IR vs FI

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

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

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

IR vs FI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

$33B

Winner

$33B

Max Drawdown

Winner

50.27%

80.16%

Sharpe Ratio

Winner

0.59

-1.28

5Y Beta

1.22

N/A

Industry

Specialty Industrial Machinery

Information Technology Services

P/E Ratio

66.00

Winner

9.50

Forward P/E

24.10

N/A

PEG Ratio

0.81

Winner

0.41

Dividend Yield

0.14%

N/A

5Y EPS CAGR

2.91%

N/A

Debt to Equity

Winner

0.01%

120.10%

Free Cash Flow Yield

3.92%

Winner

13.87%

P/S Ratio

4.35

Winner

1.57

P/B Ratio

3.26

Winner

1.32

IR vs FI - Historical Returns

Returns include dividend reinvestment.

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

Winner

+11.01%

+6.59%

Winner

+18.43%

-11.19%

-8.12%

Winner

-6.60%

Winner

+13.93%

-59.03%

5Y(CAGR)

Winner

+12.32%

-12.50%

10Y(CAGR)

Winner

+17.90%

+0.55%

Max(CAGR)

Winner

+17.90%

+9.31%

IR vs FI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

IR vs FI Drawdown Comparison

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

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

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

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