Johnson Controls International (JCI) vs Lam Research (LRCX)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Lam Research (LRCX) has outperformed Johnson Controls International (JCI) over the past year, gaining 124.9% versus a gain of 42.0%. Over five years, LRCX leads with a +467.9% price change compared with +116.0% for JCI. Lam Research is the larger company by market cap ($399.84 billion vs $95.48 billion), about 4.2 times the size.
On valuation, Johnson Controls International trades at a lower forward P/E (25.8x vs 27.2x for Lam Research). Johnson Controls International offers the higher dividend yield (1.02% vs 0.33%). Lam Research converts more of its revenue into profit, with a net margin of 31.3% 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 | JCI | LRCX |
|---|---|---|
| Share price | $157.63 | $319.51 |
| Market cap | $95.48B | $399.84B |
| 1-day change | +2.35% | -0.34% |
| YTD return | +28.60% | +87.28% |
| 1-year return | +42.03% | +124.91% |
| 5-year return | +115.99% | +467.95% |
| P/E ratio (TTM) | 44.53 | 55.47 |
| Forward P/E | 25.82 | 27.16 |
| EPS (TTM) | $3.54 | $5.76 |
| Dividend yield | 1.02% | 0.33% |
| Annual dividend | $1.60 | $1.04 |
| Revenue (latest FY) | $23.60B | $23.23B |
| Revenue growth (YoY) | +2.81% | +26.02% |
| Net income (latest FY) | $3.29B | $7.27B |
| Gross margin | 36.41% | 50.47% |
| Operating margin | — | 35.29% |
| Net margin | 13.95% | 31.27% |
| 52-week high | $160.41 | $438.50 |
| 52-week low | $104.49 | $131.02 |
| Distance from 52-week high | -1.74% | -27.14% |
| Analyst consensus | buy | strong_buy |
| Avg. price target upside | +5.15% | +17.57% |
| Average volume | 3.22M | 9.32M |
| Shares outstanding | 605.74M | 1.25B |
| Employees | 87,000 | 23,300 |
| Sector | Industrials | Technology |
| 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
- Lam Research is about 4.2 times larger than Johnson Controls International by market value ($399.84B vs $95.48B).
- LRCX has outperformed JCI by 82.9 percentage points over the past year.
- Lam Research is more profitable, keeping 31.3 cents of every revenue dollar as net income versus 13.9 cents for Johnson Controls International.
- Lam Research grew revenue faster in its latest fiscal year (+26.02% vs +2.81%).
- The two companies sit in different sectors: Johnson Controls International in Industrials and Lam Research in Technology.
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
About Lam Research
LRCX stock →Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company offers ALTUS systems to deposit conformal or selective films for tungsten or molybdenum metallization applications; SABRE electrochemical deposition products for copper interconnect transition, which support copper damascene manufacturing; Striker single-wafer atomic layer deposition products for dielectric film solutions; and VECTOR plasma-enhanced chemical vapor deposition (CVD) products.
Technology · Industrial Machinery/Components · 23,300 employees
JCI vs LRCX FAQ
Which is bigger, Johnson Controls International or Lam Research?
Lam Research (LRCX) is larger, with a market capitalization of $399.84B compared with $95.48B for Johnson Controls International (JCI).
Which stock has performed better over the past year, JCI or LRCX?
LRCX returned +124.91% over the past 12 months, compared with +42.03% for JCI (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, JCI or LRCX?
JCI has the lower trailing P/E at 44.5, versus 55.5 for LRCX. 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, Johnson Controls International or Lam Research?
Johnson Controls International has the higher yield at 1.02%, compared with 0.33% for Lam Research.
Are Johnson Controls International and Lam Research in the same industry?
Yes. Both are classified in the Industrial Machinery/Components industry within the Industrials sector.