BLDR vs OTIS vs CSL Stock Comparison

Builders FirstSource, Otis Worldwide and Carlisle Companies Prices as of Oct 23, 2026 Peers: Industry group
OTIS Otis Worldwide Corp
$75.15 +10.0% 1M -19.2% 1Y
Market cap
$28.74B
P/E
19.0x
Revenue (TTM)
$14.91B
Div. yield
0.02%
Building Products Industrials
6 wins
CSL Carlisle Companies Inc
$345.26 +6.5% 1M +2.0% 1Y
Market cap
$13.93B
P/E
19.2x
Revenue (TTM)
$5.10B
Div. yield
0.01%
Building Products Industrials
6 wins

Head to Head

12 decided of 12

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

QuestionBLDROTISCSLLeader
Larger companyMarket capitalisation $6.04B $28.74B $13.93B OTIS
Cheaper on earningsLower P/E, profitable companies only 58.9x 19.0x 19.2x OTIS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 17.8x 19.2x 15.7x CSL
Faster revenue growthRevenue growth, trailing twelve months -9.4% +5.2% +1.9% OTIS
More profitableNet margin, trailing twelve months 0.7% 10.2% 14.2% CSL
Better return on capitalReturn on invested capital 3.5% 69.7% 17.4% OTIS
Less leveragedLower net debt / EBITDA 4.4x 3.1x 1.8x CSL
Higher dividend yieldTrailing dividend yield 0.00% 0.02% 0.01% OTIS
Better 1-year returnPrice return, last 12 months -54.2% -19.2% +2.0% CSL
Better 5-year returnAnnualised price return, 5 years -0.7%/yr -2.6%/yr +8.7%/yr CSL
Less volatileAnnualised volatility, 1 year 50.1% 22.7% 36.7% OTIS
Higher overall scoreMean of the five percentile scores vs peers 44/100 48/100 56/100 CSL

Percentile Scorecard

BLDROTISCSL

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

AxisBLDROTISCSL
Valuation 82 #11 of 55 50 #28 of 55 43 #32 of 55
Growth 2 #50 of 51 52 #25 of 51 32 #35 of 51
Profitability 32 #35 of 51 72 #15 of 51 84 #9 of 51
Financial Health 16 #50 of 59 12 #52 of 59 47 #32 of 59
Shareholder Returns 90 #5 of 41 53 #20 of 41 75 #11 of 41
Overall 44 48 56
  • BLDR ranked among 59 companies in Construction Products
  • OTIS ranked among 59 companies in Construction Products
  • CSL ranked among 59 companies in Construction Products

Price Performance

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

Returns

PeriodBLDROTISCSLSPY
1 month -4.0%+10.0%+6.5% -1.0%
3 months -22.0%+4.5%+2.7% +2.9%
6 months -36.9%-3.6%-4.1% +6.4%
Year to date -44.7%-14.0%+7.9% +11.4%
1 year -54.2%-19.2%+2.0% +13.1%
3 years -48.6%-2.7%+42.9% +79.4%
3 years, per year -19.9%-0.9%+12.7% +21.5%
5 years -3.5%-12.2%+51.5% +67.7%
5 years, per year -0.7%-2.6%+8.7% +10.9%
10 years +447.7%—+233.0% +255.2%
10 years, per year +18.5%—+12.8% +13.5%

Risk

MeasureBLDROTISCSLSPY
Volatility, 1Y 50.1%22.7%36.7% 12.7%
Downside volatility, 1Y 44.4%23.3%34.7% 12.7%
Beta vs S&P 500, 1Y 1.600.221.17 1.00
Return / volatility, 1Y -1.08-0.840.05 1.03
Max drawdown, 5Y -76.1%-39.6%-38.6% -25.4%
From 52-week high -55.9%-19.7%-17.5% -2.5%
52-week high $128.96$93.62$418.74 $779.14
52-week low $50.53$64.07$295.41 $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.

