Johnson Controls International PLC vs Progressive Corp — how do they compare? Johnson Controls International PLC trades at $140.6 (market cap $85.03B), while Progressive Corp trades at $207.88 (market cap $123.39B). The key difference: Progressive Corp is the larger of the two by market cap, and Progressive Corp pays the higher dividend (6.55%). Which is the better fit depends on your goals.
| JCI | PGR | |
|---|---|---|
Market Cap | $85.03B | $123.39B |
Sector | Industrials | Financials |
52-Week High | $148.21 | $252.68 |
52-Week Low | $103.24 | $190.40 |
Enterprise Value | $93.86B | $131.61B |
Dividend Yield | 1.15% | 6.55% |
Signals from Pluang's Aura AI — not financial advice
Johnson Controls (JCI) trades at $139.03, down 1.02% today, with technical indicators showing bearish momentum despite strong analyst support. The company demonstrates solid fundamentals with Q1 2026 EPS beating expectations at $1.19 versus $1.12, maintaining a pattern of earnings outperformance. Recent corporate developments include a $0.40 dividend declaration and board appointments, while cash flow trends show improvement with projected positive net cash flow of $157M for 2026.
JCI presents a compelling investment case with 62% analyst buy ratings and a $158.29 consensus price target offering 14% upside. However, elevated valuation multiples (P/E 42.95, EV/EBITDA 26.89) and bearish technical signals warrant caution. Key risks include competitive pressures in building technologies and sensitivity to commercial construction cycles, balanced by strong profitability margins and institutional confidence.
PGR trades at $211.22, up 1.57% over 24 hours, with a bearish technical signal but neutral oscillators. The stock shows strong fundamentals with revenue growth from $49.6B in 2022 to $87.6B in 2025 and net income margin expanding to 12.9%. Recent Q2 2026 earnings matched expectations at $4.64 EPS. Analyst consensus price target is $234.56 with 37% buy ratings, though technical resistance looms near $212.
Outlook remains cautiously optimistic given Progressive's earnings consistency and valuation at 10.43 P/E, but risks include competitive pressures and potential earnings volatility. The stock offers value with dividend yield support, though investors should monitor premium growth sustainability amid economic uncertainty.
Trailing returns across standard periods
Latest headlines on both assets
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 →Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →