CSL: Buy a Weatherproof, Cash-Generative Play on Roofing & Insulation
Carlisle Companies (CSL) is a high-quality operator in roofing, insulation and waterproofing that combines durable free cash flow, a disciplined capital return program, and structural demand drivers (energy codes, severe-weather resilience) to offer a defensively biased growth trade. Valuation is reasonable relative to cash generation: market cap ~…