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

Key characteristics


NDSNIEX
YTD Return-2.01%1.85%
1Y Return20.03%7.89%
3Y Return (Ann)7.99%0.58%
5Y Return (Ann)13.32%8.52%
10Y Return (Ann)14.42%12.89%
Sharpe Ratio1.150.43
Daily Std Dev18.08%18.78%
Max Drawdown-73.62%-58.67%
Current Drawdown-5.96%-10.33%

Fundamentals


NDSNIEX
Market Cap$14.89B$16.70B
EPS$8.54$7.61
PE Ratio30.4929.00
PEG Ratio2.252.31
Revenue (TTM)$2.65B$3.23B
Gross Profit (TTM)$1.43B$1.44B
EBITDA (TTM)$815.39M$882.40M

Correlation

-0.50.00.51.00.5

The correlation between NDSN and IEX 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

NDSN vs. IEX - Performance Comparison

In the year-to-date period, NDSN achieves a -2.01% return, which is significantly lower than IEX's 1.85% return. Over the past 10 years, NDSN has outperformed IEX with an annualized return of 14.42%, while IEX has yielded a comparatively lower 12.89% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%December2024FebruaryMarchApril
7,106.98%
11,873.71%
NDSN
IEX

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Nordson Corporation

IDEX Corporation

Risk-Adjusted Performance

NDSN vs. IEX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Nordson Corporation (NDSN) and IDEX Corporation (IEX). 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.


NDSN
Sharpe ratio
The chart of Sharpe ratio for NDSN, currently valued at 1.15, compared to the broader market-2.00-1.000.001.002.003.001.15
Sortino ratio
The chart of Sortino ratio for NDSN, currently valued at 1.79, compared to the broader market-4.00-2.000.002.004.006.001.79
Omega ratio
The chart of Omega ratio for NDSN, currently valued at 1.21, compared to the broader market0.501.001.501.21
Calmar ratio
The chart of Calmar ratio for NDSN, currently valued at 1.01, compared to the broader market0.002.004.006.001.01
Martin ratio
The chart of Martin ratio for NDSN, currently valued at 3.49, compared to the broader market-10.000.0010.0020.0030.003.49
IEX
Sharpe ratio
The chart of Sharpe ratio for IEX, currently valued at 0.43, compared to the broader market-2.00-1.000.001.002.003.000.43
Sortino ratio
The chart of Sortino ratio for IEX, currently valued at 0.76, compared to the broader market-4.00-2.000.002.004.006.000.76
Omega ratio
The chart of Omega ratio for IEX, currently valued at 1.09, compared to the broader market0.501.001.501.09
Calmar ratio
The chart of Calmar ratio for IEX, currently valued at 0.37, compared to the broader market0.002.004.006.000.37
Martin ratio
The chart of Martin ratio for IEX, currently valued at 1.14, compared to the broader market-10.000.0010.0020.0030.001.14

NDSN vs. IEX - Sharpe Ratio Comparison

The current NDSN Sharpe Ratio is 1.15, which is higher than the IEX Sharpe Ratio of 0.43. The chart below compares the 12-month rolling Sharpe Ratio of NDSN and IEX.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.50December2024FebruaryMarchApril
1.15
0.43
NDSN
IEX

Dividends

NDSN vs. IEX - Dividend Comparison

NDSN's dividend yield for the trailing twelve months is around 1.04%, less than IEX's 1.16% yield.


TTM20232022202120202019201820172016201520142013
NDSN
Nordson Corporation
1.04%1.01%0.98%0.71%0.77%0.90%1.09%0.78%0.91%1.43%1.03%0.89%
IEX
IDEX Corporation
1.16%1.16%1.02%0.90%1.00%1.12%1.31%1.10%1.49%1.62%1.37%1.21%

Drawdowns

NDSN vs. IEX - Drawdown Comparison

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


-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchApril
-5.96%
-10.33%
NDSN
IEX

Volatility

NDSN vs. IEX - Volatility Comparison

The current volatility for Nordson Corporation (NDSN) is 3.50%, while IDEX Corporation (IEX) has a volatility of 5.59%. This indicates that NDSN experiences smaller price fluctuations and is considered to be less risky than IEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%December2024FebruaryMarchApril
3.50%
5.59%
NDSN
IEX

Financials

NDSN vs. IEX - Financials Comparison

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



Values in USD except per share items