IEX vs CGABL

Comparison between Idex Corporation (IEX, Company) and Carlyle Finance LLC (CGABL, Company).

5-Year PerformanceIEX has outperformed CGABL, delivering a return of +1.2% compared to -2.7%

IEX vs CGABL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IEX(COMPANY)	CGABL(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	59.66%	42.06%
Sharpe Ratio	0.78	-0.37
5Y Beta	0.85	0.21
Industry	Specialty Industrial Machinery	N/A
P/E Ratio	34.53	N/A
Forward P/E	25.91	N/A
PEG Ratio	1.92	N/A
Dividend Yield	0.98%	N/A
5Y Dividends CAGR	11.97%	N/A
5Y EPS CAGR	1.90%	N/A
Debt to Equity	46.23%	N/A
Free Cash Flow Yield	3.77%	N/A
P/S Ratio	4.58	N/A
P/B Ratio	4.09	N/A

Market Cap

Winner

IEX

$16B

CGABL

$16B

Max Drawdown

IEX

59.66%

Winner

CGABL

42.06%

Sharpe Ratio

Winner

IEX

0.78

CGABL

-0.37

5Y Beta

IEX

0.85

Winner

CGABL

0.21

Industry

IEX

Specialty Industrial Machinery

CGABL

N/A

P/E Ratio

IEX

34.53

CGABL

N/A

Forward P/E

IEX

25.91

CGABL

N/A

PEG Ratio

IEX

1.92

CGABL

N/A

Dividend Yield

IEX

0.98%

CGABL

N/A

5Y Dividends CAGR

IEX

11.97%

CGABL

N/A

5Y EPS CAGR

IEX

1.90%

CGABL

N/A

Debt to Equity

IEX

46.23%

CGABL

N/A

Free Cash Flow Yield

IEX

3.77%

CGABL

N/A

P/S Ratio

IEX

4.58

CGABL

N/A

P/B Ratio

IEX

4.09

CGABL

N/A

IEX vs CGABL - Historical Returns

Returns include dividend reinvestment.

Period	IEX	CGABL
1 month	+3.93%	+1.68%
3 months	+11.24%	-4.44%
6 months	+21.55%	-2.97%
1 year	+22.09%	-1.53%
5 years(CAGR)	+1.16%	-2.68%
10 years(CAGR)	+11.58%	N/A
Max(CAGR)	+13.59%	-2.22%

Winner

IEX

+3.93%

CGABL

+1.68%

Winner

IEX

+11.24%

CGABL

-4.44%

Winner

IEX

+21.55%

CGABL

-2.97%

Winner

IEX

+22.09%

CGABL

-1.53%

5Y(CAGR)

Winner

IEX

+1.16%

CGABL

-2.68%

10Y(CAGR)

IEX

+11.58%

CGABL

N/A

Max(CAGR)

Winner

IEX

+13.59%

CGABL

-2.22%

IEX vs CGABL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IEX	CGABL
2026	+25.38%	-2.63%
2025	-12.32%	-0.24%
2024	-1.43%	-6.85%
2023	-4.28%	+31.66%
2022	+0.16%	-31.67%
2021	+22.20%	+3.94%
2020	+16.32%	N/A
2019	+39.28%	N/A
2018	-2.95%	N/A
2017	+46.63%	N/A
2016	+20.89%	N/A
2015	-0.00%	N/A
2014	+8.76%	N/A
2013	+56.60%	N/A
2012	+27.22%	N/A
2011	-5.04%	N/A
2010	+25.74%	N/A
2009	+22.23%	N/A
2008	-31.02%	N/A
2007	+15.92%	N/A
2006	+15.91%	N/A
2005	+5.67%	N/A
2004	+48.84%	N/A
2003	+25.27%	N/A
2002	-2.58%	N/A
2001	+11.55%	N/A
2000	+11.85%	N/A
1999	+22.45%	N/A

IEX vs CGABL Drawdown Comparison

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

The maximum drawdown for CGABL was -37.82%, occurring on Nov 2, 2022. This drawdown has not yet recovered.

The current IEX drawdown is -6.38%. The current CGABL drawdown is -17.68%.

Rank	IEX	CGABL
#1	-58.66% Aug 9, 2007 - Dec 3, 2010	-37.82% Sep 7, 2021 - Nov 2, 2022
#2	-36.46% Apr 26, 2011 - Dec 10, 2012	-1.76% Jul 7, 2021 - Aug 3, 2021
#3	-35.52% Feb 12, 2020 - Aug 12, 2020	-0.89% Aug 30, 2021 - Sep 1, 2021
#4	-34.60% Mar 21, 2024 - Aug 11, 2025	-0.67% Jun 11, 2021 - Jun 18, 2021
#5	-33.79% Apr 10, 2002 - Aug 19, 2003	-0.60% Aug 13, 2021 - Aug 17, 2021
#6	-30.94% Sep 5, 2001 - Feb 15, 2002	-0.50% Aug 18, 2021 - Aug 25, 2021
#7	-27.33% Dec 16, 2021 - Nov 30, 2022	-0.43% Jun 1, 2021 - Jun 10, 2021
#8	-26.51% Jan 20, 2000 - Apr 28, 2000	-0.43% Jun 18, 2021 - Jul 2, 2021
#9	-26.45% Jun 2, 2000 - Dec 5, 2000	-0.39% May 24, 2021 - Jun 1, 2021
#10	-24.08% Sep 20, 2018 - Apr 1, 2019	-0.38% Aug 25, 2021 - Aug 30, 2021
#11	-23.44% Dec 5, 2000 - Aug 23, 2001	-0.04% Aug 4, 2021 - Aug 9, 2021
#12	-23.08% May 9, 2006 - Feb 26, 2007	N/A
#13	-21.83% Dec 13, 2022 - Mar 1, 2024	N/A
#14	-18.28% Jul 3, 2014 - Mar 16, 2016	N/A
#15	-14.10% Jun 30, 2004 - Sep 16, 2004	N/A

Correlation

Correlation between IEX and CGABL is 0.08 which considered as a very weak or no correlation - the stocks move independently of each other.

0.08

-101

Dividend Comparison (2000 - 2026)

IEX vs CGABL dividend yield comparison.

Year	IEX	CGABL
2026	0.98%	3.53%
2025	1.58%	6.76%
2024	1.29%	6.49%
2023	1.16%	5.62%
2022	1.02%	7.14%
2021	0.90%	2.34%
2020	1.00%	0.00%
2019	1.12%	0.00%
2018	1.31%	0.00%
2017	1.10%	0.00%
2016	1.49%	0.00%
2015	1.62%	0.00%
2014	1.37%	0.00%
2013	1.21%	0.00%
2012	1.65%	0.00%
2011	1.78%	0.00%
2010	1.46%	0.00%
2009	1.54%	0.00%
2008	1.99%	0.00%
2007	1.27%	0.00%
2006	1.20%	0.00%
2005	1.17%	0.00%
2004	1.05%	0.00%
2003	1.35%	0.00%
2002	1.71%	0.00%
2001	1.62%	0.00%
2000	1.69%	0.00%