CARLISLE COMPANIES INCORPORATED vs NIKE, Inc., two Footwear stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CSL and NKE diverge most: on revenue growth, CSL reads +1.4% and NKE reads -1.2%; on ev/ebitda, CSL reads 12.5 and NKE reads 70.0. The rest of the comparable metrics sit closer together. On valuation, today's CSL price has a different growth bar priced in than NKE (+5.6% implied for CSL vs +2.2% for NKE); the higher figure is the steeper assumption to clear, not a better or worse stock. What CSL's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CSL | NKE |
|---|---|---|
| Price | $320.22 | $34.73 |
| Market cap | $13.0B | $51.5B |
| Sector | Footwear | Footwear |
| Stage | Mature | Mature |
| Implied growth (priced in) | +5.6% | +2.2% |
| P/E | 18.4 | 16.6 |
| P/B | 8.02 | 3.39 |
| P/S | 2.54 | 1.12 |
| EV/EBITDA | 12.5 | 70.0 |
| Revenue growth | +1.4% | -1.2% |
| Gross margin | — | 42.8% |
| Operating margin | 22.4% | — |
| Net margin | 14.2% | 6.7% |
| Return on equity | 44.8% | 20.3% |
| Return on assets | 11.6% | 8.2% |
| Return on invested capital | 17.4% | — |
| FCF yield | 6.7% | 4.1% |
| Dividend yield | 1.3% | 4.7% |
| Debt / equity | 1.79 | 0.52 |
| Current ratio | 2.60 | 2.07 |
| Altman Z (solvency) | 8.99 | 7.60 |
| Piotroski F (quality) | 7 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.