Johnson Controls vs Owens Corning
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KIRA’s take AI analyst
I put Johnson Controls and Owens Corning side by side, using each one’s latest annual report. Here is what stands out:
- Johnson Controls is the larger business, with $23.6B of revenue in fiscal 2025 against $10.1B for Owens Corning, about 2.3 times as much.
- Owens Corning turned more of its sales into free cash flow (9.5% FCF margin, against 9.0%).
- Johnson Controls earned a higher return on the capital invested in it (8.2%, against 1.9%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Johnson Controls
JCI
7/10
Revenue growthGross marginNet marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDA
Owens Corning
OC
3/10
5-year growthFCF marginShare count change
Side by side
Best in the row
| Latest fiscal year | JCI FY25 | OC FY25 |
|---|---|---|
| Size | ||
| Market cap | $88.4B | $9.2B |
| Revenue | $23.6B | $10.1B |
| Free cash flow | $2.1B | $962M |
| Net income | $3.3B | −$522M |
| Growth | ||
| Revenue growth | 2.8% | 2.6% |
| 5-year growth | 1.1% | 7.5% |
| Share count change | −3.2% | −4.3% |
| Profitability | ||
| Gross margin | 36.4% | 28.1% |
| Operating margin | — | 3.6% |
| Net margin | 14.0% | −5.2% |
| FCF margin | 9.0% | 9.5% |
| Return on capital | 8.2% | 1.9% |
| Return on equity | 22.7% | −11.7% |
| Balance sheet | ||
| Net debt | $9.5B | $4.8B |
| Net debt / EBITDA | 3.0x | 4.6x |
| Dividends and buybacks | $7.0B | $1.0B |
| Valuation & quality | ||
| P/E | 26.0x | — |
| Piotroski F-score | 6 | 4 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.