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 $88.1B against $12.5B — 7.1× the size. Carlisle Companies Incorporated trades at the lower P/E: 18.6× against 26.0×. Johnson Controls International plc grew revenue faster over the last twelve months: 6.81% against 1.90%. Johnson Controls International plc has the higher net margin (14.3% vs 14.2%) and the lower return on invested capital (8.35% vs 16.6%). Both pay a dividend; Johnson Controls International plc yields more (2.65% vs 0.88%). Across the 23 metrics below, Carlisle Companies Incorporated leads on 15 and Johnson Controls International plc on 8.

Valuation

Metric CSL JCI Building Products & Equipment median
P/E 18.61 26.03 24.54
P/S 2.57 3.65 2.00
P/B 8.11 6.76 3.02
Price to free cash flow 15.14 28.50 18.49
EV/EBITDA 12.63 26.62 12.63
EV/Sales 3.01 4.01 2.14
Earnings yield 5.37% 3.84% 2.74%
Free cash flow yield 6.61% 3.51% 3.58%

Profitability

Metric CSL JCI Building Products & Equipment median
Gross margin 35.26% 36.65% 29.19%
Operating margin 19.95% 11.95% 6.84%
Net margin 14.21% 14.32% 4.05%
Free cash flow margin 17.00% 12.82% 8.72%
Return on equity 38.77% 23.42% 9.28%
Return on assets 12.33% 8.71% 2.88%
Return on invested capital 16.56% 8.35% 5.16%

Growth

Metric CSL JCI Building Products & Equipment median
Revenue growth (TTM) 1.90% 6.81% 3.11%
EPS growth (last fiscal year) (38.46%) 99.60% —
Revenue growth, 5-year CAGR 4.81% 1.12% 5.37%
Net income growth, 5-year CAGR 18.35% 39.14% 0.00%

Health

Metric CSL JCI Building Products & Equipment median
Debt to equity 1.78 0.70 0.43
Current ratio 2.60 1.00 1.82
Net debt to EBITDA 1.48 3.02 0.98

Dividend

Metric CSL JCI Building Products & Equipment median
Dividend yield 0.88% 2.65% 1.20%
Payout ratio 0.20 0.48 0.04

Size

Metric CSL JCI Building Products & Equipment median
Market cap 12.48b 88.05b 1.18b

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