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Ingersoll-Rand Plc (IR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US45687V1061

CUSIP

45687V106

IPO Date

May 12, 2017

Highlights

Market Cap

$33.89B

EPS (TTM)

$2.04

PE Ratio

41.18

PEG Ratio

1.28

Total Revenue (TTM)

$7.28B

Gross Profit (TTM)

$3.10B

EBITDA (TTM)

$1.79B

Year Range

$65.59 - $105.98

Target Price

$89.28

Short %

2.62%

Short Ratio

2.41

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Ingersoll-Rand Plc (IR) returned -7.09% year-to-date (YTD) and -9.24% over the past 12 months.


IR

YTD

-7.09%

1M

16.64%

6M

-17.94%

1Y

-9.24%

5Y*

24.59%

10Y*

N/A

^GSPC (Benchmark)

YTD

1.30%

1M

12.79%

6M

1.49%

1Y

12.35%

5Y*

15.12%

10Y*

10.89%

*Annualized

Monthly Returns

The table below presents the monthly returns of IR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.69%-9.62%-5.58%-5.75%11.40%-7.09%
20243.26%14.36%3.99%-1.72%-0.27%-2.38%10.52%-8.89%7.34%-2.20%8.53%-13.16%17.06%
20237.18%3.73%0.19%-1.99%-0.60%15.35%-0.14%6.68%-8.46%-4.77%17.75%8.27%48.21%
2022-9.15%-10.12%-0.29%-12.69%7.31%-10.75%18.35%-4.84%-8.68%16.74%6.91%-3.19%-15.41%
2021-8.16%10.76%6.19%0.41%0.47%-1.67%0.12%8.49%-4.92%6.65%8.56%6.05%35.85%
2020-3.73%-7.14%-22.62%17.26%-3.03%1.46%12.34%10.98%1.54%-1.85%26.70%2.91%29.30%
201920.64%8.84%5.70%21.36%0.65%3.49%-4.71%-13.01%0.63%12.51%6.41%10.04%92.80%
20181.92%-7.43%-2.78%3.10%3.92%-9.34%-2.65%-2.27%3.39%-4.52%-8.54%-15.42%-35.27%
20178.67%-4.03%6.25%2.31%19.46%4.83%12.34%6.21%69.38%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of IR is 35, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of IR is 3535
Overall Rank
The Sharpe Ratio Rank of IR is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of IR is 3131
Sortino Ratio Rank
The Omega Ratio Rank of IR is 3131
Omega Ratio Rank
The Calmar Ratio Rank of IR is 3636
Calmar Ratio Rank
The Martin Ratio Rank of IR is 3838
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Ingersoll-Rand Plc (IR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Ingersoll-Rand Plc Sharpe ratios as of May 18, 2025 (values are recalculated daily):

  • 1-Year: -0.25
  • 5-Year: 0.87
  • All Time: 0.65

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Ingersoll-Rand Plc compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Ingersoll-Rand Plc provided a 0.10% dividend yield over the last twelve months, with an annual payout of $0.08 per share. The company has been increasing its dividends for 3 consecutive years.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.50$2.0020172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend$0.08$0.08$0.08$0.08$0.02$1.06$2.12$1.96$1.30

Dividend yield

0.10%0.09%0.10%0.15%0.03%2.33%5.78%9.58%3.83%

Monthly Dividends

The table displays the monthly dividend distributions for Ingersoll-Rand Plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.02$0.00$0.02$0.04
2024$0.00$0.00$0.02$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.08
2023$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.08
2022$0.00$0.00$0.02$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.08
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02$0.00$0.02
2020$0.00$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.00$0.00$0.00$0.00$1.06
2019$0.00$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.53$2.12
2018$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.53$0.00$0.00$0.53$1.96
2017$0.40$0.00$0.00$0.45$0.00$0.00$0.45$1.30

Dividend Yield & Payout


Dividend Yield

Ingersoll-Rand Plc has a dividend yield of 0.10%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

Ingersoll-Rand Plc has a payout ratio of 2.48%, which is below the market average. This means Ingersoll-Rand Plc returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Ingersoll-Rand Plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Ingersoll-Rand Plc was 49.12%, occurring on Mar 18, 2020. Recovery took 127 trading sessions.

The current Ingersoll-Rand Plc drawdown is 20.22%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-49.12%Feb 21, 202019Mar 18, 2020127Sep 17, 2020146
-44.62%Jan 24, 2018232Dec 24, 201886Apr 30, 2019318
-36.62%Nov 26, 202490Apr 8, 2025
-35.53%Jan 3, 2022133Jul 14, 2022226Jun 7, 2023359
-24.22%May 22, 201973Sep 4, 201966Dec 6, 2019139

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Ingersoll-Rand Plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Ingersoll-Rand Plc, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -2.3%.


0.200.400.600.8020212022202320242025
0.72
0.74
Actual
Estimate

Valuation

The Valuation section provides an overview of how Ingersoll-Rand Plc is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for IR, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, IR has a P/E ratio of 41.2. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for IR compared to other companies in the Specialty Industrial Machinery industry. IR currently has a PEG ratio of 1.3. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for IR relative to other companies in the Specialty Industrial Machinery industry. Currently, IR has a P/S ratio of 4.7. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for IR in comparison with other companies in the Specialty Industrial Machinery industry. Currently, IR has a P/B value of 3.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items