Reviewing Jewett-Cameron Trading (NASDAQ:JCTC) and Carlisle Companies (NYSE:CSL)

Jewett-Cameron Trading (NASDAQ:JCTC) and Carlisle Companies (NYSE:CSL) are both industrials companies, but which is the better investment? We will compare the two businesses based on the strength of their dividends, risk, analyst recommendations, profitability, institutional ownership, valuation and earnings.

Insider & Institutional Ownership

26.1% of Jewett-Cameron Trading shares are owned by institutional investors. Comparatively, 89.5% of Carlisle Companies shares are owned by institutional investors. 1.3% of Jewett-Cameron Trading shares are owned by insiders. Comparatively, 1.3% of Carlisle Companies shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Analyst Ratings

This is a breakdown of current ratings and target prices for Jewett-Cameron Trading and Carlisle Companies, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Jewett-Cameron Trading	1	0	0	0	1.00
Carlisle Companies	0	6	5	0	2.45

Carlisle Companies has a consensus target price of $402.43, indicating a potential upside of 16.47%. Given Carlisle Companies’ stronger consensus rating and higher possible upside, analysts clearly believe Carlisle Companies is more favorable than Jewett-Cameron Trading.

Volatility and Risk

Jewett-Cameron Trading has a beta of 0.34, suggesting that its stock price is 66% less volatile than the S&P 500. Comparatively, Carlisle Companies has a beta of 0.85, suggesting that its stock price is 15% less volatile than the S&P 500.

Profitability

This table compares Jewett-Cameron Trading and Carlisle Companies’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Jewett-Cameron Trading	-20.94%	-38.35%	-29.29%
Carlisle Companies	14.21%	47.58%	13.46%

Valuation and Earnings

This table compares Jewett-Cameron Trading and Carlisle Companies”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Jewett-Cameron Trading	$41.30 million	0.26	-$4.13 million	($2.35)	-1.28
Carlisle Companies	$5.02 billion	2.73	$740.70 million	$17.43	19.82

Carlisle Companies has higher revenue and earnings than Jewett-Cameron Trading. Jewett-Cameron Trading is trading at a lower price-to-earnings ratio than Carlisle Companies, indicating that it is currently the more affordable of the two stocks.

Summary

Carlisle Companies beats Jewett-Cameron Trading on 13 of the 14 factors compared between the two stocks.

About Jewett-Cameron Trading

Jewett-Cameron Trading Company Ltd. is a supplier of `Value-added` building materials to major home improvement center chains in the western United States. The Company concentrates on the residential repair and remodeling segment of the building materials industry.

About Carlisle Companies

Carlisle Companies Incorporated operates as a manufacturer and supplier of building envelope products and solutions in the United States, Europe, North America, Asia and the Middle East, Africa, and internationally. It operates through two segments: Carlisle Construction Materials and Carlisle Weatherproofing Technologies. The company produces single-ply roofing products, and warranted roof systems and accessories, including ethylene propylene diene monomer, thermoplastic polyolefin and polyvinyl chloride membrane, polyiso insulation, and engineered metal roofing and wall panel systems for commercial and residential buildings. It also offers building envelope solutions, including high-performance waterproofing and moisture protection products, protective roofing underlayments, fully integrated liquid and sheet applied air/vapor barriers, sealants/primers and flashing systems, roof coatings and mastics, spray polyurethane foam and coating systems, block-molded expanded polystyrene insulation, and engineered products for HVAC applications. It sells its products under the Carlisle SynTec, Versico, WeatherBond, Hunter Panels, Resitrix, and Hertalan brands. Carlisle Companies Incorporated was founded in 1917 and is headquartered in Scottsdale, Arizona.