CSL vs KEQU vs AYI Stock Comparison

Carlisle Companies, Kewaunee Scientific and Acuity Inc. (De) Prices as of Oct 28, 2026 Peers: Industry group
CSL Carlisle Companies Inc
$345.55 +5.9% 1M +1.5% 1Y
Market cap
$13.75B
P/E
19.3x
Revenue (TTM)
$5.21B
Div. yield
1.32%
Building Products Industrials
3 wins
AYI Acuity Inc. (De)
$316.80 +3.6% 1M -12.7% 1Y
Market cap
$9.41B
P/E
18.1x
Revenue (TTM)
$4.64B
Div. yield
0.25%
Building Products Industrials
6 wins

Head to Head

12 decided of 12

Acuity Inc. (De) leads on 6 of the 12 questions below (Acuity Inc. (De) 6, Carlisle Companies 3, Kewaunee Scientific 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCSLKEQUAYILeader
Larger companyMarket capitalisation $13.75B $100.51M $9.41B CSL
Cheaper on earningsLower P/E, profitable companies only 19.3x 12.1x 18.1x KEQU
Cheaper on forward earningsLower price / next fiscal year consensus EPS 15.9x — 15.8x AYI
Faster revenue growthRevenue growth, trailing twelve months +4.0% +5.3% +6.8% AYI
More profitableNet margin, trailing twelve months — 3.0% 11.4% AYI
Better return on capitalReturn on invested capital — 10.2% 15.4% AYI
Less leveragedLower net debt / EBITDA — 1.2x 0.1x AYI
Higher dividend yieldTrailing dividend yield 1.32% 0.00% 0.25% CSL
Better 1-year returnPrice return, last 12 months +1.5% -19.1% -12.7% CSL
Better 5-year returnAnnualised price return, 5 years +9.2%/yr +22.1%/yr +9.1%/yr KEQU
Less volatileAnnualised volatility, 1 year 36.7% 36.0% 38.0% KEQU
Higher overall scoreMean of the five percentile scores vs peers 39/100 66/100 82/100 AYI

Percentile Scorecard

CSLKEQUAYI

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisCSLKEQUAYI
Valuation 44 #31 of 55 100 #1 of 55 74 #15 of 55
Growth 36 #33 of 51 58 #22 of 51 84 #9 of 51
Profitability – 36 #31 of 48 79 #11 of 48
Financial Health – 59 #23 of 54 89 #7 of 54
Shareholder Returns 38 #26 of 41 75 #11 of 41 83 #8 of 41
Overall 39 66 82
  • CSL ranked among 59 companies in Construction Products
  • KEQU ranked among 59 companies in Construction Products
  • AYI ranked among 59 companies in Construction Products

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodCSLKEQUAYISPY
1 month +5.9%+2.1%+3.6% +0.9%
3 months +3.1%-5.2%-5.1% +5.9%
6 months -0.3%-9.9%+10.8% +8.5%
Year to date +8.0%-7.2%-12.0% +13.3%
1 year +1.5%-19.1%-12.7% +12.4%
3 years +38.9%+90.2%+100.1% +88.1%
3 years, per year +11.6%+23.9%+26.0% +23.5%
5 years +55.0%+171.3%+54.2% +68.2%
5 years, per year +9.2%+22.1%+9.1% +11.0%
10 years +236.1%+55.3%+42.0% +263.4%
10 years, per year +12.9%+4.5%+3.6% +13.8%

