EMR vs. JCI
Compare and contrast key facts about Emerson Electric Co. (EMR) and Johnson Controls International plc (JCI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EMR or JCI.
Key characteristics
| EMR | JCI | |
|---|---|---|
| YTD Return | 10.01% | 8.22% |
| 1Y Return | 31.72% | 8.69% |
| 3Y Return (Ann) | 7.75% | 1.43% |
| 5Y Return (Ann) | 11.20% | 12.05% |
| 10Y Return (Ann) | 7.87% | 9.00% |
| Sharpe Ratio | 1.39 | 0.30 |
| Daily Std Dev | 21.64% | 25.73% |
| Max Drawdown | -56.14% | -86.74% |
| Current Drawdown | -7.09% | -19.32% |
Fundamentals
| EMR | JCI | |
|---|---|---|
| Market Cap | $60.91B | $42.02B |
| EPS | $3.41 | $2.69 |
| PE Ratio | 31.24 | 23.19 |
| PEG Ratio | 2.30 | 1.26 |
| Revenue (TTM) | $15.91B | $26.83B |
| Gross Profit (TTM) | $7.43B | $8.97B |
| EBITDA (TTM) | $4.31B | $2.96B |
Correlation
The correlation between EMR and JCI is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EMR vs. JCI - Performance Comparison
In the year-to-date period, EMR achieves a 10.01% return, which is significantly higher than JCI's 8.22% return. Over the past 10 years, EMR has underperformed JCI with an annualized return of 7.87%, while JCI has yielded a comparatively higher 9.00% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
EMR vs. JCI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Emerson Electric Co. (EMR) 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.
Dividends
EMR vs. JCI - Dividend Comparison
EMR's dividend yield for the trailing twelve months is around 1.96%, less than JCI's 2.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMR Emerson Electric Co. | 1.96% | 2.14% | 2.15% | 2.18% | 2.49% | 2.58% | 3.26% | 2.76% | 3.42% | 3.94% | 2.85% | 2.37% |
JCI Johnson Controls International plc | 2.37% | 2.55% | 2.19% | 1.41% | 2.23% | 2.55% | 3.51% | 2.65% | 14.17% | 2.79% | 1.78% | 1.72% |
Drawdowns
EMR vs. JCI - Drawdown Comparison
The maximum EMR drawdown since its inception was -56.14%, smaller than the maximum JCI drawdown of -86.74%. Use the drawdown chart below to compare losses from any high point for EMR and JCI. For additional features, visit the drawdowns tool.
Volatility
EMR vs. JCI - Volatility Comparison
The current volatility for Emerson Electric Co. (EMR) is 3.37%, while Johnson Controls International plc (JCI) has a volatility of 8.69%. This indicates that EMR 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.
Financials
EMR vs. JCI - Financials Comparison
This section allows you to compare key financial metrics between Emerson Electric Co. and Johnson Controls International plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities