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 ($13.3B and $12.5B). Masco Corporation trades at the lower P/E: 15.8× against 18.6×. 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 (1.60% vs 0.88%). 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 18.61 15.83 24.54
P/S 2.57 1.80 2.00
P/B 8.11 n/m 3.02
Price to free cash flow 15.14 12.02 18.49
EV/EBITDA 12.63 12.26 12.63
EV/Sales 3.01 2.15 2.14
Earnings yield 5.37% 6.32% 2.74%
Free cash flow yield 6.61% 8.32% 3.58%

Profitability

Metric CSL MAS Building Products & Equipment median
Gross margin 35.26% 36.96% 29.19%
Operating margin 19.95% 17.56% 6.84%
Net margin 14.21% 11.60% 4.05%
Free cash flow margin 17.00% 14.96% 8.72%
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% —
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 0.88% 1.60% 1.20%
Payout ratio 0.20 0.32 0.04

Size

Metric CSL MAS Building Products & Equipment median
Market cap 12.48b 13.27b 1.18b

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