In February 2020, Gardner Denver acquired the former Ingersoll Rand’s industrial business in a transformative reverse Morris trust transaction. The combined entity took on the Ingersoll Rand name and stock ticker.
Ingersoll Rand generates a healthy stream of recurring revenue, which accounts for roughly 36% of revenue.
The integration of Gardner Denver and former Ingersoll Rand’s industrial segment could prove more challenging and costly than management envisions, and the anticipated cost synergies from the merger could fail to materialize.
|
Metric
|
IR
|
NDSN
|
ATCO A
|
|---|---|---|---|
Price/Earnings (Normalized) | 31.32 | 28.06 | 29.65 |
Price/Book Value | 3.65 | 5.46 | 9.38 |
Price/Sales | 5.27 | 5.66 | 4.97 |
Price/Cash Flow | 28.62 | 21.73 | 25.37 |
|
Metric
|
IR
|
NDSN
|
ATCO A
|
|---|---|---|---|
Quick Ratio | 1.55 | 1.22 | 1.02 |
Current Ratio | 2.22 | 2.19 | 1.59 |
Interest Coverage | 7.58 | 9.80 | 40.44 |
|
Metric
|
IR
|
NDSN
|
ATCO A
|
|---|---|---|---|
Return on Assets (Normalized) | 8.05% | 11.57% | 15.61% |
Return on Equity (Normalized) | 12.86% | 20.84% | 32.86% |
Return on Invested Capital (Normalized) | 10.87% | 14.98% | 23.66% |
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
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ETN
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ITW
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PH
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EMR
| Emerson Electric Co | Fxbxkvnt | Stxt | $62.5 Bil | |
CMI
| Cummins Inc | Ptcxpmpd | Tqwfc | $39.3 Bil | |
OTIS
| Otis Worldwide Corp Ordinary Shares | Nszlnnmr | Fjxz | $38.6 Bil | |
ROK
| Rockwell Automation Inc | Gyslcwmph | Dzwjh | $31.3 Bil | |
XYL
| Xylem Inc | Pcgqdfsq | Jpqfmf | $31.3 Bil |
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