XYL vs. IEX
Compare and contrast key facts about Xylem Inc. (XYL) and IDEX Corporation (IEX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XYL or IEX.
Correlation
The correlation between XYL and IEX is 0.66, 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
XYL vs. IEX - Performance Comparison
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Key characteristics
XYL:
-0.36
IEX:
-0.49
XYL:
-0.31
IEX:
-0.56
XYL:
0.96
IEX:
0.93
XYL:
-0.31
IEX:
-0.41
XYL:
-0.68
IEX:
-1.00
XYL:
13.08%
IEX:
13.95%
XYL:
25.76%
IEX:
27.38%
XYL:
-46.69%
IEX:
-58.67%
XYL:
-11.29%
IEX:
-21.36%
Fundamentals
XYL:
$30.81B
IEX:
$14.32B
XYL:
$3.71
IEX:
$6.33
XYL:
34.13
IEX:
29.95
XYL:
2.43
IEX:
1.86
XYL:
3.58
IEX:
4.36
XYL:
2.82
IEX:
3.67
XYL:
$8.60B
IEX:
$3.28B
XYL:
$3.23B
IEX:
$1.46B
XYL:
$1.75B
IEX:
$796.70M
Returns By Period
In the year-to-date period, XYL achieves a 10.69% return, which is significantly higher than IEX's -8.52% return. Over the past 10 years, XYL has outperformed IEX with an annualized return of 14.76%, while IEX has yielded a comparatively lower 10.73% annualized return.
XYL
10.69%
17.25%
5.75%
-9.26%
18.53%
14.76%
IEX
-8.52%
16.32%
-15.96%
-13.27%
6.34%
10.73%
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Risk-Adjusted Performance
XYL vs. IEX — Risk-Adjusted Performance Rank
XYL
IEX
XYL vs. IEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xylem Inc. (XYL) 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.
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Dividends
XYL vs. IEX - Dividend Comparison
XYL's dividend yield for the trailing twelve months is around 1.16%, more than IEX's 1.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XYL Xylem Inc. | 1.16% | 1.24% | 1.15% | 1.09% | 0.93% | 1.02% | 1.22% | 1.26% | 1.06% | 1.25% | 1.55% | 1.34% |
IEX IDEX Corporation | 1.08% | 1.29% | 1.16% | 1.02% | 0.90% | 1.00% | 1.12% | 1.31% | 1.10% | 1.49% | 1.62% | 1.37% |
Drawdowns
XYL vs. IEX - Drawdown Comparison
The maximum XYL drawdown since its inception was -46.69%, smaller than the maximum IEX drawdown of -58.67%. Use the drawdown chart below to compare losses from any high point for XYL and IEX. For additional features, visit the drawdowns tool.
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Volatility
XYL vs. IEX - Volatility Comparison
The current volatility for Xylem Inc. (XYL) is 7.05%, while IDEX Corporation (IEX) has a volatility of 8.20%. This indicates that XYL 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.
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Financials
XYL vs. IEX - Financials Comparison
This section allows you to compare key financial metrics between Xylem Inc. 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
XYL vs. IEX - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.