IR vs PBA

Comparison between Ingersoll-Rand Inc (IR, Company) and Pembina Pipeline Corporation (PBA, Company).

IR is from the Industrials sector, while PBA is from the Energy sector.

5-Year PerformancePBA has outperformed IR, delivering a return of +15.0% compared to +8.1%

IR vs PBA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IR(COMPANY)	PBA(COMPANY)
Market Cap	$28B	$28B
Max Drawdown	50.27%	75.95%
Sharpe Ratio	-0.32	1.49
5Y Beta	1.24	0.28
Industry	Specialty Industrial Machinery	Oil & Gas Midstream
P/E Ratio	55.34	22.56
Forward P/E	20.83	22.83
PEG Ratio	0.68	2.83
Dividend Yield	0.11%	5.81%
5Y Dividends CAGR	N/A	4.56%
5Y EPS CAGR	2.91%	N/A
Debt to Equity	0.01%	82.35%
Free Cash Flow Yield	4.68%	5.18%
P/S Ratio	3.57	3.64
P/B Ratio	2.73	2.52

Market Cap

Winner

$28B

PBA

$28B

Max Drawdown

Winner

50.27%

PBA

75.95%

Sharpe Ratio

-0.32

Winner

PBA

1.49

5Y Beta

1.24

Winner

PBA

0.28

Industry

Specialty Industrial Machinery

PBA

Oil & Gas Midstream

P/E Ratio

55.34

Winner

PBA

22.56

Forward P/E

Winner

20.83

PBA

22.83

PEG Ratio

Winner

0.68

PBA

2.83

Dividend Yield

0.11%

Winner

PBA

5.81%

5Y Dividends CAGR

N/A

PBA

4.56%

5Y EPS CAGR

2.91%

PBA

N/A

Debt to Equity

Winner

0.01%

PBA

82.35%

Free Cash Flow Yield

4.68%

Winner

PBA

5.18%

P/S Ratio

Winner

3.57

PBA

3.64

P/B Ratio

2.73

Winner

PBA

2.52

IR vs PBA - Historical Returns

Returns include dividend reinvestment.

Period	IR	PBA
1 month	-4.67%	+5.47%
3 months	-20.14%	+11.54%
6 months	-9.47%	+26.51%
1 year	-11.65%	+36.17%
5 years(CAGR)	+8.10%	+15.00%
10 years(CAGR)	+15.50%	+10.51%
Max(CAGR)	+15.50%	+11.30%

-4.67%

Winner

PBA

+5.47%

-20.14%

Winner

PBA

+11.54%

-9.47%

Winner

PBA

+26.51%

-11.65%

Winner

PBA

+36.17%

5Y(CAGR)

+8.10%

Winner

PBA

+15.00%

10Y(CAGR)

Winner

+15.50%

PBA

+10.51%

Max(CAGR)

Winner

+15.50%

PBA

+11.30%

IR vs PBA - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IR	PBA
2026	-9.36%	+28.05%
2025	-12.40%	+8.12%
2024	+17.99%	+13.81%
2023	+46.11%	+10.82%
2022	-12.23%	+16.48%
2021	+39.68%	+35.39%
2020	+23.54%	-30.17%
2019	+87.32%	+28.16%
2018	-39.34%	-14.54%
2017	+60.81%	+21.12%
2016	N/A	+52.20%
2015	N/A	-37.97%
2014	N/A	+8.64%
2013	N/A	+27.19%
2012	N/A	+2.51%
2011	N/A	+39.04%
2010	N/A	+5.93%

IR vs PBA Drawdown Comparison

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

The maximum drawdown for PBA was -70.87%, occurring on Mar 18, 2020. Recovery took 512 trading sessions.

The current IR drawdown is -31.31%. The current PBA drawdown is -1.53%.

Rank	IR	PBA
#1	-50.27% Feb 20, 2020 - Nov 3, 2020	-70.87% Feb 19, 2020 - Mar 1, 2022
#2	-48.43% Jan 23, 2018 - Dec 11, 2019	-58.39% Sep 3, 2014 - Jul 11, 2019
#3	-36.62% Nov 25, 2024 - Apr 8, 2025	-27.35% Jun 7, 2022 - Jul 3, 2024
#4	-35.53% Dec 31, 2021 - Jun 7, 2023	-19.19% May 7, 2012 - Jan 10, 2013
#5	-15.28% Sep 6, 2023 - Nov 16, 2023	-17.91% Oct 17, 2024 - Oct 3, 2025
#6	-14.42% Jun 16, 2017 - Aug 4, 2017	-15.13% May 21, 2013 - Dec 17, 2013
#7	-13.49% Jul 31, 2024 - Oct 4, 2024	-14.83% Jul 25, 2011 - Oct 31, 2011
#8	-13.28% Jan 12, 2021 - Feb 24, 2021	-13.62% Dec 7, 2011 - Apr 25, 2012
#9	-12.40% Apr 28, 2021 - Aug 12, 2021	-12.07% Oct 3, 2025 - Jan 28, 2026
#10	-9.47% Oct 27, 2017 - Nov 20, 2017	-9.00% Jul 11, 2019 - Jan 9, 2020
#11	-9.26% Sep 15, 2021 - Nov 2, 2021	-8.49% Apr 20, 2022 - Jun 1, 2022
#12	-8.96% Mar 27, 2024 - May 22, 2024	-7.36% Mar 27, 2026 - Apr 30, 2026
#13	-8.95% Aug 8, 2017 - Sep 12, 2017	-6.11% May 22, 2026 - May 29, 2026
#14	-8.64% May 22, 2024 - Jul 12, 2024	-6.02% Nov 3, 2010 - Dec 15, 2010
#15	-8.27% Oct 14, 2024 - Nov 6, 2024	-5.53% Jan 14, 2013 - Mar 5, 2013

Correlation

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

0.82

-101

Dividend Comparison (2010 - 2026)

IR vs PBA dividend yield comparison.

Year	IR	PBA
2026	0.06%	1.06%
2025	0.10%	5.34%
2024	0.09%	5.39%
2023	0.10%	5.70%
2022	0.15%	5.78%
2021	0.03%	6.71%
2020	0.00%	8.56%
2019	5.78%	4.80%
2018	0.00%	5.80%
2017	0.00%	4.35%
2016	0.00%	4.19%
2015	0.00%	6.48%
2014	0.00%	4.27%
2013	0.00%	4.53%
2012	0.00%	5.61%
2011	0.00%	2.68%
2010	0.00%	1.77%