Carlisle Companies Incorporated (CSL) vs Owens Corning Inc (OC)

Carlisle Companies Incorporated and Owens Corning Inc are both Building Products & Equipment companies. Carlisle Companies Incorporated is the larger, with a market value of $13.3B against $9.0B — 1.5× the size. Owens Corning Inc has negative trailing earnings, so its P/E is not meaningful; Carlisle Companies Incorporated trades at 19.0×. Carlisle Companies Incorporated grew revenue faster over the last twelve months: 1.90% against −7.23%. Carlisle Companies Incorporated has the higher net margin (14.2% vs −6.81%) and the higher return on invested capital (16.6% vs 0.36%). Both pay a dividend; Owens Corning Inc yields more (3.41% vs 1.36%). Across the 22 metrics below, Carlisle Companies Incorporated leads on 13 and Owens Corning Inc on 9.

Valuation

Metric CSL OC Building Products & Equipment median
P/E 19.03 n/m 23.15
P/S 2.63 0.92 2.02
P/B 8.30 2.38 2.81
Price to free cash flow 15.49 9.32 16.84
EV/EBITDA 12.88 7.19 12.85
EV/Sales 3.07 1.41 2.04
Earnings yield 5.25% (7.15%) 2.76%
Free cash flow yield 6.46% 10.73% 4.23%

Profitability

Metric CSL OC Building Products & Equipment median
Gross margin 35.26% 25.98% 29.19%
Operating margin 19.95% 0.51% 6.99%
Net margin 14.21% (6.81%) 4.05%
Free cash flow margin 17.00% 9.87% 7.60%
Return on equity 38.77% (14.89%) 9.28%
Return on assets 12.33% (4.93%) 2.88%
Return on invested capital 16.56% 0.36% 5.16%

Growth

Metric CSL OC Building Products & Equipment median
Revenue growth (TTM) 1.90% (7.23%) 3.11%
EPS growth (last fiscal year) (38.46%) (184.40%) (34.13%)
Revenue growth, 5-year CAGR 4.81% 7.45% 5.37%
Net income growth, 5-year CAGR 18.35% 0.00% 0.00%

Health

Metric CSL OC Building Products & Equipment median
Debt to equity 1.78 1.34 0.43
Current ratio 2.60 1.16 1.82
Net debt to EBITDA 1.48 2.14 0.98

Dividend

Metric CSL OC Building Products & Equipment median
Dividend yield 1.36% 3.41% 1.43%
Payout ratio 0.26 — 0.29

Size

Metric CSL OC Building Products & Equipment median
Market cap 13.32b 8.99b 1.17b

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