IR vs STRL
Ingersoll Rand vs Sterling Infrastructure — AI-powered side-by-side comparison
VS
STRL
Sterling Infrastructure
66
Buy
| Metric | IR | STRL |
|---|
| AI Score |
66
|
66
|
| Price |
$84.27
|
$553.16
|
| P/E Ratio |
34.60×
|
38.99×
|
| ROE |
5.8%
|
26.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
37.9%
|
23.6%
|
| Debt / Equity |
0.47×
|
0.25×
|
| Dividend Yield |
0.1%
|
0.0%
|
| RSI (14) |
44.6
|
42.4
|
| Beta |
1.168
|
1.889
|
| Expected Upside |
+5.1%
|
+83.3%
|
AI Committee View
Current Innellis committee reasoning for IR versus STRL.
The committee scores are tied.
IR and STRL both score 66/100.
IR Committee View
83% agreement
6 analysts
The primary driver is eps growing 91.1% yoy. The main limiting factor is p/e of 34.1 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 34.1 is moderate-to-rich — Value
- MACD histogram negative -- bearish momentum — Technical
STRL Committee View
67% agreement
6 analysts
The primary driver is revenue growing 60.8% yoy -- genuine top-line momentum. The main limiting factor is p/e of 38.9 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 36.7% shows genuine earnings power backing the valuation — Value
- Revenue growing 60.8% YoY -- genuine top-line momentum — Growth
- EPS growing 50.8% YoY — Growth
Bear Case
- P/E of 38.9 is moderate-to-rich — Value
- Price-to-book of 8.5x prices in significant intangible value — Value
- Bollinger bandwidth of 46.0% signals elevated volatility — Risk