BLDR vs CSL vs ZWS Stock Comparison

Builders FirstSource, Carlisle Companies and Zurn Elkay Water Solutions Prices as of Oct 28, 2026 Peers: Industry group
CSL Carlisle Companies Inc
$345.55 +5.9% 1M +1.5% 1Y
Market cap
$13.75B
P/E
19.3x
Revenue (TTM)
$5.21B
Div. yield
1.32%
Building Products Industrials
6 wins

Head to Head

12 decided of 12

Carlisle Companies leads on 6 of the 12 questions below (Carlisle Companies 6, Zurn Elkay Water Solutions 6). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBLDRCSLZWSLeader
Larger companyMarket capitalisation $6.01B $13.75B $7.19B CSL
Cheaper on earningsLower P/E, profitable companies only 58.6x 19.3x 24.9x CSL
Cheaper on forward earningsLower price / next fiscal year consensus EPS 18.0x 15.9x 23.2x CSL
Faster revenue growthRevenue growth, trailing twelve months -9.4% +4.0% +10.1% ZWS
More profitableNet margin, trailing twelve months 0.7% — 15.9% ZWS
Better return on capitalReturn on invested capital 3.5% — 14.0% ZWS
Less leveragedLower net debt / EBITDA 4.4x — 0.4x ZWS
Higher dividend yieldTrailing dividend yield — 1.32% 1.01% CSL
Better 1-year returnPrice return, last 12 months -53.2% +1.5% -5.6% CSL
Better 5-year returnAnnualised price return, 5 years -0.8%/yr +9.2%/yr +3.7%/yr CSL
Less volatileAnnualised volatility, 1 year 50.1% 36.7% 30.2% ZWS
Higher overall scoreMean of the five percentile scores vs peers 45/100 39/100 78/100 ZWS

Percentile Scorecard

BLDRCSLZWS

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisBLDRCSLZWS
Valuation 82 #11 of 55 44 #31 of 55 43 #32 of 55
Growth 2 #50 of 51 36 #33 of 51 98 #2 of 51
Profitability 34 #32 of 48 – 81 #10 of 48
Financial Health 15 #46 of 54 – 87 #8 of 54
Shareholder Returns 90 #5 of 41 38 #26 of 41 80 #9 of 41
Overall 45 39 78
  • BLDR ranked among 59 companies in Construction Products
  • CSL ranked among 59 companies in Construction Products
  • ZWS ranked among 59 companies in Construction Products

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodBLDRCSLZWSSPY
1 month -3.6%+5.9%-7.1% +0.9%
3 months -17.5%+3.1%-15.6% +5.9%
6 months -33.0%-0.3%-14.6% +8.5%
Year to date -45.7%+8.0%-6.5% +13.3%
1 year -53.2%+1.5%-5.6% +12.4%
3 years -47.4%+38.9%+68.6% +88.1%
3 years, per year -19.3%+11.6%+19.0% +23.5%
5 years -4.1%+55.0%+19.8% +68.2%
5 years, per year -0.8%+9.2%+3.7% +11.0%
10 years +484.1%+236.1%+358.9% +263.4%
10 years, per year +19.3%+12.9%+16.5% +13.8%

Risk

MeasureBLDRCSLZWSSPY
Volatility, 1Y 50.1%36.7%30.2% 12.7%
Downside volatility, 1Y 44.4%34.7%29.2% 12.7%
Beta vs S&P 500, 1Y 1.621.180.86 1.00
Return / volatility, 1Y -1.060.04-0.19 0.98
Max drawdown, 5Y -76.1%-38.6%-47.8% -25.4%
From 52-week high -56.7%-17.5%-18.3% -0.9%
52-week high $128.96$418.74$53.17 $779.14
52-week low $50.53$295.41$43.46 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleBLDRCSLZWS
P/E now vs peer median 58.6xmedian 20.0x 19.3xmedian 20.0x 24.9xmedian 20.0x
P/S now vs peer median 0.4xmedian 1.5x 2.6xmedian 1.5x 3.9xmedian 1.5x
EV/EBITDA now vs peer median 10.2xmedian 11.3x —median 11.3x 15.1xmedian 11.3x
P/FCF now vs peer median 9.4xmedian 15.3x 15.0xmedian 15.3x 18.6xmedian 15.3x
P/B now vs peer median 1.5xmedian 2.8x —median 2.8x 4.2xmedian 2.8x
PEG now vs peer median -0.98median 0.99 2.98median 0.99 0.64median 0.99

