Johnson Controls International PLC vs Seagate Technology Holdings PLC — how do they compare? Johnson Controls International PLC trades at $154.53 (market cap $93.74B), while Seagate Technology Holdings PLC trades at $881.39 (market cap $185.97B). The key difference: Seagate Technology Holdings PLC is the larger of the two by market cap, and Johnson Controls International PLC pays the higher dividend (1.03%). Which is the better fit depends on your goals.
| JCI | STX | |
|---|---|---|
Market Cap | $93.74B | $185.97B |
Sector | Industrials | Technology |
52-Week High | $154.76 | $1.09K |
52-Week Low | $103.52 | $154.43 |
Enterprise Value | $102.58B | $188.12B |
Dividend Yield | 1.03% | 0.36% |
Signals from Pluang's Aura AI — not financial advice
Johnson Controls International (JCI) trades at $154.06, up 2.23% on the day, with a bullish technical signal from moving averages and strong recent earnings beats. The company reported robust Q3 2026 results with organic sales growth of 10% and raised its full-year guidance, driven by demand for data-center thermal management systems. Valuation ratios are elevated, with a P/E of 43.59 and P/S of 3.82, reflecting growth expectations. The stock is near its pivot point of $154, with immediate resistance at $155.
The outlook for JCI is positive, supported by strong operational momentum and strategic positioning in energy-efficient building solutions. Key opportunities include expanding AI-related cooling demand and consistent earnings outperformance. Risks involve high valuation multiples, increasing debt-to-asset ratios, and potential macroeconomic pressures on construction markets. Analyst consensus remains strongly bullish with a $168.25 price target, though investors should monitor execution on growth initiatives.
Seagate Technology (STX) trades at $879.11, up 9.79% in 24 hours, reflecting strong momentum driven by AI storage demand. The stock shows a neutral technical signal with support near $803 and resistance at $833. Recent earnings beats and a projected 2026 net income margin of 26.1% highlight robust fundamentals, though elevated valuation ratios like a P/E of 59.03 warrant caution. Positive analyst sentiment, with 55% buy ratings and a consensus price target of $1,130, underscores growth optimism amid AI-driven data center expansion.
Outlook: STX benefits from AI storage tailwinds and disciplined supply, but high debt and valuation pose risks. The stock offers growth potential if execution continues, yet volatility from memory market cycles and competitive pressures requires monitoring. Investor focus remains on HAMR technology adoption and sustained margin improvement.
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 →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →