Ingersoll Rand (IR) is a industrial machinery & supplies & components company in the Industrials sector. Listed on the NASDAQ, Ingersoll Rand is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $70.48.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $70.48 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 12.38% |
| Risk / Std Dev (Annualized) | 30.06% |
| Sharpe Ratio (rf=4.5%) | 0.26 |
S&P 500 Context
- Sector: Industrials
- Sub-Industry: Industrial Machinery & Supplies & Components
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 12.38% with an annualized volatility of 30.06%. The Sharpe ratio of 0.26 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 27.58B |
| Enterprise Value | 31.31B |
| Trailing P/E | 49.99 |
| Forward P/E | 18.33 |
| Price to Book | 2.71 |
| Price to Sales | 3.54 |
| EV/Revenue | 4.02 |
| EV/EBITDA | 15.48 |
| Profitability | | | Profit Margin | 7.54% | | Operating Margin | 17.07% | | ROE | 5.72% | | ROA | 5.12% |
| Growth | | | Revenue Growth | 7.6% | | Earnings Growth | 6.5% |
| Dividend | | | Dividend Yield | 11.0% | | Payout Ratio | 5.41% |
| Financial Health | | | Total Revenue | 7.78B | | Total Debt | 4.95B | | Total Cash | 1.29B | | Free Cash Flow | 1.04B | | Operating Cash Flow | 1.3B |
| Price & Technical | | | 52W High | $100.96$ | | 52W Low | $68.07$ | | 50-Day Avg | $77.34$ | | 200-Day Avg | $81.59$ | | Beta | 1.2 | | Shares Outstanding | 0.39B | | Float Shares | 0.39B | | Insider Holdings | 0.21% | | Institutional Holdings | 107.32% | | Short Ratio | 3.77 | | Short % of Float | 4.38% |
| Analyst Targets | | | Target High | $115.0$ | | Target Low | $80.0$ | | Target Mean | $93.2$ | | Target Median | $92.0$ | | # of Analysts | 15 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.