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IR vs. JBL
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

IR vs. JBL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ingersoll-Rand Plc (IR) and Jabil Inc. (JBL). The values are adjusted to include any dividend payments, if applicable.

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IR vs. JBL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IR
Ingersoll-Rand Plc
1.16%-12.34%17.06%48.21%-15.41%35.85%24.21%92.80%-39.73%60.81%
JBL
Jabil Inc.
16.53%58.73%13.25%87.43%-2.55%66.40%3.89%68.49%-4.41%-8.82%

Fundamentals

Market Cap

IR:

$31.71B

JBL:

$28.58B

EPS

IR:

$1.46

JBL:

$7.41

PE Ratio

IR:

54.98

JBL:

35.84

PEG Ratio

IR:

13.07

JBL:

1.92

PS Ratio

IR:

4.18

JBL:

0.89

PB Ratio

IR:

3.14

JBL:

21.27

Total Revenue (TTM)

IR:

$7.65B

JBL:

$32.67B

Gross Profit (TTM)

IR:

$2.95B

JBL:

$2.95B

EBITDA (TTM)

IR:

$1.69B

JBL:

$1.55B

Returns By Period

In the year-to-date period, IR achieves a 1.16% return, which is significantly lower than JBL's 16.53% return.


IR

1D
4.13%
1M
-14.87%
YTD
1.16%
6M
-2.98%
1Y
0.21%
3Y*
11.37%
5Y*
10.18%
10Y*

JBL

1D
7.33%
1M
0.24%
YTD
16.53%
6M
22.40%
1Y
95.52%
3Y*
44.77%
5Y*
38.54%
10Y*
31.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

IR vs. JBL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IR
IR Risk / Return Rank: 4040
Overall Rank
IR Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
IR Sortino Ratio Rank: 3737
Sortino Ratio Rank
IR Omega Ratio Rank: 3636
Omega Ratio Rank
IR Calmar Ratio Rank: 4343
Calmar Ratio Rank
IR Martin Ratio Rank: 4343
Martin Ratio Rank

JBL
JBL Risk / Return Rank: 9292
Overall Rank
JBL Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
JBL Sortino Ratio Rank: 8989
Sortino Ratio Rank
JBL Omega Ratio Rank: 8989
Omega Ratio Rank
JBL Calmar Ratio Rank: 9595
Calmar Ratio Rank
JBL Martin Ratio Rank: 9494
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IR vs. JBL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ingersoll-Rand Plc (IR) and Jabil Inc. (JBL). 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.


IRJBLDifference

Sharpe ratio

Return per unit of total volatility

0.01

2.22

-2.22

Sortino ratio

Return per unit of downside risk

0.26

2.67

-2.41

Omega ratio

Gain probability vs. loss probability

1.03

1.38

-0.34

Calmar ratio

Return relative to maximum drawdown

0.04

5.35

-5.31

Martin ratio

Return relative to average drawdown

0.10

13.82

-13.72

IR vs. JBL - Sharpe Ratio Comparison

The current IR Sharpe Ratio is 0.01, which is lower than the JBL Sharpe Ratio of 2.22. The chart below compares the historical Sharpe Ratios of IR and JBL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


IRJBLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.01

2.22

-2.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

1.05

-0.70

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.85

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.35

+0.15

Correlation

The correlation between IR and JBL is 0.48, 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.


Dividends

IR vs. JBL - Dividend Comparison

IR's dividend yield for the trailing twelve months is around 0.10%, less than JBL's 0.12% yield.


TTM20252024202320222021202020192018201720162015
IR
Ingersoll-Rand Plc
0.10%0.10%0.09%0.10%0.15%0.03%0.00%5.78%0.00%0.00%0.00%0.00%
JBL
Jabil Inc.
0.12%0.14%0.22%0.25%0.47%0.45%0.75%0.77%1.29%1.22%1.35%1.37%

Drawdowns

IR vs. JBL - Drawdown Comparison

The maximum IR drawdown since its inception was -50.27%, smaller than the maximum JBL drawdown of -94.92%. Use the drawdown chart below to compare losses from any high point for IR and JBL.


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Drawdown Indicators


IRJBLDifference

Max Drawdown

Largest peak-to-trough decline

-50.27%

-94.92%

+44.65%

Max Drawdown (1Y)

Largest decline over 1 year

-22.08%

-17.86%

-4.22%

Max Drawdown (5Y)

Largest decline over 5 years

-36.62%

-36.83%

+0.21%

Max Drawdown (10Y)

Largest decline over 10 years

-57.34%

Current Drawdown

Current decline from peak

-23.86%

-6.22%

-17.64%

Average Drawdown

Average peak-to-trough decline

-12.52%

-44.75%

+32.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.46%

6.92%

+2.54%

Volatility

IR vs. JBL - Volatility Comparison

The current volatility for Ingersoll-Rand Plc (IR) is 10.19%, while Jabil Inc. (JBL) has a volatility of 16.40%. This indicates that IR experiences smaller price fluctuations and is considered to be less risky than JBL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IRJBLDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.19%

16.40%

-6.21%

Volatility (6M)

Calculated over the trailing 6-month period

22.36%

31.13%

-8.77%

Volatility (1Y)

Calculated over the trailing 1-year period

34.76%

43.17%

-8.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.44%

37.03%

-7.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.28%

36.68%

-2.40%

Financials

IR vs. JBL - Financials Comparison

This section allows you to compare key financial metrics between Ingersoll-Rand Plc and Jabil Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


2.00B4.00B6.00B8.00B10.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
2.09B
8.28B
(IR) Total Revenue
(JBL) Total Revenue
Values in USD except per share items

IR vs. JBL - Profitability Comparison

The chart below illustrates the profitability comparison between Ingersoll-Rand Plc and Jabil Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
24.1%
9.0%
Portfolio components
IR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Ingersoll-Rand Plc reported a gross profit of 503.20M and revenue of 2.09B. Therefore, the gross margin over that period was 24.1%.

JBL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Jabil Inc. reported a gross profit of 746.00M and revenue of 8.28B. Therefore, the gross margin over that period was 9.0%.

IR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Ingersoll-Rand Plc reported an operating income of 663.60M and revenue of 2.09B, resulting in an operating margin of 31.7%.

JBL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Jabil Inc. reported an operating income of 374.00M and revenue of 8.28B, resulting in an operating margin of 4.5%.

IR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Ingersoll-Rand Plc reported a net income of 266.10M and revenue of 2.09B, resulting in a net margin of 12.7%.

JBL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Jabil Inc. reported a net income of 223.00M and revenue of 8.28B, resulting in a net margin of 2.7%.