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 $89.4B against $13.3B — 6.7× the size. Carlisle Companies Incorporated trades at the lower P/E: 19.0× against 25.2×. 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; Carlisle Companies Incorporated yields more (1.36% vs 1.10%). Across the 23 metrics below, Carlisle Companies Incorporated leads on 16 and Johnson Controls International plc on 7.

Valuation

Metric CSL JCI Building Products & Equipment median
P/E 19.03 25.21 23.15
P/S 2.63 3.54 2.02
P/B 8.30 6.54 2.81
Price to free cash flow 15.49 27.60 16.84
EV/EBITDA 12.88 25.86 12.85
EV/Sales 3.07 3.89 2.04
Earnings yield 5.25% 3.97% 2.76%
Free cash flow yield 6.46% 3.62% 4.23%

Profitability

Metric CSL JCI Building Products & Equipment median
Gross margin 35.26% 36.65% 29.19%
Operating margin 19.95% 11.95% 6.99%
Net margin 14.21% 14.32% 4.05%
Free cash flow margin 17.00% 12.82% 7.60%
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% (34.13%)
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 1.36% 1.10% 1.43%
Payout ratio 0.26 0.28 0.29

Size

Metric CSL JCI Building Products & Equipment median
Market cap 13.32b 89.43b 1.17b

Compare with another peer

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