Carlisle Companies Incorporated (CSL) vs Madison Air Solutions Corporation (MAIR)

Carlisle Companies Incorporated and Madison Air Solutions Corporation are both Building Products & Equipment companies. Carlisle Companies Incorporated is the larger, with a market value of $14.7B against $10.8B — 1.4× the size. Carlisle Companies Incorporated trades at the lower P/E: 21.4× against 48.8×. Carlisle Companies Incorporated has the higher net margin (13.8% vs 4.75%) and the higher return on invested capital (16.8% vs 5.83%). Across the 19 metrics below, Carlisle Companies Incorporated leads on 13 and Madison Air Solutions Corporation on 6.

Valuation

Metric CSL MAIR Building Products & Equipment median
P/E 21.38 48.77 23.33
P/S 2.88 2.94 2.09
P/B 10.43 2.76 2.85
Price to free cash flow 19.98 14.72 18.42
EV/EBITDA 14.30 16.26 13.29
EV/Sales 3.33 3.76 2.28
Earnings yield 4.68% 2.05% 3.04%
Free cash flow yield 5.00% 6.79% 4.26%

Profitability

Metric CSL MAIR Building Products & Equipment median
Gross margin 34.66% 38.43% 31.88%
Operating margin 19.49% 17.56% 7.18%
Net margin 13.78% 4.75% 4.11%
Free cash flow margin 14.40% 19.99% 6.41%
Return on equity 41.89% 0.00% 5.95%
Return on assets 11.51% 3.90% 3.90%
Return on invested capital 16.80% 5.83% 5.54%

Growth

Metric CSL MAIR Building Products & Equipment median
Revenue growth (TTM) 3.96% — 6.27%
EPS growth (last fiscal year) (38.46%) (44.63%) (28.29%)
Revenue growth, 5-year CAGR 4.81% — 4.81%
Net income growth, 5-year CAGR 18.35% — 0.00%

Health

Metric CSL MAIR Building Products & Equipment median
Debt to equity 2.01 0.84 0.55
Current ratio 2.40 1.82 1.83
Net debt to EBITDA 1.48 7.54 1.45

Dividend

Metric CSL MAIR Building Products & Equipment median
Dividend yield 1.20% — 1.37%
Payout ratio 0.26 — 0.28

Size

Metric CSL MAIR Building Products & Equipment median
Market cap 14.65b 10.75b 3.22b

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