Carlisle Companies vs Advanced Drainage Systems
CSL and WMS side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CSL and WMS compare
Carlisle Companies is the larger company, worth 1.5 times as much as Advanced Drainage Systems ($14.9B against $10.2B).
On earnings, Carlisle Companies is cheaper: it trades at 21.6× trailing earnings, against 23.4× for Advanced Drainage Systems.
Advanced Drainage Systems grew revenue faster over the last twelve months (10.4% versus 1.9% for Carlisle Companies).
Carlisle Companies keeps more of each dollar of sales as profit, with a net margin of 14.2% compared with 14.0% at Advanced Drainage Systems.
Both pay dividends: Carlisle Companies yields 1.2% and Advanced Drainage Systems 0.56%.
Advanced Drainage Systems scores higher on the StockData Score (17 against 15 for Carlisle Companies), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CSL | WMS |
|---|---|---|
| Size and price | ||
| Market cap | $14.9B | $10.2B |
| Share price | $376.31 | $135.43 |
| Change, 1 year | 13.6% | −3.1% |
| Change, 5 years | 61.3% | 9.4% |
| Beta (5Y) | 0.92 | 1.43 |
| Employees | 5,900 | 4,950 |
| StockData Score | ||
| Total score | 15 | 17 (better) |
| Valuation score | 2 | 2 |
| Growth score | 0 | 3 (better) |
| Performance score | 5 | 5 |
| Health score | 4 | 4 |
| Dividend score | 4 (better) | 3 |
| Valuation | ||
| P/E | 21.6× (better) | 23.4× |
| P/S | 2.9× (better) | 3.2× |
| P/B | 9.2× | 5.7× (better) |
| EV/EBITDA | 14.1× | 13.0× (better) |
| P/FCF | 17.2× (better) | 18.6× |
| FCF yield | 5.8% (better) | 5.4% |
| Fair value | $355.93 | $132.53 |
| Margin of safety | −5.7% | −2.2% (better) |
| Growth | ||
| Revenue growth (TTM) | 1.9% | 10.4% (better) |
| Revenue growth, 5Y average | 4.8% | 9.0% (better) |
| Net income growth (TTM) | −10.1% | 4.2% (better) |
| EPS growth (TTM) | −2.7% | 4.5% (better) |
| EPS growth, 5Y average | 24.2% (better) | 16.0% |
| Profitability | ||
| Gross margin | 35.3% | 38.6% (better) |
| Operating margin | 19.9% | 20.7% (better) |
| Net margin | 14.2% (better) | 14.0% |
| FCF margin | 17.0% | 17.1% (better) |
| Return on equity | 38.8% (better) | 26.1% |
| Return on invested capital | 20.2% (better) | 18.4% |
| Financial health | ||
| Debt / equity | 1.79 | 0.90 (better) |
| Net debt / EBITDA | 1.83 | 1.62 (better) |
| Interest coverage | 9.7× | – |
| Current ratio | 2.60 (better) | 2.12 |
| Altman Z-score | 5.28 (better) | 4.34 |
| Piotroski F-score | 6 (better) | 4 |
| Dividends and buybacks | ||
| Dividend yield | 1.2% (better) | 0.56% |
| Payout ratio | 25.2% | 12.7% |
| Years of dividend growth | 16 (better) | 5 |
| Dividend growth, 5Y average | 15.4% (better) | 14.9% |
| Buyback yield | 7.4% (better) | 3.2% |
| Shareholder yield | 8.6% (better) | 3.7% |
| Ownership | ||
| Held by institutions | 104% | 92.4% |
| Held by insiders | 1.4% | 1.2% |
| Insider net buying, 12 months | −$28.2M | −$14.8M (better) |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 5.1% | 4.0% |
Go deeper
- CSL stock overview
- CSL income statement
- CSL valuation and score
- WMS stock overview
- WMS income statement
- WMS valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.