WallStSmart

Armstrong World Industries Inc (AWI)vsJohnson Controls International PLC (JCI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Johnson Controls International PLC generates 1379% more annual revenue ($23.97B vs $1.62B). AWI leads profitability with a 19.1% profit margin vs 14.2%. AWI appears more attractively valued with a PEG of 2.02. JCI earns a higher WallStSmart Score of 57/100 (C).

AWI

Buy

56

out of 100

Grade: C

Growth: 6.0Profit: 8.5Value: 7.3Quality: 7.3
Piotroski: 6/9

JCI

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 6.0Value: 8.0Quality: 4.3
Piotroski: 5/9Altman Z: 1.11
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AWISignificantly Overvalued (-60.3%)

Margin of Safety

-60.3%

Fair Value

$125.35

Current Price

$167.18

$41.83 premium

UndervaluedFair: $125.35Overvalued
JCIFair Value (-1.4%)

Margin of Safety

-1.4%

Fair Value

$139.00

Current Price

$137.48

$1.52 premium

UndervaluedFair: $139.00Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AWI2 strengths · Avg: 9.5/10
Return on EquityProfitability
37.2%10/10

Every $100 of equity generates 37 in profit

Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

JCI2 strengths · Avg: 8.5/10
Market CapQuality
$83.50B9/10

Large-cap with strong market position

EPS GrowthGrowth
34.2%8/10

Earnings expanding 34.2% YoY

Areas to Watch

AWI1 concerns · Avg: 4.0/10
PEG RatioValuation
2.024/10

Expensive relative to growth rate

JCI3 concerns · Avg: 2.7/10
PEG RatioValuation
2.484/10

Expensive relative to growth rate

P/E RatioValuation
45.9x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.112/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : AWI

The strongest argument for AWI centers on Return on Equity, Debt/Equity. Profitability is solid with margins at 19.1% and operating margin at 17.4%.

Bull Case : JCI

The strongest argument for JCI centers on Market Cap, EPS Growth.

Bear Case : AWI

The primary concerns for AWI are PEG Ratio.

Bear Case : JCI

The primary concerns for JCI are PEG Ratio, P/E Ratio, Altman Z-Score. A P/E of 45.9x leaves little room for execution misses.

Key Dynamics to Monitor

AWI profiles as a mature stock while JCI is a value play — different risk/reward profiles.

JCI carries more volatility with a beta of 1.39 — expect wider price swings.

JCI is growing revenue faster at 6.8% — sustainability is the question.

JCI generates stronger free cash flow (464M), providing more financial flexibility.

Bottom Line

JCI scores higher overall (57/100 vs 56/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Armstrong World Industries Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Armstrong World Industries, Inc. designs, manufactures, and sells roofing systems primarily for use in the construction and renovation of residential and commercial buildings in the United States, Canada, and Latin America. The company is headquartered in Lancaster, Pennsylvania.

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Johnson Controls International PLC

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Johnson Controls International plc is an Irish-domiciled multinational conglomerate headquartered in Cork, Ireland, that produces fire, HVAC, and security equipment for buildings.

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