CSL
📈 Carlisle has outperformed the S&P 500 over the last 10 years.
🧱 70% of revenue comes from construction materials, 30% from weatherproofing technologies.
💰 The company has increased dividends for 48 consecutive years, with a 5-year annual growth rate of 15.5%.
🎯 Aims for a minimum 5% annual organic growth, with 25% of sales from new products by 2030.
@rankia:
“Carlisle Companies has shown exceptional performance over the last 10 years, surpassing the S&P 500. The company has transformed its business model, focusing on construction materials and waterproofing technologies. Currently, 70% of its revenue comes from construction materials, and 30% from weather-related technologies. More than 60% of its sales are directed to the remodeling and replacement market, primarily in the commercial sector of the United States. The company has impressive margins, with an EBITDA margin of 24% and a return on invested capital of over 25%. Although its current dividend offers a yield of 0.9%, the company has increased its dividends for 48 consecutive years, with an annual growth rate of 15.5% in the last 5 years. Carlisle has also repurchased around 25% of its shares in the last decade, increasing value for shareholders. Looking ahead, the company aims to achieve a minimum of $14 in earnings per share by 2030, driven by a minimum annual organic growth of 5% and increased investment in research and development, planning for 25% of its sales to come from new products by 2030.”
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Read more articles by the world’s top 100 analysts on Carlisle Companies (CSL) at the following link. CSL stock.
