LGN vs JCI vs AOS Stock Comparison

Legence, Johnson Controls International and Smith A O Prices as of Oct 29, 2026 Peers: Industry group
LGN Legence Corp.
$41.89 -22.0% 1M +0.8% 1Y
Market cap
$2.95B
P/E
–
Revenue (TTM)
$3.31B
Div. yield
–
HVAC Industrials
AOS Smith A O Corp
$63.51 +9.4% 1M -3.2% 1Y
Market cap
$8.54B
P/E
17.3x
Revenue (TTM)
$3.80B
Div. yield
0.02%
HVAC Industrials
7 wins

Head to Head

10 decided of 12

Smith A O leads on 7 of the 12 questions below (Smith A O 7, Johnson Controls International 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLGNJCIAOSLeader
Larger companyMarket capitalisation $2.95B $90.50B $8.54B JCI
Cheaper on earningsLower P/E, profitable companies only -44.4x 31.7x 17.3x AOS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 30.4x 24.7x 17.6x AOS
Faster revenue growthRevenue growth, trailing twelve months — — -0.7% –
More profitableNet margin, trailing twelve months -2.0% — 13.0% AOS
Better return on capitalReturn on invested capital 2.1% — 20.8% AOS
Less leveragedLower net debt / EBITDA 4.7x — 0.6x AOS
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.02% –
Better 1-year returnPrice return, last 12 months +0.8% +39.6% -3.2% JCI
Better 5-year returnAnnualised price return, 5 years — +16.6%/yr -2.8%/yr JCI
Less volatileAnnualised volatility, 1 year 73.0% 31.7% 27.6% AOS
Higher overall scoreMean of the five percentile scores vs peers 18/100 37/100 60/100 AOS

Percentile Scorecard

LGNJCIAOS

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

AxisLGNJCIAOS
Valuation 19 #45 of 55 9 #50 of 55 67 #19 of 55
Growth – 80 #11 of 51 32 #35 of 51
Profitability 15 #42 of 49 – 90 #6 of 49
Financial Health 20 #44 of 55 – 70 #17 of 55
Shareholder Returns – 23 #31 of 40 41 #24 of 40
Overall 18 37 60
  • LGN ranked among 59 companies in Construction Products
  • JCI ranked among 59 companies in Construction Products
  • AOS ranked among 59 companies in Construction Products

Price Performance

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

Returns

PeriodLGNJCIAOSSPY
1 month -22.0%+5.9%+9.4% +0.7%
3 months -30.0%+10.0%+6.2% +3.7%
6 months -51.8%+8.4%+2.7% +7.1%
Year to date -2.7%+32.1%-5.0% +12.8%
1 year +0.8%+39.6%-3.2% +11.9%
3 years —+225.5%-8.6% +85.2%
3 years, per year —+48.2%-3.0% +22.8%
5 years —+115.7%-13.1% +67.6%
5 years, per year —+16.6%-2.8% +10.9%
10 years —+261.6%+41.2% +262.0%
10 years, per year —+13.7%+3.5% +13.7%

Risk

MeasureLGNJCIAOSSPY
Volatility, 1Y 73.0%31.7%27.6% 12.7%
Downside volatility, 1Y 78.5%32.8%26.3% 12.6%
Beta vs S&P 500, 1Y 2.791.160.70 1.00
Return / volatility, 1Y 0.011.25-0.11 0.94
Max drawdown, 5Y -64.7%-43.1%-43.4% -25.4%
From 52-week high -59.0%-0.3%-21.1% -1.2%
52-week high $102.27$158.77$80.47 $779.14
52-week low $33.32$110.85$55.34 $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.

MultipleLGNJCIAOS
P/E now vs peer median -48.0xmedian 20.3x 33.7xmedian 20.3x 17.4xmedian 20.3x
P/S now vs peer median 1.4xmedian 1.6x 3.6xmedian 1.6x 2.2xmedian 1.6x
EV/EBITDA now vs peer median 33.1xmedian 12.6x —median 12.6x 11.8xmedian 12.6x
P/FCF now vs peer median —median 16.9x 28.6xmedian 16.9x 15.2xmedian 16.9x
P/B now vs peer median 4.6xmedian 3.0x 7.0xmedian 3.0x 4.7xmedian 3.0x
PEG now vs peer median —median 1.13 1.67median 1.13 0.77median 1.13

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 monthsLGNJCIAOS
Revenue $3.31B – $3.80B
Gross profit $644.45M $9.52B $1.47B
Operating income $38.41M – $668.30M
Net income -$90.65M – $494.60M
Free cash flow – – $561.70M
EPS (diluted) $-0.87 $4.68 $3.63
Cash & equivalents $291.98M $618.00M $234.50M
Total debt $4.30B – $673.10M
Shares (diluted) 76.03M 610.00M 136.10M
Enterprise value $2.17B $90.50B $7.73B

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
MetricLGNJCIAOS
P/E -48.0x 33.7x 17.4x
P/FCF – 28.6x 15.2x
P/Operating cash flow – 24.8x 13.9x
P/S 1.4x 3.6x 2.2x
P/B 4.6x 7.0x 4.7x
P/Tangible book 24.4x 9.4x 6.9x
EV/EBITDA 33.1x – 11.8x
EV/EBIT 137.2x – 13.4x
EV/Revenue 1.6x – 2.4x
EV/FCF – – 16.0x
EV/Operating cash flow – 24.8x 14.6x
PEG (3Y EPS CAGR) – 1.67 0.77

