CSL vs. IEX
Compare and contrast key facts about Carlisle Companies Incorporated (CSL) and IDEX Corporation (IEX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSL or IEX.
Correlation
The correlation between CSL and IEX is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CSL vs. IEX - Performance Comparison
Key characteristics
CSL:
0.14
IEX:
-0.52
CSL:
0.37
IEX:
-0.57
CSL:
1.05
IEX:
0.92
CSL:
0.14
IEX:
-0.54
CSL:
0.39
IEX:
-0.91
CSL:
10.21%
IEX:
13.05%
CSL:
28.15%
IEX:
22.94%
CSL:
-64.58%
IEX:
-58.67%
CSL:
-25.43%
IEX:
-19.57%
Fundamentals
CSL:
$16.35B
IEX:
$14.78B
CSL:
$18.21
IEX:
$6.72
CSL:
19.65
IEX:
29.05
CSL:
1.06
IEX:
1.81
CSL:
$3.88B
IEX:
$3.27B
CSL:
$1.43B
IEX:
$1.45B
CSL:
$1.06B
IEX:
$806.10M
Returns By Period
In the year-to-date period, CSL achieves a -2.99% return, which is significantly higher than IEX's -6.43% return. Over the past 10 years, CSL has outperformed IEX with an annualized return of 15.73%, while IEX has yielded a comparatively lower 11.00% annualized return.
CSL
-2.99%
-10.51%
-11.92%
5.35%
18.49%
15.73%
IEX
-6.43%
-9.50%
-1.35%
-13.06%
3.60%
11.00%
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Risk-Adjusted Performance
CSL vs. IEX — Risk-Adjusted Performance Rank
CSL
IEX
CSL vs. IEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Carlisle Companies Incorporated (CSL) and IDEX Corporation (IEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CSL vs. IEX - Dividend Comparison
CSL's dividend yield for the trailing twelve months is around 1.08%, less than IEX's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSL Carlisle Companies Incorporated | 1.08% | 1.00% | 1.02% | 1.09% | 0.86% | 1.31% | 1.11% | 1.53% | 1.27% | 1.18% | 1.24% | 1.04% |
IEX IDEX Corporation | 1.41% | 1.29% | 1.16% | 1.02% | 0.90% | 1.00% | 1.12% | 1.31% | 1.10% | 1.49% | 1.62% | 1.37% |
Drawdowns
CSL vs. IEX - Drawdown Comparison
The maximum CSL drawdown since its inception was -64.58%, which is greater than IEX's maximum drawdown of -58.67%. Use the drawdown chart below to compare losses from any high point for CSL and IEX. For additional features, visit the drawdowns tool.
Volatility
CSL vs. IEX - Volatility Comparison
Carlisle Companies Incorporated (CSL) and IDEX Corporation (IEX) have volatilities of 11.05% and 11.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CSL vs. IEX - Financials Comparison
This section allows you to compare key financial metrics between Carlisle Companies Incorporated and IDEX Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities