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IEX vs. IR: IDEX vs. Ingersoll Rand Stock Comparison

How do IDEX (IEX) and Ingersoll Rand (IR) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

IDEX (IEX) and Ingersoll Rand (IR) are both classified in the Industrial Machinery & Supplies & Components sub-industry within the broader Machinery industry, placing them in the closest GICS peer bucket.

Company profile comparison for IDEX (IEX) and Ingersoll Rand (IR)
Profile ItemIEXIR
NameIDEX CorporationIngersoll Rand Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryMachineryMachinery
GICS Sub-IndustryIndustrial Machinery & Supplies & ComponentsIndustrial Machinery & Supplies & Components
Market Capitalization16.67 billion USD31.87 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJune 2, 1989May 12, 2017
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

IEX
IR
GSPC
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IDEX (IEX) vs. Ingersoll Rand (IR), with S&P 500 (GSPC) for reference: 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 IDEX (IEX) and Ingersoll Rand (IR). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for IDEX (IEX) and Ingersoll Rand (IR). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for IDEX (IEX) and Ingersoll Rand (IR)
MetricIEXIR
Total Return (1Y)42.33%12.39%
Total Return (3Y, Annualized)8.92%9.19%
Total Return (5Y, Annualized)1.31%8.02%

Risk Profile

Drawdown History

IEX
IR
GSPC
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IDEX (IEX) vs. Ingersoll Rand (IR), with S&P 500 (GSPC) for reference: 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 IDEX (IEX) and Ingersoll Rand (IR). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for IDEX (IEX) and Ingersoll Rand (IR)
MetricIEXIR
Volatility (1Y, Annualized)22.98%34.08%
Beta (5Y)0.951.12
Max Drawdown (5Y)-34.60%-36.62%
Avg. Volume (3M)666.74K4.27M

Risk-Adjusted Performance

Risk-Return Positioning

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IEX and IR are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for IDEX (IEX) and Ingersoll Rand (IR)
MetricIEXIR
Sharpe Ratio (1Y)1.660.24
Sortino Ratio (1Y)2.640.37

Profitability

ROE (TTM)

Both IDEX (IEX) at 13.35% and Ingersoll Rand (IR) at 13.41% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

IEX

Capital Goods industry group

13.35%

Max
40.55%
Q3
19.29%
IEX
13.35%
Median
12.12%
Q1
4.08%
Min
-17.12%

IR

Capital Goods industry group

13.41%

Max
40.55%
Q3
19.29%
IR
13.41%
Median
12.12%
Q1
4.08%
Min
-17.12%
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IDEX (IEX) vs. Ingersoll Rand (IR): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both IDEX (IEX) at 14.65% and Ingersoll Rand (IR) at 17.20% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

IEX

Capital Goods industry group

14.65%

Max
27.47%
IEX
14.65%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%

IR

Capital Goods industry group

17.20%

Max
27.47%
IR
17.20%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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IDEX (IEX) vs. Ingersoll Rand (IR): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both IDEX (IEX) at 22.33% and Ingersoll Rand (IR) at 18.79% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

IEX

Capital Goods industry group

22.33%

Max
36.60%
IEX
22.33%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%

IR

Capital Goods industry group

18.79%

Max
36.60%
IR
18.79%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%
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IDEX (IEX) vs. Ingersoll Rand (IR): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for IDEX (IEX) and Ingersoll Rand (IR)
MetricIEXIR
ROE (TTM)13.35%13.41%
ROA (TTM)7.06%4.98%
Net Margin (TTM)14.65%17.20%
Operating Margin (TTM)22.33%18.79%
Gross Margin (TTM)44.91%42.57%

Growth

Revenue Growth

Both IDEX (IEX) at 5.77% and Ingersoll Rand (IR) at 5.75% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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IDEX (IEX) vs. Ingersoll Rand (IR): A comparison of their Revenue Growth across different time periods.

EPS Growth

IDEX (IEX) at -3.46% is around its peer norm for EPS growth, while Ingersoll Rand (IR) at -29.61% drops into the bottom quartile, signaling weaker earnings momentum.

