IEX vs. ETN
Compare and contrast key facts about IDEX Corporation (IEX) and Eaton Corporation plc (ETN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IEX or ETN.
Correlation
The correlation between IEX and ETN 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. ETN - Performance Comparison
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Key characteristics
IEX:
-0.57
ETN:
-0.08
IEX:
-0.69
ETN:
0.18
IEX:
0.91
ETN:
1.03
IEX:
-0.49
ETN:
-0.07
IEX:
-1.20
ETN:
-0.17
IEX:
13.67%
ETN:
14.27%
IEX:
27.60%
ETN:
38.44%
IEX:
-58.67%
ETN:
-68.95%
IEX:
-25.09%
ETN:
-14.34%
Fundamentals
IEX:
$13.69B
ETN:
$126.13B
IEX:
$6.30
ETN:
$9.90
IEX:
28.76
ETN:
32.56
IEX:
1.78
ETN:
2.75
IEX:
4.17
ETN:
4.98
IEX:
3.50
ETN:
6.94
IEX:
$3.28B
ETN:
$25.31B
IEX:
$1.46B
ETN:
$9.73B
IEX:
$796.70M
ETN:
$5.80B
Returns By Period
In the year-to-date period, IEX achieves a -12.86% return, which is significantly lower than ETN's -2.56% return. Over the past 10 years, IEX has underperformed ETN with an annualized return of 10.06%, while ETN has yielded a comparatively higher 19.09% annualized return.
IEX
-12.86%
9.26%
-19.81%
-15.77%
0.46%
5.01%
10.06%
ETN
-2.56%
20.71%
-12.83%
-3.22%
35.05%
34.97%
19.09%
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Risk-Adjusted Performance
IEX vs. ETN — Risk-Adjusted Performance Rank
IEX
ETN
IEX vs. ETN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IDEX Corporation (IEX) and Eaton Corporation plc (ETN). 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. ETN - Dividend Comparison
IEX's dividend yield for the trailing twelve months is around 1.53%, more than ETN's 1.23% 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% |
ETN Eaton Corporation plc | 1.23% | 1.13% | 1.43% | 2.06% | 1.76% | 2.43% | 3.00% | 3.85% | 3.04% | 3.40% | 4.23% | 2.88% |
Drawdowns
IEX vs. ETN - Drawdown Comparison
The maximum IEX drawdown since its inception was -58.67%, smaller than the maximum ETN drawdown of -68.95%. Use the drawdown chart below to compare losses from any high point for IEX and ETN. For additional features, visit the drawdowns tool.
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Volatility
IEX vs. ETN - Volatility Comparison
IDEX Corporation (IEX) has a higher volatility of 8.61% compared to Eaton Corporation plc (ETN) at 6.97%. This indicates that IEX's price experiences larger fluctuations and is considered to be riskier than ETN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
IEX vs. ETN - Financials Comparison
This section allows you to compare key financial metrics between IDEX Corporation and Eaton Corporation plc. 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. ETN - 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%.
ETN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Eaton Corporation plc reported a gross profit of 2.45B and revenue of 6.38B. Therefore, the gross margin over that period was 38.4%.
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%.
ETN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Eaton Corporation plc reported an operating income of 1.20B and revenue of 6.38B, resulting in an operating margin of 18.8%.
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%.
ETN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Eaton Corporation plc reported a net income of 964.00M and revenue of 6.38B, resulting in a net margin of 15.1%.