Seek Returns

CARR vs. XYL: Carrier Global vs. Xylem Stock Comparison

How do Carrier Global (CARR) and Xylem (XYL) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Carrier Global (CARR) and Xylem (XYL) both fall under the Capital Goods industry group, but CARR is classified in Building Products while XYL is classified in Machinery.

Company profile comparison for Carrier Global (CARR) and Xylem (XYL)
Profile ItemCARRXYL
NameCarrier Global Corp.Xylem Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryBuilding ProductsMachinery
GICS Sub-IndustryBuilding ProductsIndustrial Machinery & Supplies & Components
Market Capitalization42.86 billion USD22.44 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 19, 2020October 13, 2011
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CARR
XYL
GSPC
Loading price history…
Carrier Global (CARR) vs. Xylem (XYL), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…
Trailing total returns for Carrier Global (CARR) and Xylem (XYL). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Carrier Global (CARR) and Xylem (XYL). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Carrier Global (CARR) and Xylem (XYL)
MetricCARRXYL
Total Return (1Y)-4.90%-33.10%
Total Return (3Y, Annualized)3.62%2.29%
Total Return (5Y, Annualized)1.11%-4.47%

Risk Profile

Drawdown History

CARR
XYL
GSPC
Loading price history…
Carrier Global (CARR) vs. Xylem (XYL), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…
Distribution of monthly total returns for Carrier Global (CARR) and Xylem (XYL). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Carrier Global (CARR) and Xylem (XYL)
MetricCARRXYL
Volatility (1Y, Annualized)35.35%30.74%
Beta (5Y)1.320.96
Max Drawdown (5Y)-39.75%-44.89%
Avg. Volume (3M)6.08M2.60M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
CARR and XYL are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Carrier Global (CARR) and Xylem (XYL)
MetricCARRXYL
Sharpe Ratio (1Y)-0.26-1.22
Sortino Ratio (1Y)-0.36-1.48

Profitability

ROE (TTM)

Carrier Global (CARR) reports a negative ROE of -13.44%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Xylem (XYL) reports 9.76%, ranking against industry peers normally.

CARR

Capital Goods industry group

-13.44%

Max
40.55%
Q3
19.29%
Median
12.12%
Q1
4.08%
CARR
-13.44%
Min
-17.12%

XYL

Capital Goods industry group

9.76%

Max
40.55%
Q3
19.29%
Median
12.12%
XYL
9.76%
Q1
4.08%
Min
-17.12%
Loading chart…
Carrier Global (CARR) vs. Xylem (XYL): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

Carrier Global (CARR) reports a negative net margin of -7.90%, usually indicating a net loss over the period. Meanwhile Xylem (XYL) reports 11.94%, ranking against industry peers normally.

CARR

Capital Goods industry group

-7.90%

Max
27.47%
Q3
12.10%
Median
6.30%
Q1
1.40%
CARR
-7.90%
Min
-12.89%

XYL

Capital Goods industry group

11.94%

Max
27.47%
Q3
12.10%
XYL
11.94%
Median
6.30%
Q1
1.40%
Min
-12.89%
Loading chart…
Carrier Global (CARR) vs. Xylem (XYL): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both Carrier Global (CARR) at 11.00% and Xylem (XYL) at 15.95% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

CARR

Capital Goods industry group

11.00%

Max
36.60%
Q3
18.33%
Median
11.12%
CARR
11.00%
Q1
5.14%
Min
-12.63%

XYL

Capital Goods industry group

15.95%

Max
36.60%
Q3
18.33%
XYL
15.95%
Median
11.12%
Q1
5.14%
Min
-12.63%
Loading chart…
Carrier Global (CARR) vs. Xylem (XYL): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Carrier Global (CARR) and Xylem (XYL)
MetricCARRXYL
ROE (TTM)-13.44%9.76%
ROA (TTM)3.43%5.07%
Net Margin (TTM)-7.90%11.94%
Operating Margin (TTM)11.00%15.95%
Gross Margin (TTM)24.38%39.32%

Growth

Revenue Growth

Xylem (XYL) at 5.52% is around its peer norm for revenue growth, while Carrier Global (CARR) at -3.29% drops into the bottom quartile, signaling weaker demand or pricing momentum.

Loading chart…
Carrier Global (CARR) vs. Xylem (XYL): A comparison of their Revenue Growth across different time periods.

EPS Growth

Xylem (XYL) at 7.40% is around its peer norm for EPS growth, while Carrier Global (CARR) at -72.03% drops into the bottom quartile, signaling weaker earnings momentum.

