JCI vs. ORCL
JCI (Johnson Controls International plc) and ORCL (Oracle Corporation) are both stocks. JCI operates in Engineering & Construction (Industrials), while ORCL operates in Software - Infrastructure (Technology). Over the past 10 years, JCI returned 14.94%/yr vs 18.60%/yr for ORCL. At a 0.31 correlation, their price movements are largely independent.
Performance
JCI vs. ORCL - Performance Comparison
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Returns By Period
In the year-to-date period, JCI achieves a 21.43% return, which is significantly higher than ORCL's -4.95% return. Over the past 10 years, JCI has underperformed ORCL with an annualized return of 14.94%, while ORCL has yielded a comparatively higher 18.60% annualized return.
JCI
- 1D
- 0.66%
- 1M
- 1.31%
- YTD
- 21.43%
- 6M
- 27.13%
- 1Y
- 44.13%
- 3Y*
- 33.39%
- 5Y*
- 19.07%
- 10Y*
- 14.94%
ORCL
- 1D
- 0.02%
- 1M
- -4.57%
- YTD
- -4.95%
- 6M
- -2.48%
- 1Y
- -13.59%
- 3Y*
- 17.80%
- 5Y*
- 18.90%
- 10Y*
- 18.60%
JCI vs. ORCL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JCI Johnson Controls International plc | 21.43% | 54.03% | 39.80% | -7.63% | -19.29% | 77.42% | 17.70% | 40.91% | -19.85% | -5.11% |
ORCL Oracle Corporation | -4.95% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
Correlation
The correlation between JCI and ORCL is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Mar 12, 1986 | 0.31 |
Over the past year, the correlation between JCI and ORCL has dropped to 0.05 - well below their long-term average of 0.31, suggesting their price drivers have been diverging.
Fundamentals
JCI:
$4.91
ORCL:
$5.86
JCI:
29.52
ORCL:
31.41
JCI:
7.49
ORCL:
1.29
JCI:
5.58
ORCL:
7.97
JCI:
$12.49B
ORCL:
$67.36B
JCI:
$8.93B
ORCL:
$79.58B
JCI:
$3.12B
ORCL:
$6.20B
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Return for Risk
JCI vs. ORCL — Risk / Return Rank
JCI
ORCL
JCI vs. ORCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson Controls International plc (JCI) and Oracle Corporation (ORCL). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JCI | ORCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.60 | ||
| Sortino ratioReturn per unit of downside risk | +1.74 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.04 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 3.31 | -0.12 | +3.43 |
| Martin ratioReturn relative to average drawdown | 9.11 | -0.20 | +9.31 |
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Drawdowns
JCI vs. ORCL - Drawdown Comparison
The maximum JCI drawdown since its inception was -86.83%, roughly equal to the maximum ORCL drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for JCI and ORCL.
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Drawdown Indicators
| JCI | ORCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.83% | -84.19% | -2.64% |
Max Drawdown (1Y)Largest decline over 1 year | -12.71% | -58.25% | +45.54% |
Max Drawdown (3Y)Largest decline over 3 years | -30.85% | -58.25% | +27.40% |
Max Drawdown (5Y)Largest decline over 5 years | -42.32% | -58.25% | +15.93% |
Max Drawdown (10Y)Largest decline over 10 years | -47.14% | -58.25% | +11.11% |
Current DrawdownCurrent decline from peak | -1.89% | -43.48% | +41.59% |
Average DrawdownAverage peak-to-trough decline | -21.70% | -29.11% | +7.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.61% | 35.41% | -30.80% |
Volatility
JCI vs. ORCL - Volatility Comparison
The current volatility for Johnson Controls International plc (JCI) is 12.33%, while Oracle Corporation (ORCL) has a volatility of 23.44%. This indicates that JCI experiences smaller price fluctuations and is considered to be less risky than ORCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JCI | ORCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.33% | 23.44% | -11.11% |
Volatility (6M)Calculated over the trailing 6-month period | 22.64% | 43.42% | -20.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.11% | 65.91% | -37.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.46% | 42.16% | -13.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.06% | 35.12% | -7.06% |
Dividends
JCI vs. ORCL - Dividend Comparison
JCI's dividend yield for the trailing twelve months is around 1.08%, which matches ORCL's 1.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCI Johnson Controls International plc | 1.08% | 1.29% | 1.88% | 2.55% | 2.19% | 1.41% | 2.23% | 2.55% | 3.51% | 2.65% | 4.23% | 5.85% |
ORCL Oracle Corporation | 1.09% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
Financials
JCI vs. ORCL - Financials Comparison
This section allows you to compare key financial metrics between Johnson Controls International plc and Oracle Corporation. 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
Frequently Asked Questions
JCI and ORCL have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (23.44%) compared to JCI (12.33%). In terms of maximum drawdown, JCI dropped -86.83% vs ORCL's -84.19%.
JCI currently has the higher Sharpe Ratio (1.50 vs -0.11), 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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