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 $14.7B against $7.1B — 2.1× the size. Carlisle Companies Incorporated trades at the lower P/E: 21.4× against 176×. Carlisle Companies Incorporated grew revenue faster over the last twelve months: 3.96% against −8.25%. Carlisle Companies Incorporated has the higher net margin (13.8% vs 0.28%) and the higher return on invested capital (16.8% vs 2.21%). Across the 22 metrics below, Carlisle Companies Incorporated leads on 16 and Builders FirstSource, Inc. on 6.

Valuation

Metric BLDR CSL Building Products & Equipment median
P/E 176.44 21.38 23.33
P/S 0.49 2.88 2.09
P/B 1.73 10.43 2.85
Price to free cash flow 27.13 19.98 18.42
EV/EBITDA 12.84 14.30 13.29
EV/Sales 0.81 3.33 2.28
Earnings yield 0.57% 4.68% 3.04%
Free cash flow yield 3.69% 5.00% 4.26%

Profitability

Metric BLDR CSL Building Products & Equipment median
Gross margin 28.48% 34.66% 31.88%
Operating margin 2.13% 19.49% 7.18%
Net margin 0.28% 13.78% 4.11%
Free cash flow margin 1.81% 14.40% 6.41%
Return on equity 0.97% 41.89% 5.95%
Return on assets 0.36% 11.51% 3.90%
Return on invested capital 2.21% 16.80% 5.54%

Growth

Metric BLDR CSL Building Products & Equipment median
Revenue growth (TTM) (8.25%) 3.96% 6.27%
EPS growth (last fiscal year) (57.06%) (38.46%) (28.29%)
Revenue growth, 5-year CAGR 12.16% 4.81% 4.81%
Net income growth, 5-year CAGR 6.78% 18.35% 0.00%

Health

Metric BLDR CSL Building Products & Equipment median
Debt to equity 1.13 2.01 0.55
Current ratio 1.85 2.40 1.83
Net debt to EBITDA 3.09 1.48 1.45

Dividend

Metric BLDR CSL Building Products & Equipment median
Dividend yield — 1.20% 1.37%
Payout ratio — 0.26 0.28

Size

Metric BLDR CSL Building Products & Equipment median
Market cap 7.05b 14.65b 3.22b

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