Johnson Controls International PLC vs Lam Research Corporation — how do they compare? Johnson Controls International PLC trades at $157.5 (market cap $93.28B), while Lam Research Corporation trades at $319 (market cap $401.19B). The key difference: Lam Research Corporation is far larger — about 4.3× Johnson Controls International PLC's market cap, and Johnson Controls International PLC pays the higher dividend (1.04%). Which is the better fit depends on your goals — on Pluang, investors hold Johnson Controls International PLC for 65 Days and Lam Research Corporation for 60 Days on average.
| JCI | LRCX | |
|---|---|---|
Market Cap | $93.28B | $401.19B |
Volume | 2,786,476 | 8,960,892 |
Sector | Basic Materials | Technology |
52-Week High | $158.76 | $433.33 |
52-Week Low | $105.55 | $131.37 |
Typical Hold Time | 65 Days | 60 Days |
Enterprise Value | $102.12B | $399.35B |
Dividend Yield | 1.04% | 0.41% |
Signals from Pluang's Aura AI — not financial advice
Johnson Controls International (JCI) trades at $157.46, up 0.98% with strong technical momentum and bullish analyst sentiment. The stock shows robust fundamentals with Q2 2026 EPS beating estimates at $1.42 versus $1.30 expected, and revenue growth accelerating to 9% in Q3 2026. Valuation metrics remain elevated with P/E at 43.38, but profitability is strong with net income margin of 14.32% and ROE of 24.42%.
JCI presents a favorable investment case with consistent earnings beats, raised FY26 guidance, and strong institutional support. Key risks include high valuation multiples and increasing debt-to-asset ratio reaching 26.06% in 2025. The consensus price target of $172.50 suggests 9.6% upside potential from current levels, supported by 28 buy ratings and no sell recommendations from analysts.
Lam Research (LRCX) is trading at $319.42, down 3.06% on the day, amid a broader bearish technical signal. The stock exhibits strong fundamentals with revenue of $18.44B in 2025 and a net income margin of 31.27%, supported by three consecutive quarterly earnings beats. Analyst consensus is overwhelmingly bullish with a 78% buy rating and a $375.68 price target, citing AI-driven demand for semiconductor equipment. Recent news highlights the company's strategic positioning in AI infrastructure and margin expansion targets.
The outlook for LRCX is positive, driven by robust earnings growth and expanding profitability, though valuation multiples remain elevated. Key risks include cyclical semiconductor demand and competitive pressures. With strong institutional support and a clear growth trajectory, the stock presents a compelling opportunity for long-term investors, contingent on sustained execution in a dynamic market.
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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 →Lam Research manufactures equipment used to fabricate semiconductors. The firm is focused on the etching, deposition, and clean markets, which are key steps in the semiconductor manufacturing process, especially for 3D NAND flash storage, advanced DRAM, and leading-edge logic/foundry chipmakers. Lam's flagship Kiyo, Vector, and Sabre products are sold in all major geographies to key customers such as Samsung Electronics, Micron, Intel, and Taiwan Semiconductor Manufacturing.
Read more on LRCX →