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JCI vs. EMR
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

JCI vs. EMR - Performance Comparison

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

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Returns By Period

In the year-to-date period, JCI achieves a 18.94% return, which is significantly higher than EMR's 7.86% return. Over the past 10 years, JCI has outperformed EMR with an annualized return of 14.79%, while EMR has yielded a comparatively lower 13.30% annualized return.


JCI

1D
6.03%
1M
-2.13%
YTD
18.94%
6M
23.96%
1Y
43.40%
3Y*
34.11%
5Y*
18.73%
10Y*
14.79%

EMR

1D
0.27%
1M
3.75%
YTD
7.86%
6M
8.58%
1Y
21.44%
3Y*
21.91%
5Y*
10.00%
10Y*
13.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JCI vs. EMR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JCI
Johnson Controls International plc
18.94%54.03%39.80%-7.63%-19.29%77.42%17.70%40.91%-19.85%-5.11%
EMR
Emerson Electric Co.
7.86%8.92%29.73%3.75%5.74%18.19%8.61%31.53%-11.87%29.05%

Correlation

The correlation between JCI and EMR is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.46

Correlation (3Y)
Calculated over the trailing 3-year period

0.55

Correlation (5Y)
Calculated over the trailing 5-year period

0.62

Correlation (10Y)
Calculated over the trailing 10-year period

0.60

Correlation (All Time)
Calculated using the full available price history since Mar 28, 1985

0.44

The correlation between JCI and EMR shifts across timeframes, from 0.44 (all time) to 0.62 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

JCI:

$4.91

EMR:

$4.33

PE Ratio

JCI:

28.92

EMR:

32.78

PEG Ratio

JCI:

7.33

EMR:

11.65

PS Ratio

JCI:

5.47

EMR:

4.38

Total Revenue (TTM)

JCI:

$12.49B

EMR:

$18.32B

Gross Profit (TTM)

JCI:

$8.93B

EMR:

$7.22B

EBITDA (TTM)

JCI:

$3.12B

EMR:

$3.87B

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Return for Risk

JCI vs. EMR — Risk / Return Rank

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

JCI
JCI Risk / Return Rank: 8282
Overall Rank
JCI Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
JCI Sortino Ratio Rank: 7878
Sortino Ratio Rank
JCI Omega Ratio Rank: 7979
Omega Ratio Rank
JCI Calmar Ratio Rank: 8484
Calmar Ratio Rank
JCI Martin Ratio Rank: 8585
Martin Ratio Rank

EMR
EMR Risk / Return Rank: 5959
Overall Rank
EMR Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
EMR Sortino Ratio Rank: 5757
Sortino Ratio Rank
EMR Omega Ratio Rank: 5656
Omega Ratio Rank
EMR Calmar Ratio Rank: 5959
Calmar Ratio Rank
EMR Martin Ratio Rank: 5959
Martin Ratio Rank
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.

JCI vs. EMR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Johnson Controls International plc (JCI) and Emerson Electric Co. (EMR). 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.


JCIEMRDifference

Sharpe ratio

Return per unit of total volatility

1.62

0.72

+0.90

Sortino ratio

Return per unit of downside risk

2.23

1.16

+1.07

Omega ratio

Gain probability vs. loss probability

1.30

1.15

+0.15

Calmar ratio

Return relative to maximum drawdown

3.30

0.89

+2.41

Martin ratio

Return relative to average drawdown

9.16

1.98

+7.18

JCI vs. EMR - Sharpe Ratio Comparison

The current JCI Sharpe Ratio is 1.62, which is higher than the EMR Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of JCI and EMR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


JCIEMRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.62

0.72

+0.90

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

0.37

+0.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

0.46

+0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.27

0.34

-0.07

Drawdowns

JCI vs. EMR - Drawdown Comparison

The maximum JCI drawdown since its inception was -93.36%, which is greater than EMR's maximum drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for JCI and EMR.


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Drawdown Indicators


JCIEMRDifference

Max Drawdown

Largest peak-to-trough decline

-93.36%

-59.05%

-34.31%

Max Drawdown (1Y)

Largest decline over 1 year

-12.71%

-23.45%

+10.74%

Max Drawdown (3Y)

Largest decline over 3 years

-30.85%

-29.62%

-1.23%

Max Drawdown (5Y)

Largest decline over 5 years

-42.32%

-29.62%

-12.70%

Max Drawdown (10Y)

Largest decline over 10 years

-47.14%

-50.77%

+3.63%

Current Drawdown

Current decline from peak

-2.77%

-11.47%

+8.70%

Average Drawdown

Average peak-to-trough decline

-38.27%

-14.11%

-24.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.59%

10.56%

-5.97%

Volatility

JCI vs. EMR - Volatility Comparison

The current volatility for Johnson Controls International plc (JCI) is 9.73%, while Emerson Electric Co. (EMR) has a volatility of 10.97%. This indicates that JCI experiences smaller price fluctuations and is considered to be less risky than EMR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JCIEMRDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.73%

10.97%

-1.24%

Volatility (6M)

Calculated over the trailing 6-month period

21.11%

24.59%

-3.48%

Volatility (1Y)

Calculated over the trailing 1-year period

26.95%

29.88%

-2.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.24%

27.22%

+1.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.95%

29.10%

-1.15%

Dividends

JCI vs. EMR - Dividend Comparison

JCI's dividend yield for the trailing twelve months is around 1.11%, less than EMR's 1.54% yield.


PositionTTM20252024202320222021202020192018201720162015
EMR
Emerson Electric Co.
1.54%1.61%1.70%2.14%2.15%2.18%2.49%2.58%3.26%2.76%3.42%3.94%
JCI
Johnson Controls International plc
1.11%1.29%1.88%2.55%2.19%1.41%2.23%2.55%3.51%2.65%4.23%5.85%

Financials

JCI vs. EMR - Financials Comparison

This section allows you to compare key financial metrics between Johnson Controls International plc and Emerson Electric Co.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-6.00B-4.00B-2.00B0.002.00B4.00B6.00B8.00B20222023202420252026
-5.80B
4.56B
(JCI) Total Revenue
(EMR) Total Revenue
Values in USD except per share items

JCI vs. EMR - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%20222023202420252026
-39.0%
0
Portfolio components
JCI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Johnson Controls International plc reported a gross profit of 2.26B and revenue of -5.80B. Therefore, the gross margin over that period was -39.0%.

EMR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Emerson Electric Co. reported a gross profit of 0.00 and revenue of 4.56B. Therefore, the gross margin over that period was 0.0%.

JCI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Johnson Controls International plc reported an operating income of 612.00M and revenue of -5.80B, resulting in an operating margin of -10.6%.

EMR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Emerson Electric Co. reported an operating income of 0.00 and revenue of 4.56B, resulting in an operating margin of 0.0%.

JCI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Johnson Controls International plc reported a net income of -556.00M and revenue of -5.80B, resulting in a net margin of 9.6%.

EMR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Emerson Electric Co. reported a net income of 618.00M and revenue of 4.56B, resulting in a net margin of 13.6%.


Frequently Asked Questions


JCI and EMR have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EMR has higher volatility (10.97%) compared to JCI (9.73%). In terms of maximum drawdown, JCI dropped -93.36% vs EMR's -59.05%.

JCI currently has the higher Sharpe Ratio (1.62 vs 0.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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