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Carlisle Companies vs Owens Corning: Which Stock Looks Stronger in 2026?

Carlisle Companies holds the cleaner structural position, with the lead spread across profitability and stability. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

This is not just a one-metric split: both profitability and stability materially support the lead. Carlisle Companies Incorporated leads by 9 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Building Products & Equipment

This comparison is based on industry proximity, not on functional trajectory similarity. CSL and OC share the same industry classification.

For a similarity-based comparison, see how Carlisle Companies and Owens Corning each position within their functional peer groups in AssetNext.

Peer-Relative Score
CSL
Carlisle Companies Incorporated
49
Peer-Score
Signal qualityMedium
vs
OC
Owens Corning
40
Peer-Score
Signal qualityHigh

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

The largest gaps do not all point in the same direction.

Dimension spread: CSL vs OC Profitability 46 25 Stability 36 17 Valuation 87 88 Growth 10 12 CSL OC
Gap Ranking
#1 Profitability +21
#2 Stability +19
#3 Growth +2
#4 Valuation +1
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for CSL and OC Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer CSLOC Relative valuation Structural strength

Structure clearly favours Carlisle Companies Incorporated, even though current pricing leans the other way.

Valuation position uses peer-relative PE percentile (idx_pct_pe) and Forward P/E where available.

Relative Position vs Comparable Companies
Profitability
Carlisle Companies Incorporated holds the stronger peer position on profitability.
Stability
Both sit in the weaker half on stability, with Carlisle Companies Incorporated still coming out ahead.
Profitability — Dominant Gap
CSL
46
OC
25
Gap+21in favour of CSL

The profitability lead is mainly driven by a 8.8-point operating margin advantage.

What keeps the gap from being one-sided

Owens Corning still looks less cycle-sensitive — that keeps the result from looking completely one-sided.

What this means for the comparison

The lead is built on both profitability and stability, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar profitability-and-stability comparisons

Explore how CSL and OC 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.

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.