IEX vs. XYL
Compare and contrast key facts about IDEX Corporation (IEX) and Xylem Inc. (XYL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IEX or XYL.
Correlation
The correlation between IEX and XYL is 0.67, 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. XYL - Performance Comparison
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Key characteristics
IEX:
-0.56
XYL:
-0.51
IEX:
-0.75
XYL:
-0.45
IEX:
0.90
XYL:
0.94
IEX:
-0.51
XYL:
-0.39
IEX:
-1.27
XYL:
-0.86
IEX:
13.75%
XYL:
13.15%
IEX:
27.63%
XYL:
25.72%
IEX:
-58.67%
XYL:
-46.69%
IEX:
-25.08%
XYL:
-12.94%
Fundamentals
IEX:
$14.22B
XYL:
$30.91B
IEX:
$6.31
XYL:
$3.71
IEX:
29.84
XYL:
34.23
IEX:
1.85
XYL:
2.46
IEX:
4.33
XYL:
3.59
IEX:
3.64
XYL:
2.86
IEX:
$3.28B
XYL:
$8.60B
IEX:
$1.46B
XYL:
$3.23B
IEX:
$796.70M
XYL:
$1.75B
Returns By Period
In the year-to-date period, IEX achieves a -12.84% return, which is significantly lower than XYL's 8.64% return. Over the past 10 years, IEX has underperformed XYL with an annualized return of 10.07%, while XYL has yielded a comparatively higher 14.44% annualized return.
IEX
-12.84%
13.18%
-18.24%
-15.42%
0.47%
5.02%
10.07%
XYL
8.64%
15.79%
2.92%
-12.94%
16.85%
16.47%
14.44%
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Risk-Adjusted Performance
IEX vs. XYL — Risk-Adjusted Performance Rank
IEX
XYL
IEX vs. XYL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IDEX Corporation (IEX) and Xylem Inc. (XYL). 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. XYL - Dividend Comparison
IEX's dividend yield for the trailing twelve months is around 1.53%, more than XYL's 1.18% 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% |
XYL Xylem Inc. | 1.18% | 1.24% | 1.15% | 1.09% | 0.93% | 1.02% | 1.22% | 1.26% | 1.06% | 1.25% | 1.54% | 1.34% |
Drawdowns
IEX vs. XYL - Drawdown Comparison
The maximum IEX drawdown since its inception was -58.67%, which is greater than XYL's maximum drawdown of -46.69%. Use the drawdown chart below to compare losses from any high point for IEX and XYL. For additional features, visit the drawdowns tool.
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Volatility
IEX vs. XYL - Volatility Comparison
IDEX Corporation (IEX) has a higher volatility of 8.60% compared to Xylem Inc. (XYL) at 6.64%. This indicates that IEX's price experiences larger fluctuations and is considered to be riskier than XYL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
IEX vs. XYL - Financials Comparison
This section allows you to compare key financial metrics between IDEX Corporation and Xylem 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. XYL - 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%.
XYL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Xylem Inc. reported a gross profit of 768.00M and revenue of 2.07B. Therefore, the gross margin over that period was 37.1%.
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%.
XYL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Xylem Inc. reported an operating income of 231.00M and revenue of 2.07B, resulting in an operating margin of 11.2%.
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%.
XYL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Xylem Inc. reported a net income of 169.00M and revenue of 2.07B, resulting in a net margin of 8.2%.