PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Ingersoll-Rand Plc (IR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS45687V1061
CUSIP45687V106
SectorIndustrials
IndustrySpecialty Industrial Machinery

Highlights

Market Cap$38.22B
EPS$1.90
PE Ratio49.86
PEG Ratio1.51
Revenue (TTM)$6.88B
Gross Profit (TTM)$2.33B
EBITDA (TTM)$1.70B
Year Range$53.18 - $95.29
Target Price$99.08
Short %1.59%
Short Ratio1.62

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds to compare with IR

Ingersoll-Rand Plc

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

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.


100.00%200.00%300.00%400.00%500.00%OctoberNovemberDecember2024FebruaryMarch
473.46%
119.52%
IR (Ingersoll-Rand Plc)
Benchmark (^GSPC)

S&P 500

Returns By Period

Ingersoll-Rand Plc had a return of 23.20% year-to-date (YTD) and 70.42% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date23.20%10.04%
1 month4.98%3.53%
6 months50.64%22.79%
1 year70.42%32.16%
5 years (annualized)30.47%13.15%
10 years (annualized)N/A10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20243.26%14.36%
20236.68%-8.46%-4.77%17.75%8.27%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Ingersoll-Rand Plc (IR) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
IR
Ingersoll-Rand Plc
3.14
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Ingersoll-Rand Plc Sharpe ratio is 3.14. A Sharpe ratio of 3.0 or higher is considered excellent.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
3.14
2.76
IR (Ingersoll-Rand Plc)
Benchmark (^GSPC)

Dividends

Dividend History

Ingersoll-Rand Plc granted a 0.08% dividend yield in the last twelve months. The annual payout for that period amounted to $0.08 per share.


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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
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
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
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
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
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
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
2017$0.40$0.00$0.00$0.45$0.00$0.00$0.45

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%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%2.7%
Ingersoll-Rand Plc has a payout ratio of 2.70%, 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.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch00
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.


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 4.56%, 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%OctoberNovemberDecember2024FebruaryMarch
4.56%
2.82%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items