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IR vs EXR

Comparison between Ingersoll-Rand Inc (IR, Company) and Extra Space Storage Inc (EXR, Company).

IR is from the Industrials sector, while EXR is from the Real Estate sector.

5-Year PerformanceIR has outperformed EXR, delivering a return of +11.5% compared to +2.2%

IR vs EXR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
IR
$30B
Winner
EXR
$31B
Max Drawdown
Winner
IR
50.27%
EXR
74.76%
Sharpe Ratio
IR
-0.04
Winner
EXR
0.09
5Y Beta
IR
1.25
Winner
EXR
0.52
Industry
IR
Specialty Industrial Machinery
EXR
Reit - Industrial
P/E Ratio
IR
60.77
Winner
EXR
32.58
Forward P/E
Winner
IR
22.27
EXR
32.89
PEG Ratio
IR
N/A
EXR
8.89
Dividend Yield
IR
0.10%
Winner
EXR
4.43%
5Y Dividends CAGR
IR
N/A
EXR
16.34%
5Y EPS CAGR
Winner
IR
2.91%
EXR
0.31%
Debt to Equity
IR
0.01%
Winner
EXR
0.00%
Free Cash Flow Yield
IR
4.26%
Winner
EXR
6.06%

IR vs EXR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IR
+11.35%
EXR
+5.50%
3M
IR
-5.00%
Winner
EXR
+7.75%
6M
IR
-1.14%
Winner
EXR
+13.56%
1Y
IR
-3.47%
Winner
EXR
+3.89%
5Y(CAGR)
Winner
IR
+11.48%
EXR
+2.16%
10Y(CAGR)
Winner
IR
+16.40%
EXR
+9.30%
Max(CAGR)
IR
+16.40%
Winner
EXR
+16.65%

IR vs EXR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearIREXR
2026-2.27%+13.49%
2025-12.40%-7.81%
2024+17.99%-5.19%
2023+46.11%+16.04%
2022-12.23%-30.51%
2021+39.68%+111.10%
2020+23.54%+14.54%
2019+87.32%+24.89%
2018-39.34%+9.48%
2017+60.81%+18.10%
2016N/A-8.78%
2015N/A+54.36%
2014N/A+45.13%
2013N/A+18.42%
2012N/A+53.26%
2011N/A+39.09%
2010N/A+50.31%
2009N/A+20.60%
2008N/A-20.08%
2007N/A-18.27%
2006N/A+26.37%
2005N/A+23.28%
2004N/A+9.28%

IR vs EXR Drawdown Comparison

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

The maximum drawdown for EXR was -71.14%, occurring on Mar 9, 2009. Recovery took 881 trading sessions.

The current IR drawdown is -25.94%. The current EXR drawdown is -22.75%.

RankIREXR
#1-50.27%
Feb 20, 2020 - Nov 3, 2020
-71.14%
Mar 19, 2007 - Sep 15, 2010
#2-48.43%
Jan 23, 2018 - Dec 11, 2019
-51.37%
Dec 31, 2021 - Oct 25, 2023
#3-36.62%
Nov 25, 2024 - Apr 8, 2025
-38.02%
Sep 4, 2019 - Oct 23, 2020
#4-35.53%
Dec 31, 2021 - Jun 7, 2023
-26.38%
Jul 13, 2016 - Apr 17, 2018
#5-15.28%
Sep 6, 2023 - Nov 16, 2023
-19.60%
Jul 22, 2011 - Oct 27, 2011
#6-14.42%
Jun 16, 2017 - Aug 4, 2017
-19.48%
Jul 20, 2005 - Mar 15, 2006
#7-13.49%
Jul 31, 2024 - Oct 4, 2024
-16.20%
Oct 25, 2013 - Feb 26, 2014
#8-13.28%
Jan 12, 2021 - Feb 24, 2021
-15.39%
Jun 26, 2018 - Feb 7, 2019
#9-12.40%
Apr 28, 2021 - Aug 12, 2021
-14.07%
Mar 29, 2006 - Aug 21, 2006
#10-9.47%
Oct 27, 2017 - Nov 20, 2017
-13.97%
Jan 6, 2016 - Mar 17, 2016
#11-9.26%
Sep 15, 2021 - Nov 2, 2021
-12.74%
Sep 3, 2021 - Oct 28, 2021
#12-8.96%
Mar 27, 2024 - May 22, 2024
-11.02%
Aug 17, 2015 - Oct 5, 2015
#13-8.95%
Aug 8, 2017 - Sep 12, 2017
-10.33%
Nov 5, 2010 - Dec 10, 2010
#14-8.64%
May 22, 2024 - Jul 12, 2024
-9.89%
Oct 23, 2020 - Feb 9, 2021
#15-8.27%
Oct 14, 2024 - Nov 6, 2024
-9.82%
Feb 7, 2007 - Mar 12, 2007

Correlation

Correlation between IR and EXR is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (2004 - 2026)

IR vs EXR dividend yield comparison.

YearIREXR
20260.05%2.23%
20250.10%4.98%
20240.09%4.33%
20230.10%4.04%
20220.15%4.08%
20210.03%1.98%
20200.00%3.11%
20195.78%3.37%
20180.00%3.71%
20170.00%3.57%
20160.00%3.79%
20150.00%2.54%
20140.00%3.09%
20130.00%3.44%
20120.00%2.34%
20110.00%2.31%
20100.00%2.30%
20090.00%3.29%
20080.00%9.69%
20070.00%6.53%
20060.00%4.98%
20050.00%5.91%
20040.00%2.54%

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