MOD vs JCI vs LII Stock Comparison

Modine Manufacturing, Johnson Controls International and Lennox International Prices as of Oct 27, 2026 Peers: Industry group

Head to Head

7 decided of 12

Johnson Controls International leads on 3 of the 12 questions below (Johnson Controls International 3, Lennox International 3, Modine Manufacturing 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionMODJCILIILeader
Larger companyMarket capitalisation $7.48B $95.61B $11.74B JCI
Cheaper on earningsLower P/E, profitable companies only — 33.5x 14.9x LII
Cheaper on forward earningsLower price / next fiscal year consensus EPS 20.2x 31.8x 16.4x LII
Faster revenue growthRevenue growth, trailing twelve months — — -2.1% –
More profitableNet margin, trailing twelve months — — 14.9% –
Better return on capitalReturn on invested capital — — 29.8% –
Less leveragedLower net debt / EBITDA — — 1.3x –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.02% –
Better 1-year returnPrice return, last 12 months -16.2% +37.9% -25.8% JCI
Better 5-year returnAnnualised price return, 5 years +65.8%/yr +16.3%/yr +4.6%/yr MOD
Less volatileAnnualised volatility, 1 year 71.9% 31.8% 41.1% JCI
Higher overall scoreMean of the five percentile scores vs peers — 38/100 59/100 LII

Percentile Scorecard

MODJCILII

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

AxisMODJCILII
Valuation – 15 #48 of 56 47 #30 of 56
Growth – 75 #14 of 52 45 #29 of 52
Profitability – – 98 #2 of 49
Financial Health 58 #24 of 56 – 38 #35 of 56
Shareholder Returns – 25 #31 of 41 68 #14 of 41
Overall – 38 59
  • MOD ranked among 60 companies in Construction Products
  • JCI ranked among 60 companies in Construction Products
  • LII ranked among 60 companies in Construction Products

Price Performance

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

Returns

PeriodMODJCILIISPY
1 month -31.0%+3.8%-0.4% -0.2%
3 months -34.2%+11.0%-31.5% +3.9%
6 months -42.4%+10.1%-24.8% +8.2%
Year to date +2.3%+30.2%-23.3% +12.9%
1 year -16.2%+37.9%-25.8% +12.3%
3 years +249.9%+223.3%+3.8% +87.4%
3 years, per year +51.9%+47.9%+1.3% +23.3%
5 years +1,152.2%+112.3%+25.0% +67.9%
5 years, per year +65.8%+16.3%+4.6% +10.9%
10 years +1,170.9%+254.1%+156.8% +261.1%
10 years, per year +29.0%+13.5%+9.9% +13.7%

Risk

MeasureMODJCILIISPY
Volatility, 1Y 71.9%31.8%41.1% 12.7%
Downside volatility, 1Y 76.7%32.6%46.0% 12.7%
Beta vs S&P 500, 1Y 3.111.161.33 1.00
Return / volatility, 1Y -0.231.19-0.63 0.97
Max drawdown, 5Y -57.6%-43.1%-48.6% -25.4%
From 52-week high -55.5%-1.8%-35.0% -1.2%
52-week high $306.89$158.77$572.95 $779.14
52-week low $119.68$110.85$348.85 $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.

MultipleMODJCILII
P/E now vs peer median —median 20.1x 33.2xmedian 20.1x 16.4xmedian 20.1x
P/S now vs peer median —median 1.5x 3.6xmedian 1.5x 2.4xmedian 1.5x
EV/EBITDA now vs peer median —median 11.8x —median 11.8x 12.4xmedian 11.8x
P/FCF now vs peer median —median 16.2x 28.6xmedian 16.2x 17.4xmedian 16.2x
P/B now vs peer median 6.0xmedian 2.9x 6.9xmedian 2.9x 9.9xmedian 2.9x
PEG now vs peer median —median 0.99 1.64median 0.99 1.21median 0.99

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 monthsMODJCILII
Revenue – – $5.30B
Gross profit – $9.52B $1.77B
Operating income – – $1.04B
Net income – – $788.60M
Free cash flow – – $738.70M
EPS (diluted) – $4.68 $22.66
Cash & equivalents $73.50M $618.00M $51.50M
Total debt $436.30M – $1.58B
Shares (diluted) 52.80M 610.00M 34.80M
Enterprise value $7.10B $95.61B $11.54B

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
MetricMODJCILII
P/E – 33.2x 16.4x
P/FCF – 28.6x 17.4x
P/Operating cash flow – 24.4x 14.4x
P/S – 3.6x 2.4x
P/B 6.0x 6.9x 9.9x
P/Tangible book 7.2x 9.3x 12.5x
EV/EBITDA – – 12.4x
EV/EBIT – – 13.8x
EV/Revenue – – 2.7x
EV/FCF – – 19.5x
EV/Operating cash flow – 24.4x 16.1x
PEG (3Y EPS CAGR) – 1.64 1.21

