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DOV vs. IEX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between DOV and IEX is 0.62, 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.


-0.50.00.51.0
Correlation: 0.6

Performance

DOV vs. IEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dover Corporation (DOV) and IDEX Corporation (IEX). The values are adjusted to include any dividend payments, if applicable.

3,000.00%4,000.00%5,000.00%6,000.00%7,000.00%8,000.00%9,000.00%NovemberDecember2025FebruaryMarchApril
2,826.93%
6,817.51%
DOV
IEX

Key characteristics

Sharpe Ratio

DOV:

-0.03

IEX:

-0.91

Sortino Ratio

DOV:

0.15

IEX:

-1.20

Omega Ratio

DOV:

1.02

IEX:

0.84

Calmar Ratio

DOV:

-0.03

IEX:

-0.73

Martin Ratio

DOV:

-0.11

IEX:

-1.88

Ulcer Index

DOV:

7.66%

IEX:

13.06%

Daily Std Dev

DOV:

27.51%

IEX:

26.71%

Max Drawdown

DOV:

-59.48%

IEX:

-58.67%

Current Drawdown

DOV:

-17.91%

IEX:

-28.72%

Fundamentals

Market Cap

DOV:

$23.26B

IEX:

$13.13B

EPS

DOV:

$10.10

IEX:

$6.64

PE Ratio

DOV:

16.80

IEX:

26.17

PEG Ratio

DOV:

2.10

IEX:

1.58

PS Ratio

DOV:

3.00

IEX:

4.02

PB Ratio

DOV:

3.28

IEX:

3.33

Total Revenue (TTM)

DOV:

$6.09B

IEX:

$2.47B

Gross Profit (TTM)

DOV:

$2.33B

IEX:

$1.09B

EBITDA (TTM)

DOV:

$1.27B

IEX:

$661.00M

Returns By Period

In the year-to-date period, DOV achieves a -9.67% return, which is significantly higher than IEX's -17.08% return. Over the past 10 years, DOV has outperformed IEX with an annualized return of 11.98%, while IEX has yielded a comparatively lower 9.96% annualized return.


DOV

YTD

-9.67%

1M

-7.26%

6M

-9.15%

1Y

-4.62%

5Y*

14.81%

10Y*

11.98%

IEX

YTD

-17.08%

1M

-6.35%

6M

-14.43%

1Y

-21.51%

5Y*

3.74%

10Y*

9.96%

*Annualized

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Risk-Adjusted Performance

DOV vs. IEX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DOV
The Risk-Adjusted Performance Rank of DOV is 4646
Overall Rank
The Sharpe Ratio Rank of DOV is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of DOV is 4141
Sortino Ratio Rank
The Omega Ratio Rank of DOV is 4141
Omega Ratio Rank
The Calmar Ratio Rank of DOV is 5050
Calmar Ratio Rank
The Martin Ratio Rank of DOV is 4949
Martin Ratio Rank

IEX
The Risk-Adjusted Performance Rank of IEX is 77
Overall Rank
The Sharpe Ratio Rank of IEX is 77
Sharpe Ratio Rank
The Sortino Ratio Rank of IEX is 99
Sortino Ratio Rank
The Omega Ratio Rank of IEX is 1010
Omega Ratio Rank
The Calmar Ratio Rank of IEX is 88
Calmar Ratio Rank
The Martin Ratio Rank of IEX is 22
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

DOV vs. IEX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dover Corporation (DOV) 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.


The chart of Sharpe ratio for DOV, currently valued at -0.03, compared to the broader market-2.00-1.000.001.002.003.00
DOV: -0.03
IEX: -0.91
The chart of Sortino ratio for DOV, currently valued at 0.15, compared to the broader market-6.00-4.00-2.000.002.004.00
DOV: 0.15
IEX: -1.20
The chart of Omega ratio for DOV, currently valued at 1.02, compared to the broader market0.501.001.502.00
DOV: 1.02
IEX: 0.84
The chart of Calmar ratio for DOV, currently valued at -0.03, compared to the broader market0.001.002.003.004.005.00
DOV: -0.03
IEX: -0.73
The chart of Martin ratio for DOV, currently valued at -0.11, compared to the broader market-5.000.005.0010.0015.0020.00
DOV: -0.11
IEX: -1.88

The current DOV Sharpe Ratio is -0.03, which is higher than the IEX Sharpe Ratio of -0.91. The chart below compares the historical Sharpe Ratios of DOV and IEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.03
-0.91
DOV
IEX

Dividends

DOV vs. IEX - Dividend Comparison

DOV's dividend yield for the trailing twelve months is around 1.22%, less than IEX's 1.60% yield.


TTM20242023202220212020201920182017201620152014
DOV
Dover Corporation
1.22%1.10%1.33%1.49%1.10%1.57%1.68%2.02%0.00%0.00%0.00%0.00%
IEX
IDEX Corporation
1.60%1.29%1.16%1.02%0.90%1.00%1.12%1.31%1.10%1.49%1.62%1.37%

Drawdowns

DOV vs. IEX - Drawdown Comparison

The maximum DOV drawdown since its inception was -59.48%, roughly equal to the maximum IEX drawdown of -58.67%. Use the drawdown chart below to compare losses from any high point for DOV and IEX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-17.91%
-28.72%
DOV
IEX

Volatility

DOV vs. IEX - Volatility Comparison

Dover Corporation (DOV) has a higher volatility of 16.66% compared to IDEX Corporation (IEX) at 14.18%. This indicates that DOV's price experiences larger fluctuations and is considered to be riskier than IEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
16.66%
14.18%
DOV
IEX

Financials

DOV vs. IEX - Financials Comparison

This section allows you to compare key financial metrics between Dover Corporation 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items