Johnson Controls International PLC vs Lowe`s Companies Inc — how do they compare? Johnson Controls International PLC trades at $139.67 (market cap $85.70B), while Lowe`s Companies Inc trades at $204.97 (market cap $117.04B). The key difference: Lowe`s Companies Inc is the larger of the two by market cap, and Lowe`s Companies Inc pays the higher dividend (2.4%). Which is the better fit depends on your goals.
| JCI | LOW | |
|---|---|---|
Market Cap | $85.70B | $117.04B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $148.21 | $287.39 |
52-Week Low | $103.24 | $206.62 |
Enterprise Value | $94.52B | $158.79B |
Dividend Yield | 1.14% | 2.4% |
Signals from Pluang's Aura AI — not financial advice
Johnson Controls International (JCI) trades at $140.46, down 0.57% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company has consistently beaten earnings estimates in recent quarters, with Q2 2026 EPS expected at $1.32. Financials show strong net income growth to $3.29 billion in 2025, though operating cash flow declined to $1.40 billion. Recent positive news includes an innovation award and a new board appointment.
JCI presents a mixed outlook. Analyst consensus is strongly bullish with a $158.29 price target and no sell ratings, supported by solid profitability and strategic positioning in energy efficiency. Key risks include high valuation multiples, declining operating cash flow, and increasing debt levels. The stock offers exposure to growing smart building and decarbonization trends but faces execution and macroeconomic headwinds.
Lowe's (LOW) trades at $208.73, down 3.44% amid a bearish technical signal. The company maintains solid fundamentals with consistent earnings beats, a 7.51% net margin, and positive cash flow of $840M in 2025. Analyst consensus is strongly bullish with a $260.88 price target, though technical indicators show near-term pressure with support at $210. Recent dividend increases and partnership renewals highlight management's shareholder-friendly approach.
LOW presents a compelling value opportunity with reasonable valuation multiples (P/E 17.64) and strong analyst support. Key risks include cyclical housing market exposure and elevated debt levels. The stock's current dip may offer entry points for long-term investors seeking dividend growth and fundamental strength in the home improvement sector.
Trailing returns across standard periods
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 →Lowe's is the second-largest home improvement retailer in the world, operating 1,969 stores and servicing around 230 dealer-owned stores throughout the United States and Canada. The firm's stores offer products and services for home decorating, maintenance, repair, and remodeling, with maintenance and repair accounting for two thirds of products sold. Lowe's targets retail do-it-yourself (around 75% of sales) and do-it-for-me customers as well as commercial and professional business clients (around 25% of sales). We estimate Lowe's captures a low-double-digit share of the domestic home improvement market, based on U.S. Census data and management's estimates for market size.
Read more on LOW →