Análisis Argos
CSL
CSLEn su precio
Carlisle Companies Incorporated · Basic Materials
US$ 366.73
precio al 2026-07-04
Valor justo Argos*
US$ 248–291
vs. su valor justo
40% por encima
Score Argos
72/100
En su precio
LA RESPUESTA
El precio asume un crecimiento (11.7%) en línea con lo que la empresa demuestra (7.7%). Ni ganga ni exceso — el mercado le puso un precio razonable.
Recompensas
Cotiza 37% por debajo de su valor justo.
Retorno sobre el capital alto (22%).
Riesgos
!Crecimiento estancado o en baja.
VALOR3/6FUTURO2/6PASADO4/6SALUD4/6DIVIDENDO5/6
El Iris de calidad
VALOR3/6FUTURO2/6PASADO4/6SALUD4/6DIVIDENDO5/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos72de 100En su precio
Ingresos0%
US$ 5 B
Margen operativo13%
19.9%
Flujo de caja libre2%
US$ 1 B
Deuda neta
US$ 1.8 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 14.8B
P/E20x
EV/EBITDA13.9x
FCF yield6.5%
ROIC22%
Margen operativo19.9%
Crecim. ingresos+0.3%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 23 jun
Is Carlisle Companies (CSL) Outperforming Other Conglomerates Stocks This Year?
Here is how Carlisle (CSL) and Sumitomo Corp. (SSUMY) have performed compared to their sector so far this year.
seekingalpha.com · 23 jun
AI-Proof Market-Beating Returns: Carlisle Companies
Carlisle Companies is capitalizing on a wave of commercial reroofing demand, driving market-beating returns independent of AI trends. CSL's Q1 2026 results showed resilient profitability despite a 4% revenue decline, with adjusted EPS up 0.6% and EBITDA margin expanding to 22.3%. Shares trade at a forward PE of 16.4, an 18% discount to fair value, with an 11.1% annual EPS growth consensus and a 1.3% dividend yield backed by a low payout ratio.
zacks.com · 22 jun
MITSY or CSL: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the Diversified Operations sector have probably already heard of Mitsui & Co. (MITSY) and Carlisle (CSL). But which of these two stocks presents investors with the better value opportunity right now?
zacks.com · 19 jun
Carlisle (CSL) Soars 5.5%: Is Further Upside Left in the Stock?
Carlisle (CSL) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
globenewswire.com · 12 jun
CSL Delivers World's First Battery-Powered Self-Unloading Bulk Carrier to Support Adbri Operations
SYDNEY, June 12, 2026 (GLOBE NEWSWIRE) -- The CSL Group (“CSL”), a global leader in responsible marine transportation services, and Adbri announce the delivery of MV Yampu, the world's first battery-powered self-unloading bulk carrier. The vessel was officially delivered at Jiangjiang Nanyang Shipyard on June 5, 2026, and has now departed on its maiden voyage to commence operations for Adbri in Birkenhead, South Australia.
seekingalpha.com · 7 jun
Here's How I Would Invest $10,000 Right Now
I would allocate $10,000 across cyclical value stocks and AI infrastructure bottleneck plays for optimal risk-reward. Union Pacific and Carlisle Companies offer exposure to cyclical recovery, economic reshoring, and robust dividend growth. The Williams Companies and Freehold Royalties provide high-income and strategic leverage to AI-driven energy demand.
reuters.com · 27 may
Australia says CSL unit Seqirus to discontinue Benpen injections from November
Australia's drug regulator ​said on Wednesday ‌it was notified by ​biopharmaceutical ​giant CSL's unit Seqirus ⁠that ​it will be ​discontinuing all strengths of their ​Benpen injection ​products progressively due ‌to ⁠commercial reasons.
fool.com · 25 may
2 Building Materials Stocks That Are Quietly Becoming Some of the Market's Best Opportunities
Armstrong World Industries reported record sales in the first quarter. Carlisle Companies is just one year away from becoming a Dividend King.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.