IEX vs. GGG
Compare and contrast key facts about IDEX Corporation (IEX) and Graco Inc. (GGG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IEX or GGG.
Key characteristics
| IEX | GGG | |
|---|---|---|
| YTD Return | 2.45% | -3.17% |
| 1Y Return | 6.56% | 7.93% |
| 3Y Return (Ann) | 0.51% | 3.33% |
| 5Y Return (Ann) | 9.00% | 11.83% |
| 10Y Return (Ann) | 12.89% | 14.93% |
| Sharpe Ratio | 0.34 | 0.35 |
| Daily Std Dev | 18.62% | 21.36% |
| Max Drawdown | -58.67% | -68.77% |
| Current Drawdown | -9.81% | -11.50% |
Fundamentals
| IEX | GGG | |
|---|---|---|
| Market Cap | $16.68B | $13.89B |
| EPS | $7.60 | $2.90 |
| PE Ratio | 29.00 | 28.32 |
| PEG Ratio | 2.31 | 2.85 |
| Revenue (TTM) | $3.23B | $2.16B |
| Gross Profit (TTM) | $1.44B | $1.06B |
| EBITDA (TTM) | $882.40M | $656.58M |
Correlation
The correlation between IEX and GGG is 0.46, 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. GGG - Performance Comparison
In the year-to-date period, IEX achieves a 2.45% return, which is significantly higher than GGG's -3.17% return. Over the past 10 years, IEX has underperformed GGG with an annualized return of 12.89%, while GGG has yielded a comparatively higher 14.93% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
IEX vs. GGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IDEX Corporation (IEX) and Graco Inc. (GGG). 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.
Dividends
IEX vs. GGG - Dividend Comparison
IEX's dividend yield for the trailing twelve months is around 1.15%, less than GGG's 1.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEX IDEX Corporation | 1.15% | 1.16% | 1.02% | 0.90% | 1.00% | 1.12% | 1.31% | 1.10% | 1.49% | 1.62% | 1.37% | 1.21% |
GGG Graco Inc. | 1.17% | 1.08% | 1.25% | 0.93% | 0.97% | 1.23% | 1.27% | 2.65% | 1.59% | 1.67% | 2.40% | 1.28% |
Drawdowns
IEX vs. GGG - Drawdown Comparison
The maximum IEX drawdown since its inception was -58.67%, smaller than the maximum GGG drawdown of -68.77%. Use the drawdown chart below to compare losses from any high point for IEX and GGG. For additional features, visit the drawdowns tool.
Volatility
IEX vs. GGG - Volatility Comparison
The current volatility for IDEX Corporation (IEX) is 5.54%, while Graco Inc. (GGG) has a volatility of 8.32%. This indicates that IEX experiences smaller price fluctuations and is considered to be less risky than GGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
IEX vs. GGG - Financials Comparison
This section allows you to compare key financial metrics between IDEX Corporation and Graco 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