Johnson Controls International PLC vs J M Smucker Co — how do they compare? Johnson Controls International PLC trades at $139.64 (market cap $85.70B), while J M Smucker Co trades at $112.27 (market cap $11.97B). The key difference: Johnson Controls International PLC is far larger — about 7.2× J M Smucker Co's market cap, and J M Smucker Co pays the higher dividend (3.93%). Which is the better fit depends on your goals.
| JCI | SJM | |
|---|---|---|
Market Cap | $85.70B | $11.97B |
Sector | Industrials | Consumer Staples |
52-Week High | $148.21 | $117.05 |
52-Week Low | $103.24 | $89.53 |
Enterprise Value | $94.52B | $19.00B |
Dividend Yield | 1.14% | 3.93% |
Signals from Pluang's Aura AI — not financial advice
Johnson Controls International (JCI) trades at $140.04, down 0.3% on the day, with a bearish technical signal but strong analyst support. The company has consistently beaten earnings estimates in recent quarters, with Q2 2026 results pending. Revenue for 2025 was $23.60 billion, with net income surging to $3.29 billion, driving a net margin of 13.94%. Recent news highlights innovation awards and a scheduled Q3 2026 earnings call.
JCI presents a mixed outlook: robust profitability and a unanimous 'Buy' or 'Hold' analyst consensus with a $158.29 price target suggest upside potential. However, high valuation ratios (P/E of 42.95) and a bearish technical picture near key support at $140 indicate near-term pressure. Risks include execution challenges and macroeconomic sensitivity, but the fundamental growth trajectory remains solid.
J.M. Smucker (SJM) trades at $111.89, down 0.11% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company reported mixed Q2 2026 earnings with two beats and one miss in recent quarters, while showing negative net income margin of -1.53% and ROE of -2.39%. Recent news highlights dividend increases and growth drivers like Uncrustables, which reached $1 billion in annual sales according to Zacks Investment Research on July 14, 2026.
SJM presents a value opportunity with a forward P/E of 22.05 below historical averages and strong analyst support (51.61% buy ratings), but faces headwinds from projected FY2027 revenue decline of 3-4% and ongoing profitability challenges. The stock's upside potential to the $123.18 consensus target is tempered by execution risks in portfolio optimization and competitive pressures in the packaged foods sector.
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 →J.M. Smucker is a packaged food company that primarily operates in the U.S. retail channel (87% of fiscal 2022 revenue), but also in U.S. food-service (7%), and international (6%). Its largest segment is pet food and treats (36% of 2022 revenue), with popular brands such as Milk-Bone, Meow Mix, 9Lives, Kibbles 'n Bits, Nature's Recipe, and Rachael Ray Nutrish. Its second-largest category is coffee (35% across channels) with the number-two brand Folgers and number-six Dunkin'. Other large categories are peanut butter (10%), with number-one Jif, fruit spreads (5%) with number-one Smucker's, and frozen hand-held foods (6%) with number-one Uncrustables.
Read more on SJM →