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IR or NDSN or ROP
Which Stock Would AI Choose? Ingersoll Rand (IR) vs. Nordson Corp. (NDSN) vs. Rogers Corp. (ROP) Stock Comparison
Key Takeaways
- Revenue Momentum: Nordson posted a record $669 million Q1 revenue (+9% YoY) while Rogers reported 5% sales growth; Ingersoll Rand’s Q1 revenue grew modestly (≈7% YoY) driven by acquisitions.
- Profitability Trends: Rogers showed the strongest margin expansion (Adjusted EBITDA margin 16%), Nordson’s margin slipped slightly, and Ingersoll Rand’s Adjusted EBITDA margin fell to 25.4%.
- Sector Exposure: Ingersoll Rand is a diversified industrial flow‑creation leader, Nordson focuses on precision‑technology solutions, and Rogers specializes in engineered materials for automotive, electronics and aerospace.
- Risk Factors: Ingersoll Rand faces integration risk from recent acquisitions, Nordson navigates volatile semiconductor demand, while Rogers’ automotive exposure remains sensitive to EV production cycles.
- AI‑Ready Signals: Consistent earnings‑beat, expanding backlog, and clear growth catalysts place Nordson and Rogers ahead of Ingersoll Rand in the current AI‑bot sentiment landscape.
Introduction
Investors seeking exposure to industrial and technology‑driven growth often compare IR, NDSN, and ROP. These three publicly traded companies operate in overlapping but distinct niches—compressor and flow solutions, precision automation, and engineered materials. This article reviews their latest performance, market dynamics, and relative strengths so that both active traders and longer‑term investors can gauge which stock aligns best with their risk‑return objectives.
IR Overview and Recent Performance
Ingersoll Rand Inc. (NYSE: IR) is a global provider of mission‑critical flow creation, life‑science and industrial solutions. Recent weeks have featured two major developments: the acquisition of Fox s.r.l., expanding its metering and dosing portfolio, and a strategic partnership with Garrett Motion to develop next‑generation oil‑free compressors. The company reported first‑quarter 2026 revenue of $1.85 billion, a 7% year‑over‑year increase, driven by a high‑single‑digit organic rise and a 4% foreign‑currency tailwind. Adjusted earnings per share (EPS) hit $0.77, up 7% YoY, while Adjusted EBITDA margin slipped to 25.4% as integration costs and higher raw‑material pricing weighed on profitability. The balance sheet remains strong, with $3.9 billion of liquidity and net debt/Adjusted EBITDA of 1.7×. Key sentiment drivers include the perceived long‑term value of the Fox acquisition and the oil‑free partnership, offset by short‑term integration risk.
NDSN Overview and Recent Performance
Nordson Corp. (NASDAQ: NDSN) delivers precision‑technology products such as dispensing systems, adhesives and curing equipment. In Q1 2026 the company posted a record $669 million in sales, up 9% YoY, supported by a 7% organic increase and a 4% favorable currency effect. Adjusted EPS rose to $2.37, surpassing analyst consensus, while Adjusted EBITDA margin narrowed slightly to 25.4% from 26.8% a year earlier. The firm announced a dividend of $0.02 per share and reaffirmed full‑year guidance of $2.86‑$2.98 billion revenue and $11.00‑$11.60 adjusted EPS. Management highlighted strong demand in semiconductor and medical markets, though a modest dip in automotive exposure was noted. With a cash balance of $120 million and disciplined capital allocation, Nordson’s risk profile centres on sector‑specific demand volatility and execution of its “Ascend” growth strategy.
ROP Overview and Recent Performance
Rogers Corp. (NYSE: ROP) engineers advanced electronic and elastomeric materials used in EVs, wireless infrastructure, aerospace and industrial equipment. The Q1 2026 release showed net sales of $200.5 million, a 5.2% YoY rise, driven by a 5% foreign‑currency benefit and a 5% organic increase in industrial and electronics segments. Adjusted EPS more than doubled to $0.75, and Adjusted EBITDA margin expanded to 16% (up 580 basis points). The company added two seasoned executives to its board, underscoring a focus on governance and growth. Rogers reported a backlog up ~4% YoY and a cash position of $195.8 million. Primary risk considerations include automotive market softness (high single‑digit decline in automotive sales) and the timeline for monetizing its data‑center cooling technology.
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Head-to-Head Comparison
- Business Model: IR supplies heavy‑industry flow equipment (compressors, vacuums); NDSN sells precision dispensing and adhesive technologies; ROP provides high‑performance engineered materials.
