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IEX vs CHTR

Comparison between Idex Corporation (IEX, Company) and Charter Communications Inc - Class A (CHTR, Company).

IEX is from the Industrials sector, while CHTR is from the Communication Services sector.

5-Year PerformanceIEX has outperformed CHTR, delivering a return of +2.0% compared to -29.1%

IEX vs CHTR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
IEX
$17B
CHTR
$16B
Max Drawdown
Winner
IEX
59.66%
CHTR
84.71%
Sharpe Ratio
Winner
IEX
1.07
CHTR
-2.10
5Y Beta
IEX
0.85
Winner
CHTR
0.64
Industry
IEX
Specialty Industrial Machinery
CHTR
Telecom Services
P/E Ratio
IEX
35.14
Winner
CHTR
3.67
Forward P/E
IEX
26.18
Winner
CHTR
3.14
PEG Ratio
IEX
1.89
Winner
CHTR
0.58
Dividend Yield
IEX
0.96%
CHTR
N/A
5Y Dividends CAGR
IEX
6.99%
CHTR
N/A
5Y EPS CAGR
IEX
1.90%
Winner
CHTR
43.92%
Debt to Equity
Winner
IEX
46.23%
CHTR
576.22%
Free Cash Flow Yield
IEX
3.70%
Winner
CHTR
24.44%
P/S Ratio
IEX
4.64
Winner
CHTR
0.38
P/B Ratio
IEX
4.04
Winner
CHTR
0.99

IEX vs CHTR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IEX
+8.05%
CHTR
-9.97%
3M
Winner
IEX
+19.46%
CHTR
-40.77%
6M
Winner
IEX
+27.50%
CHTR
-37.81%
1Y
Winner
IEX
+32.76%
CHTR
-67.49%
5Y(CAGR)
Winner
IEX
+2.04%
CHTR
-29.06%
10Y(CAGR)
Winner
IEX
+12.25%
CHTR
-5.01%
Max(CAGR)
Winner
IEX
+13.71%
CHTR
+8.28%

IEX vs CHTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIEXCHTR
2026+28.31%-38.05%
2025-12.32%-40.25%
2024-1.43%-12.45%
2023-4.28%+13.79%
2022+0.16%-47.64%
2021+22.20%+0.76%
2020+16.32%+34.89%
2019+39.28%+68.44%
2018-2.95%-18.34%
2017+46.63%+17.56%
2016+20.89%+62.18%
2015-0.00%+10.02%
2014+8.76%+23.65%
2013+56.60%+75.11%
2012+27.22%+33.31%
2011-5.04%+48.05%
2010+25.74%+11.26%
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 CHTR Drawdown Comparison

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

The maximum drawdown for CHTR was -84.71%, occurring on Jun 22, 2026. This drawdown has not yet recovered.

The current IEX drawdown is -4.19%. The current CHTR drawdown is -84.21%.

RankIEXCHTR
#1-58.66%
Aug 9, 2007 - Dec 3, 2010
-84.71%
Sep 2, 2021 - Jun 22, 2026
#2-36.46%
Apr 26, 2011 - Dec 10, 2012
-35.15%
Sep 6, 2017 - Jul 10, 2019
#3-35.52%
Feb 12, 2020 - Aug 12, 2020
-31.48%
Feb 19, 2020 - May 29, 2020
#4-34.60%
Mar 21, 2024 - Aug 11, 2025
-29.61%
Jul 22, 2011 - Feb 13, 2012
#5-33.79%
Apr 10, 2002 - Aug 19, 2003
-19.50%
May 4, 2010 - Jan 12, 2011
#6-30.94%
Sep 5, 2001 - Feb 15, 2002
-18.22%
Sep 14, 2012 - Feb 22, 2013
#7-27.33%
Dec 16, 2021 - Nov 30, 2022
-17.98%
Sep 21, 2015 - Mar 16, 2016
#8-26.51%
Jan 20, 2000 - Apr 28, 2000
-15.71%
Jan 5, 2010 - Apr 14, 2010
#9-26.45%
Jun 2, 2000 - Dec 5, 2000
-15.24%
Oct 16, 2013 - Apr 28, 2014
#10-24.08%
Sep 20, 2018 - Apr 1, 2019
-14.56%
Jul 18, 2014 - Nov 24, 2014
#11-23.44%
Dec 5, 2000 - Aug 23, 2001
-13.24%
Mar 12, 2015 - Sep 21, 2015
#12-23.08%
May 9, 2006 - Feb 26, 2007
-12.38%
Dec 7, 2020 - May 7, 2021
#13-21.83%
Dec 13, 2022 - Mar 1, 2024
-12.14%
Oct 12, 2020 - Nov 20, 2020
#14-18.28%
Jul 3, 2014 - Mar 16, 2016
-12.06%
Sep 7, 2016 - Nov 29, 2016
#15-14.10%
Jun 30, 2004 - Sep 16, 2004
-11.26%
Nov 28, 2014 - Feb 5, 2015

Correlation

Correlation between IEX and CHTR is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

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