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IDEX (IEX) vs. Ingersoll Rand (IR): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for IDEX (IEX) and Ingersoll Rand (IR)
MetricIEXIR
Revenue Growth (YoY)5.77%5.75%
Revenue Growth (3Y CAGR)2.81%8.95%
EPS Growth (YoY)-3.46%-29.61%
EPS Growth (3Y CAGR)-5.97%-0.46%

Financial Strength

Current Ratio (MRQ)

Both IDEX (IEX) at 2.78 and Ingersoll Rand (IR) at 1.69 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

IEX

Capital Goods industry group

2.78

Max
5.22
Q3
2.95
IEX
2.78
Median
2.08
Q1
1.43
Min
0.36

IR

Capital Goods industry group

1.69

Max
5.22
Q3
2.95
Median
2.08
IR
1.69
Q1
1.43
Min
0.36
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IDEX (IEX) vs. Ingersoll Rand (IR): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Both IDEX (IEX) at 0.44 and Ingersoll Rand (IR) at 0.46 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

IEX

Capital Goods industry group

0.44

Max
2.33
Q3
1.12
Median
0.60
IEX
0.44
Q1
0.29
Min
0.00

IR

Capital Goods industry group

0.46

Max
2.33
Q3
1.12
Median
0.60
IR
0.46
Q1
0.29
Min
0.00
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IDEX (IEX) vs. Ingersoll Rand (IR): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for IDEX (IEX) and Ingersoll Rand (IR)
MetricIEXIR
Current Ratio (MRQ)2.781.69
Debt / Equity (MRQ)0.440.46
Net Debt / EBITDA1.181.76

Dividends

Dividend Yield (TTM)

IDEX (IEX) at 1.30% delivers top-quartile income for its industry, while Ingersoll Rand (IR) at 0.10% pays a more typical yield — both are credible income propositions, IEX the richer one.

IEX

Capital Goods industry group

1.30%

Max
2.66%
IEX
1.30%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%

IR

Capital Goods industry group

0.10%

Max
2.66%
Q3
1.14%
Median
0.24%
IR
0.10%
Q1
0.00%
Min
0.00%
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IDEX (IEX) vs. Ingersoll Rand (IR): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Ingersoll Rand (IR) at 2.27% pays out a band-typical share of earnings, while IDEX (IEX) at 50.14% distributes more than its industry norm — less retained, thinner cover.

IEX

Capital Goods industry group

50.14%

Max
67.39%
IEX
50.14%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%

IR

Capital Goods industry group

2.27%

Max
67.39%
Q3
28.02%
Median
6.86%
IR
2.27%
Q1
0.00%
Min
0.00%
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IDEX (IEX) vs. Ingersoll Rand (IR): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for IDEX (IEX) and Ingersoll Rand (IR)
MetricIEXIR
Dividend Yield (TTM)1.30%0.10%
Dividend Payout Ratio (TTM)50.14%2.27%

Valuation

P/E Ratio (TTM)

Both IDEX (IEX) at 31.53 and Ingersoll Rand (IR) at 23.51 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

IEX

Capital Goods industry group

31.53

Max
59.38
Q3
35.92
IEX
31.53
Median
25.41
Q1
19.47
Min
3.03

IR

Capital Goods industry group

23.51

Max
59.38
Q3
35.92
Median
25.41
IR
23.51
Q1
19.47
Min
3.03
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IDEX (IEX) vs. Ingersoll Rand (IR): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Both IDEX (IEX) at 4.56 and Ingersoll Rand (IR) at 3.96 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.

IEX

Capital Goods industry group

4.56

Max
7.54
IEX
4.56
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03

IR

Capital Goods industry group

3.96

Max
7.54
IR
3.96
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03
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IDEX (IEX) vs. Ingersoll Rand (IR): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both IDEX (IEX) at 4.17 and Ingersoll Rand (IR) at 3.03 are valued close to their industries’ norm against book — neither stands out from peers.

IEX

Capital Goods industry group

4.17

Max
9.66
Q3
5.00
IEX
4.17
Median
3.12
Q1
1.81
Min
-1.08

IR

Capital Goods industry group

3.03

Max
9.66
Q3
5.00
Median
3.12
IR
3.03
Q1
1.81
Min
-1.08
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IDEX (IEX) vs. Ingersoll Rand (IR): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for IDEX (IEX) and Ingersoll Rand (IR)
MetricIEXIR
P/E Ratio (TTM)31.5323.51
P/S Ratio (TTM)4.563.96
P/B Ratio (MRQ)4.173.03
Free Cash Flow Yield (TTM)3.50%3.19%