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 is the larger, with a market value of $14.7B against $11.9B — 1.2× the size. Lennox International, Inc. trades at the lower P/E: 15.8× against 21.1×. Carlisle Companies Incorporated grew revenue faster over the last twelve months: 3.96% against 1.92%. Carlisle Companies Incorporated has the higher net margin (13.8% vs 13.8%) and the lower return on invested capital (16.8% vs 26.3%). Both pay a dividend; Lennox International, Inc. yields more (1.56% vs 1.21%). Across the 23 metrics below, Lennox International, Inc. leads on 17 and Carlisle Companies Incorporated on 6.

Valuation

Metric CSL LII Building Products & Equipment median
P/E 21.12 15.79 23.86
P/S 2.84 2.16 2.05
P/B 10.30 8.92 2.97
Price to free cash flow 19.74 14.02 18.37
EV/EBITDA 14.15 11.14 13.32
EV/Sales 3.29 2.36 2.08
Earnings yield 4.73% 6.33% 3.10%
Free cash flow yield 5.07% 7.13% 4.02%

Profitability

Metric CSL LII Building Products & Equipment median
Gross margin 34.66% 32.62% 31.88%
Operating margin 19.49% 18.84% 7.18%
Net margin 13.78% 13.76% 4.11%
Free cash flow margin 14.40% 15.38% 7.39%
Return on equity 41.89% 62.82% 5.95%
Return on assets 11.51% 18.26% 3.90%
Return on invested capital 16.80% 26.31% 5.54%

Growth

Metric CSL LII Building Products & Equipment median
Revenue growth (TTM) 3.96% 1.92% 6.27%
EPS growth (last fiscal year) (38.46%) 1.11% (28.29%)
Revenue growth, 5-year CAGR 4.81% 7.41% 4.81%
Net income growth, 5-year CAGR 18.35% 17.73% 0.00%

Health

Metric CSL LII Building Products & Equipment median
Debt to equity 2.01 0.89 0.55
Current ratio 2.40 1.21 1.83
Net debt to EBITDA 1.48 0.98 1.45

Dividend

Metric CSL LII Building Products & Equipment median
Dividend yield 1.21% 1.56% 1.38%
Payout ratio 0.26 0.25 0.31

Size

Metric CSL LII Building Products & Equipment median
Market cap 14.65b 11.93b 3.05b

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