Carlisle Companies Inc (CSL) is slightly overvalued and Lennox International Inc (LII) is fairly valued.
Both trade above our estimate of their intrinsic value. LII is the closer of the two: -0%, against -7% for CSL.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 8.7% (average of 3 methods) values the shares at $308.07; the price of $328.55 is 7% above that value, and 77% of that value comes from beyond year five.
Leak Score 59/100 on 3 of 12 signals
Discounting its cash flows at 9.9% (average of 3 methods) values the shares at $370.30; the price of $371.68 sits right on that value, and 73% of that value comes from beyond year five.
Leak Score 59/100 on 3 of 12 signals
| Metric | CSL | LII |
|---|---|---|
| Verdict | Slightly overvalued | Fairly valued |
| Price | $328.55 | $371.68 |
| Intrinsic value | $308.07 | $370.30 |
| Margin of safety | -7% | -0% |
| Leak Score | 59/100 (3/12) | 59/100 (3/12) |
| Market cap | $13.0B | $12.8B |
| Revenue growth, 5 years | 4.8% | 7.4% |
| Operating margin | 20.6% | 19.7% |
| Net margin | 14.3% | 14.6% |
| Return on equity | 39.4% | 70.5% |
| Debt to equity | 1.78 | 1.56 |
| P/E | 18.7x | 16.8x |
| Forward P/E | 13.7x | 14.3x |
| P/B | 8.1x | 9.9x |
| Dividend yield | 1.4% | 1.4% |