JCI
Johnson Controls International plc
Construction
Market Cap$85.23B
5Y Perf.+343.3%
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Stock Comparison
JCI vs ETN vs HON vs EMR
Revenue, margins, valuation, and 5-year total return — side by side.
ETN
Eaton Corporation plc
Industrial - Machinery
Market Cap$155.02B
5Y Perf.+370.2%
HON
Honeywell International Inc.
Conglomerates
Market Cap$136.91B
5Y Perf.+48.1%
EMR
Emerson Electric Co.
Industrial - Machinery
Market Cap$79.02B
5Y Perf.+131.2%
JCI vs ETN vs HON vs EMR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | JCI | ETN | HON | EMR |
|---|---|---|---|---|
| Industry | Construction | Industrial - Machinery | Conglomerates | Industrial - Machinery |
| Market Cap | $85.23B | $155.02B | $136.91B | $79.02B |
| Revenue (TTM) | $24.43B | $28.52B | $36.76B | $18.32B |
| Net Income (TTM) | $3.53B | $3.99B | $4.10B | $2.44B |
| Gross Margin | 36.6% | 36.9% | 36.9% | 52.7% |
| Operating Margin | 13.6% | 18.1% | 14.9% | 19.8% |
| Forward P/E | 29.4x | 30.0x | 20.5x | 21.7x |
| Total Debt | $11.19B | $11.17B | $34.58B | $13.76B |
| Cash & Equiv. | $379M | $622M | $12.49B | $1.54B |
JCI vs ETN vs HON vs EMR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
JCI
ETN
HON
EMR
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Johnson Controls In… (JCI) | 100 | 443.3 | +343.3% |
| Eaton Corporation p… (ETN) | 100 | 470.2 | +370.2% |
| Honeywell Internati… (HON) | 100 | 148.1 | +48.1% |
| Emerson Electric Co. (EMR) | 100 | 231.2 | +131.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: JCI vs ETN vs HON vs EMR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: HON leads in 3 of 7 categories, making it the strongest pick for valuation and capital efficiency and capital preservation and lower volatility. Johnson Controls International plc is the stronger pick specifically for profitability and margin quality and recent price momentum and sentiment. ETN also leads in specific categories worth noting. As sector peers, any of these can serve as alternatives in the same allocation.
JCI
Johnson Controls International plc
The Value Pick
JCI is the #2 pick in this set and the best alternative if valuation efficiency is your priority.
- PEG 1.15 vs HON's 11.18
- 14.5% margin vs HON's 11.2%
- +56.9% vs HON's +2.8%
Best for: valuation efficiency
ETN
Eaton Corporation plc
The Growth Play
ETN is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 10.3%, EPS growth 10.1%, 3Y rev CAGR 9.8%
- 6.1% 10Y total return vs JCI's 343.3%
- Lower volatility, beta 1.42, Low D/E 57.4%, current ratio 1.32x
- 10.3% revenue growth vs JCI's 2.8%
Best for: growth exposure and long-term compounding
HON
Honeywell International Inc.
The Income Pick
HON carries the broadest edge in this set and is the clearest fit for income & stability and defensive.
- Dividend streak 15 yrs, beta 0.74, yield 2.1%
- Beta 0.74, yield 2.1%, current ratio 1.32x
- Lower P/E (20.5x vs 21.7x)
- Beta 0.74 vs EMR's 1.52
Best for: income & stability and defensive
EMR
Emerson Electric Co.
The Quality Angle
EMR lags the leaders in this set but could rank higher in a more targeted comparison.
Best for: industrials exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | ETN | 10.3% revenue growth vs JCI's 2.8% |
| Value | HON | Lower P/E (20.5x vs 21.7x) |
| Quality / Margins | JCI | 14.5% margin vs HON's 11.2% |
| Stability / Safety | HON | Beta 0.74 vs EMR's 1.52 |
| Dividends | HON | 2.1% yield, 15-year raise streak, vs EMR's 1.5% |
| Momentum (1Y) | JCI | +56.9% vs HON's +2.8% |
| Efficiency (ROA) | ETN | 9.0% ROA vs HON's 5.3%, ROIC 13.6% vs 12.6% |
JCI vs ETN vs HON vs EMR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
FY 2025
FY 2025
JCI vs ETN vs HON vs EMR — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLETNLAGGINGJCI
Who Leads Where
ETN leads in 2 of 6 categories
EMR leads 1 • HON leads 1 • JCI leads 0 • 2 tied
Explore the data ↓JCIJohnson Controls Inte…
0leads
EMREmerson Electric Co.
