FIX vs ITW vs JCI Stock Comparison

Comfort Systems Usa, Illinois Tool Works and Johnson Controls International Prices as of Oct 26, 2026 Peers: Industry group
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FIX Comfort Systems Usa Inc
$1,244.19 -25.0% 1M +26.7% 1Y
Market cap
$45.24B
P/E
27.7x
Revenue (TTM)
$5.27B
Div. yield
0.00%
HVAC Industrials
4 wins
ITW Illinois Tool Works Inc
$276.01 +0.7% 1M +12.3% 1Y
Market cap
$78.95B
P/E
24.7x
Revenue (TTM)
$16.47B
Div. yield
0.02%
Industrial Machinery Industrials
5 wins

Head to Head

12 decided of 12

Illinois Tool Works leads on 5 of the 12 questions below (Illinois Tool Works 5, Comfort Systems Usa 4, Johnson Controls International 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionFIXITWJCILeader
Larger companyMarket capitalisation $45.24B $78.95B $94.46B JCI
Cheaper on earningsLower P/E, profitable companies only 27.7x 24.7x 26.4x ITW
Cheaper on forward earningsLower price / next fiscal year consensus EPS 27.2x 25.9x 30.1x ITW
Faster revenue growthRevenue growth, trailing twelve months -36.6% +4.3% +6.8% JCI
More profitableNet margin, trailing twelve months 30.9% 19.4% 14.3% FIX
Better return on capitalReturn on invested capital 16.0% 27.1% 10.5% ITW
Less leveragedLower net debt / EBITDA -2.0x 1.9x 2.3x FIX
Higher dividend yieldTrailing dividend yield 0.00% 0.02% 0.01% ITW
Better 1-year returnPrice return, last 12 months +26.7% +12.3% +30.6% JCI
Better 5-year returnAnnualised price return, 5 years +72.0%/yr +4.4%/yr +15.5%/yr FIX
Less volatileAnnualised volatility, 1 year 56.9% 21.3% 31.4% ITW
Higher overall scoreMean of the five percentile scores vs peers 71/100 48/100 44/100 FIX

Percentile Scorecard

FIXITWJCI

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisFIXITWJCI
Valuation 29 #40 of 56 26 #150 of 203 15 #48 of 56
Growth 86 #8 of 52 33 #125 of 187 84 #9 of 52
Profitability 82 #10 of 51 100 #2 of 185 62 #20 of 51
Financial Health 77 #14 of 58 23 #170 of 219 25 #44 of 58
Shareholder Returns 80 #9 of 41 59 #63 of 153 35 #27 of 41
Overall 71 48 44
  • FIX ranked among 60 companies in Construction Products
  • ITW ranked among 222 companies in Machinery
  • JCI ranked among 60 companies in Construction Products

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodFIXITWJCISPY
1 month -25.0%+0.7%-1.8% -0.8%
3 months -28.1%-3.0%+2.9% +3.5%
6 months -30.6%+2.3%+2.9% +7.0%
Year to date +33.3%+12.1%+23.2% +12.2%
1 year +26.7%+12.3%+30.6% +13.0%
3 years +607.2%+23.6%+205.9% +86.3%
3 years, per year +92.0%+7.3%+45.2% +23.1%
5 years +1,401.9%+24.2%+105.6% +68.6%
5 years, per year +72.0%+4.4%+15.5% +11.0%
10 years +4,465.8%+143.4%+234.5% +258.0%
10 years, per year +46.5%+9.3%+12.8% +13.6%

Risk

MeasureFIXITWJCISPY
Volatility, 1Y 56.9%21.3%31.4% 12.7%
Downside volatility, 1Y 62.3%20.8%32.6% 12.7%
Beta vs S&P 500, 1Y 2.590.471.14 1.00
Return / volatility, 1Y 0.470.580.98 1.02
Max drawdown, 5Y -46.1%-28.9%-43.1% -25.4%
From 52-week high -39.8%-7.9%-7.1% -1.8%
52-week high $2,066.51$299.60$158.77 $779.14
52-week low $876.19$241.07$110.85 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleFIXITWJCI
P/E now vs peer median 26.8xmedian 19.4x 24.7xmedian 26.0x 25.1xmedian 19.4x
P/S now vs peer median 8.3xmedian 1.5x 4.8xmedian 1.9x 3.6xmedian 1.5x
EV/EBITDA now vs peer median 39.5xmedian 12.1x 18.4xmedian 14.0x 26.1xmedian 12.1x
P/FCF now vs peer median 17.8xmedian 16.1x 26.9xmedian 21.4x 28.2xmedian 16.1x
P/B now vs peer median 13.1xmedian 2.9x 27.2xmedian 2.2x 6.6xmedian 2.9x
PEG now vs peer median 0.34median 0.93 8.37median 1.26 1.00median 0.93

