THR vs REZI vs ITRI vs HON vs JCI

For growth investors, Resideo Technologies, Inc.

(REZI) is the stronger pick with 10. 5% 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 Thermon Group Holdings, Inc. (THR) a "Buy" — based on 15 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: Thermon Group Holdings, Inc. wins at 0. 90x versus Honeywell International Inc. 's 11. 18x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Thermon Group Holdings, Inc.

(THR) delivered a total return of +228. 9%, compared to -7. 2% for Itron, Inc. (ITRI). Over 10 years, the gap is even starker: JCI returned +343. 3% 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), Honeywell International Inc.

(HON) is the lower-risk stock at 0. 74β versus Resideo Technologies, Inc. 's 2. 27β — meaning REZI is approximately 207% more volatile than HON relative to the S&P 500. On balance sheet safety, Thermon Group Holdings, Inc. (THR) carries a lower debt/equity ratio of 31% versus 2% for Honeywell International Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Resideo Technologies, Inc.

(REZI) is pulling ahead at 10. 5% versus -3. 0% for Itron, Inc. (ITRI). On earnings-per-share growth, the picture is similar: Itron, Inc. grew EPS 25. 7% year-over-year, compared to -718. 0% for Resideo Technologies, Inc.. Over a 3-year CAGR, THR leads at 11. 9% 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: HON leads at 17. 5% versus 8. 1% for REZI. At the gross margin level — before operating expenses — THR leads at 44. 7%, 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, Thermon Group Holdings, Inc. (THR) is the more undervalued stock at a PEG of 0. 90x versus Honeywell International Inc. 's 11. 18x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Resideo Technologies, Inc. (REZI) trades at 13. 1x forward P/E versus 30. 8x for Thermon Group Holdings, Inc. — 17. 7x 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, HON (2.

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

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). 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 (HON: +135. 1%, 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 (THR (Industrials) and REZI (Industrials) and ITRI (Technology) and HON (Industrials) and JCI (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: THR is a small-cap quality compounder stock; REZI is a small-cap quality compounder stock; ITRI is a small-cap deep-value stock; HON is a mid-cap quality compounder stock; JCI is a mid-cap quality compounder stock. REZI, HON, JCI pay a dividend while THR, ITRI 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.