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsBLDRCSLZWS
Revenue $14.45B $5.21B $1.83B
Gross profit $4.22B – $920.70M
Operating income $435.57M $1.02B $403.00M
Net income $102.55M – $290.60M
Free cash flow $639.32M – $387.00M
R&D – $48.30M –
EPS (diluted) $0.95 $17.74 $1.73
Cash & equivalents $65.65M – $307.10M
Total debt $4.59B – $500.30M
Shares (diluted) 107.56M 40.50M 168.11M
Enterprise value $5.37B $13.75B $5.94B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricBLDRCSLZWS
P/E 58.6x 19.3x 24.9x
P/FCF 9.4x 15.0x 18.6x
P/Operating cash flow 6.7x 15.3x 17.4x
P/S 0.4x 2.6x 3.9x
P/B 1.5x – 4.2x
P/Tangible book 2.0x – 8.4x
EV/EBITDA 10.2x – 15.1x
EV/EBIT 24.2x – 18.3x
EV/Revenue 0.7x 2.6x 4.0x
EV/FCF 16.5x – 19.1x
EV/Operating cash flow 11.7x 15.3x 17.9x
PEG (3Y EPS CAGR) -0.98 2.98 0.64

Growth

14 metrics
MetricBLDRCSLZWS
Revenue growth (1Y) -9.4% 4.0% 10.1%
Revenue CAGR (3Y) -8.0% 4.2% 6.5%
Gross profit growth (1Y) -16.2% – 23.6%
Gross profit CAGR (3Y) -13.3% – 15.2%
Operating income growth (1Y) -64.5% -2.0% 50.5%
Operating income CAGR (3Y) -44.8% 2.7% 31.2%
Net income growth (1Y) -86.4% – 51.1%
Net income CAGR (3Y) -61.9% – 37.0%
EPS growth (1Y) -86.0% -1.9% 53.1%
EPS CAGR (3Y) -59.7% 6.5% 39.2%
Operating cash flow growth (1Y) -43.0% -17.4% 29.5%
Operating cash flow CAGR (3Y) -36.6% -9.9% 13.8%
Free cash flow growth (1Y) -46.2% – 34.1%
Free cash flow CAGR (3Y) -40.7% – 14.0%

Profitability

14 metrics
MetricBLDRCSLZWS
Gross margin 29.2% – 50.4%
EBITDA margin 7.1% – 26.8%
Operating margin 3.0% – 22.1%
Pretax margin 1.0% – 21.0%
Net margin 0.7% – 15.9%
FCF margin 4.4% – 21.2%
Operating cash flow margin 6.2% 17.2% 22.6%
Return on equity 2.6% – 17.3%
Return on assets 0.9% – 10.4%
Return on invested capital 3.5% – 14.0%
Return on capital employed 4.6% – 16.2%
Asset turnover 1.3x – 0.7x
Cash conversion (OCF / net income) 8.8x – 1.4x
Stock comp / revenue 0.3% – 2.4%

Financial Health

11 metrics
MetricBLDRCSLZWS
Debt / assets 40.5% – 17.8%
Debt / equity 1.1x – 0.3x
Net debt / EBITDA 4.4x – 0.4x
Debt / FCF 7.2x – 1.3x
Liabilities / assets 64.6% – 39.7%
Equity / assets 35.4% – 60.3%
Interest coverage – – 16.1x
Current ratio 1.8x – 2.9x
Quick ratio 0.9x – 1.8x
Cash ratio 0.0x – 1.0x
Altman Z-score 2.05 – 4.74