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsFIXITWJCI
Revenue $5.27B $16.47B $25.00B
Gross profit $1.42B $7.27B $9.16B
Operating income $989.51M $4.36B $2.99B
Net income $1.63B $3.19B $3.58B
Free cash flow $2.44B $2.92B $3.17B
EPS (diluted) $46.42 $11.13 $5.87
Cash & equivalents $2.16B $839.00M $641.00M
Total debt $49.56M $9.69B $9.48B
Shares (diluted) 35.15M 287.00M 610.00M
Enterprise value $39.19B $75.51B $92.19B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricFIXITWJCI
P/E 26.8x 24.7x 25.1x
P/FCF 17.8x 26.9x 28.2x
P/Operating cash flow 14.5x 23.6x 25.2x
P/S 8.3x 4.8x 3.6x
P/B 13.1x 27.2x 6.6x
P/Tangible book 15.6x 33.6x 9.0x
EV/EBITDA 39.5x 18.4x 26.1x
EV/EBIT 41.9x 20.0x 32.9x
EV/Revenue 7.9x 5.3x 3.9x
EV/FCF 17.0x 29.9x 31.0x
EV/Operating cash flow 13.8x 26.3x 27.7x
PEG (3Y EPS CAGR) 0.34 8.37 1.00

Growth

14 metrics
MetricFIXITWJCI
Revenue growth (1Y) -36.6% 4.3% 6.8%
Revenue CAGR (3Y) 2.0% 0.8% 4.4%
Gross profit growth (1Y) -27.6% 5.3% 7.7%
Gross profit CAGR (3Y) 15.4% 2.7% 5.5%
Operating income growth (1Y) -11.2% 6.4% 14.1%
Operating income CAGR (3Y) 37.8% 3.4% 27.4%
Net income growth (1Y) 94.8% -5.1% 60.4%
Net income CAGR (3Y) 78.4% 1.0% 20.0%
EPS growth (1Y) 96.0% -3.1% 72.9%
EPS CAGR (3Y) 79.7% 3.0% 25.0%
Operating cash flow growth (1Y) 223.9% 5.8% 20.5%
Operating cash flow CAGR (3Y) 71.3% 3.1% 41.2%
Free cash flow growth (1Y) 205.6% 7.2% 29.8%
Free cash flow CAGR (3Y) 67.9% 4.1% 56.0%

Profitability

14 metrics
MetricFIXITWJCI
Gross margin 26.8% 44.2% 36.7%
EBITDA margin 19.9% 28.9% 15.1%
Operating margin 18.8% 26.5% 12.0%
Pretax margin 19.3% 25.0% 10.9%
Net margin 30.9% 19.4% 14.3%
FCF margin 46.3% 17.7% 12.7%
Operating cash flow margin 57.0% 20.2% 14.2%
Return on equity 16.7% 104.3% 27.0%
Return on assets 6.0% 19.5% 9.5%
Return on invested capital 16.0% 27.1% 10.5%
Return on capital employed 30.6% 41.9% 11.0%
Asset turnover 0.6x 1.0x 0.6x
Cash conversion (OCF / net income) 1.8x 1.0x 1.0x
Stock comp / revenue 0.7% 0.4% 0.5%

Financial Health

11 metrics
MetricFIXITWJCI
Debt / assets 0.5% 58.8% 24.4%
Debt / equity 0.0x 3.3x 0.7x
Net debt / EBITDA -2.0x 1.9x 2.3x
Debt / FCF 0.0x 3.3x 3.0x
Liabilities / assets 66.0% 82.4% 65.1%
Equity / assets 34.0% 17.6% 34.9%
Interest coverage 125.1x 14.5x –
Current ratio 1.1x 1.1x 1.0x
Quick ratio 0.4x 0.7x 0.9x
Cash ratio 0.4x 0.1x 0.1x
Altman Z-score 5.56 8.00 –

