CBRE vs. IR
CBRE (CBRE Group, Inc.) and IR (Ingersoll-Rand Plc) are both stocks. CBRE operates in Real Estate - Services (Real Estate), while IR operates in Specialty Industrial Machinery (Industrials). Over the past 5 years, CBRE returned 8.15%/yr vs 8.86%/yr for IR. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
CBRE vs. IR - Performance Comparison
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Returns By Period
In the year-to-date period, CBRE achieves a -18.09% return, which is significantly lower than IR's -8.49% return.
CBRE
- 1D
- 0.60%
- 1M
- -9.99%
- YTD
- -18.09%
- 6M
- -15.24%
- 1Y
- 2.44%
- 3Y*
- 18.61%
- 5Y*
- 8.15%
- 10Y*
- 16.02%
IR
- 1D
- 0.29%
- 1M
- -4.32%
- YTD
- -8.49%
- 6M
- -8.59%
- 1Y
- -12.74%
- 3Y*
- 5.18%
- 5Y*
- 8.86%
- 10Y*
- —
CBRE vs. IR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CBRE CBRE Group, Inc. | -18.09% | 22.47% | 41.04% | 20.96% | -29.08% | 73.01% | 2.33% | 53.07% | -7.55% | 24.81% |
IR Ingersoll-Rand Plc | -8.49% | -12.34% | 17.06% | 48.21% | -15.41% | 35.85% | 24.21% | 92.80% | -39.73% | 60.81% |
Correlation
The correlation between CBRE and IR is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since May 15, 2017 | 0.51 |
The correlation between CBRE and IR has been stable across timeframes, ranging from 0.49 to 0.56 - a consistent structural relationship.
Fundamentals
CBRE:
$4.37
IR:
$1.96
CBRE:
30.12
IR:
36.93
CBRE:
0.94
IR:
2.79
CBRE:
$42.17B
IR:
$7.78B
CBRE:
$14.76B
IR:
$2.98B
CBRE:
$2.68B
IR:
$1.55B
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Return for Risk
CBRE vs. IR — Risk / Return Rank
CBRE
IR
CBRE vs. IR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CBRE Group, Inc. (CBRE) 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.
| CBRE | IR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.47 | ||
| Sortino ratioReturn per unit of downside risk | +0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 0.96 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 0.09 | -0.42 | +0.51 |
| Martin ratioReturn relative to average drawdown | 0.21 | -0.97 | +1.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CBRE | IR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.08 | -0.39 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.30 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.45 | -0.16 |
Drawdowns
CBRE vs. IR - Drawdown Comparison
The maximum CBRE drawdown since its inception was -94.31%, which is greater than IR's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for CBRE and IR.
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Drawdown Indicators
| CBRE | IR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.31% | -50.27% | -44.04% |
Max Drawdown (1Y)Largest decline over 1 year | -27.37% | -30.56% | +3.19% |
Max Drawdown (3Y)Largest decline over 3 years | -27.37% | -36.62% | +9.25% |
Max Drawdown (5Y)Largest decline over 5 years | -40.38% | -36.62% | -3.76% |
Max Drawdown (10Y)Largest decline over 10 years | -53.57% | — | — |
Current DrawdownCurrent decline from peak | -23.25% | -31.12% | +7.87% |
Average DrawdownAverage peak-to-trough decline | -26.58% | -12.81% | -13.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.47% | 13.12% | -1.65% |
Volatility
CBRE vs. IR - Volatility Comparison
CBRE Group, Inc. (CBRE) has a higher volatility of 9.45% compared to Ingersoll-Rand Plc (IR) at 7.68%. This indicates that CBRE'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.
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Volatility by Period
| CBRE | IR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.45% | 7.68% | +1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 25.73% | 25.01% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.56% | 32.94% | -2.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.25% | 29.98% | +0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.01% | 34.33% | -1.32% |
Dividends
CBRE vs. IR - Dividend Comparison
CBRE has not paid dividends to shareholders, while IR's dividend yield for the trailing twelve months is around 0.11%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
CBRE CBRE Group, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IR Ingersoll-Rand Plc | 0.11% | 0.10% | 0.09% | 0.10% | 0.15% | 0.03% | 0.00% | 5.78% |
Financials
CBRE vs. IR - Financials Comparison
This section allows you to compare key financial metrics between CBRE Group, Inc. 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
CBRE vs. IR - Profitability Comparison
CBRE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CBRE Group, Inc. reported a gross profit of 1.85B and revenue of 10.53B. Therefore, the gross margin over that period was 17.6%.
IR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ingersoll-Rand Plc reported a gross profit of 792.40M and revenue of 1.85B. Therefore, the gross margin over that period was 42.9%.
CBRE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CBRE Group, Inc. reported an operating income of 511.00M and revenue of 10.53B, resulting in an operating margin of 4.9%.
IR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ingersoll-Rand Plc reported an operating income of 289.70M and revenue of 1.85B, resulting in an operating margin of 15.7%.
CBRE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CBRE Group, Inc. reported a net income of 318.00M and revenue of 10.53B, resulting in a net margin of 3.0%.
IR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ingersoll-Rand Plc reported a net income of 192.10M and revenue of 1.85B, resulting in a net margin of 10.4%.
Frequently Asked Questions
CBRE and IR have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CBRE has higher volatility (9.45%) compared to IR (7.68%). In terms of maximum drawdown, CBRE dropped -94.31% vs IR's -50.27%.
CBRE currently has the higher Sharpe Ratio (0.08 vs -0.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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