Carlisle Companies Incorporated (CSL) vs Johnson Controls International plc (JCI)

Carlisle Companies Incorporated and Johnson Controls International plc are both Building Products & Equipment companies. Johnson Controls International plc is the larger, with a market value of $79.6B against $14.7B — 5.4× the size. Carlisle Companies Incorporated trades at the lower P/E: 21.4× against 28.2×. Johnson Controls International plc grew revenue faster over the last twelve months: 8.77% against 3.96%. Carlisle Companies Incorporated has the higher net margin (13.8% vs 11.1%) and the higher return on invested capital (16.8% vs 10.4%). Both pay a dividend; Johnson Controls International plc yields more (1.21% vs 1.20%). Across the 23 metrics below, Carlisle Companies Incorporated leads on 17 and Johnson Controls International plc on 6.

Valuation

Metric CSL JCI Building Products & Equipment median
P/E 21.38 28.18 23.33
P/S 2.88 3.11 2.09
P/B 10.43 2,283.64 2.85
Price to free cash flow 19.98 23.46 18.42
EV/EBITDA 14.30 23.55 13.29
EV/Sales 3.33 3.45 2.28
Earnings yield 4.68% 3.55% 3.04%
Free cash flow yield 5.00% 4.26% 4.26%

Profitability

Metric CSL JCI Building Products & Equipment median
Gross margin 34.66% 37.07% 31.88%
Operating margin 19.49% 14.39% 7.18%
Net margin 13.78% 11.12% 4.11%
Free cash flow margin 14.40% 13.27% 6.41%
Return on equity 41.89% 43.93% 5.95%
Return on assets 11.51% 7.30% 3.90%
Return on invested capital 16.80% 10.35% 5.54%

Growth

Metric CSL JCI Building Products & Equipment median
Revenue growth (TTM) 3.96% 8.77% 6.27%
EPS growth (last fiscal year) (38.46%) (6.84%) (28.29%)
Revenue growth, 5-year CAGR 4.81% 1.63% 4.81%
Net income growth, 5-year CAGR 18.35% 11.75% 0.00%

Health

Metric CSL JCI Building Products & Equipment median
Debt to equity 2.01 0.68 0.55
Current ratio 2.40 0.90 1.83
Net debt to EBITDA 1.48 1.99 1.45

Dividend

Metric CSL JCI Building Products & Equipment median
Dividend yield 1.20% 1.21% 1.37%
Payout ratio 0.26 0.34 0.28

Size

Metric CSL JCI Building Products & Equipment median
Market cap 14.65b 79.63b 3.22b

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