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LII vs JCI
Revenue, margins, valuation, and 5-year total return — side by side.
Construction
LII vs JCI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Construction | Construction |
| Market Cap | $18.14B | $85.12B |
| Revenue (TTM) | $5.26B | $24.43B |
| Net Income (TTM) | $783M | $3.53B |
| Gross Margin | 33.1% | 36.6% |
| Operating Margin | 19.5% | 13.6% |
| Forward P/E | 21.5x | 28.8x |
| Total Debt | $2.06B | $11.19B |
| Cash & Equiv. | $34M | $379M |
LII vs JCI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Lennox Internationa… (LII) | 100 | 243.8 | +143.8% |
| Johnson Controls In… (JCI) | 100 | 444.2 | +344.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: LII vs JCI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
LII carries the broadest edge in this set and is the clearest fit for valuation efficiency.
- PEG 1.12 vs JCI's 1.12
- Lower P/E (21.5x vs 28.8x), PEG 1.12 vs 1.12
- 14.9% margin vs JCI's 14.5%
JCI is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 5 yrs, beta 0.95, yield 1.1%
- Rev growth 2.8%, EPS growth 4.4%, 3Y rev CAGR 4.6%
- 344.1% 10Y total return vs LII's 305.3%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 2.8% revenue growth vs LII's -2.7% | |
| Value | Lower P/E (21.5x vs 28.8x), PEG 1.12 vs 1.12 | |
| Quality / Margins | 14.9% margin vs JCI's 14.5% | |
| Stability / Safety | Beta 0.95 vs LII's 1.28, lower leverage | |
| Dividends | 0.9% yield, 12-year raise streak, vs JCI's 1.1% | |
| Momentum (1Y) | +54.6% vs LII's -8.7% | |
| Efficiency (ROA) | 20.1% ROA vs JCI's 9.0%, ROIC 29.8% vs 8.5% |
LII vs JCI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
LII vs JCI — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — LII and JCI each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
JCI is the larger business by revenue, generating $24.4B annually — 4.6x LII's $5.3B. Profitability is closely matched — net margins range from 14.9% (LII) to 14.5% (JCI).
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $5.3B | $24.4B |
| EBITDAEarnings before interest/tax | $1.1B | $3.9B |
| Net IncomeAfter-tax profit | $783M | $3.5B |
| Free Cash FlowCash after capex | $661M | $1.4B |
| Gross MarginGross profit ÷ Revenue | +33.1% | +36.6% |
| Operating MarginEBIT ÷ Revenue | +19.5% | +13.6% |
| Net MarginNet income ÷ Revenue | +14.9% | +14.5% |
| FCF MarginFCF ÷ Revenue | +12.6% | +5.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +5.8% | +8.2% |
| EPS Growth (YoY)Latest quarter vs prior year | -0.6% | +38.9% |
Valuation Metrics
LII leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 23.5x trailing earnings, LII trades at a 56% valuation discount to JCI's 53.0x P/E. Adjusting for growth (PEG ratio), LII offers better value at 1.22x vs JCI's 2.07x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $18.1B | $85.1B |
| Enterprise ValueMkt cap + debt − cash | $20.2B | $95.9B |
| Trailing P/EPrice ÷ TTM EPS | 23.46x | 53.05x |
| Forward P/EPrice ÷ next-FY EPS est. | 21.46x | 28.76x |
| PEG RatioP/E ÷ EPS growth rate | 1.22x | 2.07x |
| EV / EBITDAEnterprise value multiple | 18.00x | 25.98x |
| Price / SalesMarket cap ÷ Revenue | 3.49x | 3.61x |
| Price / BookPrice ÷ Book value/share | 15.73x | 7.04x |
| Price / FCFMarket cap ÷ FCF | 28.40x | 88.21x |
Profitability & Efficiency
LII leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
LII delivers a 72.0% return on equity — every $100 of shareholder capital generates $72 in annual profit, vs $25 for JCI. JCI carries lower financial leverage with a 0.86x debt-to-equity ratio, signaling a more conservative balance sheet compared to LII's 1.77x. On the Piotroski fundamental quality scale (0–9), JCI scores 6/9 vs LII's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +72.0% | +24.9% |
| ROA (TTM)Return on assets | +20.1% | +9.0% |
| ROICReturn on invested capital | +29.8% | +8.5% |
| ROCEReturn on capital employed | +40.2% | +9.8% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 |
| Debt / EquityFinancial leverage | 1.77x | 0.86x |
| Net DebtTotal debt minus cash | $2.0B | $10.8B |
| Cash & Equiv.Liquid assets | $34M | $379M |
| Total DebtShort + long-term debt | $2.1B | $11.2B |
| Interest CoverageEBIT ÷ Interest expense | 20.51x | 18.41x |
Total Returns (Dividends Reinvested)
JCI leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in JCI five years ago would be worth $22,283 today (with dividends reinvested), compared to $15,371 for LII. Over the past 12 months, JCI leads with a +54.6% total return vs LII's -8.7%. The 3-year compound annual growth rate (CAGR) favors JCI at 31.7% vs LII's 23.8% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +4.7% | +14.4% |
| 1-Year ReturnPast 12 months | -8.7% | +54.6% |
| 3-Year ReturnCumulative with dividends | +89.9% | +128.3% |
| 5-Year ReturnCumulative with dividends | +53.7% | +122.8% |
| 10-Year ReturnCumulative with dividends | +305.3% | +344.1% |
