group
1.30%
- Max
- 2.66%
- PCAR
- 1.30%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Carlisle (CSL) at 25.50% and PACCAR (PCAR) at 25.95% 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%
PCAR
Capital Goods industry group
25.95%
- Max
- 67.39%
- Q3
- 28.02%
- PCAR
- 25.95%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CSL | PCAR |
|---|---|---|
| Dividend Yield (TTM) | 1.20% | 1.30% |
| Dividend Payout Ratio (TTM) | 25.50% | 25.95% |
Valuation
P/E Ratio (TTM)
PACCAR (PCAR) at 19.46 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 PCAR, 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
PCAR
Capital Goods industry group
19.46
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- PCAR
- 19.46
- Min
- 3.03
P/S Ratio (TTM)
On P/S ratio, both Carlisle (CSL) at 2.79 and PACCAR (PCAR) 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
PCAR
Capital Goods industry group
1.85
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- PCAR
- 1.85
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
PACCAR (PCAR) at 2.57 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
PCAR
Capital Goods industry group
2.57
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- PCAR
- 2.57
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | CSL | PCAR |
|---|---|---|
| P/E Ratio (TTM) | 21.06 | 19.46 |
| P/S Ratio (TTM) | 2.79 | 1.85 |
| P/B Ratio (MRQ) | 10.11 | 2.57 |
| Free Cash Flow Yield (TTM) | 4.01% | 3.23% |