US Equities Analysis

JCI — Johnson Controls

Research evidence pack

Source-backed valuation visuals

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Loading verified market, valuation, and statement data.

2. Company Fundamentals

2.1 Competitiveness

Metric Value
Operating Margins 14.02%
Profit Margins 14.45%
Return on Equity 13.45%
Return on Assets 5.45%
Free Float 0.61B
Dividend Yield 1.10%
Short Int % Utilisation 1.99%

2.2 Growth

Metric Value
Revenue Growth 8.2%
Free Cash Flow 2.87B
EBITDA 21.73 (Ratio)
Enterprise Value 93.88B
EV/Revenue 3.84
EV/EBITDA 21.73

Revenue growth of 8.2% indicates steady, moderate expansion.

2.3 Management

Role Metric
Consensus Rating N/A

2.4 Return

Metric Value
Expected Return (Ann.)* 56.29%
Risk / Std Dev (Ann.)* 29.33%
1-Year Price Return* 49.29%

Latest Market Data (as of 2026-08-14, US Eastern time):

Metric Value
Last Price $153.64
52-Week Range $103.07 – $157.06
Observation Count 251 trading days

The return and risk statistics use daily adjusted closes from the retrieved one-year series and annualise daily moments using 252 trading days. The last price is the latest regular-market price reported for the stated date. Source: Yahoo Finance market data.

2.5 Valuation & Cash Flow

Valuation basis: The operating-company framework starts with reported EBIT, taxes, non-cash charges, capital expenditure and working-capital movement to derive unlevered free cash flow. It is a current-input research view, not an intrinsic-value target price because a sourced forecast and peer-beta workstream are still required.

Valuation input Value
Last market price $153.92
Market capitalisation $93.24B
Enterprise value proxy $102.74B
Revenue $23.60B
EBIT $2.20B
EBITDA $3.06B
Reported free cash flow $965.00M
Unlevered free cash flow $1.64B
FCF yield 1.04%
EV / EBITDA proxy 33.56x
Net debt / EBITDA 3.10x

WACC Workbench

WACC input Value
Risk-free rate 4.72%
Equity risk premium assumption 5.50%
Beta 1.32
Cost of equity 11.97%
Pre-tax cost of debt 2.34%
WACC 11.02%
WACC validation within standard range

2.6 Investor-Style Research Screen

Educational screen Result
Buffett-inspired cash-quality checks 2/4 evidenced checks
Lynch-inspired balance-and-growth checks 3/4 evidenced checks

Data lineage: Yahoo Finance public market and statement data; retrieval timestamp: 2026-08-17 23:42:35.983387 UTC; latest reported fiscal period: 2025-09-30 00:00:00. WACC uses a live 10-year Treasury proxy when available, a 5.50% ERP assumption, reported beta where available, and an interest-expense / average-debt proxy for cost of debt. This is research and analysis only, not personalized financial advice.

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