IR vs AEE

Comparison between Ingersoll-Rand Inc (IR, Company) and Ameren Corp (AEE, Company).

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

5-Year PerformanceIR has outperformed AEE, delivering a return of +12.1% compared to +9.0%

IR vs AEE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IR(COMPANY)	AEE(COMPANY)
Market Cap	$31B	$31B
Max Drawdown	50.27%	64.90%
Sharpe Ratio	-0.24	0.87
5Y Beta	1.24	0.11
Industry	Specialty Industrial Machinery	Utilities - Regulated Electric
P/E Ratio	61.73	19.88
Forward P/E	22.73	21.10
PEG Ratio	N/A	0.84
Dividend Yield	0.10%	2.54%
5Y Dividends CAGR	N/A	6.86%
5Y EPS CAGR	2.91%	7.75%
Debt to Equity	0.01%	148.47%
Free Cash Flow Yield	4.19%	-4.20%

Market Cap

Winner

$31B

AEE

$31B

Max Drawdown

Winner

50.27%

AEE

64.90%

Sharpe Ratio

-0.24

Winner

AEE

0.87

5Y Beta

1.24

Winner

AEE

0.11

Industry

Specialty Industrial Machinery

AEE

Utilities - Regulated Electric

P/E Ratio

61.73

Winner

AEE

19.88

Forward P/E

22.73

Winner

AEE

21.10

PEG Ratio

N/A

AEE

0.84

Dividend Yield

0.10%

Winner

AEE

2.54%

5Y Dividends CAGR

N/A

AEE

6.86%

5Y EPS CAGR

2.91%

Winner

AEE

7.75%

Debt to Equity

Winner

0.01%

AEE

148.47%

Free Cash Flow Yield

Winner

4.19%

AEE

-4.20%

IR vs AEE - Historical Returns

Returns include dividend reinvestment.

Period	IR	AEE
1 month	+7.99%	+2.36%
3 months	+1.37%	+1.42%
6 months	-3.77%	+10.24%
1 year	-1.46%	+20.09%
5 years(CAGR)	+12.10%	+9.01%
10 years(CAGR)	+17.33%	+11.15%
Max(CAGR)	+17.33%	+8.98%

Winner

+7.99%

AEE

+2.36%

+1.37%

Winner

AEE

+1.42%

-3.77%

Winner

AEE

+10.24%

-1.46%

Winner

AEE

+20.09%

5Y(CAGR)

Winner

+12.10%

AEE

+9.01%

10Y(CAGR)

Winner

+17.33%

AEE

+11.15%

Max(CAGR)

Winner

+17.33%

AEE

+8.98%

IR vs AEE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IR	AEE
2026	+6.36%	+13.67%
2025	-12.40%	+15.51%
2024	+17.99%	+24.64%
2023	+46.11%	-15.67%
2022	-12.23%	+3.04%
2021	+39.68%	+20.06%
2020	+23.54%	+5.30%
2019	+87.32%	+24.05%
2018	-39.34%	+15.15%
2017	+60.81%	+16.14%
2016	N/A	+27.38%
2015	N/A	-2.07%
2014	N/A	+35.08%
2013	N/A	+20.95%
2012	N/A	-1.43%
2011	N/A	+23.66%
2010	N/A	+7.60%
2009	N/A	-12.66%
2008	N/A	-33.53%
2007	N/A	+5.41%
2006	N/A	+8.82%
2005	N/A	+9.20%
2004	N/A	+15.59%
2003	N/A	+15.44%
2002	N/A	+3.31%
2001	N/A	-0.52%
2000	N/A	+53.67%
1999	N/A	-11.92%

IR vs AEE Drawdown Comparison

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

The maximum drawdown for AEE was -60.56%, occurring on Mar 9, 2009. Recovery took 1550 trading sessions.

The current IR drawdown is -19.40%. The current AEE drawdown is -4.42%.

Rank	IR	AEE
#1	-50.27% Feb 20, 2020 - Nov 3, 2020	-60.56% Dec 24, 2007 - Feb 21, 2014
#2	-48.43% Jan 23, 2018 - Dec 11, 2019	-29.09% Mar 4, 2020 - Apr 20, 2021
#3	-36.62% Nov 25, 2024 - Apr 8, 2025	-27.48% Apr 20, 2022 - Nov 11, 2024
#4	-35.53% Dec 31, 2021 - Jun 7, 2023	-24.54% Nov 2, 1999 - Apr 25, 2000
#5	-15.28% Sep 6, 2023 - Nov 16, 2023	-20.09% Dec 29, 2014 - Feb 2, 2016
#6	-14.42% Jun 16, 2017 - Aug 4, 2017	-17.91% Nov 14, 2017 - Aug 14, 2018
#7	-13.49% Jul 31, 2024 - Oct 4, 2024	-17.76% May 23, 2002 - Aug 12, 2002
#8	-13.28% Jan 12, 2021 - Feb 24, 2021	-17.57% Dec 26, 2000 - May 14, 2002
#9	-12.40% Apr 28, 2021 - Aug 12, 2021	-15.08% Jan 6, 2003 - May 23, 2003
#10	-9.47% Oct 27, 2017 - Nov 20, 2017	-14.42% Jan 30, 2004 - Sep 16, 2004
#11	-9.26% Sep 15, 2021 - Nov 2, 2021	-12.57% Aug 12, 2002 - Jan 6, 2003
#12	-8.96% Mar 27, 2024 - May 22, 2024	-12.50% Sep 16, 2005 - Oct 18, 2006
#13	-8.95% Aug 8, 2017 - Sep 12, 2017	-12.39% May 16, 2007 - Oct 4, 2007
#14	-8.64% May 22, 2024 - Jul 12, 2024	-12.33% Sep 12, 2000 - Nov 29, 2000
#15	-8.27% Oct 14, 2024 - Nov 6, 2024	-12.07% Jul 6, 2016 - Jan 6, 2017

Correlation

Correlation between IR and AEE is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (1999 - 2026)

IR vs AEE dividend yield comparison.

Year	IR	AEE
2026	0.05%	1.33%
2025	0.10%	2.84%
2024	0.09%	3.01%
2023	0.10%	3.48%
2022	0.15%	2.65%
2021	0.03%	2.47%
2020	0.00%	2.56%
2019	5.78%	2.50%
2018	0.00%	2.83%
2017	0.00%	3.01%
2016	0.00%	4.08%
2015	0.00%	3.83%
2014	0.00%	3.49%
2013	0.00%	4.42%
2012	0.00%	5.21%
2011	0.00%	4.69%
2010	0.00%	5.46%
2009	0.00%	5.51%
2008	0.00%	7.64%
2007	0.00%	4.69%
2006	0.00%	4.73%
2005	0.00%	4.96%
2004	0.00%	5.07%
2003	0.00%	5.52%
2002	0.00%	6.11%
2001	0.00%	6.00%
2000	0.00%	5.48%
1999	0.00%	1.94%