Johnson Controls International plc (JCI) vs Owens Corning Inc (OC)

Johnson Controls International plc and Owens Corning Inc are both Building Products & Equipment companies. Johnson Controls International plc is the larger, with a market value of $89.4B against $9.0B — 9.9× the size. Owens Corning Inc has negative trailing earnings, so its P/E is not meaningful; Johnson Controls International plc trades at 25.2×. Johnson Controls International plc grew revenue faster over the last twelve months: 6.81% against −7.23%. Johnson Controls International plc has the higher net margin (14.3% vs −6.81%) and the higher return on invested capital (8.35% vs 0.36%). Both pay a dividend; Owens Corning Inc yields more (3.41% vs 1.10%). Across the 22 metrics below, Johnson Controls International plc leads on 12 and Owens Corning Inc on 10.

Valuation

Metric JCI OC Building Products & Equipment median
P/E 25.21 n/m 23.15
P/S 3.54 0.92 2.02
P/B 6.54 2.38 2.81
Price to free cash flow 27.60 9.32 16.84
EV/EBITDA 25.86 7.19 12.85
EV/Sales 3.89 1.41 2.04
Earnings yield 3.97% (7.15%) 2.76%
Free cash flow yield 3.62% 10.73% 4.23%

Profitability

Metric JCI OC Building Products & Equipment median
Gross margin 36.65% 25.98% 29.19%
Operating margin 11.95% 0.51% 6.99%
Net margin 14.32% (6.81%) 4.05%
Free cash flow margin 12.82% 9.87% 7.60%
Return on equity 23.42% (14.89%) 9.28%
Return on assets 8.71% (4.93%) 2.88%
Return on invested capital 8.35% 0.36% 5.16%

Growth

Metric JCI OC Building Products & Equipment median
Revenue growth (TTM) 6.81% (7.23%) 3.11%
EPS growth (last fiscal year) 99.60% (184.40%) (34.13%)
Revenue growth, 5-year CAGR 1.12% 7.45% 5.37%
Net income growth, 5-year CAGR 39.14% 0.00% 0.00%

Health

Metric JCI OC Building Products & Equipment median
Debt to equity 0.70 1.34 0.43
Current ratio 1.00 1.16 1.82
Net debt to EBITDA 3.02 2.14 0.98

Dividend

Metric JCI OC Building Products & Equipment median
Dividend yield 1.10% 3.41% 1.43%
Payout ratio 0.28 — 0.29

Size

Metric JCI OC Building Products & Equipment median
Market cap 89.43b 8.99b 1.17b

Compare with another peer

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