IEX vs. DCI
Compare and contrast key facts about IDEX Corporation (IEX) and Donaldson Company, Inc. (DCI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IEX or DCI.
Correlation
The correlation between IEX and DCI 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.
Performance
IEX vs. DCI - Performance Comparison
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Key characteristics
IEX:
-0.56
DCI:
-0.30
IEX:
-0.75
DCI:
-0.15
IEX:
0.90
DCI:
0.98
IEX:
-0.51
DCI:
-0.22
IEX:
-1.27
DCI:
-0.58
IEX:
13.75%
DCI:
9.00%
IEX:
27.63%
DCI:
23.58%
IEX:
-58.67%
DCI:
-56.90%
IEX:
-25.08%
DCI:
-11.31%
Fundamentals
IEX:
$14.22B
DCI:
$8.42B
IEX:
$6.31
DCI:
$3.42
IEX:
29.84
DCI:
20.60
IEX:
1.85
DCI:
1.75
IEX:
4.33
DCI:
2.32
IEX:
3.64
DCI:
5.49
IEX:
$3.28B
DCI:
$2.71B
IEX:
$1.46B
DCI:
$960.30M
IEX:
$796.70M
DCI:
$487.00M
Returns By Period
In the year-to-date period, IEX achieves a -12.84% return, which is significantly lower than DCI's 2.68% return. Over the past 10 years, IEX has outperformed DCI with an annualized return of 10.07%, while DCI has yielded a comparatively lower 8.35% annualized return.
IEX
-12.84%
13.18%
-18.24%
-15.42%
0.47%
5.02%
10.07%
DCI
2.68%
11.65%
-7.66%
-6.92%
13.19%
10.54%
8.35%
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Risk-Adjusted Performance
IEX vs. DCI — Risk-Adjusted Performance Rank
IEX
DCI
IEX vs. DCI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IDEX Corporation (IEX) and Donaldson Company, Inc. (DCI). 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.
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Dividends
IEX vs. DCI - Dividend Comparison
IEX's dividend yield for the trailing twelve months is around 1.53%, less than DCI's 1.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEX IDEX Corporation | 1.53% | 1.29% | 1.16% | 1.02% | 0.90% | 1.00% | 1.12% | 1.31% | 1.10% | 1.49% | 1.62% | 1.37% |
DCI Donaldson Company, Inc. | 1.57% | 1.57% | 1.50% | 1.55% | 1.47% | 1.50% | 1.42% | 1.73% | 1.45% | 1.65% | 2.36% | 1.64% |
Drawdowns
IEX vs. DCI - Drawdown Comparison
The maximum IEX drawdown since its inception was -58.67%, roughly equal to the maximum DCI drawdown of -56.90%. Use the drawdown chart below to compare losses from any high point for IEX and DCI. For additional features, visit the drawdowns tool.
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Volatility
IEX vs. DCI - Volatility Comparison
IDEX Corporation (IEX) has a higher volatility of 8.60% compared to Donaldson Company, Inc. (DCI) at 6.66%. This indicates that IEX's price experiences larger fluctuations and is considered to be riskier than DCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
IEX vs. DCI - Financials Comparison
This section allows you to compare key financial metrics between IDEX Corporation and Donaldson Company, Inc.. 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
IEX vs. DCI - Profitability Comparison
IEX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, IDEX Corporation reported a gross profit of 368.90M and revenue of 814.30M. Therefore, the gross margin over that period was 45.3%.
DCI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Donaldson Company, Inc. reported a gross profit of 305.90M and revenue of 870.00M. Therefore, the gross margin over that period was 35.2%.
IEX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, IDEX Corporation reported an operating income of 142.00M and revenue of 814.30M, resulting in an operating margin of 17.4%.
DCI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Donaldson Company, Inc. reported an operating income of 125.50M and revenue of 870.00M, resulting in an operating margin of 14.4%.
IEX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, IDEX Corporation reported a net income of 95.50M and revenue of 814.30M, resulting in a net margin of 11.7%.
DCI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Donaldson Company, Inc. reported a net income of 95.90M and revenue of 870.00M, resulting in a net margin of 11.0%.