Stock Research Report for Carlisle Cos In CSL as of 9/22/11 - Chaikin Power Tools

Page 1

Carlisle Cos In (CSL)

Price: $33.37

Industry: Conglomerates Chaikin Power Gauge Report | Generated: Thu Sep 22 16:08 EDT 2011 CSL

$33.37

Carlisle Cos In

Power Gauge Rating

CSL - Bearish TM

The Chaikin Power Gauge Rating for CSL is bearish due to very weak earnings performance and poor financial metrics. Financial Metrics

CSL's financial metrics are poor due to a high price to sales ratio.

Earnings Performance

CSL's earnings performance is very weak as a result of poor EPS growth over the past 3-5 years.

Price/Volume Activity

Expert Opinions

News Sentiment Rating

Bearish CSL Carlisle Cos ..

September 21, 2011

TM

Chaikin Sentiment Gauge for CSL is bearish. There is currently a significant negative sentiment within news stories concerning CSL.

News Sentiment :Negative

Power Trend - 5 Year Chart

The Power Gauge distills a 20 factor model into a concise picture of a stock's potential.

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High Potential

Neutral

Low Potential

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Financials & Earnings

Financial Metrics

Financial Metrics Rating

Bearish

LT Debt/Equity Ratio

CSL's financial metrics are poor. The company has relatively low revenue per share and is carrying too much long term debt.

Price to Book Value

The rank is based on a high long term debt to equity ratio and high price to sales ratio.

Return on Equity

Price to Sales Ratio

Business Value

Assets and Liabilities

Valuation

Returns

Ratio

TTM

Ratio

TTM

Ratio

TTM

Current Ratio

2.24

Price/Book

1.42

Return on Invest

9.8%

LT Debt/Equity

0.30

Price/Sales

0.81

Return on Equity

12.2%

Earnings Performance

Earnings Performance Rating

Very Bearish

Earnings Growth

CSL's earnings performance has been very weak. The company has a history of weak earnings growth and experienced relatively poor earnings growth in the past 12 months.

Earnings Surprise

Earnings Trend

The rank is based on poor EPS growth over the past 3-5 years, a relatively poor trend in earnings this year, a relatively high projected P/E ratio and consistent earnings over the past 5 years.

Projected P/E Ratio

Earnings Consistency

5 Year Revenue and Earnings Growth

Revenue(M) Rev % Growth EPS EPS % Growth

EPS Estimates

12/06

12/07

12/08

12/09

12/10

2,572.50

2,876.40

2,971.40

2,379.50

2,527.70

16.42%

11.81%

3.30%

-19.92%

6.23%

$3.52

$3.50

$0.92

$2.36

$2.36

103.47%

-0.57%

-73.71%

156.52%

0.00%

EPS Surprise

Factor

Actual EPS Prev

EST EPS Current

Change

$0.82

$0.84

+0.02

Quarterly EPS Yearly EPS Factor

$2.36

$2.95

+0.59

Actual EPS Growth

Est EPS Growth

Change

3.57%

13.00%

+9.43

3-5 year EPS

EPS Quarterly Results Estimate

Actual

Difference

Latest Qtr

$0.92

$0.87

$-0.05

1 Qtr Ago

$0.45

$0.53

$0.08

2 Qtr Ago

$0.46

$0.51

$0.05

3 Qtr Ago

$0.68

$0.75

$0.07

% Difference

FY

Qtr 1

Qtr 2

Qtr 3

Qtr 4

Total

-5.43

12/09

$0.11

$0.91

$0.76

$0.59

$2.37

17.78

12/10

$0.40

$0.63

$0.82

$0.52

$2.37

10.87

12/11

$0.54

$0.88

-

-

-

10.29

Fiscal Year End Month is December.

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Price Trend & Expert Opinions Price/Volume Activity

Price/Volume Activity Rating

Neutral

Relative Strength vs Market

Chaikin Money Flow

Price and volume activity for CSL is neutral. CSL is experiencing sustained buying and has a declining price trend.

Price Trend

The rank for CSL is based on positive Chaikin money flow, a negative Chaikin price trend and a positive Chaikin price trend ROC.

Price Trend ROC

Volume Trend

Relative Strength vs S&P500 Index

Chaikin Money Flow

Chart shows whether CSL is performing better or worse than the market.

Chaikin Money Flow analyzes supply and demand for a company's stock.

Price Activity

Price Activity

Volume Activity

Factor

Value

Factor

52 Week High

50.55

% Change Price - 4 Weeks

-7.70%

Average Volume 20 Days

293,302

52 Week Low

28.25

% Change Price - 24 Weeks

-27.28%

Average Volume 90 Days

375,764

% Change YTD Rel S&P 500

-3.32%

Expert Opinions

Value

% Change Price - 4 Wks Rel to S&P

-6.84%

% Change Price - 24 Wks Rel to S&P

-16.77%

Factor

Value

Chaikin Money Flow Persistency

58%

Expert Opinions

Neutral

Earnings Estimate Revisions

Expert opinions about CSL are neutral. Shorting of CSL is low and insiders are not net buyers of CSL's stock.

