IEX vs EMA

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

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

IEX vs EMA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

IEX

$16B

EMA

$16B

Max Drawdown

IEX

59.66%

Winner

EMA

5.93%

Sharpe Ratio

IEX

0.43

Winner

EMA

1.26

5Y Beta

IEX

0.86

Winner

EMA

-0.20

Industry

IEX

Specialty Industrial Machinery

EMA

Utilities - Regulated Electric

P/E Ratio

IEX

33.57

Winner

EMA

19.78

Forward P/E

IEX

25.71

Winner

EMA

19.76

PEG Ratio

IEX

1.86

Winner

EMA

0.21

Dividend Yield

IEX

1.01%

Winner

EMA

5.58%

5Y Dividends CAGR

IEX

12.03%

EMA

N/A

5Y EPS CAGR

Winner

IEX

1.90%

EMA

-2.90%

Debt to Equity

Winner

IEX

46.23%

EMA

146.87%

Free Cash Flow Yield

Winner

IEX

3.88%

EMA

-8.02%

P/S Ratio

IEX

4.45

Winner

EMA

1.80

P/B Ratio

IEX

3.96

Winner

EMA

1.72

IEX vs EMA - Historical Returns

Returns include dividend reinvestment.

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

Winner

IEX

+4.07%

EMA

-0.86%

IEX

-1.31%

Winner

EMA

+1.14%

Winner

IEX

+26.69%

EMA

+9.87%

IEX

+11.27%

Winner

EMA

+20.77%

5Y(CAGR)

IEX

-0.30%

EMA

N/A

10Y(CAGR)

IEX

+11.06%

EMA

N/A

Max(CAGR)

IEX

+13.35%

Winner

EMA

+21.63%

IEX vs EMA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IEX	EMA
2026	+16.38%	+6.90%
2025	-12.32%	+12.99%
2024	-1.43%	N/A
2023	-4.28%	N/A
2022	+0.16%	N/A
2021	+22.20%	N/A
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 EMA Drawdown Comparison

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

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

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

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

Correlation

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

0.84

-101

Dividend Comparison (2000 - 2026)

IEX vs EMA dividend yield comparison.

Year	IEX	EMA
2026	0.34%	1.80%
2025	1.58%	2.12%
2024	1.29%	0.00%
2023	1.16%	0.00%
2022	1.02%	0.00%
2021	0.90%	0.00%
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%