JCI vs. URI: Johnson Controls vs. United Rentals Stock Comparison
How do Johnson Controls (JCI) and United Rentals (URI) 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
Johnson Controls (JCI) and United Rentals (URI) both fall under the Capital Goods industry group, but JCI is classified in Building Products while URI is classified in Trading Companies & Distributors.
| Profile Item | JCI | URI |
|---|---|---|
| Name | Johnson Controls International plc | United Rentals Inc. |
| Country/Region | Ireland | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Building Products | Trading Companies & Distributors |
| GICS Sub-Industry | Building Products | Trading Companies & Distributors |
| Market Capitalization | 81.79 billion USD | 65.36 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | September 28, 1987 | December 18, 1997 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | JCI | URI |
|---|---|---|
| Total Return (1Y) | 17.11% | 35.39% |
| Total Return (3Y, Annualized) | 43.46% | 38.68% |
| Total Return (5Y, Annualized) | 15.29% | 24.76% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | JCI | URI |
|---|---|---|
| Volatility (1Y, Annualized) | 32.91% | 44.71% |
| Beta (5Y) | 1.29 | 1.81 |
| Max Drawdown (5Y) | -42.32% | -39.76% |
| Avg. Volume (3M) | 3.57M | 496.78K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | JCI | URI |
|---|---|---|
| Sharpe Ratio (1Y) | 0.39 | 0.70 |
| Sortino Ratio (1Y) | 0.54 | 1.16 |
Profitability
ROE (TTM)
Both Johnson Controls (JCI) at 21.73% and United Rentals (URI) at 30.56% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.
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%
URI
Capital Goods industry group
30.56%
- Max
- 40.55%
- URI
- 30.56%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
United Rentals (URI) at 16.33% retains a top-quartile share of revenue as profit, ahead of Johnson Controls (JCI) at 11.12%, which keeps about the industry-typical share.
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%
URI
Capital Goods industry group
16.33%
- Max
- 27.47%
- URI
- 16.33%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
United Rentals (URI) at 29.21% operates in the top operating margin quartile, ahead of Johnson Controls (JCI) at 17.21%, which runs around its industry’s norm.
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%
URI
Capital Goods industry group
29.21%
- Max
- 36.60%
- URI
- 29.21%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | JCI | URI |
|---|---|---|
| ROE (TTM) | 21.73% | 30.56% |
| ROA (TTM) | 6.41% | 9.14% |
| Net Margin (TTM) | 11.12% | 16.33% |
| Operating Margin (TTM) | 17.21% | 29.21% |
| Gross Margin (TTM) | 37.07% | 39.19% |
Growth
Revenue Growth
Both Johnson Controls (JCI) at 2.81% and United Rentals (URI) at 4.91% 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 United Rentals (URI) at -0.21% is closer to the peer norm — faster per-share earnings growth for JCI.
Growth Metrics
| Metric | JCI | URI |
|---|---|---|
| Revenue Growth (YoY) | 2.81% | 4.91% |
| Revenue Growth (3Y CAGR) | 4.57% | 11.41% |
| EPS Growth (YoY) | 99.60% | -0.21% |
| EPS Growth (3Y CAGR) | 31.94% | 9.20% |
Financial Strength
Current Ratio (MRQ)
Both Johnson Controls (JCI) at 0.90 and United Rentals (URI) at 0.80 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.
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
URI
Capital Goods industry group
0.80
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- URI
- 0.80
- Min
- 0.36
Debt / Equity (MRQ)
Johnson Controls (JCI) at 0.68 carries an industry-typical debt-to-equity mix, while United Rentals (URI) at 1.64 uses more debt funding than most peers.
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
URI
Capital Goods industry group
1.64
- Max
- 2.33
- URI
- 1.64
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | JCI | URI |
|---|---|---|
| Current Ratio (MRQ) | 0.90 | 0.80 |
| Debt / Equity (MRQ) | 0.68 | 1.64 |
| Net Debt / EBITDA | 1.86 | 3.12 |
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 United Rentals (URI) reports a yield of 0.74%, ranking against industry peers normally.
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%
URI
Capital Goods industry group
0.74%
- Max
- 2.66%
- Q3
- 1.14%
- URI
- 0.74%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
United Rentals (URI) at 16.95% pays out a band-typical share of earnings, while Johnson Controls (JCI) at 45.20% distributes more than its industry norm — less retained, thinner cover.
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%
URI
Capital Goods industry group
16.95%
- Max
- 67.39%
- Q3
- 28.02%
- URI
- 16.95%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | JCI | URI |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.74% |
| Dividend Payout Ratio (TTM) | 45.20% | 16.95% |
Valuation
P/E Ratio (TTM)
Both Johnson Controls (JCI) at 28.61 and United Rentals (URI) at 23.24 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
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
URI
Capital Goods industry group
23.24
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- URI
- 23.24
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
On P/S ratio, both Johnson Controls (JCI) at 3.19 and United Rentals (URI) at 3.74 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
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
URI
Capital Goods industry group
3.74
- Max
- 7.54
- Q3
- 3.76
- URI
- 3.74
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Both Johnson Controls (JCI) at 5.99 and United Rentals (URI) at 6.75 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.
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
URI
Capital Goods industry group
6.75
- Max
- 9.66
- URI
- 6.75
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | JCI | URI |
|---|---|---|
| P/E Ratio (TTM) | 28.61 | 23.24 |
| P/S Ratio (TTM) | 3.19 | 3.74 |
| P/B Ratio (MRQ) | 5.99 | 6.75 |
| Free Cash Flow Yield (TTM) | 3.81% | 3.24% |