COMP <GO>
CARR vs IR // ALTMAN Z-SCORE & DEBT/EQUITY
Carrier Global Corporation (NYSE) VS. Ingersoll Rand Inc. (NYSE) • 15-METRIC TALLY: CARR 6
— IR 7
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: IR
LAST: $55.17 (+2.87%) • MKT CAP: $43.88B
balance-sheet
2.47
LAST: $82.73 (+3.35%) • MKT CAP: $31.06B
balance-sheet
3.29
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CARR VS. IR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CARR | IR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 43.60% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.20% | 7.40% | -0.20 | IR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.5x | 23.1x | -4.60 | CARR | /valuation <GO> |
| Free Cash Flow Yield | 3.35% | 3.26% | +0.09 | CARR | /fcf-yield <GO> |
| Operating Margin | 10.00% | 15.00% | -5.00 | IR | /operating-margins <GO> |
| Net Profit Margin | 6.80% | 7.60% | -0.80 | IR | /net-margins <GO> |
| Revenue Growth (YoY) | -3.30% | 5.70% | -9.00 | IR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.69% | 0.10% | +1.59 | CARR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 2.47 | 3.29 | -0.82 | IR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | IR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.1 | 60.3 | -20.20 | IR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 0.99 | +0.01 | CARR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 28.7x | 49.7x | -21.00 | CARR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $43.88B | $31.06B | $12.82B | CARR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CARR REV | IR REV | CARR GROSS % | IR GROSS % | CARR FCF | IR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $21.75B | $7.65B | — | 43.6% | $1.53B | $1.01B |
| FY 2024 | $22.49B | $7.24B | 26.6% | 43.8% | -$448.9M | $1.07B |
| FY 2023 | $18.95B | $6.88B | — | — | $1.75B | $1.07B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CARR // BETA 1.00
IR // BETA 0.99