EMA vs IEX

Comparison between Emera Incorporated (EMA, Company) and Idex Corporation (IEX, Company).

EMA is from the Utilities sector, while IEX is from the Industrials sector.

EMA vs IEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EMA(COMPANY)	IEX(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	5.93%	59.66%
Sharpe Ratio	1.26	0.43
5Y Beta	-0.20	0.86
Industry	Utilities - Regulated Electric	Specialty Industrial Machinery
P/E Ratio	19.78	33.57
Forward P/E	19.76	25.71
PEG Ratio	0.21	1.86
Dividend Yield	5.58%	1.01%
5Y Dividends CAGR	N/A	12.03%
5Y EPS CAGR	-2.90%	1.90%
Debt to Equity	146.87%	46.23%
Free Cash Flow Yield	-8.02%	3.88%
P/S Ratio	1.80	4.45
P/B Ratio	1.72	3.96

Market Cap

EMA

$16B

Winner

IEX

$16B

Max Drawdown

Winner

EMA

5.93%

IEX

59.66%

Sharpe Ratio

Winner

EMA

1.26

IEX

0.43

5Y Beta

Winner

EMA

-0.20

IEX

0.86

Industry

EMA

Utilities - Regulated Electric

IEX

Specialty Industrial Machinery

P/E Ratio

Winner

EMA

19.78

IEX

33.57

Forward P/E

Winner

EMA

19.76

IEX

25.71

PEG Ratio

Winner

EMA

0.21

IEX

1.86

Dividend Yield

Winner

EMA

5.58%

IEX

1.01%

5Y Dividends CAGR

EMA

N/A

IEX

12.03%

5Y EPS CAGR

EMA

-2.90%

Winner

IEX

1.90%

Debt to Equity

EMA

146.87%

Winner

IEX

46.23%

Free Cash Flow Yield

EMA

-8.02%

Winner

IEX

3.88%

P/S Ratio

Winner

EMA

1.80

IEX

4.45

P/B Ratio

Winner

EMA

1.72

IEX

3.96

EMA vs IEX - Historical Returns

Returns include dividend reinvestment.

Period	EMA	IEX
1 month	-0.86%	+4.07%
3 months	+1.14%	-1.31%
6 months	+9.87%	+26.69%
1 year	+20.77%	+11.27%
5 years(CAGR)	N/A	-0.30%
10 years(CAGR)	N/A	+11.06%
Max(CAGR)	+21.63%	+13.35%

EMA

-0.86%

Winner

IEX

+4.07%

Winner

EMA

+1.14%

IEX

-1.31%

EMA

+9.87%

Winner

IEX

+26.69%

Winner

EMA

+20.77%

IEX

+11.27%

5Y(CAGR)

EMA

N/A

IEX

-0.30%

10Y(CAGR)

EMA

N/A

IEX

+11.06%

Max(CAGR)

Winner

EMA

+21.63%

IEX

+13.35%

EMA vs IEX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EMA	IEX
2026	+6.90%	+16.38%
2025	+12.99%	-12.32%
2024	N/A	-1.43%
2023	N/A	-4.28%
2022	N/A	+0.16%
2021	N/A	+22.20%
2020	N/A	+16.32%
2019	N/A	+39.28%
2018	N/A	-2.95%
2017	N/A	+46.63%
2016	N/A	+20.89%
2015	N/A	-0.00%
2014	N/A	+8.76%
2013	N/A	+56.60%
2012	N/A	+27.22%
2011	N/A	-5.04%
2010	N/A	+25.74%
2009	N/A	+22.23%
2008	N/A	-31.02%
2007	N/A	+15.92%
2006	N/A	+15.91%
2005	N/A	+5.67%
2004	N/A	+48.84%
2003	N/A	+25.27%
2002	N/A	-2.58%
2001	N/A	+11.55%
2000	N/A	+11.85%
1999	N/A	+22.45%

EMA vs IEX Drawdown Comparison

The maximum drawdown for EMA was -5.93%, occurring on Sep 18, 2025. Recovery took 44 trading sessions.

The maximum drawdown for IEX was -58.66%, occurring on Mar 9, 2009. Recovery took 837 trading sessions.

The current EMA drawdown is -3.02%. The current IEX drawdown is -13.10%.

Rank	EMA	IEX
#1	-5.93% Aug 8, 2025 - Oct 10, 2025	-58.66% Aug 9, 2007 - Dec 3, 2010
#2	-5.89% Mar 16, 2026 - Mar 24, 2026	-36.46% Apr 26, 2011 - Dec 10, 2012
#3	-3.97% May 30, 2025 - Jul 1, 2025	-35.52% Feb 12, 2020 - Aug 12, 2020
#4	-3.92% Oct 22, 2025 - Dec 23, 2025	-34.60% Mar 21, 2024 - Aug 11, 2025
#5	-3.10% Dec 30, 2025 - Jan 20, 2026	-33.79% Apr 10, 2002 - Aug 19, 2003
#6	-2.90% Feb 4, 2026 - Feb 12, 2026	-30.94% Sep 5, 2001 - Feb 15, 2002
#7	-2.02% Jul 11, 2025 - Jul 21, 2025	-27.33% Dec 16, 2021 - Nov 30, 2022
#8	-1.63% Jan 29, 2026 - Feb 4, 2026	-26.51% Jan 20, 2000 - Apr 28, 2000
#9	-1.59% Feb 17, 2026 - Feb 27, 2026	-26.45% Jun 2, 2000 - Dec 5, 2000
#10	-1.51% Oct 10, 2025 - Oct 17, 2025	-24.08% Sep 20, 2018 - Apr 1, 2019
#11	-1.39% Jul 1, 2025 - Jul 11, 2025	-23.44% Dec 5, 2000 - Aug 23, 2001
#12	-1.35% Feb 27, 2026 - Mar 4, 2026	-23.08% May 9, 2006 - Feb 26, 2007
#13	-1.34% Jul 22, 2025 - Jul 30, 2025	-21.83% Dec 13, 2022 - Mar 1, 2024
#14	-1.31% Jan 20, 2026 - Jan 27, 2026	-18.28% Jul 3, 2014 - Mar 16, 2016
#15	-0.63% Aug 4, 2025 - Aug 7, 2025	-14.10% Jun 30, 2004 - Sep 16, 2004

Correlation

Correlation between EMA and IEX is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2000 - 2026)

EMA vs IEX dividend yield comparison.

Year	EMA	IEX
2026	1.80%	0.34%
2025	2.12%	1.58%
2024	0.00%	1.29%
2023	0.00%	1.16%
2022	0.00%	1.02%
2021	0.00%	0.90%
2020	0.00%	1.00%
2019	0.00%	1.12%
2018	0.00%	1.31%
2017	0.00%	1.10%
2016	0.00%	1.49%
2015	0.00%	1.62%
2014	0.00%	1.37%
2013	0.00%	1.21%
2012	0.00%	1.65%
2011	0.00%	1.78%
2010	0.00%	1.46%
2009	0.00%	1.54%
2008	0.00%	1.99%
2007	0.00%	1.27%
2006	0.00%	1.20%
2005	0.00%	1.17%
2004	0.00%	1.05%
2003	0.00%	1.35%
2002	0.00%	1.71%
2001	0.00%	1.62%
2000	0.00%	1.69%