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Held by 1,487 of 5,944 reporting institutions (99th percentile) — extremely crowded.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Solve the discounted cash flow backwards, then stress-test the assumptions.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Ranked against 651 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LTM | $29.49T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $371.6B | 42.5× | 29.7× | 5.5× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $328.8B | 38.5× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $259.8B | 39.0× | 18.5× | 2.9× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $199.4B | 79.4× | 40.2× | 2.2× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $185.4B | 37.1× | — | 4.1× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $177.4B | 47.9× | 31.6× | 5.5× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $167.6B | 23.6× | 16.1× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $158.8B | 39.2× | — | 5.8× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| HON | $131.2B | 28.1× | 16.1× | 3.5× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| LMT | $123.2B | 25.0× | 16.1× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $118.7B | 34.1× | 26.8× | 6.0× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $108.3B | 24.9× | — | 4.9× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| GD | $96.2B | 23.0× | 16.9× | 1.8× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| TT | $94.4B | 32.6× | 23.3× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| VRT | $92.4B | 70.8× | 43.8× | 9.0× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| PWR | $92.2B | 90.7× | 45.8× | 3.2× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| JCI | $91.9B | 28.0× | — | 3.9× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $90.7B | 60.9× | 39.9× | 11.0× | 11.1% | — | 18.3% | 28.2% | 17.9% | 1.3× | 1,399 |
| CSX | $89.1B | 31.1× | 14.4× | 6.3× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| MMM | $87.3B | 27.4× | 16.8× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| WM | $86.0B | 31.8× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $85.0B | 15.3× | 9.5× | 1.0× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| EMR | $83.0B | 36.5× | — | 4.6× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| CTAS | $79.8B | 45.0× | 28.7× | 7.7× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
Peers = companies sharing JCI's sector (Industrials) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $23.60B 100.0% | $22.95B 100.0% | $22.33B 100.0% | $20.64B 100.0% | $23.67B 100.0% | $22.32B 100.0% | $23.97B 100.0% | $23.40B 100.0% | $22.84B 100.0% | $20.84B 100.0% |
| Cost of Revenue | $15.00B 63.6% | $14.88B 64.8% | $14.53B 65.1% | $13.55B 65.6% | $15.61B 65.9% | $14.91B 66.8% | $16.27B 67.9% | $15.73B 67.2% | $15.30B 67.0% | $15.18B 72.9% |
| Cost of Products | — | — | — | — | — | — | — | $18.60B 79.5% | $17.22B 75.4% | $13.32B 63.9% |
| Cost of Services | — | — | — | — | — | — | — | $3.42B 14.6% | $3.61B 15.8% | $1.86B 8.9% |
| Gross Profit | $8.59B 36.4% | $8.08B 35.2% | $7.80B 34.9% | $7.09B 34.4% | $8.06B 34.1% | $7.41B 33.2% | $7.69B 32.1% | $7.67B 32.8% | $7.53B 33.0% | $5.65B 27.1% |
| Research & Development | $273.0M 1.2% | $267.0M 1.2% | $251.0M 1.1% | $236.0M 1.1% | $275.0M 1.2% | $274.0M 1.2% | $319.0M 1.3% | $310.0M 1.3% | $307.0M 1.3% | $158.0M 0.8% |
| Selling, General & Admin | $5.76B 24.4% | $5.66B 24.7% | $5.39B 24.1% | $5.08B 24.6% | $5.26B 22.2% | $5.67B 25.4% | $6.24B 26.1% | $5.64B 24.1% | $5.72B 25.1% | $4.19B 20.1% |
| Interest Expense | — | — | — | $225.0M 1.1% | $219.0M 0.9% | $240.0M 1.1% | $335.0M 1.4% | $409.0M 1.7% | $446.0M 2.0% | $293.0M 1.4% |
| Pretax Income | $1.97B 8.3% | $1.52B 6.6% | $1.11B 5.0% | $1.11B 5.4% | $2.61B 11.0% | $903.0M 4.0% | $1.06B 4.4% | $1.55B 6.6% | $1.15B 5.0% | $1.06B 5.1% |
| Income Tax Expense | $245.0M 1.0% | $111.0M 0.5% | -$468.0M -2.1% | -$182.0M -0.9% | $868.0M 3.7% | $108.0M 0.5% | -$233.0M -1.0% | $197.0M 0.8% | $322.0M 1.4% | $197.0M 0.9% |
| Net Income | $3.29B 13.9% | $1.71B 7.4% | $1.85B 8.3% | $1.53B 7.4% | $1.64B 6.9% | $631.0M 2.8% | $5.67B 23.7% | $2.16B 9.2% | $1.61B 7.1% | -$868.0M -4.2% |
| Per Share | ||||||||||
| EPS (Basic) | $5.04 | $2.53 | $2.70 | $2.20 | $2.28 | $0.84 | $6.52 | $2.34 | $1.72 | $-1.30 |
| EPS (Diluted) | $5.03 | $2.52 | $2.69 | $2.19 | $2.27 | $0.84 | $6.49 | $2.32 | $1.71 | $-1.29 |
| Weighted Avg Shares (Basic) | 651.8M | 673.8M | 684.3M | 696.1M | 716.6M | 751.0M | 870.2M | 925.7M | 935.3M | 667.4M |
| Weighted Avg Shares (Diluted) | 654.1M | 676.0M | 687.4M | 699.6M | 721.1M | 753.6M | 874.3M | 931.7M | 944.6M | 672.6M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
5/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash-conversion data unavailable. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
Free-cash-flow coverage unavailable. Last year: $976M dividends + $6.0B buybacks = $7.0B returned.
5 consecutive years of dividend increases · 1%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Insufficient data. Current ROIC on all capital: 14%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $379M is below the $566M due within a year — relies on refinancing or operating cash flow. Scheduled principal only (excludes interest & revolver draws). As of 2025-09-30 (10-K).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.” Effective rate ~33.6% on $669M of debt. Interest last disclosed in FY2022 (no longer broken out).
Cash of $379M is below short-term debt of $723M — relies on refinancing/operations.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
EOD close · as of 2026-09-17
Where each multiple sits in its own 12-yr range · 94th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 12-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 67.2 | 67.9 | 66.8 | 65.9 | 65.6 | 65.1 | 64.8 | 63.6 |
| Gross Profit | 32.8 | 32.1 | 33.2 | 34.1 | 34.4 | 34.9 | 35.2 | 36.4 |
| R&D | 1.3 | 1.3 | 1.2 | 1.2 | 1.1 | 1.1 | 1.2 | 1.2 |
| SG&A | 24.1 | 26.1 | 25.4 | 22.2 | 24.6 | 24.1 | 24.7 | 24.4 |
| Income Tax | 0.8 | -1.0 | 0.5 | 3.7 | -0.9 | -2.1 | 0.5 | 1.0 |
| Net Income | 9.2 | 23.7 | 2.8 | 6.9 | 7.4 | 8.3 | 7.4 | 13.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on JCI: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.