Shareholder Returns

7 metrics
MetricFIXITWJCI
Dividend yield 0.2% 2.4% 1.1%
Net buyback yield 1.0% 2.3% 6.6%
Shareholder yield 1.2% 4.7% 7.7%
Payout ratio (earnings) 6.5% 57.4% 27.3%
Payout ratio (FCF) 4.3% 62.8% 30.8%
Dividend growth (1Y) 75.6% 5.5% -0.3%
Dividend CAGR (3Y) 57.9% 5.1% 0.2%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusFIXITWJCI
Forward P/E 27.2xFY2026 25.9xFY2026 30.1xFY2026
EPS, next fiscal year $45.66FY2026 $10.67FY2026 $4.90FY2026
EPS growth, next FY +58.1%FY2026 +1.7%FY2026 +30.3%FY2026
EPS growth, the year after +25.2% +19.3% +30.8%
Revenue, next fiscal year $12.26BFY2026 $16.46BFY2026 $26.80BFY2026
Revenue growth, next FY +34.7%FY2026 +2.6%FY2026 +13.6%FY2026
Revenue growth, the year after +33.8% +11.4% +6.3%
FIX estimates →ITW estimates →JCI estimates →

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersFIXITWJCI
Held by institutions 93.1% 84.9% 89.5%
Institutions holding 1,352 1,969 1,597
Change in shares held, QoQ +0.8% +0.8% -1.1%
Institutions buying 741 846 790
Institutions selling 486 750 557
Buyers to sellers 1.52 1.13 1.42
FIX holders →ITW holders →JCI holders →

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

FIXITWJCI
FIX 1.00 0.12 0.63
ITW 0.12 1.00 0.29
JCI 0.63 0.29 1.00

Add a Peer

Largest companies in the same industry
FIX · HVAC
+TTTrane Technologies +CARRCarrier Global +LIILennox International +AOSSmith A O +SPXCSPX Technologies +MODModine Manufacturing +AAONAaon +CSWCsw Industrials
Plot all 12 HVAC stocks → Plot all 82 Industrial Machinery stocks →

Related Comparisons

FIX vs TTTrane Technologies FIX vs CARRCarrier Global FIX vs LIILennox International FIX vs AOSSmith A O

Frequently Asked Questions

Which is bigger, FIX, ITW and JCI?

Johnson Controls International (JCI) is the largest by market capitalisation: Comfort Systems Usa (FIX) $45.24B, Illinois Tool Works (ITW) $78.95B, Johnson Controls International (JCI) $94.46B.

Which stock is cheaper, FIX, ITW and JCI?

Illinois Tool Works (ITW) trades on the lowest price-to-earnings ratio (Comfort Systems Usa (FIX) 27.7x, Illinois Tool Works (ITW) 24.7x, Johnson Controls International (JCI) 26.4x). On next year's consensus earnings, Illinois Tool Works (ITW) is cheapest (Comfort Systems Usa (FIX) 27.2x, Illinois Tool Works (ITW) 25.9x, Johnson Controls International (JCI) 30.1x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Johnson Controls International (JCI) grew revenue fastest over the trailing twelve months: Comfort Systems Usa (FIX) -36.6%, Illinois Tool Works (ITW) +4.3%, Johnson Controls International (JCI) +6.8%.

Which company is more profitable?

Comfort Systems Usa (FIX) has the highest net margin (Comfort Systems Usa (FIX) 30.9%, Illinois Tool Works (ITW) 19.4%, Johnson Controls International (JCI) 14.3%). On return on invested capital, Illinois Tool Works (ITW) leads (Comfort Systems Usa (FIX) 16.0%, Illinois Tool Works (ITW) 27.1%, Johnson Controls International (JCI) 10.5%).

Which stock has performed better?

Over the past year Johnson Controls International (JCI) returned the most: Comfort Systems Usa (FIX) +26.7%, Illinois Tool Works (ITW) +12.3%, Johnson Controls International (JCI) +30.6%. Over five years, Comfort Systems Usa (FIX) compounded fastest (Comfort Systems Usa (FIX) +72.0%/yr, Illinois Tool Works (ITW) +4.4%/yr, Johnson Controls International (JCI) +15.5%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Illinois Tool Works (ITW) has the highest dividend yield: Comfort Systems Usa (FIX) 0.00%, Illinois Tool Works (ITW) 0.02%, Johnson Controls International (JCI) 0.01%.

Which stock is riskier?

By one-year price volatility, Illinois Tool Works (ITW) has been the steadiest (Comfort Systems Usa (FIX) 56.9%, Illinois Tool Works (ITW) 21.3%, Johnson Controls International (JCI) 31.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, FIX, ITW and JCI?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Illinois Tool Works (ITW) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.