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IEX vs PTC

Comparison between Idex Corporation (IEX, Company) and PTC Inc (PTC, Company).

IEX is from the Industrials sector, while PTC is from the Technology sector.

5-Year PerformancePTC has outperformed IEX, delivering a return of +2.3% compared to +0.4%

IEX vs PTC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
IEX
$16B
Winner
PTC
$16B
Max Drawdown
Winner
IEX
59.66%
PTC
94.98%
Sharpe Ratio
Winner
IEX
0.77
PTC
-0.23
5Y Beta
Winner
IEX
0.86
PTC
0.93
Industry
IEX
Specialty Industrial Machinery
PTC
Software - Application
P/E Ratio
IEX
34.52
Winner
PTC
19.98
Forward P/E
IEX
25.84
Winner
PTC
18.42
PEG Ratio
IEX
1.85
Winner
PTC
0.18
Dividend Yield
IEX
0.99%
PTC
N/A
5Y Dividends CAGR
IEX
12.03%
PTC
N/A
5Y EPS CAGR
IEX
1.90%
Winner
PTC
46.28%
Debt to Equity
IEX
46.23%
Winner
PTC
31.17%
Free Cash Flow Yield
IEX
3.77%
Winner
PTC
5.46%
P/S Ratio
Winner
IEX
4.58
PTC
5.69
P/B Ratio
Winner
IEX
3.92
PTC
4.28

IEX vs PTC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IEX
+9.72%
PTC
+1.61%
3M
Winner
IEX
+3.01%
PTC
-8.19%
6M
Winner
IEX
+29.72%
PTC
-16.73%
1Y
Winner
IEX
+19.42%
PTC
-10.98%
5Y(CAGR)
IEX
+0.45%
Winner
PTC
+2.26%
10Y(CAGR)
IEX
+11.66%
Winner
PTC
+15.22%
Max(CAGR)
Winner
IEX
+13.55%
PTC
+4.32%

IEX vs PTC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIEXPTC
2026+21.68%-13.79%
2025-12.32%-4.81%
2024-1.43%+9.04%
2023-4.28%+46.23%
2022+0.16%-2.39%
2021+22.20%+2.51%
2020+16.32%+56.62%
2019+39.28%-8.58%
2018-2.95%+35.55%
2017+46.63%+30.30%
2016+20.89%+37.18%
2015-0.00%-4.73%
2014+8.76%+5.62%
2013+56.60%+52.02%
2012+27.22%+20.37%
2011-5.04%-20.54%
2010+25.74%+35.15%
2009+22.23%+28.36%
2008-31.02%-29.29%
2007+15.92%+0.11%
2006+15.91%+15.14%
2005+5.67%+7.77%
2004+48.84%+49.11%
2003+25.27%+79.91%
2002-2.58%-67.73%
2001+11.55%-42.40%
2000+11.85%-46.52%
1999+22.45%+41.45%

IEX vs PTC Drawdown Comparison

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

The maximum drawdown for PTC was -94.98%, occurring on Oct 10, 2002. Recovery took 4611 trading sessions.

The current IEX drawdown is -9.15%. The current PTC drawdown is -32.27%.

RankIEXPTC
#1-58.66%
Aug 9, 2007 - Dec 3, 2010
-94.98%
Dec 16, 1999 - Apr 17, 2018
#2-36.46%
Apr 26, 2011 - Dec 10, 2012
-54.37%
Sep 28, 2018 - Nov 27, 2020
#3-35.52%
Feb 12, 2020 - Aug 12, 2020
-38.37%
Aug 27, 2025 - Apr 10, 2026
#4-34.60%
Mar 21, 2024 - Aug 11, 2025
-36.07%
Jul 23, 2021 - Nov 14, 2023
#5-33.79%
Apr 10, 2002 - Aug 19, 2003
-32.27%
Dec 11, 2024 - Jul 9, 2025
#6-30.94%
Sep 5, 2001 - Feb 15, 2002
-19.14%
Nov 18, 1999 - Dec 3, 1999
#7-27.33%
Dec 16, 2021 - Nov 30, 2022
-19.00%
Feb 19, 2021 - Apr 13, 2021
#8-26.51%
Jan 20, 2000 - Apr 28, 2000
-15.82%
Apr 26, 2021 - Jul 23, 2021
#9-26.45%
Jun 2, 2000 - Dec 5, 2000
-13.41%
Mar 22, 2024 - Nov 6, 2024
#10-24.08%
Sep 20, 2018 - Apr 1, 2019
-9.21%
Jul 9, 2025 - Jul 31, 2025
#11-23.44%
Dec 5, 2000 - Aug 23, 2001
-8.78%
Jun 20, 2018 - Sep 4, 2018
#12-23.08%
May 9, 2006 - Feb 26, 2007
-8.15%
Dec 6, 1999 - Dec 10, 1999
#13-21.83%
Dec 13, 2022 - Mar 1, 2024
-7.68%
Jan 22, 2021 - Jan 28, 2021
#14-18.28%
Jul 3, 2014 - Mar 16, 2016
-6.06%
Aug 4, 2025 - Aug 27, 2025
#15-14.10%
Jun 30, 2004 - Sep 16, 2004
-5.72%
Dec 28, 2023 - Jan 22, 2024

Correlation

Correlation between IEX and PTC is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

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