IEX vs. JCI: IDEX vs. Johnson Controls Stock Comparison
How do IDEX (IEX) and Johnson Controls (JCI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
IDEX (IEX) and Johnson Controls (JCI) both fall under the Capital Goods industry group, but IEX is classified in Machinery while JCI is classified in Building Products.
| Profile Item | IEX | JCI |
|---|---|---|
| Name | IDEX Corporation | Johnson Controls International plc |
| Country/Region | United States | Ireland |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Machinery | Building Products |
| GICS Sub-Industry | Industrial Machinery & Supplies & Components | Building Products |
| Market Capitalization | 16.67 billion USD | 81.79 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 2, 1989 | September 28, 1987 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IEX | JCI |
|---|---|---|
| Total Return (1Y) | 42.33% | 17.11% |
| Total Return (3Y, Annualized) | 8.92% | 43.46% |
| Total Return (5Y, Annualized) | 1.31% | 15.29% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IEX | JCI |
|---|---|---|
| Volatility (1Y, Annualized) | 22.98% | 32.91% |
| Beta (5Y) | 0.95 | 1.29 |
| Max Drawdown (5Y) | -34.60% | -42.32% |
| Avg. Volume (3M) | 666.74K | 3.57M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IEX | JCI |
|---|---|---|
| Sharpe Ratio (1Y) | 1.66 | 0.39 |
| Sortino Ratio (1Y) | 2.64 | 0.54 |
Profitability
ROE (TTM)
Johnson Controls (JCI) at 21.73% sits in the top ROE quartile, while IDEX (IEX) at 13.35% is closer to the peer norm — stronger capital efficiency for JCI.
IEX
Capital Goods industry group
13.35%
- Max
- 40.55%
- Q3
- 19.29%
- IEX
- 13.35%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
JCI
Capital Goods industry group
21.73%
- Max
- 40.55%
- JCI
- 21.73%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
IDEX (IEX) at 14.65% retains a top-quartile share of revenue as profit, ahead of Johnson Controls (JCI) at 11.12%, which keeps about the industry-typical share.
IEX
Capital Goods industry group
14.65%
- Max
- 27.47%
- IEX
- 14.65%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
JCI
Capital Goods industry group
11.12%
- Max
- 27.47%
- Q3
- 12.10%
- JCI
- 11.12%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
IDEX (IEX) at 22.33% operates in the top operating margin quartile, ahead of Johnson Controls (JCI) at 17.21%, which runs around its industry’s norm.
IEX
Capital Goods industry group
22.33%
- Max
- 36.60%
- IEX
- 22.33%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
JCI
Capital Goods industry group
17.21%
- Max
- 36.60%
- Q3
- 18.33%
- JCI
- 17.21%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | IEX | JCI |
|---|---|---|
| ROE (TTM) | 13.35% | 21.73% |
| ROA (TTM) | 7.06% | 6.41% |
| Net Margin (TTM) | 14.65% | 11.12% |
| Operating Margin (TTM) | 22.33% | 17.21% |
| Gross Margin (TTM) | 44.91% | 37.07% |
Growth
Revenue Growth
Both IDEX (IEX) at 5.77% and Johnson Controls (JCI) at 2.81% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Johnson Controls (JCI) at 99.60% sits in the top EPS growth quartile, while IDEX (IEX) at -3.46% is closer to the peer norm — faster per-share earnings growth for JCI.
Growth Metrics
| Metric | IEX | JCI |
|---|---|---|
| Revenue Growth (YoY) | 5.77% | 2.81% |
| Revenue Growth (3Y CAGR) | 2.81% | 4.57% |
| EPS Growth (YoY) | -3.46% | 99.60% |
| EPS Growth (3Y CAGR) | -5.97% | 31.94% |
Financial Strength
Current Ratio (MRQ)
IDEX (IEX) at 2.78 keeps current ratio within its industry’s typical mid-range, while Johnson Controls (JCI) at 0.90 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for JCI.
IEX
Capital Goods industry group
2.78
- Max
- 5.22
- Q3
- 2.95
- IEX
- 2.78
- Median
- 2.08
- Q1
- 1.43
- Min
- 0.36
JCI
Capital Goods industry group
0.90
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- JCI
- 0.90
- Min
- 0.36
Debt / Equity (MRQ)
Both IDEX (IEX) at 0.44 and Johnson Controls (JCI) at 0.68 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
IEX
Capital Goods industry group
0.44
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- IEX
- 0.44
- Q1
- 0.29
- Min
- 0.00
JCI
Capital Goods industry group
0.68
- Max
- 2.33
- Q3
- 1.12
- JCI
- 0.68
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | IEX | JCI |
|---|---|---|
| Current Ratio (MRQ) | 2.78 | 0.90 |
| Debt / Equity (MRQ) | 0.44 | 0.68 |
| Net Debt / EBITDA | 1.18 | 1.86 |
Dividends
Dividend Yield (TTM)
Johnson Controls (JCI) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile IDEX (IEX) reports a yield of 1.30%, ranking against industry peers normally.
IEX
Capital Goods industry group
1.30%
- Max
- 2.66%
- IEX
- 1.30%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
JCI
Capital Goods industry group
0.00%
- Max
- 2.66%
- Q3
- 1.14%
- Median
- 0.24%
- JCI
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both IDEX (IEX) at 50.14% and Johnson Controls (JCI) at 45.20% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.
IEX
Capital Goods industry group
50.14%
- Max
- 67.39%
- IEX
- 50.14%
- Q3
- 28.02%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
JCI
Capital Goods industry group
45.20%
- Max
- 67.39%
- JCI
- 45.20%
- Q3
- 28.02%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IEX | JCI |
|---|---|---|
| Dividend Yield (TTM) | 1.30% | 0.00% |
| Dividend Payout Ratio (TTM) | 50.14% | 45.20% |
Valuation
P/E Ratio (TTM)
Both IDEX (IEX) at 31.53 and Johnson Controls (JCI) at 28.61 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
IEX
Capital Goods industry group
31.53
- Max
- 59.38
- Q3
- 35.92
- IEX
- 31.53
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
JCI
Capital Goods industry group
28.61
- Max
- 59.38
- Q3
- 35.92
- JCI
- 28.61
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
Johnson Controls (JCI) at 3.19 is priced about in line with its industry on P/S ratio, while IDEX (IEX) at 4.56 sits in the pricier quartile — IEX costs more per dollar of sales.
IEX
Capital Goods industry group
4.56
- Max
- 7.54
- IEX
- 4.56
- Q3
- 3.76
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
JCI
Capital Goods industry group
3.19
- Max
- 7.54
- Q3
- 3.76
- JCI
- 3.19
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
IDEX (IEX) at 4.17 is valued about in line with its industry on P/B ratio, while Johnson Controls (JCI) at 5.99 carries an above-peer premium to book — JCI is pricier on assets.
IEX
Capital Goods industry group
4.17
- Max
- 9.66
- Q3
- 5.00
- IEX
- 4.17
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
JCI
Capital Goods industry group
5.99
- Max
- 9.66
- JCI
- 5.99
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | IEX | JCI |
|---|---|---|
| P/E Ratio (TTM) | 31.53 | 28.61 |
| P/S Ratio (TTM) | 4.56 | 3.19 |
| P/B Ratio (MRQ) | 4.17 | 5.99 |
| Free Cash Flow Yield (TTM) | 3.50% | 3.81% |