CARR vs. IR
Compare and contrast key facts about Carrier Global Corporation (CARR) and Ingersoll-Rand Plc (IR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CARR or IR.
Performance
CARR vs. IR - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with CARR having a 30.86% return and IR slightly higher at 32.14%.
CARR
30.86%
-8.37%
14.90%
41.74%
N/A
N/A
IR
32.14%
1.72%
10.26%
45.33%
26.44%
N/A
Fundamentals
| CARR | IR | |
|---|---|---|
| Market Cap | $68.45B | $42.24B |
| EPS | $1.68 | $2.04 |
| PE Ratio | 44.90 | 51.09 |
| PEG Ratio | 1.82 | 1.48 |
| Total Revenue (TTM) | $22.44B | $7.16B |
| Gross Profit (TTM) | $222.00M | $2.95B |
| EBITDA (TTM) | -$2.79B | $1.58B |
Key characteristics
| CARR | IR | |
|---|---|---|
| Sharpe Ratio | 1.52 | 1.78 |
| Sortino Ratio | 2.17 | 2.24 |
| Omega Ratio | 1.27 | 1.32 |
| Calmar Ratio | 3.31 | 3.38 |
| Martin Ratio | 9.18 | 9.33 |
| Ulcer Index | 4.80% | 4.89% |
| Daily Std Dev | 28.92% | 25.73% |
| Max Drawdown | -40.82% | -49.12% |
| Current Drawdown | -9.61% | -2.55% |
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Correlation
The correlation between CARR and IR is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
CARR vs. IR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Carrier Global Corporation (CARR) and Ingersoll-Rand Plc (IR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CARR vs. IR - Dividend Comparison
CARR's dividend yield for the trailing twelve months is around 1.02%, more than IR's 0.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
CARR Carrier Global Corporation | 1.02% | 1.30% | 1.54% | 0.94% | 0.74% | 0.00% | 0.00% | 0.00% |
IR Ingersoll-Rand Plc | 0.08% | 0.10% | 0.15% | 0.03% | 2.33% | 5.78% | 9.58% | 3.83% |
Drawdowns
CARR vs. IR - Drawdown Comparison
The maximum CARR drawdown since its inception was -40.82%, smaller than the maximum IR drawdown of -49.12%. Use the drawdown chart below to compare losses from any high point for CARR and IR. For additional features, visit the drawdowns tool.
Volatility
CARR vs. IR - Volatility Comparison
Carrier Global Corporation (CARR) has a higher volatility of 11.11% compared to Ingersoll-Rand Plc (IR) at 8.01%. This indicates that CARR's price experiences larger fluctuations and is considered to be riskier than IR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CARR vs. IR - Financials Comparison
This section allows you to compare key financial metrics between Carrier Global Corporation and Ingersoll-Rand Plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities