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.
Correlation
The correlation between CARR and IR is 0.63, 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.
Performance
CARR vs. IR - Performance Comparison
Loading data...
Key characteristics
CARR:
0.49
IR:
-0.25
CARR:
0.94
IR:
-0.14
CARR:
1.11
IR:
0.98
CARR:
0.50
IR:
-0.22
CARR:
1.17
IR:
-0.56
CARR:
14.04%
IR:
14.48%
CARR:
33.35%
IR:
32.35%
CARR:
-41.60%
IR:
-49.12%
CARR:
-8.53%
IR:
-20.22%
Fundamentals
CARR:
$64.83B
IR:
$33.89B
CARR:
$1.54
IR:
$2.04
CARR:
49.10
IR:
41.18
CARR:
63.02
IR:
1.28
CARR:
2.91
IR:
4.65
CARR:
4.68
IR:
3.23
CARR:
$23.04B
IR:
$7.28B
CARR:
$6.36B
IR:
$3.10B
CARR:
$4.00B
IR:
$1.79B
Returns By Period
In the year-to-date period, CARR achieves a 10.78% return, which is significantly higher than IR's -7.09% return.
CARR
10.78%
26.24%
1.46%
15.93%
34.05%
N/A
IR
-7.09%
16.64%
-17.94%
-9.24%
24.59%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
CARR vs. IR — Risk-Adjusted Performance Rank
CARR
IR
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.
Loading data...
Dividends
CARR vs. IR - Dividend Comparison
CARR's dividend yield for the trailing twelve months is around 1.10%, more than IR's 0.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
CARR Carrier Global Corporation | 1.10% | 1.16% | 1.30% | 1.54% | 0.94% | 0.74% | 0.00% | 0.00% | 0.00% |
IR Ingersoll-Rand Plc | 0.10% | 0.09% | 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 -41.60%, 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.
Loading data...
Volatility
CARR vs. IR - Volatility Comparison
Carrier Global Corporation (CARR) has a higher volatility of 12.93% compared to Ingersoll-Rand Plc (IR) at 9.07%. 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.
Loading data...
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
CARR vs. IR - Profitability Comparison
CARR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Carrier Global Corporation reported a gross profit of 1.45B and revenue of 5.22B. Therefore, the gross margin over that period was 27.7%.
IR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Ingersoll-Rand Plc reported a gross profit of 765.50M and revenue of 1.72B. Therefore, the gross margin over that period was 44.6%.
CARR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Carrier Global Corporation reported an operating income of 629.00M and revenue of 5.22B, resulting in an operating margin of 12.1%.
IR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Ingersoll-Rand Plc reported an operating income of 302.50M and revenue of 1.72B, resulting in an operating margin of 17.6%.
CARR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Carrier Global Corporation reported a net income of 412.00M and revenue of 5.22B, resulting in a net margin of 7.9%.
IR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Ingersoll-Rand Plc reported a net income of 186.50M and revenue of 1.72B, resulting in a net margin of 10.9%.