Aspen Aerogels Inc vs Johnson Controls International PLC — how do they compare? Aspen Aerogels Inc trades at $6.14 (market cap $509.55M), while Johnson Controls International PLC trades at $153 (market cap $93.74B). The key difference: Johnson Controls International PLC is far larger — about 184× Aspen Aerogels Inc's market cap, and Johnson Controls International PLC pays a 1.03% dividend while Aspen Aerogels Inc pays none. Which is the better fit depends on your goals.
| ASPN | JCI | |
|---|---|---|
Market Cap | $509.55M | $93.74B |
Sector | Technology | Industrials |
52-Week High | $8.82 | $154.76 |
52-Week Low | $2.57 | $103.52 |
Enterprise Value | $482.96M | $102.58B |
Dividend Yield | — | 1.03% |
Signals from Pluang's Aura AI — not financial advice
ASPN trades at $6.15, down 2.23% today, with a bullish technical signal from moving averages but mixed oscillators. The company reported Q2 2026 revenue beat but missed EPS estimates, with a net income margin of -62.45% and negative cash flow. Recent news highlights sequential revenue improvement and a raised European Thermal Barrier outlook for 2026.
Outlook hinges on execution of Q3 revenue guidance of $65-80M and adjusted EBITDA of $7-15M. Risks include persistent losses and competitive pressures, but analyst consensus is strongly bullish with 82.61% buy ratings, suggesting confidence in the recovery trajectory.
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
Aspen Aerogels is an aerogel technology company that designs high-performance insulation. Its products are used in energy infrastructure and electric vehicles to provide thermal management and fire protection.
Read more on ASPN →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 →