IR vs RJF

Comparison between Ingersoll-Rand Inc (IR, Company) and Raymond James Financial Inc (RJF, Company).

IR is from the Industrials sector, while RJF is from the Financial Services sector.

5-Year PerformanceRJF has outperformed IR, delivering a return of +15.1% compared to +11.5%

IR vs RJF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IR(COMPANY)	RJF(COMPANY)
Market Cap	$30B	$30B
Max Drawdown	50.27%	69.99%
Sharpe Ratio	-0.04	0.25
5Y Beta	1.25	0.93
Industry	Specialty Industrial Machinery	Asset Management
P/E Ratio	60.77	14.32
Forward P/E	22.27	12.00
PEG Ratio	N/A	9.76
Dividend Yield	0.10%	1.31%
5Y Dividends CAGR	N/A	20.55%
5Y EPS CAGR	2.91%	16.38%
Debt to Equity	0.01%	0.00%
Free Cash Flow Yield	4.26%	7.86%

Market Cap

Winner

$30B

RJF

$30B

Max Drawdown

Winner

50.27%

RJF

69.99%

Sharpe Ratio

-0.04

Winner

RJF

0.25

5Y Beta

1.25

Winner

RJF

0.93

Industry

Specialty Industrial Machinery

RJF

Asset Management

P/E Ratio

60.77

Winner

RJF

14.32

Forward P/E

22.27

Winner

RJF

12.00

PEG Ratio

N/A

RJF

9.76

Dividend Yield

0.10%

Winner

RJF

1.31%

5Y Dividends CAGR

N/A

RJF

20.55%

5Y EPS CAGR

2.91%

Winner

RJF

16.38%

Debt to Equity

0.01%

Winner

RJF

0.00%

Free Cash Flow Yield

4.26%

Winner

RJF

7.86%

IR vs RJF - Historical Returns

Returns include dividend reinvestment.

Period	IR	RJF
1 month	+11.35%	+0.91%
3 months	-5.00%	+9.91%
6 months	-1.14%	-2.03%
1 year	-3.47%	+6.48%
5 years(CAGR)	+11.48%	+15.14%
10 years(CAGR)	+16.40%	+17.93%
Max(CAGR)	+16.40%	+14.67%

Winner

+11.35%

RJF

+0.91%

-5.00%

Winner

RJF

+9.91%

Winner

-1.14%

RJF

-2.03%

-3.47%

Winner

RJF

+6.48%

5Y(CAGR)

+11.48%

Winner

RJF

+15.14%

10Y(CAGR)

+16.40%

Winner

RJF

+17.93%

Max(CAGR)

Winner

+16.40%

RJF

+14.67%

IR vs RJF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IR	RJF
2026	-2.27%	-4.37%
2025	-12.40%	+4.63%
2024	+17.99%	+39.82%
2023	+46.11%	+6.85%
2022	-12.23%	+5.37%
2021	+39.68%	+61.61%
2020	+23.54%	+7.12%
2019	+87.32%	+22.83%
2018	-39.34%	-15.47%
2017	+60.81%	+29.22%
2016	N/A	+24.81%
2015	N/A	+2.79%
2014	N/A	+12.50%
2013	N/A	+32.21%
2012	N/A	+22.00%
2011	N/A	-4.67%
2010	N/A	+37.00%
2009	N/A	+34.87%
2008	N/A	-45.35%
2007	N/A	+7.34%
2006	N/A	+19.45%
2005	N/A	+24.72%
2004	N/A	+26.57%
2003	N/A	+26.41%
2002	N/A	-13.96%
2001	N/A	+1.54%
2000	N/A	+100.41%
1999	N/A	-6.74%

IR vs RJF Drawdown Comparison

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

The maximum drawdown for RJF was -69.67%, occurring on Mar 6, 2009. Recovery took 590 trading sessions.

The current IR drawdown is -25.94%. The current RJF drawdown is -10.77%.

Rank	IR	RJF
#1	-50.27% Feb 20, 2020 - Nov 3, 2020	-69.67% Sep 19, 2008 - Jan 24, 2011
#2	-48.43% Jan 23, 2018 - Dec 11, 2019	-45.59% Feb 19, 2020 - Jan 6, 2021
#3	-36.62% Nov 25, 2024 - Apr 8, 2025	-44.37% Oct 31, 2007 - Sep 19, 2008
#4	-35.53% Dec 31, 2021 - Jun 7, 2023	-40.65% Jan 4, 2001 - Oct 6, 2003
#5	-15.28% Sep 6, 2023 - Nov 16, 2023	-38.15% Feb 18, 2011 - Sep 14, 2012
#6	-14.42% Jun 16, 2017 - Aug 4, 2017	-33.45% Jul 16, 2015 - Oct 27, 2016
#7	-13.49% Jul 31, 2024 - Oct 4, 2024	-32.11% Nov 10, 2022 - Mar 5, 2024
#8	-13.28% Jan 12, 2021 - Feb 24, 2021	-31.02% May 22, 2018 - Feb 18, 2020
#9	-12.40% Apr 28, 2021 - Aug 12, 2021	-28.12% Jan 24, 2025 - Sep 18, 2025
#10	-9.47% Oct 27, 2017 - Nov 20, 2017	-25.75% Feb 9, 2022 - Oct 28, 2022
#11	-9.26% Sep 15, 2021 - Nov 2, 2021	-22.11% Mar 24, 2000 - Jun 16, 2000
#12	-8.96% Mar 27, 2024 - May 22, 2024	-21.27% Nov 16, 1999 - Mar 24, 2000
#13	-8.95% Aug 8, 2017 - Sep 12, 2017	-19.64% Sep 29, 2025 - Mar 30, 2026
#14	-8.64% May 22, 2024 - Jul 12, 2024	-19.45% Nov 3, 2003 - Nov 3, 2004
#15	-8.27% Oct 14, 2024 - Nov 6, 2024	-19.02% Mar 18, 2005 - Oct 4, 2005

Correlation

Correlation between IR and RJF is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (1999 - 2026)

IR vs RJF dividend yield comparison.

Year	IR	RJF
2026	0.05%	0.69%
2025	0.10%	1.25%
2024	0.09%	0.87%
2023	0.10%	1.53%
2022	0.15%	1.67%
2021	0.03%	1.04%
2020	0.00%	1.16%
2019	5.78%	1.93%
2018	0.00%	1.48%
2017	0.00%	0.74%
2016	0.00%	1.18%
2015	0.00%	1.28%
2014	0.00%	1.15%
2013	0.00%	1.11%
2012	0.00%	1.38%
2011	0.00%	1.68%
2010	0.00%	1.41%
2009	0.00%	1.85%
2008	0.00%	3.21%
2007	0.00%	0.92%
2006	0.00%	1.12%
2005	0.00%	0.96%
2004	0.00%	0.94%
2003	0.00%	0.96%
2002	0.00%	1.22%
2001	0.00%	1.27%
2000	0.00%	0.90%
1999	0.00%	0.40%