Shareholder Returns

7 metrics
MetricBLDRCSLZWS
Dividend yield – 1.3% 1.0%
Net buyback yield 5.0% – 2.2%
Shareholder yield 5.0% 1.3% 3.2%
Payout ratio (earnings) – – 25.3%
Payout ratio (FCF) – – 19.0%
Dividend growth (1Y) – – 21.1%
Dividend CAGR (3Y) – – 14.5%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusBLDRCSLZWS
Forward P/E 18.0xFY2026 15.9xFY2026 23.2xFY2026
EPS, next fiscal year $3.11FY2026 $21.76FY2026 $1.87FY2026
EPS growth, next FY -54.9%FY2026 +12.2%FY2026 +23.0%FY2026
EPS growth, the year after +30.2% +15.9% +3.2%
Revenue, next fiscal year $13.77BFY2026 $4.97BFY2026 $1.81BFY2026
Revenue growth, next FY -9.4%FY2026 -1.0%FY2026 +6.6%FY2026
Revenue growth, the year after -0.1% +18.1% +3.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBLDRCSLZWS
Held by institutions 99.7% 100.0% 88.6%
Institutions holding 667 795 436
Change in shares held, QoQ +1.3% -1.1% +0.9%
Institutions buying 334 367 237
Institutions selling 259 291 144
Buyers to sellers 1.29 1.26 1.65

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

BLDRCSLZWS
BLDR 1.00 0.67 0.48
CSL 0.67 1.00 0.52
ZWS 0.48 0.52 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BLDR, CSL and ZWS?

Carlisle Companies (CSL) is the largest by market capitalisation: Builders FirstSource (BLDR) $6.01B, Carlisle Companies (CSL) $13.75B, Zurn Elkay Water Solutions (ZWS) $7.19B.

Which stock is cheaper, BLDR, CSL and ZWS?

Carlisle Companies (CSL) trades on the lowest price-to-earnings ratio (Builders FirstSource (BLDR) 58.6x, Carlisle Companies (CSL) 19.3x, Zurn Elkay Water Solutions (ZWS) 24.9x). On next year's consensus earnings, Carlisle Companies (CSL) is cheapest (Builders FirstSource (BLDR) 18.0x, Carlisle Companies (CSL) 15.9x, Zurn Elkay Water Solutions (ZWS) 23.2x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Zurn Elkay Water Solutions (ZWS) grew revenue fastest over the trailing twelve months: Builders FirstSource (BLDR) -9.4%, Carlisle Companies (CSL) +4.0%, Zurn Elkay Water Solutions (ZWS) +10.1%.

Which company is more profitable?

Zurn Elkay Water Solutions (ZWS) has the highest net margin (Builders FirstSource (BLDR) 0.7%, Zurn Elkay Water Solutions (ZWS) 15.9%). On return on invested capital, Zurn Elkay Water Solutions (ZWS) leads (Builders FirstSource (BLDR) 3.5%, Zurn Elkay Water Solutions (ZWS) 14.0%).

Which stock has performed better?

Over the past year Carlisle Companies (CSL) returned the most: Builders FirstSource (BLDR) -53.2%, Carlisle Companies (CSL) +1.5%, Zurn Elkay Water Solutions (ZWS) -5.6%. Over five years, Carlisle Companies (CSL) compounded fastest (Builders FirstSource (BLDR) -0.8%/yr, Carlisle Companies (CSL) +9.2%/yr, Zurn Elkay Water Solutions (ZWS) +3.7%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Carlisle Companies (CSL) has the highest dividend yield: Carlisle Companies (CSL) 1.32%, Zurn Elkay Water Solutions (ZWS) 1.01%. Builders FirstSource (BLDR) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Zurn Elkay Water Solutions (ZWS) has been the steadiest (Builders FirstSource (BLDR) 50.1%, Carlisle Companies (CSL) 36.7%, Zurn Elkay Water Solutions (ZWS) 30.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, BLDR, CSL and ZWS?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Carlisle Companies (CSL) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.