AFLAC Incorporated vs Johnson Controls International PLC — how do they compare? AFLAC Incorporated trades at $120.6 (market cap $60.70B), while Johnson Controls International PLC trades at $155.05 (market cap $93.74B). The key difference: Johnson Controls International PLC is the larger of the two by market cap, and AFLAC Incorporated pays the higher dividend (2.02%). Which is the better fit depends on your goals.
| AFL | JCI | |
|---|---|---|
Market Cap | $60.70B | $93.74B |
Sector | Financials | Industrials |
52-Week High | $129.55 | $154.76 |
52-Week Low | $103.55 | $103.52 |
Enterprise Value | $70.65B | $102.58B |
Dividend Yield | 2.02% | 1.03% |
Signals from Pluang's Aura AI — not financial advice
AFL trades at $120.98, down 0.79% on the day, with a P/E of 13.06 and net income margin of 26.59%. Recent earnings missed estimates for three consecutive quarters, with Q3 2026 results pending. Technical indicators show a bullish overall signal despite bearish moving averages and oscillators. The company maintains a strong dividend history, with recent payouts of $0.61 per share.
Outlook remains mixed; solid profitability and dividend growth support income investors, but earnings misses and revenue declines pose near-term risks. Analyst consensus is cautious with a hold-heavy rating and price target of $118, slightly below current levels. Key catalysts include U.S. sales momentum and Japan unit performance, while currency headwinds and medical cost inflation are concerns.
JCI trades at $153.59, up 1.92% on the day, with a bullish technical outlook and strong institutional support. Recent Q3 2026 earnings beat expectations with $1.42 EPS versus $1.30 expected, driven by double-digit organic growth in data-center thermal systems. The company raised FY26 guidance, reflecting robust demand and operational momentum. Valuation ratios remain elevated, with a P/E of 43.59 and P/S of 3.82, indicating premium pricing relative to historical norms.
The outlook is positive, supported by earnings momentum and AI-driven demand for cooling solutions, but risks include high valuation sensitivity and debt levels. Analyst consensus price target is $168.25, suggesting ~9.5% upside, with no sell ratings among 45 analysts. Investors should monitor execution on guidance and macroeconomic impacts on construction and HVAC markets.
Trailing returns across standard periods
Latest headlines on both assets
Aflac Inc offers supplemental health insurance and life insurance in the two largest insurance markets in the world, the U.S. and Japan. In addition to its cancer policies, the company has broadened its product offerings to include accidents, disability, and long-term-care insurance. It markets its products through independent distributors, selling most of its policies directly to consumers at their places of work.
Read more on AFL →Johnson Controls manufactures, installs, and services HVAC systems, building management systems and controls, industrial refrigeration systems, and fire and security solutions. Commercial HVAC accounts for about 40% of sales, fire and security also represents 40% of sales, and residential HVAC, industrial refrigeration, and other solutions account for the remaining 20% of revenue. In fiscal 2021, Johnson Controls generated over $23.5 billion in revenue.
Read more on JCI →