ITRI vs REZI vs ENPH vs JCI

For growth investors, Enphase Energy, Inc.

(ENPH) is the stronger pick with 10. 7% revenue growth year-over-year, versus -3. 0% for Itron, Inc. (ITRI). Itron, Inc. (ITRI) offers the better valuation at 12. 5x trailing P/E (13. 5x forward), making it the more compelling value choice. Analysts rate Resideo Technologies, Inc. (REZI) a "Buy" — based on 7 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Itron, Inc.

(ITRI) is the cheapest at 12. 5x versus Johnson Controls International plc at 52. 9x. On forward P/E, Resideo Technologies, Inc. is actually cheaper at 13. 1x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Johnson Controls International plc wins at 1. 15x versus Enphase Energy, Inc. 's 2. 79x — a reasonable growth-adjusted valuation.

Over the past 5 years, Johnson Controls International plc (JCI) delivered a total return of +122.

9%, compared to -71. 2% for Enphase Energy, Inc. (ENPH). Over 10 years, the gap is even starker: ENPH returned +1738% versus REZI's +38. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Johnson Controls International plc (JCI) is the lower-risk stock at 0.

97β versus Resideo Technologies, Inc. 's 2. 27β — meaning REZI is approximately 133% more volatile than JCI relative to the S&P 500. On balance sheet safety, Itron, Inc. (ITRI) carries a lower debt/equity ratio of 74% versus 114% for Enphase Energy, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Enphase Energy, Inc.

(ENPH) is pulling ahead at 10. 7% versus -3. 0% for Itron, Inc. (ITRI). On earnings-per-share growth, the picture is similar: Enphase Energy, Inc. grew EPS 72. 0% year-over-year, compared to -718. 0% for Resideo Technologies, Inc.. Over a 3-year CAGR, ITRI leads at 9. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Johnson Controls International plc (JCI) is the more profitable company, earning 13.

9% net margin versus -7. 1% for Resideo Technologies, Inc. — meaning it keeps 13. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ITRI leads at 13. 5% versus 8. 1% for REZI. At the gross margin level — before operating expenses — ENPH leads at 46. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Johnson Controls International plc (JCI) is the more undervalued stock at a PEG of 1. 15x versus Enphase Energy, Inc. 's 2. 79x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Resideo Technologies, Inc. (REZI) trades at 13. 1x forward P/E versus 29. 4x for Johnson Controls International plc — 16. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ITRI: 68. 8% to $137. 00.

In this comparison, JCI (1.

1% yield), REZI (0. 6% yield) pay a dividend. ITRI, ENPH do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Johnson Controls International plc (JCI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

97), 1. 1% yield, +343. 3% 10Y return). Itron, Inc. (ITRI) carries a higher beta of 1. 53 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (JCI: +343. 3%, ITRI: +94. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (ITRI (Technology) and REZI (Industrials) and ENPH (Energy) and JCI (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: ITRI is a small-cap deep-value stock; REZI is a small-cap quality compounder stock; ENPH is a small-cap quality compounder stock; JCI is a mid-cap quality compounder stock. REZI, JCI pay a dividend while ITRI, ENPH do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.