Loading chart…
Carrier Global (CARR) vs. Xylem (XYL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Carrier Global (CARR) and Xylem (XYL)
MetricCARRXYL
Revenue Growth (YoY)-3.29%5.52%
Revenue Growth (3Y CAGR)7.95%17.84%
EPS Growth (YoY)-72.03%7.40%
EPS Growth (3Y CAGR)-25.14%25.99%

Financial Strength

Current Ratio (MRQ)

Both Carrier Global (CARR) at 1.00 and Xylem (XYL) at 1.39 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.

CARR

Capital Goods industry group

1.00

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
CARR
1.00
Min
0.36

XYL

Capital Goods industry group

1.39

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
XYL
1.39
Min
0.36
Loading chart…
Carrier Global (CARR) vs. Xylem (XYL): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Xylem (XYL) at 0.29 carries an industry-typical debt-to-equity mix, while Carrier Global (CARR) at 1.14 uses more debt funding than most peers.

CARR

Capital Goods industry group

1.14

Max
2.33
CARR
1.14
Q3
1.12
Median
0.60
Q1
0.29
Min
0.00

XYL

Capital Goods industry group

0.29

Max
2.33
Q3
1.12
Median
0.60
XYL
0.29
Q1
0.29
Min
0.00
Loading chart…
Carrier Global (CARR) vs. Xylem (XYL): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Carrier Global (CARR) and Xylem (XYL)
MetricCARRXYL
Current Ratio (MRQ)1.001.39
Debt / Equity (MRQ)1.140.29
Net Debt / EBITDA3.241.18

Dividends

Dividend Yield (TTM)

Both Carrier Global (CARR) at 1.80% and Xylem (XYL) at 1.69% offer top-quartile dividend income relative to share price within their industries.

CARR

Capital Goods industry group

1.80%

Max
2.66%
CARR
1.80%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%

XYL

Capital Goods industry group

1.69%

Max
2.66%
XYL
1.69%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%
Loading chart…
Carrier Global (CARR) vs. Xylem (XYL): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both Carrier Global (CARR) at 67.39% and Xylem (XYL) at 37.47% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.

CARR

Capital Goods industry group

67.39%

CARR
67.39%
Max
67.39%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%

XYL

Capital Goods industry group

37.47%

Max
67.39%
XYL
37.47%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
Loading chart…
Carrier Global (CARR) vs. Xylem (XYL): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Carrier Global (CARR) and Xylem (XYL)
MetricCARRXYL
Dividend Yield (TTM)1.80%1.69%
Dividend Payout Ratio (TTM)67.39%37.47%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Xylem (XYL) trades at 21.69 times trailing earnings, ranked against its peers, while Carrier Global (CARR) has no P/E ratio this period.

CARR

Capital Goods industry group

--

Max
59.38
Q3
35.92
Median
25.41
Q1
19.47
Min
3.03
CARR
--

XYL

Capital Goods industry group

21.69

Max
59.38
Q3
35.92
Median
25.41
XYL
21.69
Q1
19.47
Min
3.03
Loading chart…
Carrier Global (CARR) vs. Xylem (XYL): CARR does not report P/E ratio, so it has no value marker; XYL is benchmarked against the Capital Goods industry group.

P/S Ratio (TTM)

On P/S ratio, both Carrier Global (CARR) at 1.88 and Xylem (XYL) at 2.48 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

CARR

Capital Goods industry group

1.88

Max
7.54
Q3
3.76
Median
2.15
CARR
1.88
Q1
1.03
Min
0.03

XYL

Capital Goods industry group

2.48

Max
7.54
Q3
3.76
XYL
2.48
Median
2.15
Q1
1.03
Min
0.03
Loading chart…
Carrier Global (CARR) vs. Xylem (XYL): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Carrier Global (CARR) at 4.27 and Xylem (XYL) at 2.19 are valued close to their industries’ norm against book — neither stands out from peers.

CARR

Capital Goods industry group

4.27

Max
9.66
Q3
5.00
CARR
4.27
Median
3.12
Q1
1.81
Min
-1.08

XYL

Capital Goods industry group

2.19

Max
9.66
Q3
5.00
Median
3.12
XYL
2.19
Q1
1.81
Min
-1.08
Loading chart…
Carrier Global (CARR) vs. Xylem (XYL): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Carrier Global (CARR) and Xylem (XYL)
MetricCARRXYL
P/E Ratio (TTM)--21.69
P/S Ratio (TTM)1.882.48
P/B Ratio (MRQ)4.272.19
Free Cash Flow Yield (TTM)4.54%5.39%