MultipleBLDROTISCSL
P/E now vs peer median 59.6xmedian 19.9x 19.0xmedian 19.9x 19.2xmedian 19.9x
P/S now vs peer median 0.4xmedian 1.5x 1.9xmedian 1.5x 2.7xmedian 1.5x
EV/EBITDA now vs peer median 10.3xmedian 12.6x 14.7xmedian 12.6x 13.1xmedian 12.6x
P/FCF now vs peer median 9.6xmedian 16.1x 16.7xmedian 16.1x 15.9xmedian 16.1x
P/B now vs peer median 1.5xmedian 3.0x -5.0xmedian 3.0x 8.5xmedian 3.0x
PEG now vs peer median -1.00median 0.98 2.57median 0.98 2.37median 0.98

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 monthsBLDROTISCSL
Revenue $14.45B $14.91B $5.10B
Gross profit $4.22B $4.52B $1.80B
Operating income $435.57M $2.29B $1.02B
Net income $102.55M $1.58B $724.50M
Free cash flow $639.32M $1.71B $866.60M
R&D – $154.00M $48.80M
EPS (diluted) $0.95 $3.95 $17.89
Cash & equivalents $65.65M $813.00M $665.30M
Total debt $18.11B $8.44B $2.88B
Shares (diluted) 107.56M 383.50M 40.50M
Enterprise value $5.40B $25.16B $10.28B

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
MetricBLDROTISCSL
P/E 59.6x 19.0x 19.2x
P/FCF 9.6x 16.7x 15.9x
P/Operating cash flow 6.8x 15.3x 13.6x
P/S 0.4x 1.9x 2.7x
P/B 1.5x -5.0x 8.5x
P/Tangible book 2.1x -4.7x 54.1x
EV/EBITDA 10.3x 14.7x 13.1x
EV/EBIT 24.4x 15.8x 15.7x
EV/Revenue 0.7x 2.4x 3.1x
EV/FCF 16.6x 21.2x 18.4x
EV/Operating cash flow 11.9x 19.4x 15.8x
PEG (3Y EPS CAGR) -1.00 2.57 2.37

Growth

14 metrics
MetricBLDROTISCSL
Revenue growth (1Y) -9.4% 5.2% 1.9%
Revenue CAGR (3Y) -8.0% 2.5% 1.7%
Gross profit growth (1Y) -16.2% 5.4% -2.7%
Gross profit CAGR (3Y) -13.3% 3.1% 3.6%
Operating income growth (1Y) -64.5% 23.6% -4.0%
Operating income CAGR (3Y) -44.8% 2.7% 1.8%
Net income growth (1Y) -86.4% -0.7% -10.1%
Net income CAGR (3Y) -61.9% 3.4% 0.0%
EPS growth (1Y) -86.0% 3.4% -3.7%
EPS CAGR (3Y) -59.7% 7.4% 8.1%
Operating cash flow growth (1Y) -43.0% 25.7% 3.9%
Operating cash flow CAGR (3Y) -36.6% 9.5% -4.2%
Free cash flow growth (1Y) -46.2% 27.0% 0.9%
Free cash flow CAGR (3Y) -40.7% 9.4% -3.9%

Profitability

14 metrics
MetricBLDROTISCSL
Gross margin 29.2% 30.3% 35.3%
EBITDA margin 7.1% 16.5% 23.8%
Operating margin 3.0% 15.4% 19.9%
Pretax margin 1.0% 13.9% 18.6%
Net margin 0.7% 10.2% 14.2%
FCF margin 4.4% 11.5% 17.0%
Operating cash flow margin 6.2% 12.5% 19.8%
Return on equity 2.6% – 44.3%
Return on assets 0.9% 14.5% 11.9%
Return on invested capital 3.5% 69.7% 17.4%
Return on capital employed 4.6% 87.2% 19.4%
Asset turnover 1.3x 1.4x 0.8x
Cash conversion (OCF / net income) 8.8x 1.2x 1.4x
Stock comp / revenue 0.3% 0.5% 0.7%

Financial Health

11 metrics
MetricBLDROTISCSL
Debt / assets 40.5% 75.6% 46.3%
Debt / equity 1.1x -1.5x 1.8x
Net debt / EBITDA 4.4x 3.1x 1.8x
Debt / FCF 7.2x 4.9x 3.3x
Liabilities / assets 64.6% 151.5% 74.1%
Equity / assets 35.4% -51.5% 25.9%
Interest coverage – – 9.7x
Current ratio 1.8x 0.8x 2.6x
Quick ratio 0.9x 0.7x 1.8x
Cash ratio 0.0x 0.1x 0.8x
Altman Z-score 2.06 2.87 5.13

