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

Correlation

The correlation between IEX and NDSN 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. NDSN - Performance Comparison

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

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Key characteristics

Sharpe Ratio

IEX:

-0.56

NDSN:

-0.66

Sortino Ratio

IEX:

-0.75

NDSN:

-1.22

Omega Ratio

IEX:

0.90

NDSN:

0.84

Calmar Ratio

IEX:

-0.51

NDSN:

-0.68

Martin Ratio

IEX:

-1.27

NDSN:

-1.57

Ulcer Index

IEX:

13.75%

NDSN:

16.99%

Daily Std Dev

IEX:

27.63%

NDSN:

29.64%

Max Drawdown

IEX:

-58.67%

NDSN:

-73.62%

Current Drawdown

IEX:

-25.08%

NDSN:

-28.63%

Fundamentals

Market Cap

IEX:

$14.22B

NDSN:

$11.52B

EPS

IEX:

$6.31

NDSN:

$7.85

PE Ratio

IEX:

29.84

NDSN:

25.78

PEG Ratio

IEX:

1.85

NDSN:

1.68

PS Ratio

IEX:

4.33

NDSN:

4.31

PB Ratio

IEX:

3.64

NDSN:

4.00

Total Revenue (TTM)

IEX:

$3.28B

NDSN:

$2.02B

Gross Profit (TTM)

IEX:

$1.46B

NDSN:

$1.11B

EBITDA (TTM)

IEX:

$796.70M

NDSN:

$595.24M

Returns By Period

In the year-to-date period, IEX achieves a -12.84% return, which is significantly lower than NDSN's -5.40% return. Both investments have delivered pretty close results over the past 10 years, with IEX having a 10.07% annualized return and NDSN not far ahead at 10.12%.


IEX

YTD

-12.84%

1M

13.18%

6M

-18.24%

1Y

-15.42%

3Y*

0.47%

5Y*

5.02%

10Y*

10.07%

NDSN

YTD

-5.40%

1M

10.93%

6M

-21.62%

1Y

-18.34%

3Y*

-0.30%

5Y*

3.46%

10Y*

10.12%

*Annualized

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IDEX Corporation

Nordson Corporation

Risk-Adjusted Performance

IEX vs. NDSN — 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 1717
Overall Rank
The Sharpe Ratio Rank of IEX is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of IEX is 1717
Sortino Ratio Rank
The Omega Ratio Rank of IEX is 1717
Omega Ratio Rank
The Calmar Ratio Rank of IEX is 1818
Calmar Ratio Rank
The Martin Ratio Rank of IEX is 1414
Martin Ratio Rank

NDSN
The Risk-Adjusted Performance Rank of NDSN is 99
Overall Rank
The Sharpe Ratio Rank of NDSN is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of NDSN is 99
Sortino Ratio Rank
The Omega Ratio Rank of NDSN is 99
Omega Ratio Rank
The Calmar Ratio Rank of NDSN is 99
Calmar Ratio Rank
The Martin Ratio Rank of NDSN is 44
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. NDSN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for IDEX Corporation (IEX) and Nordson Corporation (NDSN). 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 current IEX Sharpe Ratio is -0.56, which is comparable to the NDSN Sharpe Ratio of -0.66. The chart below compares the historical Sharpe Ratios of IEX and NDSN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

IEX vs. NDSN - Dividend Comparison

IEX's dividend yield for the trailing twelve months is around 1.53%, more than NDSN's 1.19% yield.


TTM20242023202220212020201920182017201620152014
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%
NDSN
Nordson Corporation
1.19%1.02%1.01%0.98%0.71%0.77%0.90%1.09%0.78%0.91%1.43%1.03%

Drawdowns

IEX vs. NDSN - Drawdown Comparison

The maximum IEX drawdown since its inception was -58.67%, smaller than the maximum NDSN drawdown of -73.62%. Use the drawdown chart below to compare losses from any high point for IEX and NDSN. For additional features, visit the drawdowns tool.


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Volatility

IEX vs. NDSN - Volatility Comparison

IDEX Corporation (IEX) has a higher volatility of 8.60% compared to Nordson Corporation (NDSN) at 7.92%. This indicates that IEX's price experiences larger fluctuations and is considered to be riskier than NDSN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

IEX vs. NDSN - Financials Comparison

This section allows you to compare key financial metrics between IDEX Corporation and Nordson 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


500.00M600.00M700.00M800.00M900.00M20212022202320242025
814.30M
615.42M
(IEX) Total Revenue
(NDSN) Total Revenue
Values in USD except per share items

IEX vs. NDSN - Profitability Comparison

The chart below illustrates the profitability comparison between IDEX Corporation and Nordson Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%45.0%50.0%55.0%20212022202320242025
45.3%
54.6%
(IEX) Gross Margin
(NDSN) Gross Margin
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%.

NDSN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Nordson Corporation reported a gross profit of 335.90M and revenue of 615.42M. Therefore, the gross margin over that period was 54.6%.

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%.

NDSN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Nordson Corporation reported an operating income of 140.95M and revenue of 615.42M, resulting in an operating margin of 22.9%.

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%.

NDSN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Nordson Corporation reported a net income of 94.65M and revenue of 615.42M, resulting in a net margin of 15.4%.