Johnson Controls International JCI

Competitive advantage analysis · industrials

Corporate Default
Overall moat score
61/100
Moderate

About Johnson Controls International

Johnson Controls International plc, together with its subsidiaries, engages in engineering, manufacturing, commissioning, and retrofitting building products and systems in the United States, Europe, the Asia Pacific, and internationally. It operates through four segments: Building Solutions North America, Building Solutions EMEA/LA, Building Solutions Asia Pacific, and Global Products. The company designs, sells, installs, and services heating, ventilating, air conditioning, controls, … Full JCI analysis →

Competitive advantage assessment

Key strengths

  • Margins Stable Across Cycles Operating margin volatility is low (stability score 1.00), demonstrating pricing resilience across cycles.
  • ROIC Sustainably Above Peers ROIC at 71.9th percentile exceeds peers and WACC, demonstrating superior capital allocation.

Key risks

  • Liquidity Concerns Liquidity is concerning (score 0.03), raising questions about short-term obligations.
  • Weak or Negative Cash Flow Cash generation is weak (score 0.33), limiting financial flexibility.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Strong
82

Where JCI ranks in Building Products & Equipment

Johnson Controls International ranks #11 of 35 scored companies in Building Products & Equipment by moat score — the top 31%. The widest moat in the group is Armstrong World Industries Inc (AWI) at 83/100.

Moat scores for companies ranked near JCI in Building Products & Equipment
# Company Moat score Rating
7 SPX Technologies, Inc. SPXC 70/100 Moderate
8 Masco Corporation MAS 68/100 Moderate
9 Interface, Inc. TILE 67/100 Moderate
10 Perma-Pipe International Holdin PPIH 61/100 Moderate
11 Johnson Controls International JCI 61/100 Moderate
12 Limbach Holdings, Inc. LMB 60/100 Moderate
13 Janus International Group, Inc. JBI 59/100 Moderate
14 Gibraltar Industries, Inc. ROCK 58/100 Moderate
15 Fortune Brands Innovations, Inc FBIN 57/100 Moderate

See every General Corporate company ranked by moat score →

How JCI scores on the Corporate Default defenses

Pricing Power

Score 82 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 50 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 53 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 80 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 28 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 65 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding JCI's moat

What is Johnson Controls International 's moat score?

Johnson Controls International (JCI) scores 61 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #11 of 35 scored companies in Building Products & Equipment, the top 31%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 34 companies in Building Products & Equipment. Its strongest defense is Pricing Power (82/100) and its weakest is Resilience (28/100).

How does Johnson Controls International compare with other Building Products & Equipment companies?

Johnson Controls International ranks #11 of 35 scored companies in Building Products & Equipment by moat score. The widest moat in Building Products & Equipment is Armstrong World Industries Inc (AWI) at 83/100. The companies ranked closest are Perma-Pipe International Holdin (PPIH) at 61 just above it and Limbach Holdings, Inc. (LMB) at 60 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 34 companies in Building Products & Equipment. The defenses are then weighted to produce the overall score out of 100.

Why is Johnson Controls International scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Johnson Controls International ?

The Corporate Default template measures 6 defenses, and JCI scores: Pricing Power (82), Cost Advantage (50), Customer Stickiness (53), Capital Efficiency (80), Resilience (28), Scale & Market Position (65). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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