Risk

MeasureCSLKEQUAYISPY
Volatility, 1Y 36.7%36.0%38.0% 12.7%
Downside volatility, 1Y 34.7%37.6%41.6% 12.7%
Beta vs S&P 500, 1Y 1.180.651.40 1.00
Return / volatility, 1Y 0.04-0.53-0.34 0.98
Max drawdown, 5Y -38.6%-55.4%-34.7% -25.4%
From 52-week high -17.5%-19.4%-15.9% -0.9%
52-week high $418.74$43.10$376.69 $779.14
52-week low $295.41$32.19$257.79 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleCSLKEQUAYI
P/E now vs peer median 19.3xmedian 20.0x 12.1xmedian 20.0x 18.1xmedian 20.0x
P/S now vs peer median 2.6xmedian 1.5x 0.4xmedian 1.5x 2.0xmedian 1.5x
EV/EBITDA now vs peer median —median 11.3x 6.1xmedian 11.3x 10.9xmedian 11.3x
P/FCF now vs peer median 15.0xmedian 15.3x 9.2xmedian 15.3x 12.6xmedian 15.3x
P/B now vs peer median —median 2.8x 1.3xmedian 2.8x 3.2xmedian 2.8x
PEG now vs peer median 2.98median 0.99 0.45median 0.99 1.09median 0.99

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsCSLKEQUAYI
Revenue $5.21B $277.22M $4.64B
Gross profit – $79.15M $2.35B
Operating income $1.02B $15.06M $713.70M
Net income – $9.06M $531.30M
Free cash flow – $10.88M $747.90M
R&D $48.30M – –
EPS (diluted) $17.74 $2.82 $17.06
Cash & equivalents – $8.25M $636.30M
Total debt – $32.83M $697.40M
Shares (diluted) 40.50M 2.92M 31.15M
Enterprise value $13.75B $63.79M $7.71B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricCSLKEQUAYI
P/E 19.3x 12.1x 18.1x
P/FCF 15.0x 9.2x 12.6x
P/Operating cash flow 15.3x 6.8x 11.4x
P/S 2.6x 0.4x 2.0x
P/B – 1.3x 3.2x
P/Tangible book – 1.6x 4.8x
EV/EBITDA – 6.1x 10.9x
EV/EBIT – 8.3x 13.3x
EV/Revenue 2.6x 0.5x 2.0x
EV/FCF – 11.5x 12.7x
EV/Operating cash flow 15.3x 8.4x 11.5x
PEG (3Y EPS CAGR) 2.98 0.45 1.09

Growth

14 metrics
MetricCSLKEQUAYI
Revenue growth (1Y) 4.0% 5.3% 6.8%
Revenue CAGR (3Y) 4.2% 8.1% 5.5%
Gross profit growth (1Y) – 2.4% 13.1%
Gross profit CAGR (3Y) – 24.2% 11.1%
Operating income growth (1Y) -2.0% -24.7% 26.6%
Operating income CAGR (3Y) 2.7% 16.3% 14.7%
Net income growth (1Y) – -27.5% 34.0%
Net income CAGR (3Y) – 22.3% 15.4%
EPS growth (1Y) -1.9% -32.1% 36.1%
EPS CAGR (3Y) 6.5% 27.1% 16.6%
Operating cash flow growth (1Y) -17.4% -30.7% 37.3%
Operating cash flow CAGR (3Y) -9.9% 177.0% 12.6%
Free cash flow growth (1Y) – -41.8% 40.3%
Free cash flow CAGR (3Y) – 62.7% 13.5%

Profitability

14 metrics
MetricCSLKEQUAYI
Gross margin – 28.6% 50.6%
EBITDA margin – 7.4% 18.7%
Operating margin – 5.4% 15.4%
Pretax margin – 4.5% 14.7%
Net margin – 3.0% 11.4%
FCF margin – 3.9% 16.1%
Operating cash flow margin 17.2% 5.3% 17.8%
Return on equity – 11.9% 18.2%
Return on assets – 5.2% 11.2%
Return on invested capital – 10.2% 15.4%
Return on capital employed – 11.6% 19.5%
Asset turnover – 1.6x 1.0x
Cash conversion (OCF / net income) – 1.6x 1.6x
Stock comp / revenue – 1.3% 1.1%

Financial Health

11 metrics
MetricCSLKEQUAYI
Debt / assets – 18.7% 14.3%
Debt / equity – 0.4x 0.2x
Net debt / EBITDA – 1.2x 0.1x
Debt / FCF – 3.0x 0.9x
Liabilities / assets – 56.1% 39.0%
Equity / assets – 43.9% 61.0%
Interest coverage – 4.4x –
Current ratio – 2.2x 1.7x
Quick ratio – 1.4x 1.2x
Cash ratio – 0.2x 0.6x
Altman Z-score – 3.42 5.97

