SXI vs. ETN
SXI (Standex International Corporation) and ETN (Eaton Corporation plc) are both stocks. Both operate in the Specialty Industrial Machinery industry within the Industrials sector. Over the past 10 years, SXI returned 15.81%/yr vs 25.22%/yr for ETN. At a 0.38 correlation, their price movements are largely independent.
Performance
SXI vs. ETN - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SXI achieves a 47.94% return, which is significantly higher than ETN's 37.62% return. Over the past 10 years, SXI has underperformed ETN with an annualized return of 15.81%, while ETN has yielded a comparatively higher 25.22% annualized return.
SXI
- 1D
- 1.73%
- 1M
- 25.33%
- YTD
- 47.94%
- 6M
- 42.71%
- 1Y
- 106.56%
- 3Y*
- 34.15%
- 5Y*
- 29.14%
- 10Y*
- 15.81%
ETN
- 1D
- 3.32%
- 1M
- 11.35%
- YTD
- 37.62%
- 6M
- 36.82%
- 1Y
- 33.08%
- 3Y*
- 32.57%
- 5Y*
- 26.72%
- 10Y*
- 25.22%
SXI vs. ETN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SXI Standex International Corporation | 47.94% | 17.00% | 18.89% | 55.95% | -6.46% | 44.19% | -0.78% | 19.49% | -33.51% | 16.73% |
ETN Eaton Corporation plc | 37.62% | -2.79% | 39.51% | 56.22% | -7.18% | 46.70% | 29.88% | 42.76% | -10.04% | 21.54% |
Correlation
The correlation between SXI and ETN is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Dec 30, 1987 | 0.38 |
The correlation between SXI and ETN shifts across timeframes, from 0.38 (all time) to 0.56 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
SXI:
$3.87B
ETN:
$169.61B
SXI:
$8.21
ETN:
$10.22
SXI:
39.06
ETN:
42.62
SXI:
1.22
ETN:
2.32
SXI:
4.37
ETN:
5.96
SXI:
5.13
ETN:
8.58
SXI:
$885.40M
ETN:
$28.52B
SXI:
$352.44M
ETN:
$7.87B
SXI:
$178.95M
ETN:
$4.75B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SXI vs. ETN — Risk / Return Rank
SXI
ETN
SXI vs. ETN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Standex International Corporation (SXI) and Eaton Corporation plc (ETN). 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.
| SXI | ETN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.86 | ||
| Sortino ratioReturn per unit of downside risk | +2.08 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.19 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 8.43 | 1.74 | +6.69 |
| Martin ratioReturn relative to average drawdown | 25.03 | 3.74 | +21.29 |
Loading charts...
Drawdowns
SXI vs. ETN - Drawdown Comparison
The maximum SXI drawdown since its inception was -72.65%, which is greater than ETN's maximum drawdown of -68.95%. Use the drawdown chart below to compare losses from any high point for SXI and ETN.
Loading charts...
Drawdown Indicators
| SXI | ETN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.65% | -68.95% | -3.70% |
Max Drawdown (1Y)Largest decline over 1 year | -12.72% | -19.14% | +6.42% |
Max Drawdown (3Y)Largest decline over 3 years | -38.01% | -34.46% | -3.55% |
Max Drawdown (5Y)Largest decline over 5 years | -38.01% | -34.46% | -3.55% |
Max Drawdown (10Y)Largest decline over 10 years | -65.62% | -44.55% | -21.07% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -15.94% | -14.89% | -1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.27% | 8.88% | -4.61% |
Volatility
SXI vs. ETN - Volatility Comparison
The current volatility for Standex International Corporation (SXI) is 11.09%, while Eaton Corporation plc (ETN) has a volatility of 13.19%. This indicates that SXI experiences smaller price fluctuations and is considered to be less risky than ETN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SXI | ETN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.09% | 13.19% | -2.10% |
Volatility (6M)Calculated over the trailing 6-month period | 27.69% | 26.35% | +1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.71% | 33.55% | +4.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.48% | 30.30% | +1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.40% | 30.16% | +5.24% |
Dividends
SXI vs. ETN - Dividend Comparison
SXI's dividend yield for the trailing twelve months is around 0.42%, less than ETN's 0.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETN Eaton Corporation plc | 0.98% | 1.31% | 1.13% | 1.43% | 2.06% | 1.76% | 1.88% | 3.00% | 3.85% | 3.04% | 3.40% | 4.23% |
SXI Standex International Corporation | 0.42% | 0.60% | 0.65% | 0.72% | 1.04% | 0.89% | 1.16% | 1.03% | 1.10% | 0.65% | 0.66% | 0.60% |
Financials
SXI vs. ETN - Financials Comparison
This section allows you to compare key financial metrics between Standex International Corporation and Eaton Corporation plc. 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
SXI vs. ETN - Profitability Comparison
SXI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Standex International Corporation reported a gross profit of 87.56M and revenue of 224.60M. Therefore, the gross margin over that period was 39.0%.
ETN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Eaton Corporation plc reported a gross profit of 0.00 and revenue of 7.45B. Therefore, the gross margin over that period was 0.0%.
SXI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Standex International Corporation reported an operating income of 39.49M and revenue of 224.60M, resulting in an operating margin of 17.6%.
ETN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Eaton Corporation plc reported an operating income of 0.00 and revenue of 7.45B, resulting in an operating margin of 0.0%.
SXI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Standex International Corporation reported a net income of 66.98M and revenue of 224.60M, resulting in a net margin of 29.8%.
ETN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Eaton Corporation plc reported a net income of 866.00M and revenue of 7.45B, resulting in a net margin of 11.6%.
Frequently Asked Questions
SXI and ETN have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ETN has higher volatility (13.19%) compared to SXI (11.09%). In terms of maximum drawdown, SXI dropped -72.65% vs ETN's -68.95%.
SXI currently has the higher Sharpe Ratio (2.85 vs 0.99), 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.
Find the right allocation for SXI and ETN
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer