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What is Carlisle Companies Inc worth?

With the base-case assumptions below, a discounted cash flow model on Carlisle Companies Inc's reported free cash flow gives $362.57 per share. The share price was $326.37 on September 25, 2026, 10% below that value.

Inputs from the filings

Free cash flow, fiscal 2025
$970.6M
Average free cash flow, last 5 years
$810.2M
Cash
$665.3M
balance sheet of June 30, 2026
Debt
$2.89B
balance sheet of June 30, 2026
Diluted shares, fiscal 2025
43,200,000
Revenue growth per year, last 5 years
4.8%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear0.0%1.0%2.0%10.0%$204.14-37%
Base5.0%4.0%2.5%9.0%$362.57+11%
Bull10.0%6.5%3.0%8.0%$658.38+102%

Sensitivity: base case value per share

Discount rate down the side, growth after year 10 across the top. Everything else as in the base case.

1.5%2.0%2.5%3.0%3.5%
7.0%$475.93$510.43$552.60$605.32$673.09
8.0%$391.42$413.79$440.24$471.97$510.75
9.0%$329.62$344.92$362.57$383.16$407.50
10.0%$282.51$293.39$305.72$319.81$336.07
11.0%$245.44$253.42$262.33$272.36$283.72

Where the presets come from

Base: years 1 to 5 grow at Carlisle Companies Inc's revenue growth rate over the last 5 fiscal years (4.8% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.

Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.

Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.

This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.

Adjust the assumptions

Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.

Adjust the assumptions

Carlisle Companies Inc company page