Shareholder Returns

7 metrics
MetricCSLKEQUAYI
Dividend yield 1.3% – 0.3%
Net buyback yield – 3.3% 3.0%
Shareholder yield 1.3% 3.3% 3.2%
Payout ratio (earnings) – – 4.5%
Payout ratio (FCF) – – 3.2%
Dividend growth (1Y) – – 15.5%
Dividend CAGR (3Y) – – 12.3%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusCSLKEQUAYI
Forward P/E 15.9xFY2026 – 15.8xFY2027
EPS, next fiscal year $21.76FY2026 – $20.01FY2027
EPS growth, next FY +12.2%FY2026 – +0.6%FY2027
EPS growth, the year after +15.9% – +21.7%
Revenue, next fiscal year $4.97BFY2026 – $4.68BFY2027
Revenue growth, next FY -1.0%FY2026 – +0.9%FY2027
Revenue growth, the year after +18.1% – +14.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCSLKEQUAYI
Held by institutions 100.0% 41.8% 99.2%
Institutions holding 795 32 631
Change in shares held, QoQ -1.1% +1.0% +4.1%
Institutions buying 367 11 330
Institutions selling 291 7 190
Buyers to sellers 1.26 1.57 1.74

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

CSLKEQUAYI
CSL 1.00 0.14 0.41
KEQU 0.14 1.00 0.22
AYI 0.41 0.22 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CSL, KEQU and AYI?

Carlisle Companies (CSL) is the largest by market capitalisation: Carlisle Companies (CSL) $13.75B, Kewaunee Scientific (KEQU) $100.51M, Acuity Inc. (De) (AYI) $9.41B.

Which stock is cheaper, CSL, KEQU and AYI?

Kewaunee Scientific (KEQU) trades on the lowest price-to-earnings ratio (Carlisle Companies (CSL) 19.3x, Kewaunee Scientific (KEQU) 12.1x, Acuity Inc. (De) (AYI) 18.1x). On next year's consensus earnings, Acuity Inc. (De) (AYI) is cheapest (Carlisle Companies (CSL) 15.9x, Acuity Inc. (De) (AYI) 15.8x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Acuity Inc. (De) (AYI) grew revenue fastest over the trailing twelve months: Carlisle Companies (CSL) +4.0%, Kewaunee Scientific (KEQU) +5.3%, Acuity Inc. (De) (AYI) +6.8%.

Which company is more profitable?

Acuity Inc. (De) (AYI) has the highest net margin (Kewaunee Scientific (KEQU) 3.0%, Acuity Inc. (De) (AYI) 11.4%). On return on invested capital, Acuity Inc. (De) (AYI) leads (Kewaunee Scientific (KEQU) 10.2%, Acuity Inc. (De) (AYI) 15.4%).

Which stock has performed better?

Over the past year Carlisle Companies (CSL) returned the most: Carlisle Companies (CSL) +1.5%, Kewaunee Scientific (KEQU) -19.1%, Acuity Inc. (De) (AYI) -12.7%. Over five years, Kewaunee Scientific (KEQU) compounded fastest (Carlisle Companies (CSL) +9.2%/yr, Kewaunee Scientific (KEQU) +22.1%/yr, Acuity Inc. (De) (AYI) +9.1%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Carlisle Companies (CSL) has the highest dividend yield: Carlisle Companies (CSL) 1.32%, Kewaunee Scientific (KEQU) 0.00%, Acuity Inc. (De) (AYI) 0.25%. Kewaunee Scientific (KEQU) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Kewaunee Scientific (KEQU) has been the steadiest (Carlisle Companies (CSL) 36.7%, Kewaunee Scientific (KEQU) 36.0%, Acuity Inc. (De) (AYI) 38.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CSL, KEQU and AYI?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Acuity Inc. (De) (AYI) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.