GGG vs. IEX
GGG (Graco Inc.) and IEX (IDEX Corporation) are both stocks. Both operate in the Specialty Industrial Machinery industry within the Industrials sector. Over the past 10 years, GGG returned 13.99%/yr vs 11.29%/yr for IEX. Their 0.50 correlation means their historical movements had little consistent relationship.
Performance
GGG vs. IEX - Performance Comparison
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Returns By Period
In the year-to-date period, GGG achieves a -2.12% return, which is significantly lower than IEX's 30.87% return. Over the past 10 years, GGG has outperformed IEX with an annualized return of 13.99%, while IEX has yielded a comparatively lower 11.29% annualized return.
GGG
- 1D
- -0.76%
- 1M
- 5.92%
- 6M
- -8.43%
- YTD
- -2.12%
- 1Y
- -2.51%
- 3Y*
- 1.05%
- 5Y*
- 1.62%
- 10Y*
- 13.99%
- ALL TIME*
- 15.95%
IEX
- 1D
- -1.42%
- 1M
- 3.30%
- 6M
- 16.86%
- YTD
- 30.87%
- 1Y
- 46.98%
- 3Y*
- 2.68%
- 5Y*
- 1.63%
- 10Y*
- 11.29%
- ALL TIME*
- 12.55%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
GGG Graco Inc. | $139.07M | $112.59M | $111.19M |
| $208.67M | $171.00M | $158.82M |
GGG vs. IEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GGG Graco Inc. | -2.12% | -1.46% | -1.68% | 30.62% | -15.48% | 12.56% | 40.97% | 25.94% | -6.34% | 65.60% |
IEX IDEX Corporation | 30.87% | -13.69% | -2.35% | -3.80% | -2.22% | 19.82% | 17.22% | 37.94% | -3.16% | 48.53% |
Correlation
The correlation between GGG and IEX is 0.65, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.65 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.71 |
Correlation (All Time) Calculated using the full available price history since Jun 21, 1991 | 0.50 |
The correlation between GGG and IEX shifts across timeframes, from 0.50 (all time) to 0.72 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
GGG:
$12.86B
IEX:
$16.99B
GGG:
$4.23
IEX:
$6.96
GGG:
18.78
IEX:
33.11
GGG:
3.69
IEX:
9.77
GGG:
4.42
IEX:
4.80
GGG:
$2.27B
IEX:
$3.59B
GGG:
$1.19B
IEX:
$1.60B
GGG:
$733.25M
IEX:
$904.40M
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Return for Risk
GGG vs. IEX — Risk / Return Rank
GGG
IEX
GGG vs. IEX - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GGG | IEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.06 | ||
| Sortino ratioReturn per unit of downside risk | -2.96 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.32 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | 2.98 | -3.17 |
| Martin ratioReturn relative to average drawdown | -0.37 | 9.87 | -10.24 |
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Drawdowns
GGG vs. IEX - Drawdown Comparison
The maximum GGG drawdown since its inception was -68.77%, smaller than the maximum IEX drawdown of -81.60%. Use the drawdown chart below to compare losses from any high point for GGG and IEX.
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Drawdown Indicators
| GGG | IEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.77% | -81.60% | +12.83% |
Max Drawdown (1Y)Largest decline over 1 year | -22.55% | -14.49% | -8.06% |
Max Drawdown (3Y)Largest decline over 3 years | -22.55% | -34.60% | +12.05% |
Max Drawdown (5Y)Largest decline over 5 years | -28.98% | -34.60% | +5.62% |
Max Drawdown (10Y)Largest decline over 10 years | -30.60% | -35.52% | +4.92% |
Current DrawdownCurrent decline from peak | -15.67% | -2.90% | -12.77% |
Average DrawdownAverage peak-to-trough decline | -12.13% | -11.41% | -0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.13% | 4.39% | +6.74% |
Volatility
GGG vs. IEX - Volatility Comparison
Graco Inc. (GGG) has a higher volatility of 8.51% compared to IDEX Corporation (IEX) at 5.53%. This indicates that GGG'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.
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Volatility by Period
| GGG | IEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.51% | 5.53% | +2.98% |
Volatility (6M)Calculated over the trailing 6-month period | 15.66% | 17.02% | -1.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.53% | 23.27% | -2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.86% | 24.06% | -1.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.63% | 24.20% | +0.43% |
Dividends
GGG vs. IEX - Dividend Comparison
GGG's dividend yield for the trailing twelve months is around 1.46%, more than IEX's 1.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GGG Graco Inc. | 1.46% | 1.34% | 1.21% | 1.08% | 1.25% | 0.93% | 0.97% | 1.23% | 1.27% | 1.06% | 1.59% | 1.67% |
IEX IDEX Corporation | 1.25% | 1.58% | 1.29% | 1.16% | 1.02% | 0.90% | 1.00% | 1.12% | 1.31% | 1.10% | 1.49% | 1.62% |
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.
Total Revenue: Total amount of money received from sales and other business activities
GGG vs. IEX - Profitability Comparison
GGG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Graco Inc. reported a gross profit of 316.94M and revenue of 590.55M. Therefore, the gross margin over that period was 53.7%.
IEX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, IDEX Corporation reported a gross profit of 426.80M and revenue of 920.60M. Therefore, the gross margin over that period was 46.4%.
GGG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Graco Inc. reported an operating income of 175.09M and revenue of 590.55M, resulting in an operating margin of 29.7%.
IEX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, IDEX Corporation reported an operating income of 199.90M and revenue of 920.60M, resulting in an operating margin of 21.7%.
GGG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Graco Inc. reported a net income of 144.93M and revenue of 590.55M, resulting in a net margin of 24.5%.
IEX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, IDEX Corporation reported a net income of 143.40M and revenue of 920.60M, resulting in a net margin of 15.6%.
Frequently Asked Questions
GGG and IEX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GGG has higher volatility (8.51%) compared to IEX (5.53%). In terms of maximum drawdown, GGG dropped -68.77% vs IEX's -81.60%.
IEX currently has the higher Sharpe Ratio (1.86 vs -0.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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