Carrier Global Corporation (CARR) vs Carlisle Companies Incorporated (CSL)

Carrier Global Corporation and Carlisle Companies Incorporated are both Building Products & Equipment companies. Carrier Global Corporation is the larger, with a market value of $45.3B against $12.5B — 3.6× the size. Carlisle Companies Incorporated trades at the lower P/E: 18.6× against 38.9×. Carlisle Companies Incorporated grew revenue faster over the last twelve months: 1.90% against −1.58%. Carlisle Companies Incorporated has the higher net margin (14.2% vs 5.52%) and the higher return on invested capital (16.6% vs 4.47%). Both pay a dividend; Carrier Global Corporation yields more (1.30% vs 0.88%). Across the 23 metrics below, Carlisle Companies Incorporated leads on 18 and Carrier Global Corporation on 5.

Valuation

Metric CARR CSL Building Products & Equipment median
P/E 38.88 18.61 24.54
P/S 2.11 2.57 2.00
P/B 3.47 8.11 3.02
Price to free cash flow 24.21 15.14 18.49
EV/EBITDA 19.05 12.63 12.63
EV/Sales 2.59 3.01 2.14
Earnings yield 2.57% 5.37% 2.74%
Free cash flow yield 4.13% 6.61% 3.58%

Profitability

Metric CARR CSL Building Products & Equipment median
Gross margin 24.34% 35.26% 29.19%
Operating margin 7.80% 19.95% 6.84%
Net margin 5.52% 14.21% 4.05%
Free cash flow margin 8.72% 17.00% 8.72%
Return on equity 8.57% 38.77% 9.28%
Return on assets 3.22% 12.33% 2.88%
Return on invested capital 4.47% 16.56% 5.16%

Growth

Metric CARR CSL Building Products & Equipment median
Revenue growth (TTM) (1.58%) 1.90% 3.11%
EPS growth (last fiscal year) (72.03%) (38.46%) —
Revenue growth, 5-year CAGR 4.49% 4.81% 5.37%
Net income growth, 5-year CAGR (5.62%) 18.35% 0.00%

Health

Metric CARR CSL Building Products & Equipment median
Debt to equity 0.89 1.78 0.43
Current ratio 1.02 2.60 1.82
Net debt to EBITDA 2.98 1.48 0.98

Dividend

Metric CARR CSL Building Products & Equipment median
Dividend yield 1.30% 0.88% 1.20%
Payout ratio 0.28 0.20 0.04

Size

Metric CARR CSL Building Products & Equipment median
Market cap 45.33b 12.48b 1.18b

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