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

Key characteristics


HUBBIEX
YTD Return24.31%1.95%
1Y Return54.91%7.47%
3Y Return (Ann)30.49%0.31%
5Y Return (Ann)29.79%8.36%
10Y Return (Ann)15.87%13.00%
Sharpe Ratio2.430.35
Daily Std Dev24.33%18.70%
Max Drawdown-59.72%-58.67%
Current Drawdown-3.98%-10.25%

Fundamentals


HUBBIEX
Market Cap$21.88B$16.70B
EPS$14.06$7.61
PE Ratio28.9929.00
PEG Ratio2.452.31
Revenue (TTM)$5.37B$3.23B
Gross Profit (TTM)$1.48B$1.44B
EBITDA (TTM)$1.19B$882.40M

Correlation

-0.50.00.51.00.4

The correlation between HUBB and IEX is 0.44, 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.

Performance

HUBB vs. IEX - Performance Comparison

In the year-to-date period, HUBB achieves a 24.31% return, which is significantly higher than IEX's 1.95% return. Over the past 10 years, HUBB has outperformed IEX with an annualized return of 15.87%, while IEX has yielded a comparatively lower 13.00% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%NovemberDecember2024FebruaryMarchApril
7,014.95%
11,884.58%
HUBB
IEX

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Hubbell Incorporated

IDEX Corporation

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.


HUBB
Sharpe ratio
The chart of Sharpe ratio for HUBB, currently valued at 2.43, compared to the broader market-2.00-1.000.001.002.003.004.002.43
Sortino ratio
The chart of Sortino ratio for HUBB, currently valued at 3.06, compared to the broader market-4.00-2.000.002.004.006.003.06
Omega ratio
The chart of Omega ratio for HUBB, currently valued at 1.39, compared to the broader market0.501.001.501.39
Calmar ratio
The chart of Calmar ratio for HUBB, currently valued at 2.99, compared to the broader market0.002.004.006.002.99
Martin ratio
The chart of Martin ratio for HUBB, currently valued at 8.61, compared to the broader market0.0010.0020.0030.008.61
IEX
Sharpe ratio
The chart of Sharpe ratio for IEX, currently valued at 0.35, compared to the broader market-2.00-1.000.001.002.003.004.000.35
Sortino ratio
The chart of Sortino ratio for IEX, currently valued at 0.64, compared to the broader market-4.00-2.000.002.004.006.000.64
Omega ratio
The chart of Omega ratio for IEX, currently valued at 1.07, compared to the broader market0.501.001.501.07
Calmar ratio
The chart of Calmar ratio for IEX, currently valued at 0.30, compared to the broader market0.002.004.006.000.30
Martin ratio
The chart of Martin ratio for IEX, currently valued at 0.91, compared to the broader market0.0010.0020.0030.000.91

HUBB vs. IEX - Sharpe Ratio Comparison

The current HUBB Sharpe Ratio is 2.43, which is higher than the IEX Sharpe Ratio of 0.35. The chart below compares the 12-month rolling Sharpe Ratio of HUBB and IEX.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
2.43
0.35
HUBB
IEX

Dividends

HUBB vs. IEX - Dividend Comparison

HUBB's dividend yield for the trailing twelve months is around 1.15%, which matches IEX's 1.16% yield.


TTM20232022202120202019201820172016201520142013
HUBB
Hubbell Incorporated
1.15%1.39%1.82%1.92%2.37%2.32%3.17%2.12%2.22%2.29%1.93%1.70%
IEX
IDEX Corporation
1.16%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 -59.72%, roughly equal to 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%NovemberDecember2024FebruaryMarchApril
-3.98%
-10.25%
HUBB
IEX

Volatility

HUBB vs. IEX - Volatility Comparison

Hubbell Incorporated (HUBB) has a higher volatility of 5.64% compared to IDEX Corporation (IEX) at 5.19%. This indicates that HUBB'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.


2.00%4.00%6.00%8.00%10.00%NovemberDecember2024FebruaryMarchApril
5.64%
5.19%
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