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

Company Info

ISIN

US45687V1061

CUSIP

45687V106

Sector

Industrials

IPO Date

May 12, 2017

Highlights

Market Cap

$41.55B

EPS (TTM)

$2.05

PE Ratio

50.30

PEG Ratio

1.46

Total Revenue (TTM)

$7.16B

Gross Profit (TTM)

$2.86B

EBITDA (TTM)

$1.87B

Year Range

$69.40 - $105.61

Target Price

$105.95

Short %

2.57%

Short Ratio

4.33

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.


Popular comparisons:
IR vs. GWW IR vs. CARR IR vs. NVDA IR vs. JBL IR vs. UNH IR vs. QQQ IR vs. EME IR vs. SMH IR vs. VHT IR vs. SPY
Popular comparisons:
IR vs. GWW IR vs. CARR IR vs. NVDA IR vs. JBL IR vs. UNH IR vs. QQQ IR vs. EME IR vs. SMH IR vs. VHT IR vs. SPY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Ingersoll-Rand Plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
8.94%
12.53%
IR (Ingersoll-Rand Plc)
Benchmark (^GSPC)

Returns By Period

Ingersoll-Rand Plc had a return of 34.59% year-to-date (YTD) and 47.20% in the last 12 months.


IR

YTD

34.59%

1M

7.92%

6M

8.95%

1Y

47.20%

5Y (annualized)

26.88%

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

25.15%

1M

2.97%

6M

12.53%

1Y

31.00%

5Y (annualized)

13.95%

10Y (annualized)

11.21%

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
20243.26%14.36%3.99%-1.72%-0.27%-2.38%10.52%-8.89%7.34%-2.20%34.59%
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%
2021-8.17%10.76%6.19%0.41%0.47%-1.67%0.12%8.49%-4.92%6.65%8.56%6.05%35.85%
2020-3.74%-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%5.71%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 risk-adjusted rank of IR is 87, placing it in the top 13% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of IR is 8787
Combined Rank
The Sharpe Ratio Rank of IR is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of IR is 8181
Sortino Ratio Rank
The Omega Ratio Rank of IR is 8383
Omega Ratio Rank
The Calmar Ratio Rank of IR is 9595
Calmar Ratio Rank
The Martin Ratio Rank of IR is 8888
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.


Sharpe ratio
The chart of Sharpe ratio for IR, currently valued at 1.84, compared to the broader market-4.00-2.000.002.004.001.842.53
The chart of Sortino ratio for IR, currently valued at 2.30, compared to the broader market-4.00-2.000.002.004.002.303.39
The chart of Omega ratio for IR, currently valued at 1.33, compared to the broader market0.501.001.502.001.331.47
The chart of Calmar ratio for IR, currently valued at 3.50, compared to the broader market0.002.004.006.003.503.65
The chart of Martin ratio for IR, currently valued at 9.65, compared to the broader market0.0010.0020.0030.009.6516.21
IR
^GSPC

The current Ingersoll-Rand Plc Sharpe ratio is 1.84. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Ingersoll-Rand Plc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
1.84
2.53
IR (Ingersoll-Rand Plc)
Benchmark (^GSPC)

Dividends

Dividend History

Ingersoll-Rand Plc provided a 0.08% dividend yield over the last twelve months, with an annual payout of $0.08 per share. The company has been increasing its dividends for 2 consecutive years.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.50$2.002017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017
Dividend$0.08$0.08$0.08$0.02$1.06$2.12$1.96$1.30

Dividend yield

0.08%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
2024$0.00$0.00$0.02$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.02$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
5.0%10.0%15.0%0.1%
Ingersoll-Rand Plc has a dividend yield of 0.08%, 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
200.0%400.0%600.0%800.0%2.4%
Ingersoll-Rand Plc has a payout ratio of 2.42%, 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.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-0.74%
-0.53%
IR (Ingersoll-Rand Plc)
Benchmark (^GSPC)

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 0.74%.


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
-35.53%Jan 3, 2022133Jul 14, 2022226Jun 7, 2023359
-24.22%May 22, 201973Sep 4, 201966Dec 6, 2019139
-15.28%Sep 7, 202333Oct 23, 202318Nov 16, 202351

Volatility

Volatility Chart

The current Ingersoll-Rand Plc volatility is 7.47%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JuneJulyAugustSeptemberOctoberNovember
7.47%
3.97%
IR (Ingersoll-Rand Plc)
Benchmark (^GSPC)

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

Valuation

The Valuation section provides an assessment of the market value of Ingersoll-Rand Plc compared to its peers in the Specialty Industrial Machinery industry.


PE Ratio
50.0100.0150.0200.0250.050.3
The chart displays the price to earnings (P/E) ratio for IR in comparison to other companies of the Specialty Industrial Machinery industry. Currently, IR has a PE value of 50.3. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
-3,000.0-2,500.0-2,000.0-1,500.0-1,000.0-500.00.01.5
The chart displays the price to earnings to growth (PEG) ratio for IR in comparison to other companies of the Specialty Industrial Machinery industry. Currently, IR has a PEG value of 1.5. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Ingersoll-Rand Plc.


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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