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 ($13.3B and $12.4B). Lennox International, Inc. trades at the lower P/E: 16.1× against 19.0×. 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 (1.49% vs 1.36%). 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 19.03 16.11 23.15
P/S 2.63 2.34 2.02
P/B 8.30 9.57 2.81
Price to free cash flow 15.49 16.76 16.84
EV/EBITDA 12.88 11.62 12.85
EV/Sales 3.07 2.55 2.04
Earnings yield 5.25% 6.21% 2.76%
Free cash flow yield 6.46% 5.97% 4.23%

Profitability

Metric CSL LII Building Products & Equipment median
Gross margin 35.26% 33.33% 29.19%
Operating margin 19.95% 19.67% 6.99%
Net margin 14.21% 14.87% 4.05%
Free cash flow margin 17.00% 13.97% 7.60%
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% (34.13%)
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 1.36% 1.49% 1.43%
Payout ratio 0.26 0.24 0.29

Size

Metric CSL LII Building Products & Equipment median
Market cap 13.32b 12.39b 1.17b

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