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JCI vs. EMR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between JCI and EMR is 0.55, 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

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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Key characteristics

Sharpe Ratio

JCI:

1.46

EMR:

0.28

Sortino Ratio

JCI:

2.30

EMR:

0.57

Omega Ratio

JCI:

1.30

EMR:

1.08

Calmar Ratio

JCI:

2.33

EMR:

0.27

Martin Ratio

JCI:

7.07

EMR:

0.70

Ulcer Index

JCI:

6.97%

EMR:

11.22%

Daily Std Dev

JCI:

31.93%

EMR:

32.27%

Max Drawdown

JCI:

-85.71%

EMR:

-59.06%

Current Drawdown

JCI:

0.00%

EMR:

-9.44%

Fundamentals

Market Cap

JCI:

$63.69B

EMR:

$67.64B

EPS

JCI:

$3.31

EMR:

$3.46

PE Ratio

JCI:

29.24

EMR:

34.75

PEG Ratio

JCI:

1.53

EMR:

1.70

PS Ratio

JCI:

2.74

EMR:

3.84

PB Ratio

JCI:

4.03

EMR:

3.55

Total Revenue (TTM)

JCI:

$21.26B

EMR:

$17.61B

Gross Profit (TTM)

JCI:

$7.89B

EMR:

$9.02B

EBITDA (TTM)

JCI:

$3.51B

EMR:

$4.54B

Returns By Period

In the year-to-date period, JCI achieves a 24.63% return, which is significantly higher than EMR's -1.84% return. Over the past 10 years, JCI has outperformed EMR with an annualized return of 13.18%, while EMR has yielded a comparatively lower 10.23% annualized return.


JCI

YTD

24.63%

1M

27.75%

6M

17.09%

1Y

46.26%

5Y*

31.01%

10Y*

13.18%

EMR

YTD

-1.84%

1M

22.77%

6M

-4.04%

1Y

8.82%

5Y*

20.56%

10Y*

10.23%

*Annualized

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Risk-Adjusted Performance

JCI vs. EMR — Risk-Adjusted Performance Rank

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

JCI
The Risk-Adjusted Performance Rank of JCI is 9191
Overall Rank
The Sharpe Ratio Rank of JCI is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of JCI is 8989
Sortino Ratio Rank
The Omega Ratio Rank of JCI is 8888
Omega Ratio Rank
The Calmar Ratio Rank of JCI is 9494
Calmar Ratio Rank
The Martin Ratio Rank of JCI is 9191
Martin Ratio Rank

EMR
The Risk-Adjusted Performance Rank of EMR is 5959
Overall Rank
The Sharpe Ratio Rank of EMR is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of EMR is 5353
Sortino Ratio Rank
The Omega Ratio Rank of EMR is 5353
Omega Ratio Rank
The Calmar Ratio Rank of EMR is 6464
Calmar Ratio Rank
The Martin Ratio Rank of EMR is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

JCI vs. EMR - Risk-Adjusted Performance 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.


The current JCI Sharpe Ratio is 1.46, which is higher than the EMR Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of JCI and EMR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

JCI vs. EMR - Dividend Comparison

JCI's dividend yield for the trailing twelve months is around 1.51%, less than EMR's 1.75% yield.


TTM20242023202220212020201920182017201620152014
JCI
Johnson Controls International plc
1.51%1.88%2.55%2.19%1.41%2.23%2.55%3.51%2.65%15.64%5.85%3.69%
EMR
Emerson Electric Co.
1.75%1.70%2.14%2.15%2.18%2.49%2.58%3.26%2.76%3.42%3.94%2.85%

Drawdowns

JCI vs. EMR - Drawdown Comparison

The maximum JCI drawdown since its inception was -85.71%, which is greater than EMR's maximum drawdown of -59.06%. Use the drawdown chart below to compare losses from any high point for JCI and EMR. For additional features, visit the drawdowns tool.


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Volatility

JCI vs. EMR - Volatility Comparison

The current volatility for Johnson Controls International plc (JCI) is 7.01%, while Emerson Electric Co. (EMR) has a volatility of 9.04%. 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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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


3.00B4.00B5.00B6.00B7.00B20212022202320242025
5.68B
4.43B
(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

-20.0%0.0%20.0%40.0%60.0%20212022202320242025
36.5%
53.5%
(JCI) Gross Margin
(EMR) Gross Margin
JCI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Johnson Controls International plc reported a gross profit of 2.07B and revenue of 5.68B. Therefore, the gross margin over that period was 36.5%.

EMR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Emerson Electric Co. reported a gross profit of 2.37B and revenue of 4.43B. Therefore, the gross margin over that period was 53.5%.

JCI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Johnson Controls International plc reported an operating income of 642.00M and revenue of 5.68B, resulting in an operating margin of 11.3%.

EMR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Emerson Electric Co. reported an operating income of 859.00M and revenue of 4.43B, resulting in an operating margin of 19.4%.

JCI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Johnson Controls International plc reported a net income of 478.00M and revenue of 5.68B, resulting in a net margin of 8.4%.

EMR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Emerson Electric Co. reported a net income of 485.00M and revenue of 4.43B, resulting in a net margin of 10.9%.