Johnson Controls International PLC vs USA Rare Earth Inc. Class A Common Stock — how do they compare? Johnson Controls International PLC trades at $152.11 (market cap $94.78B), while USA Rare Earth Inc. Class A Common Stock trades at $10.18 (market cap $4.23B). The key difference: Johnson Controls International PLC is far larger — about 22.4× USA Rare Earth Inc. Class A Common Stock's market cap, and Johnson Controls International PLC pays a 1.02% dividend while USA Rare Earth Inc. Class A Common Stock pays none. Which is the better fit depends on your goals — on Pluang, investors hold Johnson Controls International PLC for 66 Days and USA Rare Earth Inc. Class A Common Stock for 0 Days on average.
| JCI | USAR | |
|---|---|---|
Market Cap | $94.78B | $4.23B |
Volume | 4,103,814 | 13,677,660 |
Sector | Basic Materials | Basic Materials |
52-Week High | $158.76 | $33.68 |
52-Week Low | $108.54 | $10.32 |
Typical Hold Time | 66 Days | 0 Days |
Enterprise Value | $103.61B | $2.70B |
Dividend Yield | 1.02% | — |
Signals from Pluang's Aura AI — not financial advice
Johnson Controls International (JCI) trades at $152.44, down 1.91% on the day, with strong technical momentum indicated by bullish moving averages. The company demonstrates robust fundamentals with Q2 2026 EPS of $1.42 beating estimates of $1.30, maintaining a three-quarter beat streak. Revenue trends show recovery from $23.0B in 2024 to $23.6B in 2025, with net income margin expanding significantly to 13.94%. Recent news highlights strong Q3 2026 results with 10% organic sales growth and raised full-year guidance.
JCI presents a compelling investment case with analyst consensus strongly bullish (62% buy ratings) and a $172.50 price target offering 13% upside. Key opportunities include strong demand for data-center thermal management systems and expanding profit margins. Risks include elevated valuation multiples (P/E 44.08) and increasing debt-to-asset ratio (26.06% in 2025). The stock's technical position near key support at $153 requires monitoring for sustained bullish momentum.
USA Rare Earth (USAR) trades at $11.265, down 4.7% today and near its 52-week low, reflecting persistent sector pressure. The company shows severe financial strain with a net income margin of -2,159.3% and negative cash flow from operations, though analyst consensus remains unanimously bullish with a $34.57 price target. Recent news highlights strategic investments in a $1.2 billion South Carolina facility and a $2.8 billion Brazil acquisition to build a mine-to-magnet supply chain, positioning it for long-term growth amid U.S. critical mineral initiatives.
The stock presents high risk due to extreme losses and cash burn but offers speculative upside if government funding and project milestones materialize. Key risks include execution challenges, reliance on future financing, and sector volatility. Investors should weigh the bullish analyst outlook against the company's current financial instability and macroeconomic headwinds affecting rare earth markets.
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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 →USA Rare Earth is building an integrated rare earth and permanent magnet supply chain spanning mining, metal and alloy production, and magnet manufacturing, with assets including the Round Top heavy rare earth deposit in Texas, a magnet manufacturing facility in Stillwater, Oklahoma, and metal-and-alloy producer Less Common Metals.
Read more on USAR →