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

Performance

HUBB vs. IEX - Performance Comparison

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

150.00%200.00%250.00%300.00%350.00%400.00%450.00%500.00%JuneJulyAugustSeptemberOctoberNovember
424.94%
228.75%
HUBB
IEX

Returns By Period

In the year-to-date period, HUBB achieves a 34.32% return, which is significantly higher than IEX's 6.30% return.


HUBB

YTD

34.32%

1M

-3.62%

6M

12.12%

1Y

53.20%

5Y (annualized)

26.63%

10Y (annualized)

N/A

IEX

YTD

6.30%

1M

8.18%

6M

3.16%

1Y

16.80%

5Y (annualized)

8.32%

10Y (annualized)

12.92%

Fundamentals


HUBBIEX
Market Cap$24.26B$17.26B
EPS$13.88$6.44
PE Ratio32.5735.40
PEG Ratio2.512.39
Total Revenue (TTM)$5.64B$3.19B
Gross Profit (TTM)$1.92B$1.41B
EBITDA (TTM)$1.22B$801.90M

Key characteristics


HUBBIEX
Sharpe Ratio1.810.78
Sortino Ratio2.311.28
Omega Ratio1.321.15
Calmar Ratio3.340.72
Martin Ratio7.871.36
Ulcer Index6.77%11.74%
Daily Std Dev29.39%20.31%
Max Drawdown-41.63%-58.67%
Current Drawdown-7.31%-6.43%

Compare stocks, funds, or ETFs

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Correlation

-0.50.00.51.00.6

The correlation between HUBB and IEX is 0.61, 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.

Risk-Adjusted Performance

HUBB vs. IEX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Hubbell Incorporated (HUBB) 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 HUBB, currently valued at 1.81, compared to the broader market-4.00-2.000.002.001.810.78
The chart of Sortino ratio for HUBB, currently valued at 2.31, compared to the broader market-4.00-2.000.002.004.002.311.28
The chart of Omega ratio for HUBB, currently valued at 1.32, compared to the broader market0.501.001.502.001.321.15
The chart of Calmar ratio for HUBB, currently valued at 3.34, compared to the broader market0.002.004.006.003.340.72
The chart of Martin ratio for HUBB, currently valued at 7.87, compared to the broader market0.0010.0020.0030.007.871.36
HUBB
IEX

The current HUBB Sharpe Ratio is 1.81, which is higher than the IEX Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of HUBB 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-1.00-0.500.000.501.001.502.002.50JuneJulyAugustSeptemberOctoberNovember
1.81
0.78
HUBB
IEX

Dividends

HUBB vs. IEX - Dividend Comparison

HUBB's dividend yield for the trailing twelve months is around 1.12%, less than IEX's 1.19% yield.


TTM20232022202120202019201820172016201520142013
HUBB
Hubbell Incorporated
1.12%1.39%1.82%1.92%2.37%2.32%3.17%2.12%2.22%0.00%0.00%0.00%
IEX
IDEX Corporation
1.19%1.16%1.02%0.90%1.00%1.12%1.31%1.10%1.49%1.62%1.37%1.21%

Drawdowns

HUBB vs. IEX - Drawdown Comparison

The maximum HUBB drawdown since its inception was -41.63%, smaller than the maximum IEX drawdown of -58.67%. Use the drawdown chart below to compare losses from any high point for HUBB and IEX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-7.31%
-6.43%
HUBB
IEX

Volatility

HUBB vs. IEX - Volatility Comparison

Hubbell Incorporated (HUBB) and IDEX Corporation (IEX) have volatilities of 10.26% and 9.85%, 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.


4.00%6.00%8.00%10.00%12.00%14.00%JuneJulyAugustSeptemberOctoberNovember
10.26%
9.85%
HUBB
IEX

Financials

HUBB vs. IEX - Financials Comparison

This section allows you to compare key financial metrics between Hubbell 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.


Quarterly
Annual

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


Values in USD except per share items