COMPARE · Reviewed August 1, 2026
IR vs VRT
Verdict: Side-by-side breakdown using the Bull Rankings model. IR scored 73.7, VRT scored 78.1 — VRT leads.
Compare another set
IR
Ingersoll Rand Inc.
73.7
$83.38 · $32.6B
fundamentals as of
Score gap
4.4
VRT leads
VRT
Vertiv Holdings Co
78.1
$241.57 · $93.0B
fundamentals as of
The model, pillar by pillar (0–100 each)
IR
stronger →← stronger
VRT
66
Qualityreturns · margins · balance sheet
86
81
Growthrevenue & earnings expansion
99
74
Valuevaluation vs sector peers
56
VRT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
IR
VRT
$1.2bC+
FCF
$2.9bB
+7.8%B
Rev
+26.2%A-
0.47B+
D/E
0.70B
34.5xC+
P/E
54.7xC
0.81B+
PEG
1.12B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
IR
VRT
79% above
Price vs fair valuelower is cheaper
136% above
~21%/yr
Growth the price implies10-yr FCF · lower = less priced in
~40%/yr
-48%
1-yr DCF upside
-67%
-44%
5-yr DCF upside
-58%
-37%
10-yr DCF upside
-40%
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
VRT
Why this score
- Durable high returns
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.
VRTVertiv Holdings Co
Why now
Electrical Equipment & Parts · market cap $93.0b. Down 36% from 52-week high of $379.94 — deep drawdown territory. Revenue growing +26% — in hypergrowth territory. 26 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $344.19 (implying +42% upside).
Moat
Net margin 15% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 36% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 169% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 54.7x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.03 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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.