- ISIN
- US45687V1061
- CUSIP
- 45687V106
- Sector
- Industrials
- Industry
- Specialty Industrial Machinery
- IPO Date
- May 12, 2017
Highlights
- EPS (TTM)
- $1.96
- PE Ratio
- 39.06
- PEG Ratio
- 9.29
- Total Revenue (TTM)
- $7.78B
- Gross Profit (TTM)
- $2.98B
- EBITDA (TTM)
- $1.55B
- Year Range
- $68.07 - $100.96
- Target Price
- $106.50
- ROA (TTM)
- 3.22%
- ROE (TTM)
- 5.77%
Share Price Chart
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Performance
IR Performance Chart
Ingersoll-Rand Plc (IR) is down 3.2% since the beginning of the year. At $77 per share, IR is trading 24.1% below its 52-week high of $101. Investors who bought $1,000 worth of IR shares 5 years ago would now be looking at an investment worth $1,618.
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Returns By Period
Ingersoll-Rand Plc (IR) has returned -3.21% so far this year and -6.36% over the past 12 months.
Ingersoll-Rand Plc
- 1D
- -1.58%
- 1M
- 8.08%
- YTD
- -3.21%
- 6M
- -5.86%
- 1Y
- -6.36%
- 3Y*
- 6.65%
- 5Y*
- 10.10%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
IR Monthly Returns History
Based on dividend-adjusted daily data since May 12, 2017, IR's average daily return is +0.08%, while the average monthly return is +1.63%. At this rate, an investment would double in approximately 3.6 years.
Historically, 56% of months were positive and 44% were negative. The best month was Nov 2020 with a return of +26.7%, while the worst month was Mar 2020 at -24.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, IR closed higher 52% of trading days. The best single day was Apr 29, 2019 with a return of +16.0%, while the worst single day was Mar 9, 2020 at -16.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.67% | 9.35% | -14.87% | -0.32% | -10.27% | 6.98% | -3.21% | ||||||
| 2025 | 3.69% | -9.62% | -5.58% | -5.75% | 8.26% | 1.89% | 1.74% | -6.12% | 4.02% | -7.61% | 5.28% | -1.39% | -12.34% |
| 2024 | 3.26% | 14.36% | 3.99% | -1.72% | -0.27% | -2.38% | 10.52% | -8.89% | 7.34% | -2.20% | 8.53% | -13.16% | 17.06% |
| 2023 | 7.18% | 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 | -8.17% | 10.76% | 6.19% | 0.41% | 0.47% | -1.67% | 0.12% | 8.49% | -4.92% | 6.65% | 8.56% | 6.05% | 35.85% |
Benchmark Metrics
Ingersoll-Rand Plc has an annualized alpha of 4.83%, beta of 1.14, and R2 of 0.39 versus S&P 500 Index. Calculated based on daily prices since May 12, 2017.
- This stock captured 136.39% of S&P 500 Index gains and 123.18% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.39 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 4.83%
- Beta
- 1.14
- R²
- 0.39
- Upside Capture
- 136.39%
- Downside Capture
- 123.18%
Return for Risk
Risk / Return Rank
IR ranks 33 for risk / return — below 33% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Ingersoll-Rand Plc (IR) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IR | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.97 | ||
| Sortino ratioReturn per unit of downside risk | -2.47 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.32 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.21 | 2.46 | -2.66 |
| Martin ratioReturn relative to average drawdown | -0.46 | 10.92 | -11.38 |
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 4 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.02 | $0.00 | $2.12 |
Dividend yield | 0.10% | 0.10% | 0.09% | 0.10% | 0.15% | 0.03% | 0.00% | 5.78% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.02 | $0.00 | $0.02 | $0.00 | $0.04 | ||||||
| 2025 | $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 |
| 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 |
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 5.37%, 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 50.27%, occurring on Mar 18, 2020. Recovery took 160 trading sessions.
The current Ingersoll-Rand Plc drawdown is 27.14%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -50.27%Mar 2020 | 26d | 7mo 20d | 8mo 16dFeb 2020 - Nov 2020 |
Rate-hike selloffLate 2018 | -48.43%Dec 2018 | 11mo 4d | 11mo 22d | 1y 10moJan 2018 - Dec 2019 |
2025 selloff2025 | -36.62%Apr 2025 | 4mo 13d | — | 1y 7moNov 2024 - now |
Bear market2022 | -35.53%Jul 2022 | 6mo 12d | 10mo 28d | 1y 5moJan 2022 - Jun 2023 |
2023 correction2023 | -15.28%Oct 2023 | 1mo 16d | 24d | 2mo 10dSep 2023 - Nov 2023 |
Drawdown Indicators
| IR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.27% | -56.78% | +6.51% |
Max Drawdown (1Y)Largest decline over 1 year | -30.56% | -9.10% | -21.46% |
Max Drawdown (3Y)Largest decline over 3 years | -36.62% | -18.90% | -17.72% |
Max Drawdown (5Y)Largest decline over 5 years | -36.62% | -25.43% | -11.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -27.14% | -3.21% | -23.93% |
Average DrawdownAverage peak-to-trough decline | -12.87% | -10.71% | -2.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.91% | 2.04% | +11.87% |
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.
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 39.1. 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 9.3. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
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 2.9. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
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 | — |
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