COMPARE · Reviewed August 1, 2026
IR vs MSA
Verdict: Side-by-side breakdown using the Bull Rankings model. IR scored 73.7, MSA scored 76.0 — MSA leads.
Compare another set
IR
Ingersoll Rand Inc.
73.7
$83.38 · $32.6B
fundamentals as of
Score gap
2.3
MSA leads
MSA
MSA Safety Incorporated
76
$190.27 · $7.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
IR
stronger →← stronger
MSA
66
Qualityreturns · margins · balance sheet
82
81
Growthrevenue & earnings expansion
72
74
Valuevaluation vs sector peers
75
IR and MSA split the three pillars evenly.
Fundamentals, head-to-head
IR
MSA
$1.2bC+
FCF
$354mC
+7.8%B
Rev
+6.5%C+
0.47B+
D/E
0.43B+
34.5xC+
P/E
23.6xB+
0.81B+
PEG
0.99B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
IR
MSA
79% above
Price vs fair valuelower is cheaper
17% above
~21%/yr
Growth the price implies10-yr FCF · lower = less priced in
~10%/yr
-48%
1-yr DCF upside
-21%
-44%
5-yr DCF upside
-15%
-37%
10-yr DCF upside
-4%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
IR
Why this score
- Buying back stock
MSA
No notable signals flagged.
The companies
IRIngersoll Rand Inc.
Why now
Specialty Industrial Machinery · market cap $32.6b. 17% off the 52-week high of $100.96. PEG 0.81 — paying under fair value for the growth rate. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $93.64 (implying +12% upside).
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. FCF converts 127% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 34x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
MSAMSA Safety Incorporated
Why now
Security & Protection Services · market cap $7.3b. 9% off the 52-week high of $208.92. PEG 0.99 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $205.71 (implying +8% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 113% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.