Analyzing CSR (CSRLF) & The Competition

Profitability

This table compares CSR and its competitors’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
CSR	N/A	N/A	N/A
CSR Competitors	3.26%	43.24%	5.11%

Institutional & Insider Ownership

30.6% of CSR shares are held by institutional investors. Comparatively, 63.6% of shares of all “Building Products” companies are held by institutional investors. 10.3% of shares of all “Building Products” companies are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Valuation and Earnings

This table compares CSR and its competitors top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
CSR	N/A	N/A	26.25
CSR Competitors	$4.00 billion	$4.73 billion	42.92

CSR’s competitors have higher revenue and earnings than CSR. CSR is trading at a lower price-to-earnings ratio than its competitors, indicating that it is currently more affordable than other companies in its industry.

Dividends

CSR pays an annual dividend of $0.10 per share and has a dividend yield of 1.7%. CSR pays out 45.7% of its earnings in the form of a dividend. As a group, “Building Products” companies pay a dividend yield of 6.9% and pay out 37.1% of their earnings in the form of a dividend. CSR lags its competitors as a dividend stock, given its lower dividend yield and higher payout ratio.

Summary

CSR competitors beat CSR on 9 of the 9 factors compared.

About CSR

CSR Limited, together with its subsidiaries, engages in the manufacture and supply of building products for residential and commercial constructions in Australia and New Zealand. It operates through Building Products, Property, and Aluminium segments. The Building Products segment offers interior systems, including gyprock plasterboards, Martini acoustic insulation products, and Rondo rolled formed steel products, as well as Himmel and Potter interior systems that supplies ceiling tiles, aluminum partitions, and architectural hardware products; construction systems, such as Hebel autoclaved aerated concrete products, AFS walling systems, cladding systems, and Cemintel fiber cement; masonry and insulation solutions comprising Bradford insulations, Bradford energy solutions, Edmonds ventilation systems, and Monier roofing solutions; and bricks, including PGH Bricks and pavers. The company's Property segment sells former operating sites. This segment is also involved in the large-scale developments in New South Wales, Queensland, and Victoria. Its Aluminium segment offers aluminium ingots, billets, and slabs. CSR Limited was founded in 1855 and is headquartered in North Ryde, Australia.