- Growth Drivers: IR relies on acquisitions (Fox) and new oil‑free tech; NDSN’s upside comes from semiconductor and medical device demand; ROP benefits from EV/automotive radar wins and data‑center cooling projects.
- Recent Momentum: NDSN posted the strongest top‑line growth (+9%); ROP showed the most pronounced margin expansion (+580 bps); IR exhibited stable but modest revenue growth.
- Risk Factors: IR faces integration risk and commodity price exposure; NDSN is sensitive to semiconductor cycle and foreign‑currency swings; ROP is exposed to automotive production cycles and the timing of new material adoption.
- Sector Exposure: IR – diversified industrial; NDSN – precision technology & manufacturing; ROP – advanced materials for high‑growth end markets (EV, 5G, aerospace).
- Valuation Sensitivity: All three trade at forward‑PE multiples above 15×, but NDSN’s higher earnings growth grants it a slightly lower forward‑PE, while ROP’s rising margins have narrowed its valuation gap.
Tickeron AI Verdict
Based on the latest earnings beats, expanding backlogs, and clear short‑term catalysts, Tickeron’s AI currently leans toward Nordson Corp. (NDSN) as the most attractive of the three. The AI model weights consistent earnings‑beat performance, strong cash flow generation, and a reaffirmed full‑year outlook higher than consensus—all present in Nordson’s recent results. Rogers follows closely thanks to its accelerating margin improvement, but its automotive exposure adds near‑term volatility. Ingersoll Rand, while strategically sound, shows a flatter profit trajectory and integration risk, placing it slightly behind the other two in the AI’s probabilistic ranking.
Disclaimer
“The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.” Disclaimers and Limitations
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
IR’s FA Score shows that 1 FA rating(s) are green whileNDSN’s FA Score has 2 green FA rating(s), and ROP’s FA Score reflects 1 green FA rating(s).
- IR’s FA Score: 1 green, 4 red.
- NDSN’s FA Score: 2 green, 3 red.
- ROP’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
IR’s TA Score shows that 4 TA indicator(s) are bullish while NDSN’s TA Score has 5 bullish TA indicator(s), and ROP’s TA Score reflects 4 bullish TA indicator(s).
- IR’s TA Score: 4 bullish, 5 bearish.
- NDSN’s TA Score: 5 bullish, 3 bearish.
- ROP’s TA Score: 4 bullish, 6 bearish.
Price Growth
IR (@Industrial Machinery) experienced а +2.42% price change this week, while NDSN (@Industrial Machinery) price change was +1.94% , and ROP (@Packaged Software) price fluctuated +0.84% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was +1.88%. For the same industry, the average monthly price growth was +0.62%, and the average quarterly price growth was +4.30%.
The average weekly price growth across all stocks in the @Packaged Software industry was -2.27%. For the same industry, the average monthly price growth was +0.37%, and the average quarterly price growth was -8.09%.
Reported Earning Dates
IR is expected to report earnings on Aug 05, 2026.
NDSN is expected to report earnings on Aug 24, 2026.
ROP is expected to report earnings on Jul 17, 2026.
Industries' Descriptions
@Industrial Machinery (+1.88% weekly)The industry makes and maintains machines for consumers, the industry, and most other companies. While it has traditionally been categorized as heavy industry, some smaller companies are also branching into the light category. The industry is pivotal in providing the equipment for production in businesses like agriculture, mining, industry and construction, gas, electricity and water utilities. It also supplies supporting equipment for almost all sectors of the economy, such as equipment for heating, and air conditioning of buildings. Illinois Tool Works Inc., Parker-Hannifin Corporation and Rockwell Automation Inc are some of the major U.S. companies operating in this industry.
@Packaged Software (-2.27% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
| IR | NDSN | ROP | |
| Capitalization | 29B | 16.1B | 33.8B |
| EBITDA | 1.69B | 893M | 3.43B |
| Gain YTD | -6.543 | 20.241 | -24.401 |
| P/E Ratio | 50.00 | 30.79 | 20.92 |
| Revenue | 7.78B | 2.9B | 8.12B |
| Total Cash | 1.27B | 102M | 383M |
| Total Debt | 4.84B | 1.97B | 10.5B |
IR | NDSN | ROP | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 32 | 76 | 23 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | 28 Undervalued | 15 Undervalued | |
PROFIT vs RISK RATING 1..100 | 62 | 51 | 100 | |
SMR RATING 1..100 | 84 | 52 | 75 | |
PRICE GROWTH RATING 1..100 | 59 | 24 | 62 | |
P/E GROWTH RATING 1..100 | 32 | 43 | 93 | |
SEASONALITY SCORE 1..100 | 50 | n/a | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ROP's Valuation (15) in the Industrial Conglomerates industry is in the same range as NDSN (28) in the Industrial Machinery industry, and is somewhat better than the same rating for IR (70) in the Industrial Conglomerates industry. This means that ROP's stock grew similarly to NDSN’s and somewhat faster than IR’s over the last 12 months.
