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Ingersoll Rand (IR) Stock Analysis

This is a peer-relative look at Ingersoll Rand (IR): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Capital Goods peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for Ingersoll Rand (IR)
Profile ItemIR
NameIngersoll Rand Inc.
Country/RegionUnited States
GICS SectorIndustrials
GICS Industry GroupCapital Goods
GICS IndustryMachinery
GICS Sub-IndustryIndustrial Machinery & Supplies & Components
Market Capitalization31.87 billion USD
CurrencyUSD
ExchangeNYSE
Listing DateMay 12, 2017
Security TypeCommon Stock

Price Performance

Cumulative Growth

IR
GSPC
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Ingersoll Rand (IR) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Ingersoll Rand (IR) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Ingersoll Rand (IR) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Ingersoll Rand (IR) metric values compared with Capital Goods industry-group medians
MetricCurrent stock: IRIndustry group median
Total Return (1Y)12.39%6.84%
Total Return (3Y, Annualized)9.19%17.66%
Total Return (5Y, Annualized)8.02%9.09%

Risk Profile

Drawdown History

IR
GSPC
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Ingersoll Rand (IR) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Ingersoll Rand (IR) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Ingersoll Rand (IR) metric values compared with Capital Goods industry-group medians
MetricCurrent stock: IRIndustry group median
Volatility (1Y, Annualized)34.08%44.38%
Beta (5Y)1.121.19
Max Drawdown (5Y)-36.62%-49.95%

Risk-Adjusted Performance

Risk-Return Positioning

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Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. IR is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

Ingersoll Rand (IR) metric values compared with Capital Goods industry-group medians
MetricCurrent stock: IRIndustry group median
Sharpe Ratio (1Y)0.240.06
Sortino Ratio (1Y)0.370.09

Profitability

ROE (TTM)

Ingersoll Rand (IR) posts ROE of 13.41%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.

IR

Capital Goods industry group

13.41%

Group distribution
Max
40.55%
Q3
19.29%
IR
13.41%
Median
12.12%
Q1
4.08%
Min
-17.12%
Largest peers
GEV
93.04%
CAT
56.14%
GE
50.17%
DE
18.24%
IR
13.41%
RTX
12.85%
BA
--
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Where Ingersoll Rand (IR) stands on ROE within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

Ingersoll Rand (IR) keeps 17.20% of revenue as net profit, putting net margin in the upper peer quartile. After operating costs, interest, and taxes, more of each sales dollar reaches shareholders than it does at most industry peers.

IR

Capital Goods industry group

17.20%

Group distribution
Max
27.47%
IR
17.20%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
Largest peers
GEV
23.54%
GE
17.31%
IR
17.20%
CAT
15.21%
DE
10.17%
RTX
8.75%
BA
8.07%
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Where Ingersoll Rand (IR) stands on net margin within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

Ingersoll Rand (IR) turns 18.79% of revenue into operating profit, putting operating margin in the upper peer quartile. Before financing and taxes enter the picture, the day-to-day business keeps more of each sales dollar than most industry peers.

IR

Capital Goods industry group

18.79%

Group distribution
Max
36.60%
IR
18.79%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%
Largest peers
CAT
20.19%
IR
18.79%
GE
18.49%
RTX
15.54%
DE
13.37%
GEV
12.77%
BA
0.30%
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Where Ingersoll Rand (IR) stands on operating margin within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

Ingersoll Rand (IR) metric values compared with Capital Goods industry-group medians
MetricCurrent stock: IRIndustry group median
ROE (TTM)13.41%12.12%
ROA (TTM)4.98%5.29%
Net Margin (TTM)17.20%6.30%
Operating Margin (TTM)18.79%11.12%
Gross Margin (TTM)42.57%29.63%

Growth

Revenue Growth

Ingersoll Rand (IR) grew revenue 5.75%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.

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Ingersoll Rand (IR): Revenue Growth across different time periods, set against Capital Goods industry-group medians.

EPS Growth

Ingersoll Rand (IR) grew earnings per share -29.61%, in the lower peer quartile. Per-share profits are advancing more slowly than at most peers, so margins, costs, or share count deserve a closer look.

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Ingersoll Rand (IR): EPS Growth across different time periods, set against Capital Goods industry-group medians.

Growth Metrics

Ingersoll Rand (IR) metric values compared with Capital Goods industry-group medians
MetricCurrent stock: IRIndustry group median
Revenue Growth (YoY)5.75%8.11%
Revenue Growth (3Y CAGR)8.95%6.45%
EPS Growth (YoY)-29.61%5.45%
EPS Growth (3Y CAGR)-0.46%7.15%

Financial Strength

Current Ratio (MRQ)

Ingersoll Rand (IR) has current ratio of 1.69, in the healthier middle range for its industry. The short-term asset cushion looks balanced relative to peers rather than stretched thin.