Growth

14 metrics
MetricMODJCILII
Revenue growth (1Y) – – -2.1%
Revenue CAGR (3Y) – – 3.4%
Gross profit growth (1Y) – 10.7% -2.2%
Gross profit CAGR (3Y) – 6.8% 8.5%
Operating income growth (1Y) – – -2.6%
Operating income CAGR (3Y) – – 12.3%
Net income growth (1Y) – – -6.6%
Net income CAGR (3Y) – – 12.7%
EPS growth (1Y) – -7.0% -4.7%
EPS CAGR (3Y) – 20.2% 13.5%
Operating cash flow growth (1Y) – 51.6% 7.1%
Operating cash flow CAGR (3Y) – 27.8% 28.7%
Free cash flow growth (1Y) – – 8.6%
Free cash flow CAGR (3Y) – – 38.2%

Profitability

14 metrics
MetricMODJCILII
Gross margin – – 33.3%
EBITDA margin – – 22.0%
Operating margin – – 19.7%
Pretax margin – – 18.5%
Net margin – – 14.9%
FCF margin – – 13.9%
Operating cash flow margin – – 16.9%
Return on equity – 21.1% 62.8%
Return on assets – 7.3% 17.8%
Return on invested capital – – 29.8%
Return on capital employed – – 35.0%
Asset turnover – – 1.2x
Cash conversion (OCF / net income) – – 1.1x
Stock comp / revenue – – 0.5%

Financial Health

11 metrics
MetricMODJCILII
Debt / assets 16.3% – 34.8%
Debt / equity 0.4x – 1.2x
Net debt / EBITDA – – 1.3x
Debt / FCF – – 2.1x
Liabilities / assets 55.0% – 71.5%
Equity / assets 45.0% 33.9% 28.5%
Interest coverage – – 18.5x
Current ratio 1.9x 0.9x 1.6x
Quick ratio 1.1x – 0.7x
Cash ratio 0.1x – 0.0x
Altman Z-score – – 6.12

Shareholder Returns

7 metrics
MetricMODJCILII
Dividend yield – 1.0% 1.4%
Net buyback yield – – 2.6%
Shareholder yield 0.0% 1.0% 4.0%
Payout ratio (earnings) – – 23.1%
Payout ratio (FCF) – – 24.6%
Dividend growth (1Y) – – 11.1%
Dividend CAGR (3Y) – – 6.5%

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.

ConsensusMODJCILII
Forward P/E 20.2xFY2026 31.8xFY2026 16.4xFY2026
EPS, next fiscal year $6.76FY2026 $4.90FY2026 $22.65FY2026
EPS growth, next FY +46.3%FY2026 +30.3%FY2026 -2.2%FY2026
EPS growth, the year after +52.2% +30.8% +7.9%
Revenue, next fiscal year $4.20BFY2026 $26.80BFY2026 $5.75BFY2026
Revenue growth, next FY +32.2%FY2026 +13.6%FY2026 +10.5%FY2026
Revenue growth, the year after +16.6% +6.3% +7.7%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersMODJCILII
Held by institutions 98.5% 89.5% 77.3%
Institutions holding 634 1,597 655
Change in shares held, QoQ -4.8% -1.1% +1.8%
Institutions buying 348 790 315
Institutions selling 223 557 236
Buyers to sellers 1.56 1.42 1.33

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.

MODJCILII
MOD 1.00 0.63 0.40
JCI 0.63 1.00 0.32
LII 0.40 0.32 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, MOD, JCI and LII?

Johnson Controls International (JCI) is the largest by market capitalisation: Modine Manufacturing (MOD) $7.48B, Johnson Controls International (JCI) $95.61B, Lennox International (LII) $11.74B.

Which stock is cheaper, MOD, JCI and LII?

Lennox International (LII) trades on the lowest price-to-earnings ratio (Johnson Controls International (JCI) 33.5x, Lennox International (LII) 14.9x). On next year's consensus earnings, Lennox International (LII) is cheapest (Modine Manufacturing (MOD) 20.2x, Johnson Controls International (JCI) 31.8x, Lennox International (LII) 16.4x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which stock has performed better?

Over the past year Johnson Controls International (JCI) returned the most: Modine Manufacturing (MOD) -16.2%, Johnson Controls International (JCI) +37.9%, Lennox International (LII) -25.8%. Over five years, Modine Manufacturing (MOD) compounded fastest (Modine Manufacturing (MOD) +65.8%/yr, Johnson Controls International (JCI) +16.3%/yr, Lennox International (LII) +4.6%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Modine Manufacturing (MOD) 0.00%, Johnson Controls International (JCI) 0.00%, Lennox International (LII) 0.02%. Modine Manufacturing (MOD) and Johnson Controls International (JCI) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Johnson Controls International (JCI) has been the steadiest (Modine Manufacturing (MOD) 71.9%, Johnson Controls International (JCI) 31.8%, Lennox International (LII) 41.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, MOD, JCI and LII?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Johnson Controls International (JCI) leads on 3. 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.