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Stock Comparison · Single-driver result

Carlisle Companies vs Honeywell International: Which Stock Looks Stronger in 2026?

The structural profiles are close, with Carlisle Companies carrying a narrow edge on profitability. The remaining gap is narrow enough that the comparison remains open to different readings. The market setup is currently leaning toward Honeywell International, which does not confirm the structural lead. That leaves a split case: the structural lead stays with Carlisle Companies, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-08-16

Most of the separation is still concentrated in profitability.

Trajectory Similarity
0.74
Similar
Peer-set rank: #25
within Carlisle Companies Incorporated's functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

This level of similarity signals a strong structural match, even though some dimensions still separate the two companies.

The clearest structural overlap shows up in investment intensity and margin consistency.

Similarity drivers
investment intensitymargin consistency
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
CSL
Carlisle Companies Incorporated
64
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
HON
Honeywell International Inc.
62
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The clearest separation appears in profitability.

Dimension spread: CSL vs HON Profitability 66 44 Stability 53 55 Valuation 79 88 Growth 50 56 CSL HON
Gap Ranking
#1 Profitability +22
#2 Valuation +9
#3 Growth +6
#4 Stability +2
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for CSL and HON Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer CSLHON Relative valuation Structural strength

The structural gap is limited here, but current pricing still leans against Carlisle Companies Incorporated.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where CSL and HON each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY CSL Elevated · above norm 0th 50th 100th 17 pct gap HON Elevated · above norm 0th 50th 100th 77th 94th
Today CSL sits in the upper portion of its own 5-year history (77th percentile), while HON sits higher in its own history (94th). Within each stock's own 5-year context, CSL is at a historically more favourable entry position than HON. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
Both profiles are strong on profitability, but Carlisle Companies Incorporated leads clearly.
Valuation
On valuation, the same pattern holds: both rank well, but Honeywell International Inc. still sits higher.
Profitability — Dominant Gap
CSL
66
HON
44
Gap+22in favour of CSL

Capital efficiency adds support, with a 8.4-point ROIC advantage.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for Honeywell International, with a trailing P/E that is 12 turns lower there.

What this means for the comparison

Profitability is the clearest driver, and valuation also supports Carlisle Companies Incorporated's broader structural position.

Explore full peer positioning in AssetNext

Break down the CSL vs HON comparison across all dimensions with the full interactive tool.

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Similar profitability-and-valuation comparisons

Explore how CSL and HON each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.