IR

Capital Goods industry group

1.69

Group distribution
Max
5.22
Q3
2.95
Median
2.08
IR
1.69
Q1
1.43
Min
0.36
Largest peers
DE
2.13
IR
1.69
CAT
1.42
BA
1.13
RTX
1.05
GE
0.98
GEV
0.83
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Where Ingersoll Rand (IR) stands on current ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Debt / Equity (MRQ)

Ingersoll Rand (IR) has debt-to-equity ratio of 0.46, roughly in line with the peer group’s normal leverage range. Its mix of debt and equity looks typical for the industry.

IR

Capital Goods industry group

0.46

Group distribution
Max
2.33
Q3
1.12
Median
0.60
IR
0.46
Q1
0.29
Min
0.00
Largest peers
BA
7.39
DE
2.30
CAT
2.10
GE
1.16
RTX
0.55
IR
0.46
GEV
0.30
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Where Ingersoll Rand (IR) stands on debt-to-equity ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Financial Strength Metrics

Ingersoll Rand (IR) metric values compared with Capital Goods industry-group medians
MetricCurrent stock: IRIndustry group median
Current Ratio (MRQ)1.692.08
Debt / Equity (MRQ)0.460.60
Net Debt / EBITDA1.761.78

Dividends

Dividend Yield (TTM)

Ingersoll Rand (IR) has dividend yield of 0.10%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.

IR

Capital Goods industry group

0.10%

Group distribution
Max
2.66%
Q3
1.14%
Median
0.24%
IR
0.10%
Q1
0.00%
Min
0.00%
Largest peers
RTX
1.47%
CAT
1.13%
DE
0.98%
GE
0.56%
GEV
0.26%
IR
0.10%
BA
0.00%
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Where Ingersoll Rand (IR) stands on dividend yield within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Ingersoll Rand (IR) has payout ratio of 2.27%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.

IR

Capital Goods industry group

2.27%

Group distribution
Max
67.39%
Q3
28.02%
Median
6.86%
IR
2.27%
Q1
0.00%
Min
0.00%
Largest peers
RTX
45.85%
DE
36.02%
CAT
24.18%
GE
20.23%
GEV
4.59%
IR
2.27%
BA
0.00%
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Where Ingersoll Rand (IR) stands on payout ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

Ingersoll Rand (IR) metric values compared with Capital Goods industry-group medians
MetricCurrent stock: IRIndustry group median
Dividend Yield (TTM)0.10%0.24%
Dividend Payout Ratio (TTM)2.27%6.86%

Valuation

P/E Ratio (TTM)

Ingersoll Rand (IR) trades at P/E ratio of 23.51, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

IR

Capital Goods industry group

23.51

Group distribution
Max
59.38
Q3
35.92
Median
25.41
IR
23.51
Q1
19.47
Min
3.03
Largest peers
DE
37.33
GE
36.94
RTX
30.82
IR
23.51
CAT
21.92
GEV
20.32
BA
17.89
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Where Ingersoll Rand (IR) stands on P/E ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

Ingersoll Rand (IR) trades at 3.96 on P/S ratio, in the higher sales-valuation quartile. Investors are paying up for each dollar of revenue, so stronger margins, growth, or revenue quality need to carry that price.

IR

Capital Goods industry group

3.96

Group distribution
Max
7.54
IR
3.96
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03
Largest peers
GE
6.38
GEV
4.65
IR
3.96
DE
3.78
CAT
3.29
RTX
2.66
BA
1.45
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Where Ingersoll Rand (IR) stands on P/S ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

Ingersoll Rand (IR) trades at 3.03 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.

IR

Capital Goods industry group

3.03

Group distribution
Max
9.66
Q3
5.00
Median
3.12
IR
3.03
Q1
1.81
Min
-1.08
Largest peers
BA
20.99
GE
19.06
GEV
18.00
CAT
11.90
DE
6.47
RTX
3.69
IR
3.03
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Where Ingersoll Rand (IR) stands on P/B ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

Ingersoll Rand (IR) metric values compared with Capital Goods industry-group medians
MetricCurrent stock: IRIndustry group median
P/E Ratio (TTM)23.5125.41
P/S Ratio (TTM)3.962.15
P/B Ratio (MRQ)3.033.12
Free Cash Flow Yield (TTM)3.19%3.03%