Johnson Controls International plc (JCI) vs Masco Corporation (MAS)

Johnson Controls International plc and Masco Corporation are both Building Products & Equipment companies. Johnson Controls International plc is the larger, with a market value of $89.4B against $14.3B — 6.2× the size. Masco Corporation trades at the lower P/E: 16.8× against 25.2×. Johnson Controls International plc grew revenue faster over the last twelve months: 6.81% against −0.56%. Johnson Controls International plc has the higher net margin (14.3% vs 11.6%) and the lower return on invested capital (8.35% vs 32.4%). Both pay a dividend; Masco Corporation yields more (1.74% vs 1.10%). Across the 22 metrics below, Masco Corporation leads on 17 and Johnson Controls International plc on 5.

Valuation

Metric JCI MAS Building Products & Equipment median
P/E 25.21 16.75 23.15
P/S 3.54 1.90 2.02
P/B 6.54 n/m 2.81
Price to free cash flow 27.60 12.72 16.84
EV/EBITDA 25.86 12.85 12.85
EV/Sales 3.89 2.26 2.04
Earnings yield 3.97% 5.97% 2.76%
Free cash flow yield 3.62% 7.86% 4.23%

Profitability

Metric JCI MAS Building Products & Equipment median
Gross margin 36.65% 36.96% 29.19%
Operating margin 11.95% 17.56% 6.99%
Net margin 14.32% 11.60% 4.05%
Free cash flow margin 12.82% 14.96% 7.60%
Return on equity 23.42% 5,893.33% 9.28%
Return on assets 8.71% 16.54% 2.88%
Return on invested capital 8.35% 32.43% 5.16%

Growth

Metric JCI MAS Building Products & Equipment median
Revenue growth (TTM) 6.81% (0.56%) 3.11%
EPS growth (last fiscal year) 99.60% 2.66% (34.13%)
Revenue growth, 5-year CAGR 1.12% 1.02% 5.37%
Net income growth, 5-year CAGR 39.14% (7.79%) 0.00%

Health

Metric JCI MAS Building Products & Equipment median
Debt to equity 0.70 (27.50) 0.43
Current ratio 1.00 1.86 1.82
Net debt to EBITDA 3.02 1.65 0.98

Dividend

Metric JCI MAS Building Products & Equipment median
Dividend yield 1.10% 1.74% 1.43%
Payout ratio 0.28 0.29 0.29

Size

Metric JCI MAS Building Products & Equipment median
Market cap 89.43b 14.31b 1.17b

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