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

Correlation

The correlation between IEX and HON 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.


-0.50.00.51.0
Correlation: 0.4

Performance

IEX vs. HON - Performance Comparison

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

-20.00%-10.00%0.00%10.00%20.00%NovemberDecember2025FebruaryMarchApril
-21.60%
-5.10%
IEX
HON

Key characteristics

Sharpe Ratio

IEX:

-1.25

HON:

-0.07

Sortino Ratio

IEX:

-1.71

HON:

0.04

Omega Ratio

IEX:

0.78

HON:

1.01

Calmar Ratio

IEX:

-0.94

HON:

-0.08

Martin Ratio

IEX:

-2.18

HON:

-0.24

Ulcer Index

IEX:

14.29%

HON:

6.24%

Daily Std Dev

IEX:

24.98%

HON:

20.97%

Max Drawdown

IEX:

-58.67%

HON:

-71.79%

Current Drawdown

IEX:

-33.06%

HON:

-18.64%

Fundamentals

Market Cap

IEX:

$12.28B

HON:

$124.13B

EPS

IEX:

$6.65

HON:

$8.70

PE Ratio

IEX:

24.43

HON:

21.95

PEG Ratio

IEX:

2.34

HON:

2.20

Total Revenue (TTM)

IEX:

$2.47B

HON:

$29.39B

Gross Profit (TTM)

IEX:

$1.09B

HON:

$11.16B

EBITDA (TTM)

IEX:

$661.00M

HON:

$7.01B

Returns By Period

In the year-to-date period, IEX achieves a -22.13% return, which is significantly lower than HON's -15.00% return. Over the past 10 years, IEX has outperformed HON with an annualized return of 9.25%, while HON has yielded a comparatively lower 8.24% annualized return.


IEX

YTD

-22.13%

1M

-13.78%

6M

-22.54%

1Y

-30.49%

5Y*

4.47%

10Y*

9.25%

HON

YTD

-15.00%

1M

-8.89%

6M

-5.31%

1Y

-0.51%

5Y*

10.72%

10Y*

8.24%

*Annualized

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Risk-Adjusted Performance

IEX vs. HON — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IEX
The Risk-Adjusted Performance Rank of IEX is 33
Overall Rank
The Sharpe Ratio Rank of IEX is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of IEX is 66
Sortino Ratio Rank
The Omega Ratio Rank of IEX is 66
Omega Ratio Rank
The Calmar Ratio Rank of IEX is 22
Calmar Ratio Rank
The Martin Ratio Rank of IEX is 11
Martin Ratio Rank

HON
The Risk-Adjusted Performance Rank of HON is 4747
Overall Rank
The Sharpe Ratio Rank of HON is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of HON is 4242
Sortino Ratio Rank
The Omega Ratio Rank of HON is 4242
Omega Ratio Rank
The Calmar Ratio Rank of HON is 5050
Calmar Ratio Rank
The Martin Ratio Rank of HON is 5050
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IEX vs. HON - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for IDEX Corporation (IEX) and Honeywell International Inc (HON). 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.


The chart of Sharpe ratio for IEX, currently valued at -1.25, compared to the broader market-2.00-1.000.001.002.00
IEX: -1.25
HON: -0.07
The chart of Sortino ratio for IEX, currently valued at -1.71, compared to the broader market-6.00-4.00-2.000.002.004.00
IEX: -1.71
HON: 0.04
The chart of Omega ratio for IEX, currently valued at 0.78, compared to the broader market0.501.001.502.00
IEX: 0.78
HON: 1.01
The chart of Calmar ratio for IEX, currently valued at -0.94, compared to the broader market0.001.002.003.004.00
IEX: -0.94
HON: -0.08
The chart of Martin ratio for IEX, currently valued at -2.18, compared to the broader market-10.000.0010.0020.00
IEX: -2.18
HON: -0.24

The current IEX Sharpe Ratio is -1.25, which is lower than the HON Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of IEX and HON, 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-1.00-0.500.000.501.001.50NovemberDecember2025FebruaryMarchApril
-1.25
-0.07
IEX
HON

Dividends

IEX vs. HON - Dividend Comparison

IEX's dividend yield for the trailing twelve months is around 1.70%, less than HON's 2.31% yield.


TTM20242023202220212020201920182017201620152014
IEX
IDEX Corporation
1.70%1.29%1.16%1.02%0.90%1.00%1.12%1.31%1.10%1.49%1.62%1.37%
HON
Honeywell International Inc
2.31%1.93%1.99%1.85%1.81%1.71%1.90%0.62%0.00%0.00%0.00%0.00%

Drawdowns

IEX vs. HON - Drawdown Comparison

The maximum IEX drawdown since its inception was -58.67%, smaller than the maximum HON drawdown of -71.79%. Use the drawdown chart below to compare losses from any high point for IEX and HON. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-33.06%
-18.64%
IEX
HON

Volatility

IEX vs. HON - Volatility Comparison

IDEX Corporation (IEX) and Honeywell International Inc (HON) have volatilities of 10.08% and 10.10%, 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%NovemberDecember2025FebruaryMarchApril
10.08%
10.10%
IEX
HON

Financials

IEX vs. HON - Financials Comparison

This section allows you to compare key financial metrics between IDEX Corporation and Honeywell International 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.


Quarterly
Annual

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


Values in USD except per share items