Builders FirstSource, Inc. (BLDR) vs Carlisle Companies Incorporated (CSL)

Builders FirstSource, Inc. and Carlisle Companies Incorporated are both Building Products & Equipment companies. Carlisle Companies Incorporated is the larger, with a market value of $12.5B against $6.3B — 2.0× the size. Carlisle Companies Incorporated trades at the lower P/E: 18.6× against 64.3×. Carlisle Companies Incorporated grew revenue faster over the last twelve months: 1.90% against −9.38%. Carlisle Companies Incorporated has the higher net margin (14.2% vs 0.71%) and the higher return on invested capital (16.6% vs 3.19%). Across the 22 metrics below, Carlisle Companies Incorporated leads on 14 and Builders FirstSource, Inc. on 8.

Valuation

Metric BLDR CSL Building Products & Equipment median
P/E 64.32 18.61 24.54
P/S 0.44 2.57 2.00
P/B 1.59 8.11 3.02
Price to free cash flow 9.81 15.14 18.49
EV/EBITDA 10.54 12.63 12.63
EV/Sales 0.75 3.01 2.14
Earnings yield 1.55% 5.37% 2.74%
Free cash flow yield 10.20% 6.61% 3.58%

Profitability

Metric BLDR CSL Building Products & Equipment median
Gross margin 29.19% 35.26% 29.19%
Operating margin 3.01% 19.95% 6.84%
Net margin 0.71% 14.21% 4.05%
Free cash flow margin 4.49% 17.00% 8.72%
Return on equity 2.51% 38.77% 9.28%
Return on assets 0.90% 12.33% 2.88%
Return on invested capital 3.19% 16.56% 5.16%

Growth

Metric BLDR CSL Building Products & Equipment median
Revenue growth (TTM) (9.38%) 1.90% 3.11%
EPS growth (last fiscal year) (57.06%) (38.46%) —
Revenue growth, 5-year CAGR 12.16% 4.81% 5.37%
Net income growth, 5-year CAGR 6.78% 18.35% 0.00%

Health

Metric BLDR CSL Building Products & Equipment median
Debt to equity 1.15 1.78 0.43
Current ratio 1.79 2.60 1.82
Net debt to EBITDA 3.09 1.48 0.98

Dividend

Metric BLDR CSL Building Products & Equipment median
Dividend yield — 0.88% 1.20%
Payout ratio 0.00 0.20 0.04

Size

Metric BLDR CSL Building Products & Equipment median
Market cap 6.30b 12.48b 1.18b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack