IR vs. JCI

Last updated Jun 9, 2026

IR (Ingersoll-Rand Plc) and JCI (Johnson Controls International plc) are both stocks. Both are in the Industrials sector — IR in Specialty Industrial Machinery, JCI in Engineering & Construction. Over the past 5 years, IR returned 8.86%/yr vs 18.98%/yr for JCI. A 0.54 correlation means they provide meaningful diversification when combined.

Performance

IR vs. JCI - Performance Comparison

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

Returns By Period

In the year-to-date period, IR achieves a -8.49% return, which is significantly lower than JCI's 20.66% return.

IR

• 1D: 0.29%
• 1M: -4.32%
• YTD: -8.49%
• 6M: -8.59%
• 1Y: -12.74%
• 3Y*: 5.18%
• 5Y*: 8.86%
• 10Y*: —

JCI

• 1D: 0.28%
• 1M: 3.25%
• YTD: 20.66%
• 6M: 26.09%
• 1Y: 40.71%
• 3Y*: 33.96%
• 5Y*: 18.98%
• 10Y*: 14.82%

*Multi-year figures are annualized to reflect compound growth (CAGR)

IR vs. JCI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IR Ingersoll-Rand Plc	-8.49%	-12.34%	17.06%	48.21%	-15.41%	35.85%	24.21%	92.80%	-39.73%	60.81%
JCI Johnson Controls International plc	20.66%	54.03%	39.80%	-7.63%	-19.29%	77.42%	17.70%	40.91%	-19.85%	-7.59%

Correlation

The correlation between IR and JCI is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.44
Correlation (3Y) Calculated over the trailing 3-year period	0.53
Correlation (5Y) Calculated over the trailing 5-year period	0.63
Correlation (All Time) Calculated using the full available price history since May 15, 2017	0.54

The correlation between IR and JCI shifts across timeframes, from 0.44 (1 year) to 0.63 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS IR : $1.96 JCI : $4.91
PE Ratio IR : 36.93 JCI : 29.34
PEG Ratio IR : 8.78 JCI : 7.44
PS Ratio IR : 2.79 JCI : 5.55
Total Revenue (TTM) IR : $7.78B JCI : $12.49B
Gross Profit (TTM) IR : $2.98B JCI : $8.93B
EBITDA (TTM) IR : $1.55B JCI : $3.12B

Return for Risk

IR vs. JCI — Risk / Return Rank

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

IR

IR Risk / Return Rank: 25
IR Sharpe Ratio Rank: 25
IR Sortino Ratio Rank: 24
IR Omega Ratio Rank: 24
IR Calmar Ratio Rank: 28
IR Martin Ratio Rank: 23

JCI

JCI Risk / Return Rank: 82
JCI Sharpe Ratio Rank: 82
JCI Sortino Ratio Rank: 78
JCI Omega Ratio Rank: 79
JCI Calmar Ratio Rank: 85
JCI Martin Ratio Rank: 86

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. JCI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ingersoll-Rand Plc (IR) and Johnson Controls International plc (JCI). 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.

	IR	JCI	Difference
Sharpe ratio: Return per unit of total volatility	-0.39	1.50	-1.89
Sortino ratio: Return per unit of downside risk	-0.35	2.10	-2.45
Omega ratio: Gain probability vs. loss probability	0.96	1.28	-0.32
Calmar ratio: Return relative to maximum drawdown	-0.42	3.22	-3.64
Martin ratio: Return relative to average drawdown	-0.97	8.89	-9.87
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IR vs. JCI - Sharpe Ratio Comparison

The current IR Sharpe Ratio is -0.39, which is lower than the JCI Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of IR and JCI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	IR	JCI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.39	1.50	-1.89
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.30	0.67	-0.38
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.53	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.45	0.38	+0.07

Drawdowns

IR vs. JCI - Drawdown Comparison

The maximum IR drawdown since its inception was -50.27%, smaller than the maximum JCI drawdown of -86.83%. Use the drawdown chart below to compare losses from any high point for IR and JCI.

Drawdown Indicators

	IR	JCI	Difference
Max Drawdown Largest peak-to-trough decline	-50.27%	-86.83%	+36.56%
Max Drawdown (1Y) Largest decline over 1 year	-30.56%	-12.71%	-17.85%
Max Drawdown (3Y) Largest decline over 3 years	-36.62%	-30.85%	-5.77%
Max Drawdown (5Y) Largest decline over 5 years	-36.62%	-42.32%	+5.70%
Max Drawdown (10Y) Largest decline over 10 years	—	-47.14%	—
Current Drawdown Current decline from peak	-31.12%	-2.27%	-28.85%
Average Drawdown Average peak-to-trough decline	-12.81%	-21.71%	+8.90%
Ulcer Index Depth and duration of drawdowns from previous peaks	13.12%	4.59%	+8.53%

Volatility

IR vs. JCI - Volatility Comparison

The current volatility for Ingersoll-Rand Plc (IR) is 7.68%, while Johnson Controls International plc (JCI) has a volatility of 10.20%. This indicates that IR experiences smaller price fluctuations and is considered to be less risky than JCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IR	JCI	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.68%	10.20%	-2.52%
Volatility (6M) Calculated over the trailing 6-month period	25.01%	21.47%	+3.54%
Volatility (1Y) Calculated over the trailing 1-year period	32.94%	27.27%	+5.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.98%	28.30%	+1.68%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.33%	27.98%	+6.35%

Dividends

IR vs. JCI - Dividend Comparison

IR's dividend yield for the trailing twelve months is around 0.11%, less than JCI's 1.09% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IR Ingersoll-Rand Plc	0.11%	0.10%	0.09%	0.10%	0.15%	0.03%	0.00%	5.78%	0.00%	0.00%	0.00%	0.00%
JCI Johnson Controls International plc	1.09%	1.29%	1.88%	2.55%	2.19%	1.41%	2.23%	2.55%	3.51%	2.65%	4.23%	5.85%

Financials

IR vs. JCI - Profitability Comparison

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

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%.

JCI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Johnson Controls International plc reported a gross profit of 2.26B and revenue of -5.80B. Therefore, the gross margin over that period was -39.0%.

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%.

JCI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Johnson Controls International plc reported an operating income of 612.00M and revenue of -5.80B, resulting in an operating margin of -10.6%.

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%.

JCI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Johnson Controls International plc reported a net income of -556.00M and revenue of -5.80B, resulting in a net margin of 9.6%.

Frequently Asked Questions

Can I hold both IR and JCI in my portfolio?

IR and JCI have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IR or JCI?

JCI has higher volatility (10.20%) compared to IR (7.68%). In terms of maximum drawdown, IR dropped -50.27% vs JCI's -86.83%.

Which has better risk-adjusted returns?

JCI currently has the higher Sharpe Ratio (1.50 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.