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CSL vs. URI: Carlisle vs. United Rentals Stock Comparison

How do Carlisle (CSL) and United Rentals (URI) 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 United Rentals (URI) both fall under the Capital Goods industry group, but CSL is classified in Building Products while URI is classified in Trading Companies & Distributors.

Company profile comparison for Carlisle (CSL) and United Rentals (URI)
Profile ItemCSLURI
NameCarlisle Companies IncorporatedUnited Rentals Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryBuilding ProductsTrading Companies & Distributors
GICS Sub-IndustryBuilding ProductsTrading Companies & Distributors
Market Capitalization14.52 billion USD65.36 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateFebruary 21, 1973December 18, 1997
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CSL
URI
GSPC
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Carlisle (CSL) vs. United Rentals (URI), 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

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Trailing total returns for Carlisle (CSL) and United Rentals (URI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Carlisle (CSL) and United Rentals (URI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Carlisle (CSL) and United Rentals (URI)
MetricCSLURI
Total Return (1Y)24.99%35.39%
Total Return (3Y, Annualized)15.85%38.68%
Total Return (5Y, Annualized)12.02%24.76%

Risk Profile

Drawdown History

CSL
URI
GSPC
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Carlisle (CSL) vs. United Rentals (URI), 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

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Distribution of monthly total returns for Carlisle (CSL) and United Rentals (URI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Carlisle (CSL) and United Rentals (URI)
MetricCSLURI
Volatility (1Y, Annualized)38.46%44.71%
Beta (5Y)0.761.81
Max Drawdown (5Y)-37.72%-39.76%
Avg. Volume (3M)509.16K496.78K

Risk-Adjusted Performance

Risk-Return Positioning

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CSL and URI 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 United Rentals (URI)
MetricCSLURI
Sharpe Ratio (1Y)0.540.70
Sortino Ratio (1Y)0.871.16

Profitability

ROE (TTM)

Both companies show strong equity returns, but Carlisle (CSL) at 42.34% is the standout with ROE above its industry range; United Rentals (URI) at 30.56% 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%

URI

Capital Goods industry group

30.56%

Max
40.55%
URI
30.56%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%
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Carlisle (CSL) vs. United Rentals (URI): 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 United Rentals (URI) at 16.33% 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%

URI

Capital Goods industry group

16.33%

Max
27.47%
URI
16.33%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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Carlisle (CSL) vs. United Rentals (URI): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both Carlisle (CSL) at 20.21% and United Rentals (URI) at 29.21% 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%

URI

Capital Goods industry group

29.21%

Max
36.60%
URI
29.21%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%
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Carlisle (CSL) vs. United Rentals (URI): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Carlisle (CSL) and United Rentals (URI)
MetricCSLURI
ROE (TTM)42.34%30.56%
ROA (TTM)10.20%9.14%
Net Margin (TTM)13.78%16.33%
Operating Margin (TTM)20.21%29.21%
Gross Margin (TTM)34.66%39.19%

Growth

Revenue Growth

United Rentals (URI) at 4.91% 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.

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Carlisle (CSL) vs. United Rentals (URI): A comparison of their Revenue Growth across different time periods.

EPS Growth

United Rentals (URI) at -0.21% is around its peer norm for EPS growth, while Carlisle (CSL) at -38.46% drops into the bottom quartile, signaling weaker earnings momentum.

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Carlisle (CSL) vs. United Rentals (URI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Carlisle (CSL) and United Rentals (URI)
MetricCSLURI
Revenue Growth (YoY)0.33%4.91%
Revenue Growth (3Y CAGR)-2.70%11.41%
EPS Growth (YoY)-38.46%-0.21%
EPS Growth (3Y CAGR)-0.84%9.20%

Financial Strength

Current Ratio (MRQ)

Carlisle (CSL) at 2.41 keeps current ratio within its industry’s typical mid-range, while United Rentals (URI) at 0.80 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for URI.

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

URI

Capital Goods industry group

0.80

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
URI
0.80
Min
0.36
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Carlisle (CSL) vs. United Rentals (URI): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Both Carlisle (CSL) at 2.01 and United Rentals (URI) at 1.64 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

URI

Capital Goods industry group

1.64

Max
2.33
URI
1.64
Q3
1.12
Median
0.60
Q1
0.29
Min
0.00
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Carlisle (CSL) vs. United Rentals (URI): 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 United Rentals (URI)
MetricCSLURI
Current Ratio (MRQ)2.410.80
Debt / Equity (MRQ)2.011.64
Net Debt / EBITDA1.933.12

Dividends

Dividend Yield (TTM)

Carlisle (CSL) at 1.20% delivers top-quartile income for its industry, while United Rentals (URI) at 0.74% 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%

URI

Capital Goods industry group

0.74%

Max
2.66%
Q3
1.14%
URI
0.74%
Median
0.24%
Q1
0.00%
Min
0.00%
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Carlisle (CSL) vs. United Rentals (URI): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both Carlisle (CSL) at 25.50% and United Rentals (URI) at 16.95% 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%

URI

Capital Goods industry group

16.95%

Max
67.39%
Q3
28.02%
URI
16.95%
Median
6.86%
Q1
0.00%
Min
0.00%
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Carlisle (CSL) vs. United Rentals (URI): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Carlisle (CSL) and United Rentals (URI)
MetricCSLURI
Dividend Yield (TTM)1.20%0.74%
Dividend Payout Ratio (TTM)25.50%16.95%

Valuation

P/E Ratio (TTM)

Both Carlisle (CSL) at 21.06 and United Rentals (URI) at 23.24 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

URI

Capital Goods industry group

23.24

Max
59.38
Q3
35.92
Median
25.41
URI
23.24
Q1
19.47
Min
3.03
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Carlisle (CSL) vs. United Rentals (URI): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Carlisle (CSL) at 2.79 and United Rentals (URI) at 3.74 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

URI

Capital Goods industry group

3.74

Max
7.54
Q3
3.76
URI
3.74
Median
2.15
Q1
1.03
Min
0.03
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Carlisle (CSL) vs. United Rentals (URI): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: United Rentals (URI) at 6.75 sits in the upper P/B ratio quartile, and Carlisle (CSL) at 10.11 prices even higher, above its industry 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

URI

Capital Goods industry group

6.75

Max
9.66
URI
6.75
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
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Carlisle (CSL) vs. United Rentals (URI): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Carlisle (CSL) and United Rentals (URI)
MetricCSLURI
P/E Ratio (TTM)21.0623.24
P/S Ratio (TTM)2.793.74
P/B Ratio (MRQ)10.116.75
Free Cash Flow Yield (TTM)4.01%3.24%