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

Correlation

The correlation between DOV and IEX is 0.50, 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.


-0.50.00.51.00.5

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%JulyAugustSeptemberOctoberNovemberDecember
3,095.29%
8,365.06%
DOV
IEX

Key characteristics

Sharpe Ratio

DOV:

1.30

IEX:

0.07

Sortino Ratio

DOV:

2.07

IEX:

0.25

Omega Ratio

DOV:

1.24

IEX:

1.03

Calmar Ratio

DOV:

1.43

IEX:

0.06

Martin Ratio

DOV:

7.64

IEX:

0.12

Ulcer Index

DOV:

3.51%

IEX:

11.97%

Daily Std Dev

DOV:

20.53%

IEX:

20.74%

Max Drawdown

DOV:

-59.48%

IEX:

-58.67%

Current Drawdown

DOV:

-8.12%

IEX:

-12.77%

Fundamentals

Market Cap

DOV:

$26.96B

IEX:

$16.82B

EPS

DOV:

$11.01

IEX:

$6.44

PE Ratio

DOV:

17.85

IEX:

34.50

PEG Ratio

DOV:

1.39

IEX:

2.32

Total Revenue (TTM)

DOV:

$8.36B

IEX:

$3.19B

Gross Profit (TTM)

DOV:

$3.15B

IEX:

$1.41B

EBITDA (TTM)

DOV:

$2.34B

IEX:

$832.20M

Returns By Period

In the year-to-date period, DOV achieves a 24.45% return, which is significantly higher than IEX's -0.91% return. Over the past 10 years, DOV has outperformed IEX with an annualized return of 13.41%, while IEX has yielded a comparatively lower 11.97% annualized return.


DOV

YTD

24.45%

1M

-4.23%

6M

4.27%

1Y

25.54%

5Y*

12.09%

10Y*

13.41%

IEX

YTD

-0.91%

1M

-4.81%

6M

5.48%

1Y

0.48%

5Y*

5.62%

10Y*

11.97%

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Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for DOV, currently valued at 1.30, compared to the broader market-4.00-2.000.002.001.300.07
The chart of Sortino ratio for DOV, currently valued at 2.07, compared to the broader market-4.00-2.000.002.004.002.070.25
The chart of Omega ratio for DOV, currently valued at 1.24, compared to the broader market0.501.001.502.001.241.03
The chart of Calmar ratio for DOV, currently valued at 1.43, compared to the broader market0.002.004.006.001.430.06
The chart of Martin ratio for DOV, currently valued at 7.64, compared to the broader market-5.000.005.0010.0015.0020.0025.007.640.12
DOV
IEX

The current DOV Sharpe Ratio is 1.30, which is higher than the IEX Sharpe Ratio of 0.07. 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-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
1.30
0.07
DOV
IEX

Dividends

DOV vs. IEX - Dividend Comparison

DOV's dividend yield for the trailing twelve months is around 1.09%, less than IEX's 1.28% yield.


TTM20232022202120202019201820172016201520142013
DOV
Dover Corporation
1.09%1.33%1.49%1.10%1.57%1.68%2.02%0.00%0.00%0.00%0.00%0.00%
IEX
IDEX Corporation
1.28%1.16%1.02%0.90%1.00%1.12%1.31%1.10%1.49%1.62%1.37%1.21%

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.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.12%
-12.77%
DOV
IEX

Volatility

DOV vs. IEX - Volatility Comparison

The current volatility for Dover Corporation (DOV) is 5.21%, while IDEX Corporation (IEX) has a volatility of 6.83%. This indicates that DOV experiences smaller price fluctuations and is considered to be less risky 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%JulyAugustSeptemberOctoberNovemberDecember
5.21%
6.83%
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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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