Carlisle Companies Incorporated (CSL) vs Masco Corporation (MAS)

Carlisle Companies Incorporated and Masco Corporation are both Building Products & Equipment companies. Carlisle Companies Incorporated and Masco Corporation are of similar size ($14.3B and $13.3B). Masco Corporation trades at the lower P/E: 16.8× against 19.0×. Carlisle Companies Incorporated grew revenue faster over the last twelve months: 1.90% against −0.56%. Carlisle Companies Incorporated has the higher net margin (14.2% vs 11.6%) and the lower return on invested capital (16.6% vs 32.4%). Both pay a dividend; Masco Corporation yields more (1.74% vs 1.36%). Across the 22 metrics below, Masco Corporation leads on 14 and Carlisle Companies Incorporated on 8.

Valuation

Metric CSL MAS Building Products & Equipment median
P/E 19.03 16.75 23.15
P/S 2.63 1.90 2.02
P/B 8.30 n/m 2.81
Price to free cash flow 15.49 12.72 16.84
EV/EBITDA 12.88 12.85 12.85
EV/Sales 3.07 2.26 2.04
Earnings yield 5.25% 5.97% 2.76%
Free cash flow yield 6.46% 7.86% 4.23%

Profitability

Metric CSL MAS Building Products & Equipment median
Gross margin 35.26% 36.96% 29.19%
Operating margin 19.95% 17.56% 6.99%
Net margin 14.21% 11.60% 4.05%
Free cash flow margin 17.00% 14.96% 7.60%
Return on equity 38.77% 5,893.33% 9.28%
Return on assets 12.33% 16.54% 2.88%
Return on invested capital 16.56% 32.43% 5.16%

Growth

Metric CSL MAS Building Products & Equipment median
Revenue growth (TTM) 1.90% (0.56%) 3.11%
EPS growth (last fiscal year) (38.46%) 2.66% (34.13%)
Revenue growth, 5-year CAGR 4.81% 1.02% 5.37%
Net income growth, 5-year CAGR 18.35% (7.79%) 0.00%

Health

Metric CSL MAS Building Products & Equipment median
Debt to equity 1.78 (27.50) 0.43
Current ratio 2.60 1.86 1.82
Net debt to EBITDA 1.48 1.65 0.98

Dividend

Metric CSL MAS Building Products & Equipment median
Dividend yield 1.36% 1.74% 1.43%
Payout ratio 0.26 0.29 0.29

Size

Metric CSL MAS Building Products & Equipment median
Market cap 13.32b 14.31b 1.17b

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