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IR vs. ROK: Ingersoll Rand vs. Rockwell Automation Stock Comparison

How do Ingersoll Rand (IR) and Rockwell Automation (ROK) 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

Ingersoll Rand (IR) and Rockwell Automation (ROK) both fall under the Capital Goods industry group, but IR is classified in Machinery while ROK is classified in Electrical Equipment.

Company profile comparison for Ingersoll Rand (IR) and Rockwell Automation (ROK)
Profile ItemIRROK
NameIngersoll Rand Inc.Rockwell Automation Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryMachineryElectrical Equipment
GICS Sub-IndustryIndustrial Machinery & Supplies & ComponentsElectrical Components & Equipment
Market Capitalization31.87 billion USD41.82 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMay 12, 2017December 31, 1981
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

IR
ROK
GSPC
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Ingersoll Rand (IR) vs. Rockwell Automation (ROK), 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 Ingersoll Rand (IR) and Rockwell Automation (ROK). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Ingersoll Rand (IR) and Rockwell Automation (ROK)
MetricIRROK
Total Return (1Y)12.39%6.19%
Total Return (3Y, Annualized)9.19%16.94%
Total Return (5Y, Annualized)8.02%4.86%

Risk Profile

Drawdown History

IR
ROK
GSPC
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Ingersoll Rand (IR) vs. Rockwell Automation (ROK), 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 Ingersoll Rand (IR) and Rockwell Automation (ROK). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Ingersoll Rand (IR) and Rockwell Automation (ROK)
MetricIRROK
Volatility (1Y, Annualized)34.08%34.28%
Beta (5Y)1.121.54
Max Drawdown (5Y)-36.62%-45.09%
Avg. Volume (3M)4.27M799.28K

Risk-Adjusted Performance

Risk-Return Positioning

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IR and ROK 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 Ingersoll Rand (IR) and Rockwell Automation (ROK)
MetricIRROK
Sharpe Ratio (1Y)0.240.06
Sortino Ratio (1Y)0.370.07

Profitability

ROE (TTM)

Rockwell Automation (ROK) at 38.73% sits in the top ROE quartile, while Ingersoll Rand (IR) at 13.41% is closer to the peer norm — stronger capital efficiency for ROK.

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%

ROK

Capital Goods industry group

38.73%

Max
40.55%
ROK
38.73%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%
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Ingersoll Rand (IR) vs. Rockwell Automation (ROK): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both Ingersoll Rand (IR) at 17.20% and Rockwell Automation (ROK) at 15.68% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

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%

ROK

Capital Goods industry group

15.68%

Max
27.47%
ROK
15.68%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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Ingersoll Rand (IR) vs. Rockwell Automation (ROK): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Ingersoll Rand (IR) at 18.79% operates in the top operating margin quartile, ahead of Rockwell Automation (ROK) at 14.75%, which runs around its industry’s norm.

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%

ROK

Capital Goods industry group

14.75%

Max
36.60%
Q3
18.33%
ROK
14.75%
Median
11.12%
Q1
5.14%
Min
-12.63%
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Ingersoll Rand (IR) vs. Rockwell Automation (ROK): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Ingersoll Rand (IR) and Rockwell Automation (ROK)
MetricIRROK
ROE (TTM)13.41%38.73%
ROA (TTM)4.98%9.32%
Net Margin (TTM)17.20%15.68%
Operating Margin (TTM)18.79%14.75%
Gross Margin (TTM)42.57%48.95%

Growth

Revenue Growth

Only one side can be read here: Ingersoll Rand (IR) reports revenue growth of 5.75%, ranked against its industry; Rockwell Automation (ROK) has no revenue growth figure this period.

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Ingersoll Rand (IR) vs. Rockwell Automation (ROK): A comparison of their Revenue Growth across different time periods.

EPS Growth

Rockwell Automation (ROK) at 63.49% sits in the top EPS growth quartile, while Ingersoll Rand (IR) at -29.61% is in the bottom quartile, showing a clear gap in earnings momentum.

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Ingersoll Rand (IR) vs. Rockwell Automation (ROK): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Ingersoll Rand (IR) and Rockwell Automation (ROK)
MetricIRROK
Revenue Growth (YoY)5.75%--
Revenue Growth (3Y CAGR)8.95%--
EPS Growth (YoY)-29.61%63.49%
EPS Growth (3Y CAGR)-0.46%1.62%

Financial Strength

Current Ratio (MRQ)

Both Ingersoll Rand (IR) at 1.69 and Rockwell Automation (ROK) at 2.11 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

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

ROK

Capital Goods industry group

2.11

Max
5.22
Q3
2.95
ROK
2.11
Median
2.08
Q1
1.43
Min
0.36
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Ingersoll Rand (IR) vs. Rockwell Automation (ROK): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Both Ingersoll Rand (IR) at 0.46 and Rockwell Automation (ROK) at 1.00 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

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

ROK

Capital Goods industry group

1.00

Max
2.33
Q3
1.12
ROK
1.00
Median
0.60
Q1
0.29
Min
0.00
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Ingersoll Rand (IR) vs. Rockwell Automation (ROK): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Ingersoll Rand (IR) and Rockwell Automation (ROK)
MetricIRROK
Current Ratio (MRQ)1.692.11
Debt / Equity (MRQ)0.461.00
Net Debt / EBITDA1.761.58

Dividends

Dividend Yield (TTM)

Rockwell Automation (ROK) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Ingersoll Rand (IR) reports a yield of 0.10%, ranking against industry peers normally.

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%

ROK

Capital Goods industry group

0.00%

Max
2.66%
Q3
1.14%
Median
0.24%
ROK
0.00%
Q1
0.00%
Min
0.00%
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Ingersoll Rand (IR) vs. Rockwell Automation (ROK): 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 Rockwell Automation (ROK) at 51.03% distributes more than its industry norm — less retained, thinner cover.

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%

ROK

Capital Goods industry group

51.03%

Max
67.39%
ROK
51.03%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
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Ingersoll Rand (IR) vs. Rockwell Automation (ROK): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Ingersoll Rand (IR) and Rockwell Automation (ROK)
MetricIRROK
Dividend Yield (TTM)0.10%0.00%
Dividend Payout Ratio (TTM)2.27%51.03%

Valuation

P/E Ratio (TTM)

Both Ingersoll Rand (IR) at 23.51 and Rockwell Automation (ROK) at 29.97 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

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

ROK

Capital Goods industry group

29.97

Max
59.38
Q3
35.92
ROK
29.97
Median
25.41
Q1
19.47
Min
3.03
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Ingersoll Rand (IR) vs. Rockwell Automation (ROK): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Both Ingersoll Rand (IR) at 3.96 and Rockwell Automation (ROK) at 4.65 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.

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

ROK

Capital Goods industry group

4.65

Max
7.54
ROK
4.65
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03
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Ingersoll Rand (IR) vs. Rockwell Automation (ROK): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Ingersoll Rand (IR) at 3.03 sits near its industry’s typical P/B ratio, while Rockwell Automation (ROK) at 11.76 prices above its benchmark range — ROK looks rich relative to book.

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

ROK

Capital Goods industry group

11.76

ROK
11.76
Max
9.66
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
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Ingersoll Rand (IR) vs. Rockwell Automation (ROK): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Ingersoll Rand (IR) and Rockwell Automation (ROK)
MetricIRROK
P/E Ratio (TTM)23.5129.97
P/S Ratio (TTM)3.964.65
P/B Ratio (MRQ)3.0311.76
Free Cash Flow Yield (TTM)3.19%-1.13%