Johnson Controls International PLC (JCI)vsAdvanced Drainage Systems Inc (WMS)
JCI
Johnson Controls International PLC
$129.70
-2.66%
INDUSTRIALS · Cap: $79.38B
WMS
Advanced Drainage Systems Inc
$137.86
+4.29%
INDUSTRIALS · Cap: $10.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson Controls International PLC generates 702% more annual revenue ($23.97B vs $2.99B). WMS leads profitability with a 15.8% profit margin vs 14.2%. WMS appears more attractively valued with a PEG of 1.12. WMS earns a higher WallStSmart Score of 66/100 (B-).
JCI
Buy57
out of 100
Grade: C
WMS
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1.1%
Fair Value
$139.46
Current Price
$129.70
$9.76 premium
Margin of Safety
+3.4%
Fair Value
$179.34
Current Price
$137.86
$41.48 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Earnings expanding 34.2% YoY
Revenue surging 40.0% year-over-year
Every $100 of equity generates 28 in profit
Strong operational efficiency at 21.0%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : JCI
The strongest argument for JCI centers on Market Cap, EPS Growth.
Bull Case : WMS
The strongest argument for WMS centers on Revenue Growth, Return on Equity, Operating Margin. Profitability is solid with margins at 15.8% and operating margin at 21.0%. Revenue growth of 40.0% demonstrates continued momentum.
Bear Case : JCI
The primary concerns for JCI are PEG Ratio, P/E Ratio, Altman Z-Score. A P/E of 43.5x leaves little room for execution misses.
Bear Case : WMS
No major red flags identified for WMS, but monitor valuation.
Key Dynamics to Monitor
JCI profiles as a value stock while WMS is a growth play — different risk/reward profiles.
JCI carries more volatility with a beta of 1.39 — expect wider price swings.
WMS is growing revenue faster at 40.0% — sustainability is the question.
JCI generates stronger free cash flow (464M), providing more financial flexibility.
Bottom Line
WMS scores higher overall (66/100 vs 57/100), backed by strong 15.8% margins and 40.0% revenue growth. 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.
Advanced Drainage Systems Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Advanced Drainage Systems, Inc. designs, manufactures and markets thermoplastic corrugated pipe and related water management products and drainage solutions for use in the underground construction and infrastructure market in the United States, Canada, Mexico and internationally. The company is headquartered in Hilliard, Ohio.
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