| CAGR (3Y)Annualised 3-year return | +23.8% | +31.7% |
Risk & Volatility
JCI leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
JCI is the less volatile stock with a 0.95 beta — it tends to amplify market swings less than LII's 1.28 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. JCI currently trades 94.7% from its 52-week high vs LII's 75.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.28x | 0.95x |
| 52-Week HighHighest price in past year | $689.44 | $147.32 |
| 52-Week LowLowest price in past year | $434.06 | $90.35 |
| % of 52W HighCurrent price vs 52-week peak | +75.6% | +94.7% |
| RSI (14)Momentum oscillator 0–100 | 57.8 | 47.5 |
| Avg Volume (50D)Average daily shares traded | 457K | 3.3M |
Analyst Outlook
Evenly matched — LII and JCI each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates LII as "Hold" and JCI as "Buy". Consensus price targets imply 6.2% upside for LII (target: $553) vs 2.6% for JCI (target: $143). For income investors, JCI offers the higher dividend yield at 1.07% vs LII's 0.95%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $553.45 | $143.14 |
| # AnalystsCovering analysts | 30 | 45 |
| Dividend YieldAnnual dividend ÷ price | +0.9% | +1.1% |
| Dividend StreakConsecutive years of raises | 12 | 5 |
| Dividend / ShareAnnual DPS | $4.93 | $1.49 |
| Buyback YieldShare repurchases ÷ mkt cap | +2.8% | +7.0% |
LII leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). JCI leads in 2 (Total Returns, Risk & Volatility). 2 tied.
LII vs JCI: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is LII or JCI a better buy right now?
For growth investors, Johnson Controls International plc (JCI) is the stronger pick with 2.
8% revenue growth year-over-year, versus -2. 7% for Lennox International Inc. (LII). Lennox International Inc. (LII) offers the better valuation at 23. 5x trailing P/E (21. 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 — LII or JCI?
On trailing P/E, Lennox International Inc.
(LII) is the cheapest at 23. 5x versus Johnson Controls International plc at 53. 0x. On forward P/E, Lennox International Inc. is actually cheaper at 21. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Lennox International Inc. wins at 1. 12x versus Johnson Controls International plc's 1. 12x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — LII or JCI?
Over the past 5 years, Johnson Controls International plc (JCI) delivered a total return of +122.
8%, compared to +53. 7% for Lennox International Inc. (LII). Over 10 years, the gap is even starker: JCI returned +344. 1% versus LII's +305. 3%. 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 — LII or JCI?
By beta (market sensitivity over 5 years), Johnson Controls International plc (JCI) is the lower-risk stock at 0.
95β versus Lennox International Inc. 's 1. 28β — meaning LII is approximately 34% more volatile than JCI relative to the S&P 500. On balance sheet safety, Johnson Controls International plc (JCI) carries a lower debt/equity ratio of 86% versus 177% for Lennox International Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — LII or JCI?
By revenue growth (latest reported year), Johnson Controls International plc (JCI) is pulling ahead at 2.
8% versus -2. 7% for Lennox International Inc. (LII). On earnings-per-share growth, the picture is similar: Johnson Controls International plc grew EPS 4. 4% year-over-year, compared to -1. 4% for Lennox International Inc.. Over a 3-year CAGR, JCI leads at 4. 6% 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 — LII or JCI?
Lennox International Inc.
(LII) is the more profitable company, earning 15. 1% net margin versus 13. 9% for Johnson Controls International plc — meaning it keeps 15. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LII leads at 19. 5% versus 12. 0% for JCI. At the gross margin level — before operating expenses — JCI leads at 36. 4%, 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 LII or JCI 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, Lennox International Inc. (LII) is the more undervalued stock at a PEG of 1. 12x versus Johnson Controls International plc's 1. 12x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Lennox International Inc. (LII) trades at 21. 5x forward P/E versus 28. 8x for Johnson Controls International plc — 7. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for LII: 6. 2% to $553. 45.
08Which pays a better dividend — LII or JCI?
All stocks in this comparison pay dividends.
Johnson Controls International plc (JCI) offers the highest yield at 1. 1%, versus 0. 9% for Lennox International Inc. (LII).
09Is LII or JCI better for a retirement portfolio?
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.
95), 1. 1% yield, +344. 1% 10Y return). Both have compounded well over 10 years (JCI: +344. 1%, LII: +305. 3%), 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 LII and JCI?
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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