Head-To-Head Analysis: Carlisle Companies (CSL) and Honeywell International (HON)
Carlisle Companies (NYSE: CSL) and Honeywell International (NYSE:HON) are both mid-cap multi-sector conglomerates companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, risk, profitabiliy, earnings and valuation.
Earnings and Valuation
This table compares Carlisle Companies and Honeywell International’s gross revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||EBITDA||Earnings Per Share||Price/Earnings Ratio|
|Carlisle Companies||$3.81 billion||1.63||$723.50 million||$3.53||27.93|
|Honeywell International||$39.36 billion||2.69||$7.85 billion||$6.45||21.54|
Honeywell International has higher revenue and earnings than Carlisle Companies. Honeywell International is trading at a lower price-to-earnings ratio than Carlisle Companies, indicating that it is currently the more affordable of the two stocks.
This is a summary of current ratings and recommmendations for Carlisle Companies and Honeywell International, as reported by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
Carlisle Companies presently has a consensus target price of $125.00, suggesting a potential upside of 26.80%. Honeywell International has a consensus target price of $138.80, suggesting a potential downside of 0.12%. Given Carlisle Companies’ higher possible upside, equities research analysts clearly believe Carlisle Companies is more favorable than Honeywell International.
Institutional and Insider Ownership
95.2% of Carlisle Companies shares are owned by institutional investors. Comparatively, 76.4% of Honeywell International shares are owned by institutional investors. 2.1% of Carlisle Companies shares are owned by insiders. Comparatively, 1.6% of Honeywell International shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.
This table compares Carlisle Companies and Honeywell International’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
Carlisle Companies pays an annual dividend of $1.40 per share and has a dividend yield of 1.4%. Honeywell International pays an annual dividend of $2.66 per share and has a dividend yield of 1.9%. Carlisle Companies pays out 39.7% of its earnings in the form of a dividend. Honeywell International pays out 41.2% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Carlisle Companies has raised its dividend for 40 consecutive years and Honeywell International has raised its dividend for 6 consecutive years.
Risk and Volatility
Carlisle Companies has a beta of 0.77, suggesting that its stock price is 23% less volatile than the S&P 500. Comparatively, Honeywell International has a beta of 0.94, suggesting that its stock price is 6% less volatile than the S&P 500.
Honeywell International beats Carlisle Companies on 11 of the 17 factors compared between the two stocks.
About Carlisle Companies
Carlisle Companies Incorporated is a manufacturing company. The Company designs, manufactures and markets a range of products that serve a range of markets, including commercial roofing, energy, agriculture, mining, construction, aerospace and defense electronics, medical technology, transportation, general industrial, protective coatings, wood, auto refinishing, foodservice, and healthcare and sanitary maintenance. The Company operates through five segments: Carlisle Construction Materials (Construction Materials); Carlisle Interconnect Technologies (Interconnect Technologies); Carlisle Fluid Technologies (Fluid Technologies); Carlisle Brake & Friction (Brake & Friction), and Carlisle FoodService Products (FoodService Products). The Company markets its products as a component supplier to original equipment manufacturers and distributors, among others.
About Honeywell International
Honeywell International Inc. is a technology and manufacturing company. The Company operates through four segments: Aerospace, Home and Building Technologies, Performance Materials and Technologies, and Safety and Productivity Solutions. The Company’s Aerospace segment supplies products, software and services for aircraft and vehicles that it sells to original equipment manufacturers (OEMs) and other customers. The Home and Building Technologies segment provides products, software, solutions and technologies that help owners of homes stay connected and in control of their comfort, security and energy use. The Performance Materials and Technologies segment is engaged in developing and manufacturing materials, process technologies and automation solutions. The Safety and Productivity Solutions segment is engaged in providing products, software and connected solutions to customers that manage productivity, workplace safety and asset performance.
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