Johnson Controls International PLC vs ArcelorMittal SA — how do they compare? Johnson Controls International PLC trades at $155.47 (market cap $91.29B), while ArcelorMittal SA trades at $73.73 (market cap $55.96B). The key difference: Johnson Controls International PLC is the larger of the two by market cap, and Johnson Controls International PLC pays the higher dividend (1.06%). Which is the better fit depends on your goals.
| JCI | MT | |
|---|---|---|
Market Cap | $91.29B | $55.96B |
Sector | Industrials | Basic Materials |
52-Week High | $154.76 | $75.35 |
52-Week Low | $103.52 | $32.44 |
Enterprise Value | $100.12B | $65.53B |
Dividend Yield | 1.06% | 0.81% |
Signals from Pluang's Aura AI — not financial advice
Johnson Controls International (JCI) trades at $152.21, down 1.51% on the day, but maintains a bullish technical outlook with strong analyst support. The company reported robust Q2 2026 earnings, beating estimates with EPS of $1.42 versus $1.30 expected, and raised full-year guidance. Fundamentals show solid revenue growth and expanding net income margins, though valuation multiples like a P/E of 42.88 appear elevated. Recent news highlights strong demand for its thermal management systems, particularly in data centers.
JCI's outlook is positive, driven by operational strength and strategic positioning in high-growth markets like AI infrastructure. Investment opportunities include continued earnings beats and market share gains in energy efficiency solutions. Key risks involve high valuation sensitivity, competitive pressures, and macroeconomic factors affecting construction and industrial spending. The consensus price target of $168.25 suggests ~10% upside from current levels.
ArcelorMittal (MT) trades at $73.29, up 0.1% with bullish technical signals from moving averages despite recent earnings miss. The company shows improving fundamentals with Q2 2026 revenue growth and strong cash flow generation of $4.8B from operations. Recent corporate developments include dividend payments and strategic partnerships with Microsoft, while analyst consensus remains positive with 50% buy ratings.
Outlook remains cautiously optimistic with European business recovery potential, though risks include cyclical steel demand volatility and elevated debt levels. The stock offers value with reasonable P/S (0.89) and P/B (1.01) ratios, but investors should monitor execution on second-half shipment guidance and margin pressures from input costs.
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 →ArcelorMittal SA is involved in the steel industry. The company's operating segments include NAFTA
Read more on MT →