Is Allegion a Better Buy Than Johnson Controls International?
Johnson Controls International fell -5.7% during the past Day. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer Allegion gives you more. Allegion (ALLE) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Johnson Controls International (JCI) stock, suggesting you may be better off investing in ALLE
- ALLE’s quarterly revenue growth was 9.7%, vs. JCI’s 8.2%.
- In addition, its Last 12 Months revenue growth came in at 8.9%, ahead of JCI’s 5.1%.
- ALLE leads on profitability over both periods – LTM margin of 20.6% and 3-year average of 20.5%.
These differences become even clearer when you look at the financials side by side. The table highlights how JCI’s fundamentals stack up against those of ALLE on growth, margins, momentum, and valuation multiples.
Valuation & Performance Overview
| JCI | ALLE | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 25.3 | 13.0 | ALLE |
| Revenue Growth | |||
| Last Quarter | 8.2% | 9.7% | ALLE |
| Last 12 Months | 5.1% | 8.9% | ALLE |
| Last 3 Year Average | 4.8% | 6.2% | ALLE |
| Operating Margins | |||
| Last 12 Months | 13.8% | 20.6% | ALLE |
| Last 3 Year Average | 11.8% | 20.5% | ALLE |
| Momentum | |||
| Last 3 Year Return | 132.6% | 20.0% | JCI |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
- How Low Can JCI Really Go In A Market Crash?
- The Bear Case: How JCI Behaves During Market Shocks
- Stress Testing JCI: Historical Drawdowns and Macro Risks
- Johnson Controls International Stock To $80?
- After JCI’s 7.4% Single Day Slide, ALLE Looks Like the Stronger Long-Term Play
- JCI Lost 7.4% In A Day. Do You Buy Or Wait?
See detailed fundamentals on Buy or Sell ALLE Stock and Buy or Sell JCI Stock. Below we compare market return and related metrics across years.
Historical Market Performance
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| JCI Return | 77% | -19% | -8% | 40% | 54% | 24% | 253% | <=== | |
| ALLE Return | 15% | -19% | 22% | 5% | 24% | -17% | 21% | ||
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 97% | ||
| Monthly Win Rates [3] | |||||||||
| JCI Win Rate | 92% | 42% | 42% | 58% | 75% | 50% | 60% | ||
| ALLE Win Rate | 50% | 33% | 42% | 58% | 75% | 33% | 49% | ||
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | 62% | <=== | |
| Max Drawdowns [4] | |||||||||
| JCI Max Drawdown | -10% | -42% | -31% | -11% | -21% | -13% | -21% | ||
| ALLE Max Drawdown | -17% | -32% | -24% | -15% | -12% | -30% | -22% | ||
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | -13% | <=== | |
[1] Cumulative total returns since the beginning of 2021
[2] 2026 data is for the year up to 6/10/2026 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read ALLE Dip Buyer Analyses and JCI Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.
Still not sure about JCI or ALLE? Consider portfolio approach.
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