DTE vs IR

Comparison between DTE Energy Company (DTE, Company) and Ingersoll-Rand Inc (IR, Company).

DTE is from the Utilities sector, while IR is from the Industrials sector.

5-Year PerformanceIR has outperformed DTE, delivering a return of +11.5% compared to +9.0%

DTE vs IR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DTE(COMPANY)	IR(COMPANY)
Market Cap	$31B	$30B
Max Drawdown	56.44%	50.27%
Sharpe Ratio	0.71	-0.04
5Y Beta	0.16	1.25
Industry	Utilities - Regulated Electric	Specialty Industrial Machinery
P/E Ratio	24.25	60.77
Forward P/E	19.19	22.27
Dividend Yield	3.03%	0.10%
5Y Dividends CAGR	12.59%	N/A
5Y EPS CAGR	-3.75%	2.91%
Debt to Equity	0.00%	0.01%
Free Cash Flow Yield	10.73%	4.26%

Market Cap

Winner

DTE

$31B

$30B

Max Drawdown

DTE

56.44%

Winner

50.27%

Sharpe Ratio

Winner

DTE

0.71

-0.04

5Y Beta

Winner

DTE

0.16

1.25

Industry

DTE

Utilities - Regulated Electric

Specialty Industrial Machinery

P/E Ratio

Winner

DTE

24.25

60.77

Forward P/E

Winner

DTE

19.19

22.27

Dividend Yield

Winner

DTE

3.03%

0.10%

5Y Dividends CAGR

DTE

12.59%

N/A

5Y EPS CAGR

DTE

-3.75%

Winner

2.91%

Debt to Equity

Winner

DTE

0.00%

0.01%

Free Cash Flow Yield

Winner

DTE

10.73%

4.26%

DTE vs IR - Historical Returns

Returns include dividend reinvestment.

Period	DTE	IR
1 month	+4.67%	+11.35%
3 months	+0.64%	-5.00%
6 months	+14.78%	-1.14%
1 year	+15.06%	-3.47%
5 years(CAGR)	+9.04%	+11.48%
10 years(CAGR)	+9.77%	+16.40%
Max(CAGR)	+10.87%	+16.40%

DTE

+4.67%

Winner

+11.35%

Winner

DTE

+0.64%

-5.00%

Winner

DTE

+14.78%

-1.14%

Winner

DTE

+15.06%

-3.47%

5Y(CAGR)

DTE

+9.04%

Winner

+11.48%

10Y(CAGR)

DTE

+9.77%

Winner

+16.40%

Max(CAGR)

DTE

+10.87%

Winner

+16.40%

DTE vs IR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DTE	IR
2026	+14.38%	-2.27%
2025	+10.12%	-12.40%
2024	+11.95%	+17.99%
2023	-3.09%	+46.11%
2022	+1.57%	-12.23%
2021	+21.41%	+39.68%
2020	-2.02%	+23.54%
2019	+24.07%	+87.32%
2018	+5.16%	-39.34%
2017	+14.94%	+60.81%
2016	+28.61%	N/A
2015	-4.43%	N/A
2014	+37.08%	N/A
2013	+12.27%	N/A
2012	+16.13%	N/A
2011	+25.20%	N/A
2010	+9.07%	N/A
2009	+28.43%	N/A
2008	-14.61%	N/A
2007	-6.68%	N/A
2006	+16.16%	N/A
2005	+5.64%	N/A
2004	+14.73%	N/A
2003	-11.52%	N/A
2002	+14.86%	N/A
2001	+15.15%	N/A
2000	+37.35%	N/A
1999	-4.93%	N/A

DTE vs IR Drawdown Comparison

The maximum drawdown for DTE was -52.56%, occurring on Mar 9, 2009. Recovery took 723 trading sessions.

The maximum drawdown for IR was -50.27%, occurring on Mar 18, 2020. Recovery took 179 trading sessions.

The current DTE drawdown is -2.47%. The current IR drawdown is -25.94%.

Rank	DTE	IR
#1	-52.56% May 22, 2007 - Apr 6, 2010	-50.27% Feb 20, 2020 - Nov 3, 2020
#2	-42.49% Feb 21, 2020 - Nov 10, 2020	-48.43% Jan 23, 2018 - Dec 11, 2019
#3	-28.92% Apr 20, 2022 - Sep 30, 2024	-36.62% Nov 25, 2024 - Apr 8, 2025
#4	-28.07% Jan 6, 2003 - Nov 24, 2004	-35.53% Dec 31, 2021 - Jun 7, 2023
#5	-27.63% May 22, 2002 - Nov 6, 2002	-15.28% Sep 6, 2023 - Nov 16, 2023
#6	-21.78% Jan 24, 2000 - Sep 7, 2000	-14.42% Jun 16, 2017 - Aug 4, 2017
#7	-17.94% Jan 29, 2015 - Mar 15, 2016	-13.49% Jul 31, 2024 - Oct 4, 2024
#8	-17.01% Dec 11, 2017 - Aug 16, 2018	-13.28% Jan 12, 2021 - Feb 24, 2021
#9	-16.07% Jul 8, 2005 - Oct 24, 2006	-12.40% Apr 28, 2021 - Aug 12, 2021
#10	-15.19% May 13, 2011 - Oct 20, 2011	-9.47% Oct 27, 2017 - Nov 20, 2017
#11	-13.88% Dec 26, 2000 - Mar 8, 2001	-9.26% Sep 15, 2021 - Nov 2, 2021
#12	-13.14% Jul 5, 2001 - Mar 27, 2002	-8.96% Mar 27, 2024 - May 22, 2024
#13	-12.24% Nov 2, 1999 - Jan 21, 2000	-8.95% Aug 8, 2017 - Sep 12, 2017
#14	-12.15% Nov 16, 2020 - Mar 26, 2021	-8.64% May 22, 2024 - Jul 12, 2024
#15	-11.35% Apr 22, 2013 - Feb 14, 2014	-8.27% Oct 14, 2024 - Nov 6, 2024

Correlation

Correlation between DTE and IR is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (1999 - 2026)

DTE vs IR dividend yield comparison.

Year	DTE	IR
2026	1.05%	0.05%
2025	3.44%	0.10%
2024	3.44%	0.09%
2023	3.52%	0.10%
2022	3.07%	0.15%
2021	2.98%	0.03%
2020	3.40%	0.00%
2019	2.96%	5.78%
2018	3.26%	0.00%
2017	3.07%	0.00%
2016	3.10%	0.00%
2015	3.54%	0.00%
2014	3.11%	0.00%
2013	3.89%	0.00%
2012	4.02%	0.00%
2011	4.27%	0.00%
2010	4.81%	0.00%
2009	4.86%	0.00%
2008	5.94%	0.00%
2007	4.82%	0.00%
2006	4.29%	0.00%
2005	4.77%	0.00%
2004	4.78%	0.00%
2003	5.23%	0.00%
2002	4.44%	0.00%
2001	4.91%	0.00%
2000	5.29%	0.00%
1999	1.63%	0.00%