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JBL vs. IR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between JBL and IR is 0.60, 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

JBL vs. IR - Performance Comparison

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

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Key characteristics

Sharpe Ratio

JBL:

1.13

IR:

-0.25

Sortino Ratio

JBL:

1.60

IR:

-0.14

Omega Ratio

JBL:

1.24

IR:

0.98

Calmar Ratio

JBL:

0.43

IR:

-0.22

Martin Ratio

JBL:

3.56

IR:

-0.56

Ulcer Index

JBL:

12.05%

IR:

14.48%

Daily Std Dev

JBL:

40.83%

IR:

32.35%

Max Drawdown

JBL:

-100.00%

IR:

-49.12%

Current Drawdown

JBL:

-99.98%

IR:

-20.22%

Fundamentals

Market Cap

JBL:

$18.01B

IR:

$33.89B

EPS

JBL:

$4.48

IR:

$2.04

PE Ratio

JBL:

37.45

IR:

41.18

PEG Ratio

JBL:

0.91

IR:

1.28

PS Ratio

JBL:

0.66

IR:

4.65

PB Ratio

JBL:

13.16

IR:

3.23

Total Revenue (TTM)

JBL:

$27.45B

IR:

$7.28B

Gross Profit (TTM)

JBL:

$2.44B

IR:

$3.10B

EBITDA (TTM)

JBL:

$1.73B

IR:

$1.79B

Returns By Period

In the year-to-date period, JBL achieves a 16.71% return, which is significantly higher than IR's -7.09% return.


JBL

YTD

16.71%

1M

24.31%

6M

30.94%

1Y

46.22%

5Y*

41.54%

10Y*

22.22%

IR

YTD

-7.09%

1M

16.64%

6M

-17.94%

1Y

-9.24%

5Y*

24.59%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

JBL vs. IR — Risk-Adjusted Performance Rank

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

JBL
The Risk-Adjusted Performance Rank of JBL is 7979
Overall Rank
The Sharpe Ratio Rank of JBL is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of JBL is 7979
Sortino Ratio Rank
The Omega Ratio Rank of JBL is 8181
Omega Ratio Rank
The Calmar Ratio Rank of JBL is 7070
Calmar Ratio Rank
The Martin Ratio Rank of JBL is 8181
Martin Ratio Rank

IR
The Risk-Adjusted Performance Rank of IR is 3535
Overall Rank
The Sharpe Ratio Rank of IR is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of IR is 3131
Sortino Ratio Rank
The Omega Ratio Rank of IR is 3131
Omega Ratio Rank
The Calmar Ratio Rank of IR is 3636
Calmar Ratio Rank
The Martin Ratio Rank of IR is 3838
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

JBL vs. IR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Jabil Inc. (JBL) 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.


The current JBL Sharpe Ratio is 1.13, which is higher than the IR Sharpe Ratio of -0.25. The chart below compares the historical Sharpe Ratios of JBL and IR, 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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Dividends

JBL vs. IR - Dividend Comparison

JBL's dividend yield for the trailing twelve months is around 0.19%, more than IR's 0.10% yield.


TTM20242023202220212020201920182017201620152014
JBL
Jabil Inc.
0.19%0.22%0.25%0.47%0.45%0.75%0.77%1.29%1.22%1.35%1.37%1.47%
IR
Ingersoll-Rand Plc
0.10%0.09%0.10%0.15%0.03%2.33%5.78%9.58%3.83%0.00%0.00%0.00%

Drawdowns

JBL vs. IR - Drawdown Comparison

The maximum JBL drawdown since its inception was -100.00%, which is greater than IR's maximum drawdown of -49.12%. Use the drawdown chart below to compare losses from any high point for JBL and IR. For additional features, visit the drawdowns tool.


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Volatility

JBL vs. IR - Volatility Comparison

Jabil Inc. (JBL) has a higher volatility of 9.53% compared to Ingersoll-Rand Plc (IR) at 9.07%. This indicates that JBL'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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Financials

JBL vs. IR - Financials Comparison

This section allows you to compare key financial metrics between Jabil 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.


Quarterly
Annual

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


0.002.00B4.00B6.00B8.00B10.00B20212022202320242025
6.73B
1.72B
(JBL) Total Revenue
(IR) Total Revenue
Values in USD except per share items

JBL vs. IR - Profitability Comparison

The chart below illustrates the profitability comparison between Jabil Inc. and Ingersoll-Rand Plc 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%20212022202320242025
8.6%
44.6%
(JBL) Gross Margin
(IR) Gross Margin
JBL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Jabil Inc. reported a gross profit of 576.00M and revenue of 6.73B. Therefore, the gross margin over that period was 8.6%.

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%.

JBL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Jabil Inc. reported an operating income of 245.00M and revenue of 6.73B, resulting in an operating margin of 3.6%.

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%.

JBL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Jabil Inc. reported a net income of 117.00M and revenue of 6.73B, resulting in a net margin of 1.7%.

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%.