Johnson Controls International plc (JCI) vs Lennox International, Inc. (LII)

Johnson Controls International plc and Lennox International, Inc. are both Building Products & Equipment companies. Johnson Controls International plc is the larger, with a market value of $79.6B against $11.9B — 6.7× the size. Lennox International, Inc. trades at the lower P/E: 15.8× against 28.8×. Johnson Controls International plc grew revenue faster over the last twelve months: 8.77% against 1.92%. Lennox International, Inc. has the higher net margin (13.8% vs 11.1%) and the higher return on invested capital (26.3% vs 10.4%). Both pay a dividend; Lennox International, Inc. yields more (1.56% vs 1.18%). Across the 23 metrics below, Lennox International, Inc. leads on 20 and Johnson Controls International plc on 3.

Valuation

Metric JCI LII Building Products & Equipment median
P/E 28.83 15.79 23.86
P/S 3.19 2.16 2.05
P/B 2,336.62 8.92 2.97
Price to free cash flow 24.00 14.02 18.37
EV/EBITDA 24.04 11.14 13.32
EV/Sales 3.52 2.36 2.08
Earnings yield 3.47% 6.33% 3.10%
Free cash flow yield 4.17% 7.13% 4.02%

Profitability

Metric JCI LII Building Products & Equipment median
Gross margin 37.07% 32.62% 31.88%
Operating margin 14.39% 18.84% 7.18%
Net margin 11.12% 13.76% 4.11%
Free cash flow margin 13.27% 15.38% 7.39%
Return on equity 43.93% 62.82% 5.95%
Return on assets 7.30% 18.26% 3.90%
Return on invested capital 10.35% 26.31% 5.54%

Growth

Metric JCI LII Building Products & Equipment median
Revenue growth (TTM) 8.77% 1.92% 6.27%
EPS growth (last fiscal year) (6.84%) 1.11% (28.29%)
Revenue growth, 5-year CAGR 1.63% 7.41% 4.81%
Net income growth, 5-year CAGR 11.75% 17.73% 0.00%

Health

Metric JCI LII Building Products & Equipment median
Debt to equity 0.68 0.89 0.55
Current ratio 0.90 1.21 1.83
Net debt to EBITDA 1.99 0.98 1.45

Dividend

Metric JCI LII Building Products & Equipment median
Dividend yield 1.18% 1.56% 1.38%
Payout ratio 0.34 0.25 0.31

Size

Metric JCI LII Building Products & Equipment median
Market cap 79.63b 11.93b 3.05b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack