CSL vs JHX vs KEQU Stock Comparison

Carlisle Companies, James Hardie Industries and Kewaunee Scientific Prices as of Oct 29, 2026 Peers: Industry group
CSL Carlisle Companies Inc
$371.47 +14.1% 1M +12.1% 1Y
Market cap
$14.73B
P/E
20.5x
Revenue (TTM)
$5.21B
Div. yield
0.01%
Building Products Industrials
3 wins

Head to Head

11 decided of 12

Kewaunee Scientific leads on 5 of the 12 questions below (Kewaunee Scientific 5, James Hardie Industries 3, Carlisle Companies 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCSLJHXKEQULeader
Larger companyMarket capitalisation $14.73B $15.77B $95.04M JHX
Cheaper on earningsLower P/E, profitable companies only 20.5x 108.2x 11.5x KEQU
Cheaper on forward earningsLower price / next fiscal year consensus EPS 17.1x 19.1x — CSL
Faster revenue growthRevenue growth, trailing twelve months +4.0% +42.9% +5.3% JHX
More profitableNet margin, trailing twelve months 13.8% 2.7% 3.0% CSL
Better return on capitalReturn on invested capital 17.8% 2.6% 10.2% CSL
Less leveragedLower net debt / EBITDA 1.9x 3.5x 1.2x KEQU
Higher dividend yieldTrailing dividend yield 0.01% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +12.1% +26.0% -21.9% JHX
Better 5-year returnAnnualised price return, 5 years +10.8%/yr -7.3%/yr +21.2%/yr KEQU
Less volatileAnnualised volatility, 1 year 37.3% 44.9% 36.2% KEQU
Higher overall scoreMean of the five percentile scores vs peers 53/100 36/100 68/100 KEQU

Percentile Scorecard

CSLJHXKEQU

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

AxisCSLJHXKEQU
Valuation 41 #33 of 55 24 #42 of 55 100 #1 of 55
Growth 34 #34 of 51 50 #26 of 51 58 #22 of 51
Profitability 85 #8 of 49 46 #27 of 49 40 #30 of 49
Financial Health 43 #32 of 55 33 #37 of 55 61 #22 of 55
Shareholder Returns 62 #16 of 40 26 #30 of 40 80 #9 of 40
Overall 53 36 68
  • CSL ranked among 59 companies in Construction Products
  • JHX ranked among 59 companies in Construction Products
  • KEQU ranked among 59 companies in Construction Products

Price Performance

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

Returns

PeriodCSLJHXKEQUSPY
1 month +14.1%+7.3%-2.4% +0.7%
3 months +0.4%+1.7%-9.3% +3.7%
6 months +4.6%+28.3%-9.5% +7.1%
Year to date +16.1%+29.7%-10.4% +12.8%
1 year +12.1%+26.0%-21.9% +11.9%
3 years +45.7%+8.4%+83.6% +85.2%
3 years, per year +13.4%+2.7%+22.5% +22.8%
5 years +66.6%-31.6%+161.8% +67.6%
5 years, per year +10.8%-7.3%+21.2% +10.9%
10 years +261.4%+80.4%+49.9% +262.0%
10 years, per year +13.7%+6.1%+4.1% +13.7%

Risk

MeasureCSLJHXKEQUSPY
Volatility, 1Y 37.3%44.9%36.2% 12.7%
Downside volatility, 1Y 34.6%41.0%37.9% 12.6%
Beta vs S&P 500, 1Y 1.161.700.66 1.00
Return / volatility, 1Y 0.330.58-0.61 0.94
Max drawdown, 5Y -38.6%-60.3%-55.4% -25.4%
From 52-week high -11.3%-13.4%-22.3% -1.2%
52-week high $418.74$31.09$43.10 $779.14
52-week low $295.41$16.69$32.19 $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.

