CSL vs. JCI: Carlisle vs. Johnson Controls Stock Comparison

November 11, 2026

How do Carlisle (CSL) and Johnson Controls (JCI) 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

Carlisle (CSL) and Johnson Controls (JCI) are both classified in the Building Products sub-industry within the broader Building Products industry, placing them in the closest GICS peer bucket.

Company profile comparison for Carlisle (CSL) and Johnson Controls (JCI)
Profile Item	CSL	JCI
Name	Carlisle Companies Incorporated	Johnson Controls International plc
Country/Region	United States	Ireland
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Building Products	Building Products
GICS Sub-Industry	Building Products	Building Products
Market Capitalization	14.52 billion USD	81.79 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	February 21, 1973	September 28, 1987
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

CSL

JCI

GSPC

Carlisle (CSL) vs. Johnson Controls (JCI), 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

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Trailing total returns for Carlisle (CSL) and Johnson Controls (JCI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Carlisle (CSL) and Johnson Controls (JCI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Carlisle (CSL) and Johnson Controls (JCI)
Metric	CSL	JCI
Total Return (1Y)	24.99%	17.11%
Total Return (3Y, Annualized)	15.85%	43.46%
Total Return (5Y, Annualized)	12.02%	15.29%

Risk Profile

Drawdown History

CSL

JCI

GSPC

Carlisle (CSL) vs. Johnson Controls (JCI), 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

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Distribution of monthly total returns for Carlisle (CSL) and Johnson Controls (JCI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Carlisle (CSL) and Johnson Controls (JCI)
Metric	CSL	JCI
Volatility (1Y, Annualized)	38.46%	32.91%
Beta (5Y)	0.76	1.29
Max Drawdown (5Y)	-37.72%	-42.32%
Avg. Volume (3M)	509.16K	3.57M

Risk-Adjusted Performance

Risk-Return Positioning

CSL and JCI 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 Carlisle (CSL) and Johnson Controls (JCI)
Metric	CSL	JCI
Sharpe Ratio (1Y)	0.54	0.39
Sortino Ratio (1Y)	0.87	0.54

Profitability

ROE (TTM)

Both companies show strong equity returns, but Carlisle (CSL) at 42.34% is the standout with ROE above its industry range; Johnson Controls (JCI) at 21.73% also sits in the top quartile.

CSL

Capital Goods industry group

42.34%

CSL: 42.34%
Max: 40.55%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

JCI

Capital Goods industry group

21.73%

Max: 40.55%
JCI: 21.73%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

Carlisle (CSL) vs. Johnson Controls (JCI): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

Carlisle (CSL) at 13.78% retains a top-quartile share of revenue as profit, ahead of Johnson Controls (JCI) at 11.12%, which keeps about the industry-typical share.

CSL

Capital Goods industry group

13.78%

Max: 27.47%
CSL: 13.78%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

JCI

Capital Goods industry group

11.12%

Max: 27.47%
Q3: 12.10%
JCI: 11.12%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

Carlisle (CSL) vs. Johnson Controls (JCI): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Carlisle (CSL) at 20.21% operates in the top operating margin quartile, ahead of Johnson Controls (JCI) at 17.21%, which runs around its industry’s norm.

CSL

Capital Goods industry group

20.21%

Max: 36.60%
CSL: 20.21%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

JCI

Capital Goods industry group

17.21%

Max: 36.60%
Q3: 18.33%
JCI: 17.21%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

Carlisle (CSL) vs. Johnson Controls (JCI): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Carlisle (CSL) and Johnson Controls (JCI)
Metric	CSL	JCI
ROE (TTM)	42.34%	21.73%
ROA (TTM)	10.20%	6.41%
Net Margin (TTM)	13.78%	11.12%
Operating Margin (TTM)	20.21%	17.21%
Gross Margin (TTM)	34.66%	37.07%

Growth

Revenue Growth

Johnson Controls (JCI) at 2.81% is around its peer norm for revenue growth, while Carlisle (CSL) at 0.33% drops into the bottom quartile, signaling weaker demand or pricing momentum.

Carlisle (CSL) vs. Johnson Controls (JCI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Johnson Controls (JCI) at 99.60% sits in the top EPS growth quartile, while Carlisle (CSL) at -38.46% is in the bottom quartile, showing a clear gap in earnings momentum.

