WallStSmart

Johnson Controls International PLC (JCI)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 11% more annual revenue ($26.65B vs $23.97B). USB leads profitability with a 29.3% profit margin vs 14.2%. USB appears more attractively valued with a PEG of 1.92. USB earns a higher WallStSmart Score of 71/100 (B).

JCI

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 6.0Value: 3.7Quality: 4.3
Piotroski: 5/9Altman Z: 1.11

USB

Strong Buy

71

out of 100

Grade: B

Growth: 6.0Profit: 7.5Value: 6.3Quality: 5.3
Piotroski: 5/9Altman Z: 0.39

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JCI2 strengths · Avg: 8.5/10
Market CapQuality
$88.38B9/10

Large-cap with strong market position

EPS GrowthGrowth
34.2%8/10

Earnings expanding 34.2% YoY

USB6 strengths · Avg: 9.3/10
P/E RatioValuation
11.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
37.8%10/10

Strong operational efficiency at 37.8%

Market CapQuality
$87.55B9/10

Large-cap with strong market position

Profit MarginProfitability
29.3%9/10

Keeps 29 of every $100 in revenue as profit

Free Cash FlowQuality
$1.34B8/10

Generating 1.3B in free cash flow

Areas to Watch

JCI3 concerns · Avg: 2.0/10
PEG RatioValuation
2.632/10

Expensive relative to growth rate

P/E RatioValuation
48.8x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.112/10

Distress zone — elevated risk

USB3 concerns · Avg: 3.3/10
PEG RatioValuation
1.924/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Altman Z-ScoreHealth
0.392/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : JCI

The strongest argument for JCI centers on Market Cap, EPS Growth.

Bull Case : USB

The strongest argument for USB centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 29.3% and operating margin at 37.8%.

Bear Case : JCI

The primary concerns for JCI are PEG Ratio, P/E Ratio, Altman Z-Score. A P/E of 48.8x leaves little room for execution misses.

Bear Case : USB

The primary concerns for USB are PEG Ratio, Revenue Growth, Altman Z-Score.

Key Dynamics to Monitor

JCI carries more volatility with a beta of 1.39 — expect wider price swings.

JCI is growing revenue faster at 6.8% — sustainability is the question.

USB generates stronger free cash flow (1.3B), providing more financial flexibility.

Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

USB scores higher overall (71/100 vs 57/100), backed by strong 29.3% margins. Both earn "Strong 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.

U.S. Bancorp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

U.S. Bancorp is an American bank holding company based in Minneapolis, Minnesota, and incorporated in Delaware. The company provides banking, investment, mortgage, trust, and payment services products to individuals, businesses, governmental entities, and other financial institutions.

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