MultipleCSLJHXKEQU
P/E now vs peer median 20.4xmedian 20.3x 107.2xmedian 20.3x 11.7xmedian 20.3x
P/S now vs peer median 2.8xmedian 1.6x 2.9xmedian 1.6x 0.3xmedian 1.6x
EV/EBITDA now vs peer median 13.8xmedian 12.6x 17.4xmedian 12.6x 6.0xmedian 12.6x
P/FCF now vs peer median 19.2xmedian 16.9x 43.8xmedian 16.9x 8.9xmedian 16.9x
P/B now vs peer median 10.0xmedian 3.0x 2.4xmedian 3.0x 1.3xmedian 3.0x
PEG now vs peer median 2.80median 1.13 -2.70median 1.13 0.43median 1.13

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 monthsCSLJHXKEQU
Revenue $5.21B $5.41B $277.22M
Gross profit $1.81B $1.94B $79.15M
Operating income $1.02B $526.70M $15.06M
Net income $718.40M $145.70M $9.06M
Free cash flow $750.50M $356.40M $10.88M
R&D $48.30M $64.00M –
EPS (diluted) $18.14 $0.25 $2.82
Cash & equivalents $546.70M $289.90M $8.25M
Total debt $2.89B $4.28B $32.83M
Shares (diluted) 39.60M 584.30M 2.92M
Enterprise value $11.63B $14.84B $56.10M

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
MetricCSLJHXKEQU
P/E 20.4x 107.2x 11.7x
P/FCF 19.2x 43.8x 8.9x
P/Operating cash flow 16.1x 21.5x 6.5x
P/S 2.8x 2.9x 0.3x
P/B 10.0x 2.4x 1.3x
P/Tangible book 140.1x 4.8x 1.6x
EV/EBITDA 13.8x 17.4x 6.0x
EV/EBIT 16.5x 37.2x 8.1x
EV/Revenue 3.2x 3.6x 0.4x
EV/FCF 22.3x 55.0x 11.2x
EV/Operating cash flow 18.7x 27.0x 8.2x
PEG (3Y EPS CAGR) 2.80 -2.70 0.43

Growth

14 metrics
MetricCSLJHXKEQU
Revenue growth (1Y) 4.0% 42.9% 5.3%
Revenue CAGR (3Y) 4.2% 13.2% 8.1%
Gross profit growth (1Y) -0.6% 34.4% 2.4%
Gross profit CAGR (3Y) 4.8% 13.0% 24.2%
Operating income growth (1Y) -2.0% -5.8% -24.7%
Operating income CAGR (3Y) 2.7% -11.3% 16.3%
Net income growth (1Y) -7.4% -56.0% -27.5%
Net income CAGR (3Y) -0.8% -34.0% 22.3%
EPS growth (1Y) 0.3% -67.6% -32.1%
EPS CAGR (3Y) 7.3% -39.7% 27.1%
Operating cash flow growth (1Y) -17.4% -11.8% -30.7%
Operating cash flow CAGR (3Y) -9.9% 1.0% 177.0%
Free cash flow growth (1Y) -21.7% 110.4% -41.8%
Free cash flow CAGR (3Y) -11.0% 75.0% 62.7%

Profitability

14 metrics
MetricCSLJHXKEQU
Gross margin 34.7% 35.9% 28.6%
EBITDA margin 23.3% 20.9% 7.4%
Operating margin 19.5% 9.7% 5.4%
Pretax margin 18.0% 5.1% 4.5%
Net margin 13.8% 2.7% 3.0%
FCF margin 14.4% 6.6% 3.9%
Operating cash flow margin 17.2% 13.4% 5.3%
Return on equity 47.0% 2.2% 11.9%
Return on assets 11.7% 1.0% 5.2%
Return on invested capital 17.8% 2.6% 10.2%
Return on capital employed 19.3% 4.2% 11.6%
Asset turnover 0.9x 0.4x 1.6x
Cash conversion (OCF / net income) 1.2x 5.0x 1.6x
Stock comp / revenue 0.7% 0.8% 1.3%

Financial Health

11 metrics
MetricCSLJHXKEQU
Debt / assets 47.9% 31.7% 18.7%
Debt / equity 2.0x 0.7x 0.4x
Net debt / EBITDA 1.9x 3.5x 1.2x
Debt / FCF 3.8x 12.0x 3.0x
Liabilities / assets 76.1% 51.5% 56.1%
Equity / assets 23.9% 48.5% 43.9%
Interest coverage 9.1x 1.8x 4.4x
Current ratio 2.4x 1.6x 2.2x
Quick ratio 1.6x 0.7x 1.4x
Cash ratio 0.6x 0.3x 0.2x
Altman Z-score 5.36 2.14 3.40

