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

Carlisle Companies Incorporated and Masco Corporation are both Building Products & Equipment companies. Masco Corporation is the larger, with a market value of $16.2B against $14.7B — 1.1× the size. Masco Corporation trades at the lower P/E: 18.1× against 21.4×. Carlisle Companies Incorporated grew revenue faster over the last twelve months: 3.96% against 0.95%. Carlisle Companies Incorporated has the higher net margin (13.8% vs 12.1%) and the lower return on invested capital (16.8% vs 35.2%). Both pay a dividend; Masco Corporation yields more (1.90% vs 1.20%). Across the 22 metrics below, Masco Corporation leads on 13 and Carlisle Companies Incorporated on 9.

Valuation

Metric CSL MAS Building Products & Equipment median
P/E 21.38 18.13 23.33
P/S 2.88 2.14 2.09
P/B 10.43 n/m 2.85
Price to free cash flow 19.98 15.53 18.42
EV/EBITDA 14.30 13.86 13.29
EV/Sales 3.33 2.48 2.28
Earnings yield 4.68% 5.52% 3.04%
Free cash flow yield 5.00% 6.44% 4.26%

Profitability

Metric CSL MAS Building Products & Equipment median
Gross margin 34.66% 37.55% 31.88%
Operating margin 19.49% 17.92% 7.18%
Net margin 13.78% 12.05% 4.11%
Free cash flow margin 14.40% 13.78% 6.41%
Return on equity 41.89% (8,034.78%) 5.95%
Return on assets 11.51% 17.35% 3.90%
Return on invested capital 16.80% 35.17% 5.54%

Growth

Metric CSL MAS Building Products & Equipment median
Revenue growth (TTM) 3.96% 0.95% 6.27%
EPS growth (last fiscal year) (38.46%) 2.66% (28.29%)
Revenue growth, 5-year CAGR 4.81% 1.02% 4.81%
Net income growth, 5-year CAGR 18.35% (7.79%) 0.00%

Health

Metric CSL MAS Building Products & Equipment median
Debt to equity 2.01 (16.81) 0.55
Current ratio 2.40 1.83 1.83
Net debt to EBITDA 1.48 1.65 1.45

Dividend

Metric CSL MAS Building Products & Equipment median
Dividend yield 1.20% 1.90% 1.37%
Payout ratio 0.26 0.34 0.28

Size

Metric CSL MAS Building Products & Equipment median
Market cap 14.65b 16.16b 3.22b

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