JCI Johnson Controls
too hard · 53
Owner-earnings value$39.39
Price$142.99
Margin of safety
-72.5%
Quality gate · 53/100
⚠ sub-hurdle returns (median roic 6% < 9%)
Median ROIC5.6%
Gross margin36.7%
Net debt / EBITDA2.6x
FCF conversion70%
Share count / yr-3.9%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 1.66B |
| Owner-earnings yield | 1.9% |
| Free-cash-flow yield | 1.9% |
| Growth used (normalized) | 4.6% |
| Market-implied growth (reverse DCF) | 25.0% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 10.6% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 1.73B | 4.6% | 1.57B |
| 2 | 1.81B | 4.4% | 1.48B |
| 3 | 1.89B | 4.2% | 1.39B |
| 4 | 1.96B | 4.0% | 1.31B |
| 5 | 2.04B | 3.9% | 1.23B |
| 6 | 2.12B | 3.7% | 1.15B |
| 7 | 2.19B | 3.5% | 1.08B |
| 8 | 2.26B | 3.3% | 1.01B |
| 9 | 2.33B | 3.2% | 940.55M |
| 10 | 2.40B | 3.0% | 875.68M |
Recent news
score · 8 articles
- Can TT's Raised 2026 Outlook Hold as HVAC Backlog Reaches a Record?
- Is TT Stock Worth Buying as Growth Runs Into a Premium Valuation?
- Kennametal, Proto Labs, and Johnson Controls Stocks Trade Down, What You Need To Know
- 2 Reasons to Watch JCI and 1 to Stay Cautious
- Can Johnson Controls (JCI) Turn Wasted Heat Into $18B?
- Johnson Controls (JCI) Q3 2026 Earnings Call Transcript
- Is Johnson Controls Stock Still a Buy After an Insider Offloaded 23,400 Shares?
- Zacks.com featured highlights Celestica, Zurn Elkay, Lam, BE Semiconductor and Johnson Controls
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~25%/yr owner-earnings growth over 10y (reverse DCF); model credits 5%.