Shareholder Returns

7 metrics
MetricCSLJHXKEQU
Dividend yield 1.2% – –
Net buyback yield 7.6% 1.9% 3.4%
Shareholder yield 8.8% 1.9% 3.4%
Payout ratio (earnings) 25.8% – –
Payout ratio (FCF) 24.7% – –
Dividend growth (1Y) 2.8% – –
Dividend CAGR (3Y) 5.5% – –

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.

ConsensusCSLJHXKEQU
Forward P/E 17.1xFY2026 19.1xFY2026 –
EPS, next fiscal year $21.76FY2026 $1.41FY2026 –
EPS growth, next FY +12.2%FY2026 +29.4%FY2026 –
EPS growth, the year after +15.9% +12.8% –
Revenue, next fiscal year $4.97BFY2026 $5.13BFY2026 –
Revenue growth, next FY -1.0%FY2026 +6.0%FY2026 –
Revenue growth, the year after +18.1% +15.1% –

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCSLJHXKEQU
Held by institutions 100.0% 49.9% 41.8%
Institutions holding 796 340 32
Change in shares held, QoQ -1.1% +7.1% +1.0%
Institutions buying 367 190 11
Institutions selling 292 100 7
Buyers to sellers 1.26 1.90 1.57

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.

CSLJHXKEQU
CSL 1.00 0.62 0.12
JHX 0.62 1.00 0.12
KEQU 0.12 0.12 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CSL, JHX and KEQU?

James Hardie Industries (JHX) is the largest by market capitalisation: Carlisle Companies (CSL) $14.73B, James Hardie Industries (JHX) $15.77B, Kewaunee Scientific (KEQU) $95.04M.

Which stock is cheaper, CSL, JHX and KEQU?

Kewaunee Scientific (KEQU) trades on the lowest price-to-earnings ratio (Carlisle Companies (CSL) 20.5x, James Hardie Industries (JHX) 108.2x, Kewaunee Scientific (KEQU) 11.5x). On next year's consensus earnings, Carlisle Companies (CSL) is cheapest (Carlisle Companies (CSL) 17.1x, James Hardie Industries (JHX) 19.1x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

James Hardie Industries (JHX) grew revenue fastest over the trailing twelve months: Carlisle Companies (CSL) +4.0%, James Hardie Industries (JHX) +42.9%, Kewaunee Scientific (KEQU) +5.3%.

Which company is more profitable?

Carlisle Companies (CSL) has the highest net margin (Carlisle Companies (CSL) 13.8%, James Hardie Industries (JHX) 2.7%, Kewaunee Scientific (KEQU) 3.0%). On return on invested capital, Carlisle Companies (CSL) leads (Carlisle Companies (CSL) 17.8%, James Hardie Industries (JHX) 2.6%, Kewaunee Scientific (KEQU) 10.2%).

Which stock has performed better?

Over the past year James Hardie Industries (JHX) returned the most: Carlisle Companies (CSL) +12.1%, James Hardie Industries (JHX) +26.0%, Kewaunee Scientific (KEQU) -21.9%. Over five years, Kewaunee Scientific (KEQU) compounded fastest (Carlisle Companies (CSL) +10.8%/yr, James Hardie Industries (JHX) -7.3%/yr, Kewaunee Scientific (KEQU) +21.2%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Carlisle Companies (CSL) 0.01%, James Hardie Industries (JHX) 0.00%, Kewaunee Scientific (KEQU) 0.00%. James Hardie Industries (JHX) and Kewaunee Scientific (KEQU) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Kewaunee Scientific (KEQU) has been the steadiest (Carlisle Companies (CSL) 37.3%, James Hardie Industries (JHX) 44.9%, Kewaunee Scientific (KEQU) 36.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CSL, JHX and KEQU?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Kewaunee Scientific (KEQU) leads on 5. 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.