Johnson Controls International PLC (JCI)vsUnion Pacific Corporation (UNP)
JCI
Johnson Controls International PLC
$147.40
+0.84%
INDUSTRIALS · Cap: $89.11B
UNP
Union Pacific Corporation
$272.32
-0.45%
INDUSTRIALS · Cap: $158.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Union Pacific Corporation generates 1% more annual revenue ($24.70B vs $24.43B). UNP leads profitability with a 29.2% profit margin vs 14.4%. JCI appears more attractively valued with a PEG of 1.98. UNP earns a higher WallStSmart Score of 60/100 (C).
JCI
Buy59
out of 100
Grade: C
UNP
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JCI.
Margin of Safety
-88.0%
Fair Value
$136.65
Current Price
$272.32
$135.67 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Earnings expanding 38.9% YoY
Every $100 of equity generates 37 in profit
Strong operational efficiency at 40.4%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Generating 1.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Trading at 8.3x book value
3.2% revenue growth
Elevated debt levels
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : JCI
The strongest argument for JCI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : UNP
The strongest argument for UNP centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 29.2% and operating margin at 40.4%.
Bear Case : JCI
The primary concerns for JCI are PEG Ratio, P/E Ratio, Altman Z-Score. A P/E of 44.7x leaves little room for execution misses.
Bear Case : UNP
The primary concerns for UNP are Price/Book, Revenue Growth, Debt/Equity. Debt-to-equity of 1.62 is elevated, increasing financial risk.
Key Dynamics to Monitor
JCI carries more volatility with a beta of 1.34 — expect wider price swings.
JCI is growing revenue faster at 8.2% — sustainability is the question.
UNP generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UNP scores higher overall (60/100 vs 59/100), backed by strong 29.2% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Johnson Controls International PLC
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Johnson Controls International plc is an Irish-domiciled multinational conglomerate headquartered in Cork, Ireland, that produces fire, HVAC, and security equipment for buildings.
Union Pacific Corporation
INDUSTRIALS · RAILROADS · USA
The Union Pacific Corporation (Union Pacific) is a publicly traded railroad holding company. It was incorporated in Utah in 1969 and is headquartered in Omaha, Nebraska. It is the parent company of the current, Delaware-registered, form of the Union Pacific Railroad.
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