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

Correlation

The correlation between GGG and IEX is 0.53, 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: 0.5

Performance

GGG vs. IEX - Performance Comparison

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

10,000.00%15,000.00%20,000.00%25,000.00%30,000.00%NovemberDecember2025FebruaryMarchApril
25,951.87%
6,817.51%
GGG
IEX

Key characteristics

Sharpe Ratio

GGG:

-0.35

IEX:

-0.91

Sortino Ratio

GGG:

-0.34

IEX:

-1.20

Omega Ratio

GGG:

0.96

IEX:

0.84

Calmar Ratio

GGG:

-0.38

IEX:

-0.73

Martin Ratio

GGG:

-0.94

IEX:

-1.88

Ulcer Index

GGG:

8.46%

IEX:

13.06%

Daily Std Dev

GGG:

22.94%

IEX:

26.71%

Max Drawdown

GGG:

-68.77%

IEX:

-58.67%

Current Drawdown

GGG:

-12.68%

IEX:

-28.72%

Fundamentals

Market Cap

GGG:

$13.60B

IEX:

$13.07B

EPS

GGG:

$2.83

IEX:

$6.64

PE Ratio

GGG:

28.75

IEX:

26.05

PEG Ratio

GGG:

2.67

IEX:

1.63

PS Ratio

GGG:

6.33

IEX:

4.00

PB Ratio

GGG:

5.49

IEX:

3.44

Total Revenue (TTM)

GGG:

$2.15B

IEX:

$2.47B

Gross Profit (TTM)

GGG:

$1.13B

IEX:

$1.09B

EBITDA (TTM)

GGG:

$629.36M

IEX:

$661.00M

Returns By Period

In the year-to-date period, GGG achieves a -2.83% return, which is significantly higher than IEX's -17.08% return. Over the past 10 years, GGG has outperformed IEX with an annualized return of 14.78%, while IEX has yielded a comparatively lower 9.98% annualized return.


GGG

YTD

-2.83%

1M

-3.31%

6M

-0.28%

1Y

-0.19%

5Y*

13.59%

10Y*

14.78%

IEX

YTD

-17.08%

1M

-5.94%

6M

-14.43%

1Y

-20.57%

5Y*

3.27%

10Y*

9.98%

*Annualized

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Risk-Adjusted Performance

GGG vs. IEX — Risk-Adjusted Performance Rank

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

GGG
The Risk-Adjusted Performance Rank of GGG is 2929
Overall Rank
The Sharpe Ratio Rank of GGG is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of GGG is 2828
Sortino Ratio Rank
The Omega Ratio Rank of GGG is 2828
Omega Ratio Rank
The Calmar Ratio Rank of GGG is 2828
Calmar Ratio Rank
The Martin Ratio Rank of GGG is 3030
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 1010
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.

GGG vs. IEX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Graco Inc. (GGG) 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 GGG, currently valued at -0.35, compared to the broader market-2.00-1.000.001.002.003.00
GGG: -0.35
IEX: -0.91
The chart of Sortino ratio for GGG, currently valued at -0.34, compared to the broader market-6.00-4.00-2.000.002.004.00
GGG: -0.34
IEX: -1.20
The chart of Omega ratio for GGG, currently valued at 0.96, compared to the broader market0.501.001.502.00
GGG: 0.96
IEX: 0.84
The chart of Calmar ratio for GGG, currently valued at -0.38, compared to the broader market0.001.002.003.004.005.00
GGG: -0.38
IEX: -0.73
The chart of Martin ratio for GGG, currently valued at -0.94, compared to the broader market-5.000.005.0010.0015.0020.00
GGG: -0.94
IEX: -1.88

The current GGG Sharpe Ratio is -0.35, which is higher than the IEX Sharpe Ratio of -0.91. The chart below compares the historical Sharpe Ratios of GGG 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-1.00-0.500.000.501.00NovemberDecember2025FebruaryMarchApril
-0.35
-0.91
GGG
IEX

Dividends

GGG vs. IEX - Dividend Comparison

GGG's dividend yield for the trailing twelve months is around 1.30%, less than IEX's 1.60% yield.


TTM20242023202220212020201920182017201620152014
GGG
Graco Inc.
1.30%1.21%1.08%1.25%0.93%0.97%1.23%1.27%2.65%1.59%1.67%2.40%
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

GGG vs. IEX - Drawdown Comparison

The maximum GGG drawdown since its inception was -68.77%, which is greater than IEX's maximum drawdown of -58.67%. Use the drawdown chart below to compare losses from any high point for GGG 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
-12.68%
-28.72%
GGG
IEX

Volatility

GGG vs. IEX - Volatility Comparison

The current volatility for Graco Inc. (GGG) is 12.04%, while IDEX Corporation (IEX) has a volatility of 14.18%. This indicates that GGG 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%12.00%14.00%NovemberDecember2025FebruaryMarchApril
12.04%
14.18%
GGG
IEX

Financials

GGG vs. IEX - Financials Comparison

This section allows you to compare key financial metrics between Graco Inc. 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