1leads
HONHoneywell Internation…
1leads
ETNEaton Corporation plc
2leads
6 Total Categories
CATEGORYLEADERvs HONvs EMRMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
EMR3/6
Valuation MetricsMultiples, price ratios, and targets
HON3/7
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
ETN6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
ETN5/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
EMR leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
HON is the larger business by revenue, generating $36.8B annually — 2.0x EMR's $18.3B. Profitability is closely matched — net margins range from 14.5% (JCI) to 11.2% (HON). On growth, ETN holds the edge at +16.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | JCIJohnson Controls … | ETNEaton Corporation… | HONHoneywell Interna… | EMREmerson Electric … |
|---|---|---|---|---|
| RevenueTrailing 12 months | $24.4B | $28.5B | $36.8B | $18.3B |
| EBITDAEarnings before interest/tax | $3.9B | $5.9B | $6.5B | $4.7B |
| Net IncomeAfter-tax profit | $3.5B | $4.0B | $4.1B | $2.4B |
| Free Cash FlowCash after capex | $1.4B | $4.7B | $4.2B | $3.1B |
| Gross MarginGross profit ÷ Revenue | +36.6% | +36.9% | +36.9% | +52.7% |
| Operating MarginEBIT ÷ Revenue | +13.6% | +18.1% | +14.9% | +19.8% |
| Net MarginNet income ÷ Revenue | +14.5% | +14.0% | +11.2% | +13.3% |
| FCF MarginFCF ÷ Revenue | +5.7% | +16.5% | +11.4% | +17.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +8.2% | +16.8% | -6.9% | +2.9% |
| EPS Growth (YoY)Latest quarter vs prior year | +38.9% | -9.4% | -41.9% | +28.2% |
EMR leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
HON leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 29.4x trailing earnings, HON trades at a 45% valuation discount to JCI's 52.9x P/E. Adjusting for growth (PEG ratio), ETN offers better value at 1.55x vs HON's 15.99x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | JCIJohnson Controls … | ETNEaton Corporation… | HONHoneywell Interna… | EMREmerson Electric … |
|---|---|---|---|---|
| Market CapShares × price | $85.2B | $155.0B | $136.9B | $79.0B |
| Enterprise ValueMkt cap + debt − cash | $96.0B | $165.6B | $159.0B | $91.2B |
| Trailing P/EPrice ÷ TTM EPS | 52.95x | 38.17x | 29.36x | 34.92x |
| Forward P/EPrice ÷ next-FY EPS est. | 29.38x | 30.00x | 20.52x | 21.71x |
| PEG RatioP/E ÷ EPS growth rate | 2.06x | 1.55x | 15.99x | 7.73x |
| EV / EBITDAEnterprise value multiple | 26.01x | 27.69x | 19.99x | 18.07x |
| Price / SalesMarket cap ÷ Revenue | 3.61x | 5.65x | 3.66x | 4.39x |
| Price / BookPrice ÷ Book value/share | 7.03x | 7.99x | 9.00x | 3.94x |
| Price / FCFMarket cap ÷ FCF | 88.32x | 34.67x | 25.39x | 29.63x |
HON leads this category, winning 3 of 7 comparable metrics.