Shareholder Returns

7 metrics
MetricBLDROTISCSL
Dividend yield – 2.3% 1.3%
Net buyback yield 5.0% 3.7% 7.6%
Shareholder yield 5.0% 6.0% 8.9%
Payout ratio (earnings) – 41.7% 25.2%
Payout ratio (FCF) – 38.4% 21.1%
Dividend growth (1Y) – 4.4% 2.2%
Dividend CAGR (3Y) – 9.4% 5.7%

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.

ConsensusBLDROTISCSL
Forward P/E 17.8xFY2026 19.2xFY2026 15.7xFY2026
EPS, next fiscal year $3.20FY2026 $3.91FY2026 $21.98FY2026
EPS growth, next FY -53.6%FY2026 -3.5%FY2026 +13.3%FY2026
EPS growth, the year after +31.6% +22.3% +15.9%
Revenue, next fiscal year $13.81BFY2026 $16.18BFY2026 $4.97BFY2026
Revenue growth, next FY -9.1%FY2026 +12.1%FY2026 -1.0%FY2026
Revenue growth, the year after +1.0% -3.5% +18.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBLDROTISCSL
Held by institutions 99.7% 93.1% 100.0%
Institutions holding 667 1,219 795
Change in shares held, QoQ +1.3% +3.6% -1.1%
Institutions buying 334 561 367
Institutions selling 259 450 291
Buyers to sellers 1.29 1.25 1.26

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.

BLDROTISCSL
BLDR 1.00 0.44 0.67
OTIS 0.44 1.00 0.46
CSL 0.67 0.46 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BLDR, OTIS and CSL?

Otis Worldwide (OTIS) is the largest by market capitalisation: Builders FirstSource (BLDR) $6.04B, Otis Worldwide (OTIS) $28.74B, Carlisle Companies (CSL) $13.93B.

Which stock is cheaper, BLDR, OTIS and CSL?

Otis Worldwide (OTIS) trades on the lowest price-to-earnings ratio (Builders FirstSource (BLDR) 58.9x, Otis Worldwide (OTIS) 19.0x, Carlisle Companies (CSL) 19.2x). On next year's consensus earnings, Carlisle Companies (CSL) is cheapest (Builders FirstSource (BLDR) 17.8x, Otis Worldwide (OTIS) 19.2x, Carlisle Companies (CSL) 15.7x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Otis Worldwide (OTIS) grew revenue fastest over the trailing twelve months: Builders FirstSource (BLDR) -9.4%, Otis Worldwide (OTIS) +5.2%, Carlisle Companies (CSL) +1.9%.

Which company is more profitable?

Carlisle Companies (CSL) has the highest net margin (Builders FirstSource (BLDR) 0.7%, Otis Worldwide (OTIS) 10.2%, Carlisle Companies (CSL) 14.2%). On return on invested capital, Otis Worldwide (OTIS) leads (Builders FirstSource (BLDR) 3.5%, Otis Worldwide (OTIS) 69.7%, Carlisle Companies (CSL) 17.4%).

Which stock has performed better?

Over the past year Carlisle Companies (CSL) returned the most: Builders FirstSource (BLDR) -54.2%, Otis Worldwide (OTIS) -19.2%, Carlisle Companies (CSL) +2.0%. Over five years, Carlisle Companies (CSL) compounded fastest (Builders FirstSource (BLDR) -0.7%/yr, Otis Worldwide (OTIS) -2.6%/yr, Carlisle Companies (CSL) +8.7%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Otis Worldwide (OTIS) has the highest dividend yield: Builders FirstSource (BLDR) 0.00%, Otis Worldwide (OTIS) 0.02%, Carlisle Companies (CSL) 0.01%. Builders FirstSource (BLDR) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Otis Worldwide (OTIS) has been the steadiest (Builders FirstSource (BLDR) 50.1%, Otis Worldwide (OTIS) 22.7%, Carlisle Companies (CSL) 36.7%). Volatility measures how widely the price swings, not the risk of the business.

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

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Otis Worldwide (OTIS) 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.