Growth

14 metrics
MetricLGNJCIAOS
Revenue growth (1Y) – – -0.7%
Revenue CAGR (3Y) – – 0.0%
Gross profit growth (1Y) – 10.7% -0.4%
Gross profit CAGR (3Y) – 6.8% 0.1%
Operating income growth (1Y) – – -7.2%
Operating income CAGR (3Y) – – -3.9%
Net income growth (1Y) – – -6.8%
Net income CAGR (3Y) – – 18.2%
EPS growth (1Y) – -7.0% -3.5%
EPS CAGR (3Y) – 20.2% 22.5%
Operating cash flow growth (1Y) – 51.6% -6.6%
Operating cash flow CAGR (3Y) – 27.8% -0.2%
Free cash flow growth (1Y) – – -1.8%
Free cash flow CAGR (3Y) – – 0.5%

Profitability

14 metrics
MetricLGNJCIAOS
Gross margin 19.5% – 38.6%
EBITDA margin 4.8% – 20.1%
Operating margin 1.2% – 17.6%
Pretax margin -1.9% – 16.8%
Net margin -2.0% – 13.0%
FCF margin – – 14.8%
Operating cash flow margin – – 16.1%
Return on equity -10.5% 21.1% 27.0%
Return on assets -2.9% 7.3% 13.6%
Return on invested capital 2.1% – 20.8%
Return on capital employed 1.9% – 24.0%
Asset turnover 1.0x – 1.0x
Cash conversion (OCF / net income) – – 1.2x
Stock comp / revenue – – 0.4%

Financial Health

11 metrics
MetricLGNJCIAOS
Debt / assets 27.7% – 18.4%
Debt / equity 1.1x – 0.4x
Net debt / EBITDA 4.7x – 0.6x
Debt / FCF – – 1.2x
Liabilities / assets 73.9% – 50.1%
Equity / assets 26.1% 33.9% 49.9%
Interest coverage 0.4x – 26.4x
Current ratio 1.3x 0.9x 1.6x
Quick ratio 1.3x – 1.0x
Cash ratio 0.2x – 0.3x
Altman Z-score 1.92 – 6.22

Shareholder Returns

7 metrics
MetricLGNJCIAOS
Dividend yield – 1.0% 2.3%
Net buyback yield – – 3.8%
Shareholder yield – 1.0% 6.1%
Payout ratio (earnings) – – 40.3%
Payout ratio (FCF) – – 35.5%
Dividend growth (1Y) – – 2.4%
Dividend CAGR (3Y) – – 3.1%

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.

ConsensusLGNJCIAOS
Forward P/E 30.4xFY2026 24.7xFY2027 17.6xFY2026
EPS, next fiscal year $1.38FY2026 $6.41FY2027 $3.60FY2026
EPS growth, next FY – +36.6%FY2027 -6.5%FY2026
EPS growth, the year after +79.0% +8.4% +15.0%
Revenue, next fiscal year $4.58BFY2026 $26.80BFY2026 $3.73BFY2026
Revenue growth, next FY +79.7%FY2026 +13.6%FY2026 -2.6%FY2026
Revenue growth, the year after +22.8% +6.3% +3.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLGNJCIAOS
Held by institutions 100.0% 89.5% 91.9%
Institutions holding 265 1,598 615
Change in shares held, QoQ +17.6% -1.1% +7.1%
Institutions buying 194 791 316
Institutions selling 58 557 226
Buyers to sellers 3.34 1.42 1.40

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.

LGNJCIAOS
LGN 1.00 0.42 0.00
JCI 0.42 1.00 0.28
AOS 0.00 0.28 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, LGN, JCI and AOS?

Johnson Controls International (JCI) is the largest by market capitalisation: Legence (LGN) $2.95B, Johnson Controls International (JCI) $90.50B, Smith A O (AOS) $8.54B.

Which stock is cheaper, LGN, JCI and AOS?

Smith A O (AOS) trades on the lowest price-to-earnings ratio (Legence (LGN) -44.4x, Johnson Controls International (JCI) 31.7x, Smith A O (AOS) 17.3x). On next year's consensus earnings, Smith A O (AOS) is cheapest (Legence (LGN) 30.4x, Johnson Controls International (JCI) 24.7x, Smith A O (AOS) 17.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is more profitable?

Smith A O (AOS) has the highest net margin (Legence (LGN) -2.0%, Smith A O (AOS) 13.0%). On return on invested capital, Smith A O (AOS) leads (Legence (LGN) 2.1%, Smith A O (AOS) 20.8%).

Which stock has performed better?

Over the past year Johnson Controls International (JCI) returned the most: Legence (LGN) +0.8%, Johnson Controls International (JCI) +39.6%, Smith A O (AOS) -3.2%. Over five years, Johnson Controls International (JCI) compounded fastest (Johnson Controls International (JCI) +16.6%/yr, Smith A O (AOS) -2.8%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Legence (LGN) 0.00%, Johnson Controls International (JCI) 0.00%, Smith A O (AOS) 0.02%. Legence (LGN) and Johnson Controls International (JCI) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Smith A O (AOS) has been the steadiest (Legence (LGN) 73.0%, Johnson Controls International (JCI) 31.7%, Smith A O (AOS) 27.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, LGN, JCI and AOS?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Smith A O (AOS) leads on 7. 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.