JCI vs. SPXC
JCI (Johnson Controls International plc) and SPXC (SPX Corporation) are both stocks. Both are in the Industrials sector — JCI in Engineering & Construction, SPXC in Specialty Industrial Machinery. Over the past 10 years, JCI returned 14.82%/yr vs 30.96%/yr for SPXC. At a 0.38 correlation, their price movements are largely independent.
Performance
JCI vs. SPXC - Performance Comparison
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Returns By Period
In the year-to-date period, JCI achieves a 20.66% return, which is significantly higher than SPXC's 14.94% return. Over the past 10 years, JCI has underperformed SPXC with an annualized return of 14.82%, while SPXC has yielded a comparatively higher 30.96% annualized return.
JCI
- 1D
- 0.28%
- 1M
- 3.25%
- YTD
- 20.66%
- 6M
- 26.09%
- 1Y
- 40.71%
- 3Y*
- 33.96%
- 5Y*
- 18.98%
- 10Y*
- 14.82%
SPXC
- 1D
- 0.94%
- 1M
- 13.37%
- YTD
- 14.94%
- 6M
- 11.54%
- 1Y
- 45.81%
- 3Y*
- 39.57%
- 5Y*
- 30.08%
- 10Y*
- 30.96%
JCI vs. SPXC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JCI Johnson Controls International plc | 20.66% | 54.03% | 39.80% | -7.63% | -19.29% | 77.42% | 17.70% | 40.91% | -19.85% | -5.11% |
SPXC SPX Corporation | 14.94% | 37.48% | 44.06% | 53.86% | 10.00% | 9.42% | 7.19% | 81.65% | -10.77% | 32.34% |
Correlation
The correlation between JCI and SPXC is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.58 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Jul 2, 1985 | 0.38 |
Over the past year, JCI and SPXC have become more correlated (0.58) than their long-term average of 0.38, meaning their price movements have been converging.
Fundamentals
JCI:
$4.91
SPXC:
$5.19
JCI:
29.34
SPXC:
44.32
JCI:
7.44
SPXC:
0.01
JCI:
5.55
SPXC:
4.78
JCI:
$12.49B
SPXC:
$2.35B
JCI:
$8.93B
SPXC:
$909.30M
JCI:
$3.12B
SPXC:
$475.30M
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Return for Risk
JCI vs. SPXC — Risk / Return Rank
JCI
SPXC
JCI vs. SPXC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson Controls International plc (JCI) and SPX Corporation (SPXC). 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.
| JCI | SPXC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.22 | 1.99 | +1.23 |
| Martin ratioReturn relative to average drawdown | 8.89 | 5.09 | +3.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JCI | SPXC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 1.26 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.86 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.83 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.34 | +0.04 |
Drawdowns
JCI vs. SPXC - Drawdown Comparison
The maximum JCI drawdown since its inception was -86.83%, which is greater than SPXC's maximum drawdown of -81.12%. Use the drawdown chart below to compare losses from any high point for JCI and SPXC.
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Drawdown Indicators
| JCI | SPXC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.83% | -81.12% | -5.71% |
Max Drawdown (1Y)Largest decline over 1 year | -12.71% | -23.15% | +10.44% |
Max Drawdown (3Y)Largest decline over 3 years | -30.85% | -33.54% | +2.69% |
Max Drawdown (5Y)Largest decline over 5 years | -42.32% | -38.32% | -4.00% |
Max Drawdown (10Y)Largest decline over 10 years | -47.14% | -50.26% | +3.12% |
Current DrawdownCurrent decline from peak | -2.27% | -5.39% | +3.12% |
Average DrawdownAverage peak-to-trough decline | -21.71% | -29.02% | +7.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.59% | 9.03% | -4.44% |
Volatility
JCI vs. SPXC - Volatility Comparison
Johnson Controls International plc (JCI) and SPX Corporation (SPXC) have volatilities of 10.20% and 10.68%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JCI | SPXC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.20% | 10.68% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 21.47% | 27.88% | -6.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.27% | 36.54% | -9.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.30% | 35.14% | -6.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.98% | 37.46% | -9.48% |
Dividends
JCI vs. SPXC - Dividend Comparison
JCI's dividend yield for the trailing twelve months is around 1.09%, while SPXC has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCI Johnson Controls International plc | 1.09% | 1.29% | 1.88% | 2.55% | 2.19% | 1.41% | 2.23% | 2.55% | 3.51% | 2.65% | 4.23% | 5.85% |
SPXC SPX Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 386.22% |
Financials
JCI vs. SPXC - Financials Comparison
This section allows you to compare key financial metrics between Johnson Controls International plc and SPX 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
JCI vs. SPXC - Profitability Comparison
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%.
SPXC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, SPX Corporation reported a gross profit of 230.60M and revenue of 566.80M. Therefore, the gross margin over that period was 40.7%.
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%.
SPXC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, SPX Corporation reported an operating income of 87.70M and revenue of 566.80M, resulting in an operating margin of 15.5%.
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%.
SPXC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, SPX Corporation reported a net income of 59.90M and revenue of 566.80M, resulting in a net margin of 10.6%.
Frequently Asked Questions
JCI and SPXC have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SPXC has higher volatility (10.68%) compared to JCI (10.20%). In terms of maximum drawdown, JCI dropped -86.83% vs SPXC's -81.12%.
JCI currently has the higher Sharpe Ratio (1.50 vs 1.26), 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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