FI vs IR

Comparison between Fiserv, Inc. (FI, Company) and Ingersoll-Rand Inc (IR, Company).

FI is from the Technology sector, while IR is from the Industrials sector.

5-Year PerformanceIR has outperformed FI, delivering a return of +12.3% compared to -12.5%

FI vs IR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FI(COMPANY)	IR(COMPANY)
Market Cap	$33B	$33B
Max Drawdown	80.16%	50.27%
Sharpe Ratio	-1.28	0.59
5Y Beta	N/A	1.22
Industry	Information Technology Services	Specialty Industrial Machinery
P/E Ratio	9.50	66.00
Forward P/E	N/A	24.10
PEG Ratio	0.41	0.81
Dividend Yield	N/A	0.14%
5Y EPS CAGR	N/A	2.91%
Debt to Equity	120.10%	0.01%
Free Cash Flow Yield	13.87%	3.92%
P/S Ratio	1.57	4.35
P/B Ratio	1.32	3.26

Market Cap

Winner

$33B

Max Drawdown

80.16%

Winner

50.27%

Sharpe Ratio

-1.28

Winner

0.59

5Y Beta

N/A

1.22

Industry

Information Technology Services

Specialty Industrial Machinery

P/E Ratio

Winner

9.50

66.00

Forward P/E

N/A

24.10

PEG Ratio

Winner

0.41

0.81

Dividend Yield

N/A

0.14%

5Y EPS CAGR

N/A

2.91%

Debt to Equity

120.10%

Winner

0.01%

Free Cash Flow Yield

Winner

13.87%

3.92%

P/S Ratio

Winner

1.57

4.35

P/B Ratio

Winner

1.32

3.26

FI vs IR - Historical Returns

Returns include dividend reinvestment.

Period	FI	IR
1 month	+6.59%	+11.01%
3 months	-11.19%	+18.43%
6 months	-6.60%	-8.12%
1 year	-59.03%	+13.93%
5 years(CAGR)	-12.50%	+12.32%
10 years(CAGR)	+0.55%	+17.90%
Max(CAGR)	+9.31%	+17.90%

+6.59%

Winner

+11.01%

-11.19%

Winner

+18.43%

Winner

-6.60%

-8.12%

-59.03%

Winner

+13.93%

5Y(CAGR)

-12.50%

Winner

+12.32%

10Y(CAGR)

+0.55%

Winner

+17.90%

Max(CAGR)

+9.31%

Winner

+17.90%

FI vs IR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FI	IR
2026	-14.96%	+12.22%
2025	-67.39%	-12.40%
2024	+54.36%	+17.99%
2023	+31.25%	+46.11%
2022	-6.09%	-12.23%
2021	-7.26%	+39.68%
2020	-1.44%	+23.54%
2019	+60.13%	+87.32%
2018	+12.76%	-39.34%
2017	+22.16%	+60.81%
2016	+18.75%	N/A
2015	+29.51%	N/A
2014	+21.94%	N/A
2013	+45.30%	N/A
2012	+34.96%	N/A
2011	-1.28%	N/A
2010	+18.47%	N/A
2009	+26.94%	N/A
2008	-34.18%	N/A
2007	+7.60%	N/A
2006	+19.98%	N/A
2005	+8.12%	N/A
2004	+2.89%	N/A
2003	+10.94%	N/A
2002	-20.84%	N/A
2001	+43.04%	N/A
2000	+24.55%	N/A
1999	+23.82%	N/A

FI vs IR Drawdown Comparison

The maximum drawdown for FI was -80.16%, occurring on Jun 22, 2026. This drawdown has not yet recovered.

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

The current FI drawdown is -76.54%. The current IR drawdown is -14.96%.

Rank	FI	IR
#1	-80.16% Mar 3, 2025 - Jun 22, 2026	-50.27% Feb 20, 2020 - Nov 3, 2020
#2	-51.50% Mar 19, 2002 - Aug 15, 2005	-48.43% Jan 23, 2018 - Dec 11, 2019
#3	-51.14% May 31, 2007 - Dec 14, 2010	-36.62% Nov 25, 2024 - Apr 8, 2025
#4	-37.85% Feb 4, 2020 - Mar 11, 2021	-35.53% Dec 31, 2021 - Jun 7, 2023
#5	-32.23% Dec 23, 1999 - Apr 25, 2000	-15.28% Sep 6, 2023 - Nov 16, 2023
#6	-30.16% Apr 26, 2021 - Jul 10, 2023	-14.42% Jun 16, 2017 - Aug 4, 2017
#7	-29.99% Sep 28, 2000 - Jun 26, 2001	-13.49% Jul 31, 2024 - Oct 4, 2024
#8	-25.14% Jun 29, 2001 - Dec 17, 2001	-13.28% Jan 12, 2021 - Feb 24, 2021
#9	-24.10% Jul 7, 2011 - Feb 3, 2012	-12.40% Apr 28, 2021 - Aug 12, 2021
#10	-16.24% Sep 28, 2018 - Jan 24, 2019	-9.47% Oct 27, 2017 - Nov 20, 2017
#11	-15.72% Jul 25, 2023 - Nov 30, 2023	-9.26% Sep 15, 2021 - Nov 2, 2021
#12	-14.85% May 1, 2000 - May 31, 2000	-8.96% Mar 27, 2024 - May 22, 2024
#13	-13.43% Jun 19, 2000 - Jul 25, 2000	-8.95% Aug 8, 2017 - Sep 12, 2017
#14	-13.14% Aug 15, 2005 - Sep 13, 2006	-8.64% May 22, 2024 - Jul 12, 2024
#15	-12.77% Jul 26, 2016 - Feb 15, 2017	-8.27% Oct 14, 2024 - Nov 6, 2024