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 $14.7B against $9.8B — 1.5× the size. Owens Corning Inc has negative trailing earnings, so its P/E is not meaningful; Carlisle Companies Incorporated trades at 21.4×. Carlisle Companies Incorporated grew revenue faster over the last twelve months: 3.96% against −8.38%. Carlisle Companies Incorporated has the higher net margin (13.8% vs −4.42%) and the higher return on invested capital (16.8% vs 1.80%). Both pay a dividend; Owens Corning Inc yields more (2.56% vs 1.20%). 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 21.38 n/m 23.33
P/S 2.88 1.01 2.09
P/B 10.43 3.04 2.85
Price to free cash flow 19.98 11.47 18.42
EV/EBITDA 14.30 7.40 13.29
EV/Sales 3.33 1.49 2.28
Earnings yield 4.68% (4.30%) 3.04%
Free cash flow yield 5.00% 8.72% 4.26%

Profitability

Metric CSL OC Building Products & Equipment median
Gross margin 34.66% 25.03% 31.88%
Operating margin 19.49% 2.33% 7.18%
Net margin 13.78% (4.42%) 4.11%
Free cash flow margin 14.40% 8.79% 6.41%
Return on equity 41.89% (11.18%) 5.95%
Return on assets 11.51% (3.37%) 3.90%
Return on invested capital 16.80% 1.80% 5.54%

Growth

Metric CSL OC Building Products & Equipment median
Revenue growth (TTM) 3.96% (8.38%) 6.27%
EPS growth (last fiscal year) (38.46%) (184.40%) (28.29%)
Revenue growth, 5-year CAGR 4.81% 7.45% 4.81%
Net income growth, 5-year CAGR 18.35% 0.00% 0.00%

Health

Metric CSL OC Building Products & Equipment median
Debt to equity 2.01 1.50 0.55
Current ratio 2.40 1.13 1.83
Net debt to EBITDA 1.48 2.14 1.45

Dividend

Metric CSL OC Building Products & Equipment median
Dividend yield 1.20% 2.56% 1.37%
Payout ratio 0.26 — 0.28

Size

Metric CSL OC Building Products & Equipment median
Market cap 14.65b 9.82b 3.22b

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