Carlisle Companies Inc (CSL) is slightly overvalued and Trane Technologies plc (TT) is overvalued.
Both trade above our estimate of their intrinsic value. CSL is the closer of the two: -7%, against -69% for TT.
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 10.3% (average of 3 methods) values the shares at $259.71; the price of $437.82 is 69% above that value, and 72% of that value comes from beyond year five.
Leak Score 59/100 on 3 of 12 signals
| Metric | CSL | TT |
|---|---|---|
| Verdict | Slightly overvalued | Overvalued |
| Price | $328.55 | $437.82 |
| Intrinsic value | $308.07 | $259.71 |
| Margin of safety | -7% | -69% |
| Leak Score | 59/100 (3/12) | 59/100 (3/12) |
| Market cap | $13.0B | $96.3B |
| Revenue growth, 5 years | 4.8% | 11.3% |
| Operating margin | 20.6% | 18.1% |
| Net margin | 14.3% | 13.3% |
| Return on equity | 39.4% | 36.5% |
| Debt to equity | 1.78 | 0.54 |
| P/E | 18.7x | 33.2x |
| Forward P/E | 13.7x | 24.9x |
| P/B | 8.1x | 11.2x |
| Dividend yield | 1.4% | 0.9% |