Carlisle (CSL) vs. Johnson Controls (JCI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Carlisle (CSL) and Johnson Controls (JCI)
Metric	CSL	JCI
Revenue Growth (YoY)	0.33%	2.81%
Revenue Growth (3Y CAGR)	-2.70%	4.57%
EPS Growth (YoY)	-38.46%	99.60%
EPS Growth (3Y CAGR)	-0.84%	31.94%

Financial Strength

Current Ratio (MRQ)

Carlisle (CSL) at 2.41 keeps current ratio within its industry’s typical mid-range, while Johnson Controls (JCI) at 0.90 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for JCI.

CSL

Capital Goods industry group

2.41

Max: 5.22
Q3: 2.95
CSL: 2.41
Median: 2.08
Q1: 1.43
Min: 0.36

JCI

Capital Goods industry group

0.90

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
JCI: 0.90
Min: 0.36

Carlisle (CSL) vs. Johnson Controls (JCI): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Johnson Controls (JCI) at 0.68 carries an industry-typical debt-to-equity mix, while Carlisle (CSL) at 2.01 uses more debt funding than most peers.

CSL

Capital Goods industry group

2.01

Max: 2.33
CSL: 2.01
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

JCI

Capital Goods industry group

0.68

Max: 2.33
Q3: 1.12
JCI: 0.68
Median: 0.60
Q1: 0.29
Min: 0.00

Carlisle (CSL) vs. Johnson Controls (JCI): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Carlisle (CSL) and Johnson Controls (JCI)
Metric	CSL	JCI
Current Ratio (MRQ)	2.41	0.90
Debt / Equity (MRQ)	2.01	0.68
Net Debt / EBITDA	1.93	1.86

Dividends

Dividend Yield (TTM)

Johnson Controls (JCI) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Carlisle (CSL) reports a yield of 1.20%, ranking against industry peers normally.

CSL

Capital Goods industry group

1.20%

Max: 2.66%
CSL: 1.20%
Q3: 1.14%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

JCI

Capital Goods industry group

0.00%

Max: 2.66%
Q3: 1.14%
Median: 0.24%
JCI: 0.00%
Q1: 0.00%
Min: 0.00%

Carlisle (CSL) vs. Johnson Controls (JCI): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Carlisle (CSL) at 25.50% pays out a band-typical share of earnings, while Johnson Controls (JCI) at 45.20% distributes more than its industry norm — less retained, thinner cover.

CSL

Capital Goods industry group

25.50%

Max: 67.39%
Q3: 28.02%
CSL: 25.50%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

JCI

Capital Goods industry group

45.20%

Max: 67.39%
JCI: 45.20%
Q3: 28.02%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

Carlisle (CSL) vs. Johnson Controls (JCI): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Carlisle (CSL) and Johnson Controls (JCI)
Metric	CSL	JCI
Dividend Yield (TTM)	1.20%	0.00%
Dividend Payout Ratio (TTM)	25.50%	45.20%

Valuation

P/E Ratio (TTM)

Both Carlisle (CSL) at 21.06 and Johnson Controls (JCI) at 28.61 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

CSL

Capital Goods industry group

21.06

Max: 59.38
Q3: 35.92
Median: 25.41
CSL: 21.06
Q1: 19.47
Min: 3.03

JCI

Capital Goods industry group

28.61

Max: 59.38
Q3: 35.92
JCI: 28.61
Median: 25.41
Q1: 19.47
Min: 3.03

Carlisle (CSL) vs. Johnson Controls (JCI): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Carlisle (CSL) at 2.79 and Johnson Controls (JCI) at 3.19 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

CSL

Capital Goods industry group

2.79

Max: 7.54
Q3: 3.76
CSL: 2.79
Median: 2.15
Q1: 1.03
Min: 0.03

JCI

Capital Goods industry group

3.19

Max: 7.54
Q3: 3.76
JCI: 3.19
Median: 2.15
Q1: 1.03
Min: 0.03

Carlisle (CSL) vs. Johnson Controls (JCI): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: Johnson Controls (JCI) at 5.99 sits in the upper P/B ratio quartile, and Carlisle (CSL) at 10.11 prices even higher, above its industry range.

CSL

Capital Goods industry group

10.11

CSL: 10.11
Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

JCI

Capital Goods industry group

5.99

Max: 9.66
JCI: 5.99
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

Carlisle (CSL) vs. Johnson Controls (JCI): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Carlisle (CSL) and Johnson Controls (JCI)
Metric	CSL	JCI
P/E Ratio (TTM)	21.06	28.61
P/S Ratio (TTM)	2.79	3.19
P/B Ratio (MRQ)	10.11	5.99
Free Cash Flow Yield (TTM)	4.01%	3.81%