Carlisle Companies Inc (CSL) is slightly overvalued and Owens Corning (OC) is undervalued.
Against our estimates of intrinsic value, OC trades at the wider discount: a margin of safety of +37%, 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 9.0% (average of 2 methods) values the shares at $200.21; the price of $126.66 is 37% below that value, and 76% of that value comes from beyond year five.
Leak Score 56/100 on 2 of 12 signals
| Metric | CSL | OC |
|---|---|---|
| Verdict | Slightly overvalued | Undervalued |
| Price | $328.55 | $126.66 |
| Intrinsic value | $308.07 | $200.21 |
| Margin of safety | -7% | +37% |
| Leak Score | 59/100 (3/12) | 56/100 (2/12) |
| Market cap | $13.0B | $10.0B |
| Revenue growth, 5 years | 4.8% | 7.4% |
| Operating margin | 20.6% | 14.9% |
| Net margin | 14.3% | -6.8% |
| Return on equity | 39.4% | -9.6% |
| Debt to equity | 1.78 | 1.52 |
| P/E | 18.7x | — |
| Forward P/E | 13.7x | 10.6x |
| P/B | 8.1x | 2.6x |
| Dividend yield | 1.4% | 2.4% |