Profitability & Efficiency
ETN leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
JCI delivers a 24.9% return on equity — every $100 of shareholder capital generates $25 in annual profit, vs $12 for EMR. ETN carries lower financial leverage with a 0.57x debt-to-equity ratio, signaling a more conservative balance sheet compared to HON's 2.24x. On the Piotroski fundamental quality scale (0–9), EMR scores 7/9 vs HON's 6/9, reflecting strong financial health.
| Metric | JCIJohnson Controls … | ETNEaton Corporation… | HONHoneywell Interna… | EMREmerson Electric … |
|---|---|---|---|---|
| ROE (TTM)Return on equity | +24.9% | +20.8% | +23.1% | +12.1% |
| ROA (TTM)Return on assets | +9.0% | +9.0% | +5.3% | +5.8% |
| ROICReturn on invested capital | +8.5% | +13.6% | +12.6% | +8.2% |
| ROCEReturn on capital employed | +9.8% | +16.8% | +12.6% | +10.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 | 6 | 7 |
| Debt / EquityFinancial leverage | 0.86x | 0.57x | 2.24x | 0.68x |
| Net DebtTotal debt minus cash | $10.8B | $10.5B | $22.1B | $12.2B |
| Cash & Equiv.Liquid assets | $379M | $622M | $12.5B | $1.5B |
| Total DebtShort + long-term debt | $11.2B | $11.2B | $34.6B | $13.8B |
| Interest CoverageEBIT ÷ Interest expense | 18.41x | 16.38x | 3.92x | 6.46x |
ETN leads this category, winning 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
ETN leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ETN five years ago would be worth $28,282 today (with dividends reinvested), compared to $10,326 for HON. Over the past 12 months, JCI leads with a +56.9% total return vs HON's +2.8%. The 3-year compound annual growth rate (CAGR) favors ETN at 34.1% vs HON's 5.1% — a key indicator of consistent wealth creation.
| Metric | JCIJohnson Controls … | ETNEaton Corporation… | HONHoneywell Interna… | EMREmerson Electric … |
|---|---|---|---|---|
| YTD ReturnYear-to-date | +14.2% | +22.3% | +10.9% | +4.3% |
| 1-Year ReturnPast 12 months | +56.9% | +33.2% | +2.8% | +30.4% |
| 3-Year ReturnCumulative with dividends | +127.9% | +141.3% | +16.2% | +75.9% |
| 5-Year ReturnCumulative with dividends | +122.9% | +182.8% | +3.3% | +59.5% |
| 10-Year ReturnCumulative with dividends | +343.3% | +608.7% | +135.1% | +206.6% |
| CAGR (3Y)Annualised 3-year return | +31.6% | +34.1% | +5.1% | +20.7% |
ETN leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
Evenly matched — JCI and HON each lead in 1 of 2 comparable metrics.
Risk & Volatility
HON is the less volatile stock with a 0.74 beta — it tends to amplify market swings less than EMR's 1.52 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. JCI currently trades 94.5% from its 52-week high vs EMR's 85.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | JCIJohnson Controls … | ETNEaton Corporation… | HONHoneywell Interna… | EMREmerson Electric … |
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.97x | 1.42x | 0.74x | 1.52x |
| 52-Week HighHighest price in past year | $147.32 | $435.43 | $248.18 | $165.15 |
| 52-Week LowLowest price in past year | $87.77 | $296.93 | $186.76 | $108.37 |
| % of 52W HighCurrent price vs 52-week peak | +94.5% | +91.7% | +87.1% | +85.4% |
| RSI (14)Momentum oscillator 0–100 | 56.2 | 59.8 | 45.1 | 61.3 |
| Avg Volume (50D)Average daily shares traded | 3.3M | 2.5M | 3.7M | 2.8M |
Evenly matched — JCI and HON each lead in 1 of 2 comparable metrics.
Analyst Outlook
Evenly matched — HON and EMR each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: JCI as "Buy", ETN as "Buy", HON as "Buy", EMR as "Buy". Consensus price targets imply 14.8% upside for EMR (target: $162) vs -4.9% for ETN (target: $380). For income investors, HON offers the higher dividend yield at 2.14% vs ETN's 1.05%.
| Metric | JCIJohnson Controls … | ETNEaton Corporation… | HONHoneywell Interna… | EMREmerson Electric … |
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $138.00 | $379.78 | $243.83 | $161.92 |
| # AnalystsCovering analysts | 45 | 39 | 28 | 41 |
| Dividend YieldAnnual dividend ÷ price | +1.1% | +1.0% | +2.1% | +1.5% |
| Dividend StreakConsecutive years of raises | 5 | 24 | 15 | 37 |
| Dividend / ShareAnnual DPS | $1.49 | $4.17 | $4.63 | $2.10 |
| Buyback YieldShare repurchases ÷ mkt cap | +7.0% | +1.2% | +2.8% | +1.6% |
Evenly matched — HON and EMR each lead in 1 of 2 comparable metrics.
