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NICE vs. INVX
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

NICE vs. INVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NICE Ltd. (NICE) and Innovex International, Inc (INVX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NICE achieves a -11.77% return, which is significantly lower than INVX's 16.46% return. Over the past 10 years, NICE has outperformed INVX with an annualized return of 4.49%, while INVX has yielded a comparatively lower -8.05% annualized return.


NICE

1D
1.92%
1M
13.24%
6M
-14.80%
YTD
-11.77%
1Y
-35.59%
3Y*
-21.22%
5Y*
-17.19%
10Y*
4.49%

INVX

1D
1.64%
1M
-11.41%
6M
8.38%
YTD
16.46%
1Y
57.22%
3Y*
-0.22%
5Y*
-4.39%
10Y*
-8.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NICE vs. INVX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NICE
NICE Ltd.
-11.77%-33.44%-14.87%3.75%-36.66%7.07%82.75%43.38%17.73%33.92%
INVX
Innovex International, Inc
16.46%56.55%-39.97%-14.35%38.06%-33.56%-36.86%56.21%-37.04%-20.57%

Correlation

The correlation between NICE and INVX is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.11

Correlation (3Y)
Calculated over the trailing 3-year period

0.12

Correlation (5Y)
Calculated over the trailing 5-year period

0.12

Correlation (10Y)
Calculated over the trailing 10-year period

0.13

Correlation (All Time)
Calculated using the full available price history since Oct 23, 1997

0.21

Fundamentals

Market Cap

NICE:

$5.84B

INVX:

$1.75B

EPS

NICE:

$8.52

INVX:

$0.75

PE Ratio

NICE:

11.70

INVX:

34.02

PEG Ratio

NICE:

0.35

INVX:

0.10

PS Ratio

NICE:

2.06

INVX:

1.81

PB Ratio

NICE:

1.64

INVX:

1.70

Total Revenue (TTM)

NICE:

$3.01B

INVX:

$976.87M

Gross Profit (TTM)

NICE:

$1.98B

INVX:

$280.46M

EBITDA (TTM)

NICE:

$841.27M

INVX:

$157.28M

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Return for Risk

NICE vs. INVX — Risk / Return Rank

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

NICE
NICE Risk / Return Rank: 1414
Overall Rank
NICE Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
NICE Sortino Ratio Rank: 1515
Sortino Ratio Rank
NICE Omega Ratio Rank: 1313
Omega Ratio Rank
NICE Calmar Ratio Rank: 1515
Calmar Ratio Rank
NICE Martin Ratio Rank: 1616
Martin Ratio Rank

INVX
INVX Risk / Return Rank: 8181
Overall Rank
INVX Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
INVX Sortino Ratio Rank: 7979
Sortino Ratio Rank
INVX Omega Ratio Rank: 7777
Omega Ratio Rank
INVX Calmar Ratio Rank: 8282
Calmar Ratio Rank
INVX Martin Ratio Rank: 8484
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NICE vs. INVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NICE Ltd. (NICE) and Innovex International, Inc (INVX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


NICEINVXDifference
Sharpe ratioReturn per unit of total volatility

-2.13

Sortino ratioReturn per unit of downside risk

-2.88

Omega ratioGain probability vs. loss probability

0.87

1.24

-0.37

Calmar ratioReturn relative to maximum drawdown

-0.76

2.37

-3.13

Martin ratioReturn relative to average drawdown

-1.20

6.48

-7.68

NICE vs. INVX - Sharpe Ratio Comparison

The current NICE Sharpe Ratio is -0.76, which is lower than the INVX Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of NICE and INVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

NICE vs. INVX - Drawdown Comparison

The maximum NICE drawdown since its inception was -93.23%, roughly equal to the maximum INVX drawdown of -89.50%. Use the drawdown chart below to compare losses from any high point for NICE and INVX.


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Drawdown Indicators


NICEINVXDifference

Max Drawdown

Largest peak-to-trough decline

-93.23%

-89.50%

-3.73%

Max Drawdown (1Y)

Largest decline over 1 year

-51.19%

-23.96%

-27.23%

Max Drawdown (3Y)

Largest decline over 3 years

-68.21%

-58.93%

-9.28%

Max Drawdown (5Y)

Largest decline over 5 years

-73.60%

-68.88%

-4.72%

Max Drawdown (10Y)

Largest decline over 10 years

-73.60%

-81.31%

+7.71%

Current Drawdown

Current decline from peak

-68.34%

-78.66%

+10.32%

Average Drawdown

Average peak-to-trough decline

-35.27%

-45.49%

+10.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

32.47%

8.75%

+23.72%

Volatility

NICE vs. INVX - Volatility Comparison

NICE Ltd. (NICE) and Innovex International, Inc (INVX) have volatilities of 10.16% and 10.54%, 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.


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Volatility by Period


NICEINVXDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.16%

10.54%

-0.38%

Volatility (6M)

Calculated over the trailing 6-month period

42.52%

30.46%

+12.06%

Volatility (1Y)

Calculated over the trailing 1-year period

51.48%

41.58%

+9.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.92%

46.24%

-6.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.27%

46.64%

-13.37%

Dividends

NICE vs. INVX - Dividend Comparison

Neither NICE nor INVX has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
INVX
Innovex International, Inc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NICE
NICE Ltd.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.14%0.76%0.91%

Financials

NICE vs. INVX - Financials Comparison

This section allows you to compare key financial metrics between NICE Ltd. and Innovex 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


0.00200.00M400.00M600.00M800.00MJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
766.53M
239.03M
(NICE) Total Revenue
(INVX) Total Revenue
Values in USD except per share items

NICE vs. INVX - Profitability Comparison

The chart below illustrates the profitability comparison between NICE Ltd. and Innovex International, Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%70.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
64.4%
35.4%
Portfolio components
NICE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, NICE Ltd. reported a gross profit of 493.46M and revenue of 766.53M. Therefore, the gross margin over that period was 64.4%.

INVX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Innovex International, Inc reported a gross profit of 84.51M and revenue of 239.03M. Therefore, the gross margin over that period was 35.4%.

NICE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, NICE Ltd. reported an operating income of 126.41M and revenue of 766.53M, resulting in an operating margin of 16.5%.

INVX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Innovex International, Inc reported an operating income of -21.83M and revenue of 239.03M, resulting in an operating margin of -9.1%.

NICE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, NICE Ltd. reported a net income of 46.69M and revenue of 766.53M, resulting in a net margin of 6.1%.

INVX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Innovex International, Inc reported a net income of -16.67M and revenue of 239.03M, resulting in a net margin of -7.0%.


Frequently Asked Questions


NICE and INVX have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

INVX has higher volatility (10.54%) compared to NICE (10.16%). In terms of maximum drawdown, NICE dropped -93.23% vs INVX's -89.50%.

INVX currently has the higher Sharpe Ratio (1.37 vs -0.76), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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