Carlisle Companies Incorporated (CSL) vs Lennox International, Inc. (LII)

Carlisle Companies Incorporated and Lennox International, Inc. are both Building Products & Equipment companies. Carlisle Companies Incorporated and Lennox International, Inc. are of similar size ($12.7B and $12.5B). Lennox International, Inc. trades at the lower P/E: 16.8× against 18.6×. Carlisle Companies Incorporated grew revenue faster over the last twelve months: 1.90% against −2.11%. Lennox International, Inc. has the higher net margin (14.9% vs 14.2%) and the higher return on invested capital (27.0% vs 16.6%). Both pay a dividend; Lennox International, Inc. yields more (0.96% vs 0.88%). Across the 23 metrics below, Lennox International, Inc. leads on 14 and Carlisle Companies Incorporated on 9.

Valuation

Metric CSL LII Building Products & Equipment median
P/E 18.61 16.83 24.54
P/S 2.57 2.45 2.00
P/B 8.11 10.00 3.02
Price to free cash flow 15.14 17.51 18.49
EV/EBITDA 12.63 12.09 12.63
EV/Sales 3.01 2.66 2.14
Earnings yield 5.37% 5.94% 2.74%
Free cash flow yield 6.61% 5.71% 3.58%

Profitability

Metric CSL LII Building Products & Equipment median
Gross margin 35.26% 33.33% 29.19%
Operating margin 19.95% 19.67% 6.84%
Net margin 14.21% 14.87% 4.05%
Free cash flow margin 17.00% 13.97% 8.72%
Return on equity 38.77% 71.76% 9.28%
Return on assets 12.33% 19.24% 2.88%
Return on invested capital 16.56% 27.00% 5.16%

Growth

Metric CSL LII Building Products & Equipment median
Revenue growth (TTM) 1.90% (2.11%) 3.11%
EPS growth (last fiscal year) (38.46%) 1.11% —
Revenue growth, 5-year CAGR 4.81% 7.41% 5.37%
Net income growth, 5-year CAGR 18.35% 17.73% 0.00%

Health

Metric CSL LII Building Products & Equipment median
Debt to equity 1.78 0.90 0.43
Current ratio 2.60 1.57 1.82
Net debt to EBITDA 1.48 0.98 0.98

Dividend

Metric CSL LII Building Products & Equipment median
Dividend yield 0.88% 0.96% 1.20%
Payout ratio 0.20 0.28 0.04

Size

Metric CSL LII Building Products & Equipment median
Market cap 12.48b 12.71b 1.18b

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