Key Takeaway
ETN leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). EMR leads in 1 (Income & Cash Flow). 2 tied.
Best OverallEaton Corporation plc (ETN)Leads 2 of 6 categories
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JCI vs ETN vs HON vs EMR: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is JCI or ETN or HON or EMR a better buy right now?
For growth investors, Eaton Corporation plc (ETN) is the stronger pick with 10.
3% revenue growth year-over-year, versus 2. 8% for Johnson Controls International plc (JCI). Honeywell International Inc. (HON) offers the better valuation at 29. 4x trailing P/E (20. 5x forward), making it the more compelling value choice. Analysts rate Johnson Controls International plc (JCI) a "Buy" — based on 45 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.
02Which has the better valuation — JCI or ETN or HON or EMR?
On trailing P/E, Honeywell International Inc.
(HON) is the cheapest at 29. 4x versus Johnson Controls International plc at 52. 9x. On forward P/E, Honeywell International Inc. is actually cheaper at 20. 5x. 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 Honeywell International Inc. 's 11. 18x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — JCI or ETN or HON or EMR?
Over the past 5 years, Eaton Corporation plc (ETN) delivered a total return of +182.
8%, compared to +3. 3% for Honeywell International Inc. (HON). Over 10 years, the gap is even starker: ETN returned +608. 7% versus HON's +135. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — JCI or ETN or HON or EMR?
By beta (market sensitivity over 5 years), Honeywell International Inc.
(HON) is the lower-risk stock at 0. 74β versus Emerson Electric Co. 's 1. 52β — meaning EMR is approximately 105% more volatile than HON relative to the S&P 500. On balance sheet safety, Eaton Corporation plc (ETN) carries a lower debt/equity ratio of 57% versus 2% for Honeywell International Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — JCI or ETN or HON or EMR?
By revenue growth (latest reported year), Eaton Corporation plc (ETN) is pulling ahead at 10.
3% versus 2. 8% for Johnson Controls International plc (JCI). On earnings-per-share growth, the picture is similar: Emerson Electric Co. grew EPS 17. 8% year-over-year, compared to -15. 5% for Honeywell International Inc.. Over a 3-year CAGR, ETN leads at 9. 8% 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.
06Which has better profit margins — JCI or ETN or HON or EMR?
Eaton Corporation plc (ETN) is the more profitable company, earning 14.
9% net margin versus 12. 6% for Honeywell International Inc. — meaning it keeps 14. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EMR leads at 19. 6% versus 12. 0% for JCI. At the gross margin level — before operating expenses — EMR leads at 52. 8%, 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.
07Is JCI or ETN or HON or EMR more undervalued right now?
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 Honeywell International Inc. 's 11. 18x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Honeywell International Inc. (HON) trades at 20. 5x forward P/E versus 30. 0x for Eaton Corporation plc — 9. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for EMR: 14. 8% to $161. 92.
08Which pays a better dividend — JCI or ETN or HON or EMR?
All stocks in this comparison pay dividends.
Honeywell International Inc. (HON) offers the highest yield at 2. 1%, versus 1. 0% for Eaton Corporation plc (ETN).
09Is JCI or ETN or HON or EMR better for a retirement portfolio?
For long-horizon retirement investors, Honeywell International Inc.
(HON) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 74), 2. 1% yield, +135. 1% 10Y return). Emerson Electric Co. (EMR) carries a higher beta of 1. 52 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (HON: +135. 1%, EMR: +206. 6%), 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.
10What are the main differences between JCI and ETN and HON and EMR?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
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.
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Revenue Growth>
%
(JCI: 8.2% · ETN: 16.8%)Net Margin>
%
(JCI: 14.5% · ETN: 14.0%)P/E Ratio<
x
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