CSL vs. SUNB: Carlisle vs. Sunbelt Rentals Stock Comparison
How do Carlisle (CSL) and Sunbelt Rentals (SUNB) 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 Sunbelt Rentals (SUNB) both fall under the Capital Goods industry group, but CSL is classified in Building Products while SUNB is classified in Trading Companies & Distributors.
Carlisle (CSL) has been public since February 21, 1973, giving it decades of market history across multiple cycles, while Sunbelt Rentals (SUNB) listed only on March 2, 2026 and lacks comparable through-cycle data.
| Profile Item | CSL | SUNB |
|---|---|---|
| Name | Carlisle Companies Incorporated | Sunbelt Rentals Holdings, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Building Products | Trading Companies & Distributors |
| GICS Sub-Industry | Building Products | Trading Companies & Distributors |
| Market Capitalization | 14.52 billion USD | 31.57 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | February 21, 1973 | March 2, 2026 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CSL | SUNB |
|---|---|---|
| Total Return (1Y) | 24.99% | -- |
| Total Return (3Y, Annualized) | 15.85% | -- |
| Total Return (5Y, Annualized) | 12.02% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CSL | SUNB |
|---|---|---|
| Volatility (1Y, Annualized) | 38.46% | 45.72% |
| Beta (5Y) | 0.76 | 1.10 |
| Max Drawdown (5Y) | -37.72% | -22.53% |
| Avg. Volume (3M) | 509.16K | 4.96M |
Risk-Adjusted Performance
Risk-Return Positioning
Both CSL and SUNB need 1-year volatility and 1-year return to plot risk-return positioning.
Risk-Adjusted Metrics
| Metric | CSL | SUNB |
|---|---|---|
| Sharpe Ratio (1Y) | 0.54 | -- |
| Sortino Ratio (1Y) | 0.87 | -- |
Profitability
ROE (TTM)
Carlisle (CSL) at 42.34% clears its industry range for ROE, a sharper capital-efficiency signal than Sunbelt Rentals (SUNB) at 18.37%, 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%
SUNB
Capital Goods industry group
18.37%
- Max
- 40.55%
- Q3
- 19.29%
- SUNB
- 18.37%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
For every dollar of sales, both Carlisle (CSL) at 13.78% and Sunbelt Rentals (SUNB) at 12.12% 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%
SUNB
Capital Goods industry group
12.12%
- Max
- 27.47%
- SUNB
- 12.12%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Both Carlisle (CSL) at 20.21% and Sunbelt Rentals (SUNB) at 22.38% 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%
SUNB
Capital Goods industry group
22.38%
- Max
- 36.60%
- SUNB
- 22.38%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | CSL | SUNB |
|---|---|---|
| ROE (TTM) | 42.34% | 18.37% |
| ROA (TTM) | 10.20% | 6.71% |
| Net Margin (TTM) | 13.78% | 12.12% |
| Operating Margin (TTM) | 20.21% | 22.38% |
| Gross Margin (TTM) | 34.66% | 38.78% |
Growth
Revenue Growth
Sunbelt Rentals (SUNB) at 3.36% 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
Sunbelt Rentals (SUNB) at -8.91% 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 | SUNB |
|---|---|---|
| Revenue Growth (YoY) | 0.33% | 3.36% |
| Revenue Growth (3Y CAGR) | -2.70% | 4.88% |
| EPS Growth (YoY) | -38.46% | -8.91% |
| EPS Growth (3Y CAGR) | -0.84% | -4.89% |
Financial Strength
Current Ratio (MRQ)
Carlisle (CSL) at 2.41 keeps current ratio within its industry’s typical mid-range, while Sunbelt Rentals (SUNB) at 0.95 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for SUNB.
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
SUNB
Capital Goods industry group
0.95
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- SUNB
- 0.95
- Min
- 0.36
Debt / Equity (MRQ)
Both Carlisle (CSL) at 2.01 and Sunbelt Rentals (SUNB) at 1.53 lean more heavily on debt funding than most peers, landing in the higher-leverage quartile of their industries.
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
SUNB
Capital Goods industry group
1.53
- Max
- 2.33
- SUNB
- 1.53
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | CSL | SUNB |
|---|---|---|
| Current Ratio (MRQ) | 2.41 | 0.95 |
| Debt / Equity (MRQ) | 2.01 | 1.53 |
| Net Debt / EBITDA | 1.93 | 3.93 |
Dividends
Dividend Yield (TTM)
Both Carlisle (CSL) at 1.20% and Sunbelt Rentals (SUNB) at 1.87% 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%
SUNB
Capital Goods industry group
1.87%
- Max
- 2.66%
- SUNB
- 1.87%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Carlisle (CSL) at 25.50% and Sunbelt Rentals (SUNB) at 22.63% 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%
SUNB
Capital Goods industry group
22.63%
- Max
- 67.39%
- Q3
- 28.02%
- SUNB
- 22.63%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CSL | SUNB |
|---|---|---|
| Dividend Yield (TTM) | 1.20% | 1.87% |
| Dividend Payout Ratio (TTM) | 25.50% | 22.63% |
Valuation
P/E Ratio (TTM)
Both Carlisle (CSL) at 21.06 and Sunbelt Rentals (SUNB) at 23.28 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
SUNB
Capital Goods industry group
23.28
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- SUNB
- 23.28
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
On P/S ratio, both Carlisle (CSL) at 2.79 and Sunbelt Rentals (SUNB) at 2.75 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
SUNB
Capital Goods industry group
2.75
- Max
- 7.54
- Q3
- 3.76
- SUNB
- 2.75
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Sunbelt Rentals (SUNB) at 4.24 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
SUNB
Capital Goods industry group
4.24
- Max
- 9.66
- Q3
- 5.00
- SUNB
- 4.24
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | CSL | SUNB |
|---|---|---|
| P/E Ratio (TTM) | 21.06 | 23.28 |
| P/S Ratio (TTM) | 2.79 | 2.75 |
| P/B Ratio (MRQ) | 10.11 | 4.24 |
| Free Cash Flow Yield (TTM) | 4.01% | 5.47% |