Short Interest

Insider Activity

The rank for CSL is based on a low short interest ratio, insiders not purchasing significant amounts of stock, optimistic analyst opinions and relative weakness of the stock versus the Conglomerates industry group.

Analyst Opinions

Relative Strength vs Industry

Earnings Estimate Revisions Current Current Qtr Next Qtr

0.84 0.70 Current

Current FY

2.95

Analyst Recommendations

7 Days Ago % Change 0.84 0.70

0.00% 0.00%

30 Days Ago % Change 2.94

0.01

Factor Mean this Week Mean Last Week

EPS Estimates Revision Summary Value

Buy 0.00

Mean 5 Weeks Ago

Buy

Last 4 Weeks

Down

Up

Down

Curr Qtr

0

0

0

0

Curr Yr

0

0

0

0

Next Qtr

0

0

0

0

Next Yr

0

0

0

0

Buy

Change

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Last Week Up

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The Company & Its Competitors

News Headlines for CSL

CSL's Competitors in Conglomerates Company

Power Gauge

Historic EPS growth

Projected EPS growth

Profit Margin

PEG

PE

Revenue(M)

CSL

3.57%

13.00%

5.97%

0.87

12.53

2,528

GE

0.45%

12.60%

9.11%

0.89

11.92

150,211

HIT

7.68%

4.32%

1.64%

1.97

13.47

112,239

HON

4.38%

13.80%

6.73%

0.83

15.01

33,370

UTX

5.29%

12.62%

8.32%

1.09

14.10

54,326

Carlisle Finalizes Acquisition of PDT, a Leading Manufacturer of Single-Ply Roofing Systems in Europe - Aug 1, 2011 Carlisle to Acquire PDT, a Leading Manufacturer of Single-Ply Roofing Systems in Germany - Jul 19, 2011 Carlisle Companies Incorporated Announces Completion of Acquisition of Hawk Corporation Dec 2, 2010 Carlisle completes Hawk acquisition for $388M Dec 1, 2010 BRIEF: Carlisle expands its brake systems reach with purchse of Hawk - Oct 19, 2010

Company Details

Company Profile

CARLISLE COS IN 13925 BALLANTYNE CORPORATE PLACE SUITE 400 CHARLOTTE, NC 28277 USA Phone: 704-501-1100 Fax: 704-501-1190 Website: http://http://www.carlisle.com Full Time Employees: 11,000 Sector: Multi-Sector Conglomerates

Carlisle Companies Incorporated manufactures and distributes a wide variety of products across a broad range of industries, including, among others, roofing, construction, trucking, automotive, foodservice, industrial equipment, lawn and garden and aircraft manufacturing. They market their products both as a component supplier to original equipment manufacturers, as well as directly to end users.

Power Gauge Ratings are created using a relative ranking system that assigns a rank of 0 to 100 (100 being the highest) to each stock in the universe. Rank is calculated by evaluating each of the stocks factors and combining them into a single number using a weighting formula. A stock's rank ranges from 100-0, where 100 is the strongest, and a rank of 95 indicates the stock is better than 95% of the stocks in the universe. Chaikin Stock Research(CSR) is not registered as a securities broker dealer or investment advisor with either the U.S. Securities and Exchange Commission or with any state securities regulatory authority. CSR is not responsible for trades executed by users of this research report, our web site or mobile app based on the information included herein. The information presented in this report does not represent a recommendation to buy or sell stocks or any financial instrument nor is it intended as an endorsement of any security or investment. The information in this report is generic by nature and is not personalized to the specific financial situation of any individual. The user bears complete responsibility for their own investment research and should seek the advice of a qualified investment professional before making any investment decisions. Copyright (c) 1978-(Present) by ZACKS Investment Research, Inc ("ZACKS"). The information, data, analyses and opinions contained herein (1) includes the confidential and proprietary information of ZACKS, (2) may not be copied or redistributed, for any purpose, (3) does not constitute investment advice offered by ZACKS, (4) are provided solely for informational purposes, and (5) are not warranted or represented to be correct, complete, accurate or timely. ZACKS shall not be responsible for investment decisions, damages or other losses resulting from, or related to, use of this information, data, analyses or opinions. Past performance is no guarantee of future performance. ZACKS is not affiliated with Chaikin Power Tools. This report from Chaikin Power Tools is for informational purposes only and is not a recommendation to buy or sell securities.

LM 2.3 DS 3.0 LS 2.1

Data Provided by ZACKS Investment Research, Inc., www.zacks.com

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