Illinois Tool Works (ITW) vs Johnson Controls International (JCI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Johnson Controls International (JCI) has outperformed Illinois Tool Works (ITW) over the past year, gaining 44.0% versus a gain of 2.1%. Over five years, JCI leads with a +118.7% price change compared with +16.9% for ITW. Johnson Controls International is the larger company by market cap ($94.45 billion vs $74.38 billion), about 1.3 times the size.
On valuation, Illinois Tool Works trades at a lower forward P/E (21.1x vs 25.6x for Johnson Controls International). Illinois Tool Works offers the higher dividend yield (2.47% vs 1.03%). Illinois Tool Works converts more of its revenue into profit, with a net margin of 19.1% versus 13.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ITW | JCI |
|---|---|---|
| Share price | $261.15 | $155.93 |
| Market cap | $74.38B | $94.45B |
| 1-day change | -2.24% | -1.78% |
| YTD return | +6.03% | +30.21% |
| 1-year return | +2.11% | +43.97% |
| 5-year return | +16.86% | +118.70% |
| P/E ratio (TTM) | 23.68 | 44.05 |
| Forward P/E | 21.09 | 25.55 |
| EPS (TTM) | $11.03 | $3.54 |
| Dividend yield | 2.47% | 1.03% |
| Annual dividend | $6.44 | $1.60 |
| Revenue (latest FY) | $16.04B | $23.60B |
| Revenue growth (YoY) | +0.92% | +2.81% |
| Net income (latest FY) | $3.07B | $3.29B |
| Gross margin | 52.90% | 36.41% |
| Operating margin | 26.28% | — |
| Net margin | 19.11% | 13.95% |
| 52-week high | $303.16 | $160.41 |
| 52-week low | $238.82 | $104.49 |
| Distance from 52-week high | -13.86% | -2.79% |
| Analyst consensus | hold | buy |
| Avg. price target upside | +14.80% | +6.30% |
| Average volume | 1.31M | 3.25M |
| Shares outstanding | 284.80M | 605.74M |
| Employees | 43,000 | 87,000 |
| Sector | Industrials | Industrials |
| Industry | Industrial Machinery/Components | Industrial Machinery/Components |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- JCI has outperformed ITW by 41.9 percentage points over the past year.
- Johnson Controls International trades at a higher earnings multiple (44.0x vs 23.7x trailing P/E).
- Illinois Tool Works offers a meaningfully higher dividend yield (2.47% vs 1.03%).
- Illinois Tool Works is more profitable, keeping 19.1 cents of every revenue dollar as net income versus 13.9 cents for Johnson Controls International.
About Illinois Tool Works
ITW stock →Illinois Tool Works Inc. provides industrial products and equipment in North America, Europe, the Middle East, Africa, the Asia Pacific, and South America.
Industrials · Industrial Machinery/Components · 43,000 employees
About Johnson Controls International
JCI stock →Johnson Controls International plc, together with its subsidiaries, engages in engineering, manufacturing, commissioning, and retrofitting building products and systems in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company designs, manufactures, sells, installs, and services heating, ventilating, air conditioning, controls, building management, refrigeration, integrated electronic security, integrated fire detection and suppression systems, and digital solutions.
Industrials · Industrial Machinery/Components · 87,000 employees
ITW vs JCI FAQ
Which is bigger, Illinois Tool Works or Johnson Controls International?
Johnson Controls International (JCI) is larger, with a market capitalization of $94.45B compared with $74.38B for Illinois Tool Works (ITW).
Which stock has performed better over the past year, ITW or JCI?
JCI returned +43.97% over the past 12 months, compared with +2.11% for ITW (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ITW or JCI?
ITW has the lower trailing P/E at 23.7, versus 44.0 for JCI. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Illinois Tool Works or Johnson Controls International?
Illinois Tool Works has the higher yield at 2.47%, compared with 1.03% for Johnson Controls International.
Are Illinois Tool Works and Johnson Controls International in the same industry?
Yes. Both are classified in the Industrial Machinery/Components industry within the Industrials sector.