Both in Materials Manufacturing

Carlisle Companies vs James Hardie Industries

Over the past year CSL returned +15.8% and JHX returned +30.1%; their daily moves had a correlation of 0.61.

CSL +15.8% JHX +30.1%Growth of $1, one year, split-adjusted
MetricCSLJHX
Price$376.31$27.24
Market cap$14.54B$15.81B
Today+1.33%+1.11%
1 month+15.7%+8.1%
6 months+5.4%+31.5%
Year to date+17.6%+31.3%
1 year+13.6%+27.5%
Revenue growth (YoY)+8.6%+63.9%
Gross margin33.8%37.2%
Net margin14.1%7.1%
P/E (TTM)20.2×—
Price / sales2.8×—
Net cash-$2.34B-$4.09B
Dividend yield1.33%—
Volatility (60d)33.0%36.2%
Short % of float5.2%4.5%
Next earnings——

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).