NDSN's Profit vs Risk Rating (51) in the Industrial Machinery industry is in the same range as IR (62) in the Industrial Conglomerates industry, and is somewhat better than the same rating for ROP (100) in the Industrial Conglomerates industry. This means that NDSN's stock grew similarly to IR’s and somewhat faster than ROP’s over the last 12 months.
NDSN's SMR Rating (52) in the Industrial Machinery industry is in the same range as ROP (75) in the Industrial Conglomerates industry, and is in the same range as IR (84) in the Industrial Conglomerates industry. This means that NDSN's stock grew similarly to ROP’s and similarly to IR’s over the last 12 months.
NDSN's Price Growth Rating (24) in the Industrial Machinery industry is somewhat better than the same rating for IR (59) in the Industrial Conglomerates industry, and is somewhat better than the same rating for ROP (62) in the Industrial Conglomerates industry. This means that NDSN's stock grew somewhat faster than IR’s and somewhat faster than ROP’s over the last 12 months.
IR's P/E Growth Rating (32) in the Industrial Conglomerates industry is in the same range as NDSN (43) in the Industrial Machinery industry, and is somewhat better than the same rating for ROP (93) in the Industrial Conglomerates industry. This means that IR's stock grew similarly to NDSN’s and somewhat faster than ROP’s over the last 12 months.
| IR | NDSN | ROP | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 68% | N/A | 3 days ago 54% |
| Stochastic ODDS (%) | 3 days ago 60% | 3 days ago 48% | 3 days ago 47% |
| Momentum ODDS (%) | 3 days ago 70% | 3 days ago 58% | 3 days ago 43% |
| MACD ODDS (%) | 3 days ago 65% | 3 days ago 49% | 3 days ago 45% |
| TrendWeek ODDS (%) | 3 days ago 67% | 3 days ago 56% | 3 days ago 37% |
| TrendMonth ODDS (%) | 3 days ago 65% | 3 days ago 55% | 3 days ago 31% |
| Advances ODDS (%) | 3 days ago 65% | 3 days ago 53% | 7 days ago 39% |
| Declines ODDS (%) | 27 days ago 57% | 7 days ago 42% | 4 days ago 45% |
| BollingerBands ODDS (%) | 3 days ago 52% | 3 days ago 54% | 3 days ago 49% |
| Aroon ODDS (%) | 3 days ago 66% | 3 days ago 53% | 3 days ago 43% |
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IR and
Correlation & Price change
A.I.dvisor indicates that over the last year, IR has been closely correlated with JCI. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if IR jumps, then JCI could also see price increases.
NDSN and
Correlation & Price change
A.I.dvisor indicates that over the last year, NDSN has been closely correlated with GGG. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if NDSN jumps, then GGG could also see price increases.
| Ticker / NAME | Correlation To NDSN | 1D Price Change % | ||
|---|---|---|---|---|
| NDSN | 100% | +0.90% | ||
| GGG - NDSN | 72% Closely correlated | +0.65% | ||
| SWK - NDSN | 71% Closely correlated | +0.59% | ||
| ROP - NDSN | 68% Closely correlated | +0.68% | ||
| HLMN - NDSN | 67% Closely correlated | +0.13% | ||
| IR - NDSN | 67% Closely correlated | +1.09% | ||
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ROP and
Correlation & Price change
A.I.dvisor indicates that over the last year, ROP has been closely correlated with AME. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if ROP jumps, then AME could also see price increases.
| Ticker / NAME | Correlation To ROP | 1D Price Change % | ||
|---|---|---|---|---|
| ROP | 100% | +0.68% | ||
| AME - ROP | 75% Closely correlated | +0.40% | ||
| GGG - ROP | 71% Closely correlated | +0.65% | ||
| IEX - ROP | 69% Closely correlated | +0.73% | ||
| OTIS - ROP | 69% Closely correlated | +0.88% | ||
| NDSN - ROP | 68% Closely correlated | +0.90% | ||
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