Both in Materials Manufacturing

James Hardie Industries vs Carlisle Companies

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

JHX +30.1% CSL +15.8%Growth of $1, one year, split-adjusted
MetricJHXCSL
Price$27.24$376.31
Market cap$15.81B$14.54B
Today+1.11%+1.33%
1 month+8.1%+15.7%
6 months+31.5%+5.4%
Year to date+31.3%+17.6%
1 year+27.5%+13.6%
Revenue growth (YoY)+63.9%+8.6%
Gross margin37.2%33.8%
Net margin7.1%14.1%
P/E (TTM)—20.2×
Price / sales—2.8×
Net cash-$4.09B-$2.34B
Dividend yield—1.33%
Volatility (60d)36.2%33.0%
Short % of float4.5%5.2%
Next earnings——

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