BWA vs. JCI

Last updated Apr 2, 2026

Compare and contrast key facts about BorgWarner Inc. (BWA) and Johnson Controls International plc (JCI).

Performance

BWA vs. JCI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BorgWarner Inc. (BWA) and Johnson Controls International plc (JCI). The values are adjusted to include any dividend payments, if applicable.

BWA vs. JCI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BWA BorgWarner Inc.	21.46%	43.88%	-10.15%	2.50%	-9.18%	18.39%	-9.19%	27.13%	-30.97%	31.24%
JCI Johnson Controls International plc	12.85%	54.03%	39.80%	-7.63%	-19.29%	77.42%	17.70%	40.91%	-19.85%	-5.11%

Fundamentals

Market Cap BWA : $11.62B JCI : $85.33B
EPS BWA : $1.28 JCI : $5.29
PE Ratio BWA : 42.52 JCI : 25.44
PS Ratio BWA : 0.82 JCI : 3.61
PB Ratio BWA : 2.13 JCI : 6.46
Total Revenue (TTM) BWA : $14.32B JCI : $23.97B
Gross Profit (TTM) BWA : $2.68B JCI : $8.74B
EBITDA (TTM) BWA : $1.17B JCI : $3.44B

Returns By Period

In the year-to-date period, BWA achieves a 21.46% return, which is significantly higher than JCI's 12.85% return. Over the past 10 years, BWA has underperformed JCI with an annualized return of 6.72%, while JCI has yielded a comparatively higher 16.11% annualized return.

BWA

• 1D: 0.57%
• 1M: -2.52%
• YTD: 21.46%
• 6M: 24.15%
• 1Y: 93.94%
• 3Y*: 9.55%
• 5Y*: 7.55%
• 10Y*: 6.72%

JCI

• 1D: 2.88%
• 1M: -7.10%
• YTD: 12.85%
• 6M: 24.52%
• 1Y: 67.79%
• 3Y*: 33.35%
• 5Y*: 20.01%
• 10Y*: 16.11%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BWA vs. JCI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BWA

BWA Risk / Return Rank: 93
BWA Sharpe Ratio Rank: 94
BWA Sortino Ratio Rank: 95
BWA Omega Ratio Rank: 94
BWA Calmar Ratio Rank: 90
BWA Martin Ratio Rank: 92

JCI

JCI Risk / Return Rank: 92
JCI Sharpe Ratio Rank: 92
JCI Sortino Ratio Rank: 90
JCI Omega Ratio Rank: 91
JCI Calmar Ratio Rank: 93
JCI Martin Ratio Rank: 94

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BWA vs. JCI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BorgWarner Inc. (BWA) and Johnson Controls International plc (JCI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BWA	JCI	Difference
Sharpe ratio Return per unit of total volatility	2.49	2.27	+0.21
Sortino ratio Return per unit of downside risk	3.69	2.85	+0.84
Omega ratio Gain probability vs. loss probability	1.47	1.42	+0.05
Calmar ratio Return relative to maximum drawdown	3.92	4.98	-1.07
Martin ratio Return relative to average drawdown	12.93	15.03	-2.10
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BWA vs. JCI - Sharpe Ratio Comparison

The current BWA Sharpe Ratio is 2.49, which is comparable to the JCI Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of BWA and JCI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BWA	JCI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.49	2.27	+0.21
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.23	0.72	-0.49
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.19	0.58	-0.39
Sharpe Ratio (All Time) Calculated using the full available price history	0.31	0.32	0.00

Correlation

The correlation between BWA and JCI is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

BWA vs. JCI - Dividend Comparison

BWA's dividend yield for the trailing twelve months is around 1.14%, less than JCI's 1.17% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BWA BorgWarner Inc.	1.14%	1.24%	1.38%	1.45%	1.69%	1.51%	1.76%	1.57%	1.96%	1.15%	1.34%	1.20%
JCI Johnson Controls International plc	1.17%	1.29%	1.88%	2.55%	2.19%	1.41%	2.23%	2.55%	3.51%	2.65%	4.23%	5.85%

Drawdowns

BWA vs. JCI - Drawdown Comparison

The maximum BWA drawdown since its inception was -72.15%, smaller than the maximum JCI drawdown of -86.83%. Use the drawdown chart below to compare losses from any high point for BWA and JCI.

Drawdown Indicators

	BWA	JCI	Difference
Max Drawdown Largest peak-to-trough decline	-72.15%	-86.83%	+14.68%
Max Drawdown (1Y) Largest decline over 1 year	-23.80%	-14.14%	-9.66%
Max Drawdown (5Y) Largest decline over 5 years	-45.88%	-42.32%	-3.56%
Max Drawdown (10Y) Largest decline over 10 years	-64.59%	-47.14%	-17.45%
Current Drawdown Current decline from peak	-17.76%	-7.10%	-10.66%
Average Drawdown Average peak-to-trough decline	-22.10%	-24.43%	+2.33%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.21%	4.69%	+2.52%

Volatility

BWA vs. JCI - Volatility Comparison

The current volatility for BorgWarner Inc. (BWA) is 9.56%, while Johnson Controls International plc (JCI) has a volatility of 10.44%. This indicates that BWA experiences smaller price fluctuations and is considered to be less risky than JCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BWA	JCI	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.56%	10.44%	-0.88%
Volatility (6M) Calculated over the trailing 6-month period	29.33%	20.71%	+8.62%
Volatility (1Y) Calculated over the trailing 1-year period	37.99%	29.99%	+8.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	33.63%	27.93%	+5.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.68%	27.86%	+6.82%

Financials

BWA vs. JCI - Profitability Comparison

The chart below illustrates the profitability comparison between BorgWarner Inc. and Johnson Controls International plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

BWA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, BorgWarner Inc. reported a gross profit of 731.00M and revenue of 3.57B. Therefore, the gross margin over that period was 20.5%.

JCI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Johnson Controls International plc reported a gross profit of 2.07B and revenue of 5.80B. Therefore, the gross margin over that period was 35.8%.

BWA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, BorgWarner Inc. reported an operating income of -441.00M and revenue of 3.57B, resulting in an operating margin of -12.4%.

JCI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Johnson Controls International plc reported an operating income of 853.00M and revenue of 5.80B, resulting in an operating margin of 14.7%.

BWA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, BorgWarner Inc. reported a net income of -262.00M and revenue of 3.57B, resulting in a net margin of -7.3%.

JCI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Johnson Controls International plc reported a net income of 524.00M and revenue of 5.80B, resulting in a net margin of 9.0%.