IR vs LGN
Ingersoll Rand vs Legence Corp. Class A Common stock — AI-powered side-by-side comparison
VS
LGN
Legence Corp. Class A Common stock
52
Watch
| Metric | IR | LGN |
|---|
| AI Score |
69
|
52
|
| Price |
$85.02
|
$64.92
|
| P/E Ratio |
34.70×
|
-176.79×
|
| ROE |
5.8%
|
-15.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
37.9%
|
18.6%
|
| Debt / Equity |
0.47×
|
2.33×
|
| Dividend Yield |
0.1%
|
0.0%
|
| RSI (14) |
54.1
|
48.1
|
| Beta |
1.168
|
3.3092
|
| Expected Upside |
+2.9%
|
—
|
AI Committee View
Current Innellis committee reasoning for IR versus LGN.
IR leads by 17 points.
IR scores 69/100 (Buy) versus LGN at 52/100 (Watch).
IR Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 35.1 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- EPS growing 91.1% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 35.1 is moderate-to-rich — Value
LGN Committee View
40% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Value Analyst remains cautious — price-to-book of 11.6x prices in significant intangible value. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- Price-to-book of 11.6x prices in significant intangible value — Value
- ROE of only -6.2% -- cheap may mean cheap for a reason — Value
- Debt-to-equity of 2.11 adds balance-sheet risk to the value case — Value