WLK vs. IEX
Compare and contrast key facts about Westlake Corporation (WLK) and IDEX Corporation (IEX).
Performance
WLK vs. IEX - Performance Comparison
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WLK vs. IEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WLK Westlake Corporation | 58.45% | -33.77% | -16.90% | 38.23% | 6.81% | 20.53% | 18.52% | 7.72% | -37.27% | 92.39% |
IEX IDEX Corporation | 8.28% | -13.69% | -2.35% | -3.80% | -2.22% | 19.82% | 17.22% | 37.94% | -3.16% | 48.53% |
Fundamentals
WLK:
$15.03B
IEX:
$14.36B
WLK:
-$11.74
IEX:
$6.42
WLK:
1.34
IEX:
4.18
WLK:
1.71
IEX:
3.57
WLK:
$11.17B
IEX:
$3.46B
WLK:
$289.00M
IEX:
$1.54B
WLK:
-$248.00M
IEX:
$849.70M
Returns By Period
In the year-to-date period, WLK achieves a 58.45% return, which is significantly higher than IEX's 8.28% return. Over the past 10 years, WLK has outperformed IEX with an annualized return of 11.04%, while IEX has yielded a comparatively lower 10.01% annualized return.
WLK
- 1D
- -0.21%
- 1M
- 9.71%
- YTD
- 58.45%
- 6M
- 53.98%
- 1Y
- 19.76%
- 3Y*
- 2.05%
- 5Y*
- 6.64%
- 10Y*
- 11.04%
IEX
- 1D
- 1.28%
- 1M
- -9.25%
- YTD
- 8.28%
- 6M
- 17.92%
- 1Y
- 7.63%
- 3Y*
- -4.70%
- 5Y*
- -0.75%
- 10Y*
- 10.01%
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Return for Risk
WLK vs. IEX — Risk / Return Rank
WLK
IEX
WLK vs. IEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Westlake Corporation (WLK) 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.
| WLK | IEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 0.27 | +0.12 |
Sortino ratioReturn per unit of downside risk | 0.95 | 0.57 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.08 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | 0.45 | -0.01 |
Martin ratioReturn relative to average drawdown | 0.93 | 0.84 | +0.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WLK | IEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.27 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | -0.03 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.42 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.14 | +0.22 |
Correlation
The correlation between WLK and IEX is 0.52, 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.
Dividends
WLK vs. IEX - Dividend Comparison
WLK's dividend yield for the trailing twelve months is around 1.81%, more than IEX's 1.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WLK Westlake Corporation | 1.81% | 2.85% | 1.79% | 1.12% | 1.28% | 1.17% | 1.31% | 1.46% | 1.39% | 0.75% | 1.33% | 1.28% |
IEX IDEX Corporation | 1.48% | 1.58% | 1.29% | 1.16% | 1.02% | 0.90% | 1.00% | 1.12% | 1.31% | 1.10% | 1.49% | 1.62% |
Drawdowns
WLK vs. IEX - Drawdown Comparison
The maximum WLK drawdown since its inception was -75.16%, smaller than the maximum IEX drawdown of -81.60%. Use the drawdown chart below to compare losses from any high point for WLK and IEX.
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Drawdown Indicators
| WLK | IEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.16% | -81.60% | +6.44% |
Max Drawdown (1Y)Largest decline over 1 year | -44.01% | -17.02% | -26.99% |
Max Drawdown (5Y)Largest decline over 5 years | -64.20% | -34.60% | -29.60% |
Max Drawdown (10Y)Largest decline over 10 years | -75.16% | -35.52% | -39.64% |
Current DrawdownCurrent decline from peak | -24.95% | -19.66% | -5.29% |
Average DrawdownAverage peak-to-trough decline | -26.14% | -11.43% | -14.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.13% | 9.20% | +11.93% |
Volatility
WLK vs. IEX - Volatility Comparison
Westlake Corporation (WLK) has a higher volatility of 11.70% compared to IDEX Corporation (IEX) at 7.88%. This indicates that WLK's price experiences larger fluctuations and is considered to be riskier than IEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WLK | IEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.70% | 7.88% | +3.82% |
Volatility (6M)Calculated over the trailing 6-month period | 33.79% | 16.25% | +17.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 51.27% | 28.60% | +22.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.63% | 23.75% | +12.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.28% | 24.10% | +15.18% |
Financials
WLK vs. IEX - Financials Comparison
This section allows you to compare key financial metrics between Westlake 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.
Total Revenue: Total amount of money received from sales and other business activities
WLK vs. IEX - Profitability Comparison
WLK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Westlake Corporation reported a gross profit of -437.00M and revenue of 2.53B. Therefore, the gross margin over that period was -17.3%.
IEX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, IDEX Corporation reported a gross profit of 387.10M and revenue of 899.10M. Therefore, the gross margin over that period was 43.1%.
WLK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Westlake Corporation reported an operating income of -671.00M and revenue of 2.53B, resulting in an operating margin of -26.5%.
IEX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, IDEX Corporation reported an operating income of 163.10M and revenue of 899.10M, resulting in an operating margin of 18.1%.
WLK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Westlake Corporation reported a net income of -544.00M and revenue of 2.53B, resulting in a net margin of -21.5%.
IEX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, IDEX Corporation reported a net income of 128.30M and revenue of 899.10M, resulting in a net margin of 14.3%.