CSL vs. RBC: Carlisle vs. RBC Bearings Stock Comparison
How do Carlisle (CSL) and RBC Bearings (RBC) 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 RBC Bearings (RBC) both fall under the Capital Goods industry group, but CSL is classified in Building Products while RBC is classified in Machinery.
| Profile Item | CSL | RBC |
|---|---|---|
| Name | Carlisle Companies Incorporated | RBC Bearings Incorporated |
| 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 | Industrial Machinery & Supplies & Components |
| Market Capitalization | 14.52 billion USD | 15.02 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | February 21, 1973 | August 10, 2005 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CSL | RBC |
|---|---|---|
| Total Return (1Y) | 24.99% | 13.77% |
| Total Return (3Y, Annualized) | 15.85% | 30.63% |
| Total Return (5Y, Annualized) | 12.02% | 15.68% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CSL | RBC |
|---|---|---|
| Volatility (1Y, Annualized) | 38.46% | 29.69% |
| Beta (5Y) | 0.76 | 1.34 |
| Max Drawdown (5Y) | -37.72% | -34.92% |
| Avg. Volume (3M) | 509.16K | 309.06K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CSL | RBC |
|---|---|---|
| Sharpe Ratio (1Y) | 0.54 | 0.32 |
| Sortino Ratio (1Y) | 0.87 | 0.45 |
Profitability
ROE (TTM)
Carlisle (CSL) at 42.34% clears its industry range for ROE, a sharper capital-efficiency signal than RBC Bearings (RBC) at 10.51%, 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%
RBC
Capital Goods industry group
10.51%
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- RBC
- 10.51%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
For every dollar of sales, both Carlisle (CSL) at 13.78% and RBC Bearings (RBC) at 17.51% 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%
RBC
Capital Goods industry group
17.51%
- Max
- 27.47%
- RBC
- 17.51%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Both Carlisle (CSL) at 20.21% and RBC Bearings (RBC) at 24.97% 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%
RBC
Capital Goods industry group
24.97%
- Max
- 36.60%
- RBC
- 24.97%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | CSL | RBC |
|---|---|---|
| ROE (TTM) | 42.34% | 10.51% |
| ROA (TTM) | 10.20% | 6.06% |
| Net Margin (TTM) | 13.78% | 17.51% |
| Operating Margin (TTM) | 20.21% | 24.97% |
| Gross Margin (TTM) | 34.66% | 45.61% |
Growth
Revenue Growth
RBC Bearings (RBC) at 14.34% 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
RBC Bearings (RBC) at 18.05% 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 | RBC |
|---|---|---|
| Revenue Growth (YoY) | 0.33% | 14.34% |
| Revenue Growth (3Y CAGR) | -2.70% | 8.39% |
| EPS Growth (YoY) | -38.46% | 18.05% |
| EPS Growth (3Y CAGR) | -0.84% | 22.54% |
Financial Strength
Current Ratio (MRQ)
Carlisle (CSL) at 2.41 keeps current ratio within its industry’s typical mid-range, while RBC Bearings (RBC) at 3.13 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
RBC
Capital Goods industry group
3.13
- Max
- 5.22
- RBC
- 3.13
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- Min
- 0.36
Debt / Equity (MRQ)
RBC Bearings (RBC) at 0.22 keeps leverage in the lower quartile, while Carlisle (CSL) at 2.01 sits in the higher-leverage quartile.
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
RBC
Capital Goods industry group
0.22
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- RBC
- 0.22
- Min
- 0.00
Financial Strength Metrics
| Metric | CSL | RBC |
|---|---|---|
| Current Ratio (MRQ) | 2.41 | 3.13 |
| Debt / Equity (MRQ) | 2.01 | 0.22 |
| Net Debt / EBITDA | 1.93 | 1.09 |
Dividends
Dividend Yield (TTM)
RBC Bearings (RBC) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Carlisle (CSL) reports a yield of 1.20%, ranking against industry peers normally.
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%
RBC
Capital Goods industry group
0.00%
- Max
- 2.66%
- Q3
- 1.14%
- Median
- 0.24%
- RBC
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
RBC Bearings (RBC) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Carlisle (CSL) reports a payout of 25.50%, ranking against industry peers normally.
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%
RBC
Capital Goods industry group
0.00%
- Max
- 67.39%
- Q3
- 28.02%
- Median
- 6.86%
- RBC
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CSL | RBC |
|---|---|---|
| Dividend Yield (TTM) | 1.20% | 0.00% |
| Dividend Payout Ratio (TTM) | 25.50% | 0.00% |
Valuation
P/E Ratio (TTM)
Carlisle (CSL) at 21.06 is near its industry’s usual P/E ratio, while RBC Bearings (RBC) at 42.44 sits in the richer quartile — RBC 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
RBC
Capital Goods industry group
42.44
- Max
- 59.38
- RBC
- 42.44
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
Carlisle (CSL) at 2.79 is priced about in line with its industry on P/S ratio, while RBC Bearings (RBC) at 7.42 sits in the pricier quartile — RBC 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
RBC
Capital Goods industry group
7.42
- Max
- 7.54
- RBC
- 7.42
- Q3
- 3.76
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
RBC Bearings (RBC) at 4.21 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
RBC
Capital Goods industry group
4.21
- Max
- 9.66
- Q3
- 5.00
- RBC
- 4.21
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | CSL | RBC |
|---|---|---|
| P/E Ratio (TTM) | 21.06 | 42.44 |
| P/S Ratio (TTM) | 2.79 | 7.42 |
| P/B Ratio (MRQ) | 10.11 | 4.21 |
| Free Cash Flow Yield (TTM) | 4.01% | 2.22% |