IEX vs SSNC

Comparison between Idex Corporation (IEX, Company) and SS&C Technologies Holdings Inc (SSNC, Company).

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

5-Year PerformanceIEX has outperformed SSNC, delivering a return of +0.7% compared to -0.5%

IEX vs SSNC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IEX(COMPANY)	SSNC(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	59.66%	49.28%
Sharpe Ratio	0.77	-0.77
5Y Beta	0.85	0.74
Industry	Specialty Industrial Machinery	Software - Application
P/E Ratio	35.38	20.52
Forward P/E	26.67	10.24
PEG Ratio	1.90	32.62
Dividend Yield	0.95%	1.52%
5Y Dividends CAGR	11.97%	17.26%
5Y EPS CAGR	1.90%	4.13%
Debt to Equity	46.23%	108.58%
Free Cash Flow Yield	3.68%	10.28%
P/S Ratio	4.67	2.51
P/B Ratio	4.05	2.40

Market Cap

Winner

IEX

$17B

SSNC

$17B

Max Drawdown

IEX

59.66%

Winner

SSNC

49.28%

Sharpe Ratio

Winner

IEX

0.77

SSNC

-0.77

5Y Beta

IEX

0.85

Winner

SSNC

0.74

Industry

IEX

Specialty Industrial Machinery

SSNC

Software - Application

P/E Ratio

IEX

35.38

Winner

SSNC

20.52

Forward P/E

IEX

26.67

Winner

SSNC

10.24

PEG Ratio

Winner

IEX

1.90

SSNC

32.62

Dividend Yield

IEX

0.95%

Winner

SSNC

1.52%

5Y Dividends CAGR

IEX

11.97%

Winner

SSNC

17.26%

5Y EPS CAGR

IEX

1.90%

Winner

SSNC

4.13%

Debt to Equity

Winner

IEX

46.23%

SSNC

108.58%

Free Cash Flow Yield

IEX

3.68%

Winner

SSNC

10.28%

P/S Ratio

IEX

4.67

Winner

SSNC

2.51

P/B Ratio

IEX

4.05

Winner

SSNC

2.40

IEX vs SSNC - Historical Returns

Returns include dividend reinvestment.

Period	IEX	SSNC
1 month	-1.54%	+4.28%
3 months	+8.72%	-4.58%
6 months	+11.85%	-19.13%
1 year	+24.07%	-17.25%
5 years(CAGR)	+0.73%	-0.45%
10 years(CAGR)	+11.15%	+9.50%
Max(CAGR)	+13.55%	+15.27%

IEX

-1.54%

Winner

SSNC

+4.28%

Winner

IEX

+8.72%

SSNC

-4.58%

Winner

IEX

+11.85%

SSNC

-19.13%

Winner

IEX

+24.07%

SSNC

-17.25%

5Y(CAGR)

Winner

IEX

+0.73%

SSNC

-0.45%

10Y(CAGR)

Winner

IEX

+11.15%

SSNC

+9.50%

Max(CAGR)

IEX

+13.55%

Winner

SSNC

+15.27%

IEX vs SSNC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IEX	SSNC
2026	+24.79%	-20.20%
2025	-12.32%	+17.29%
2024	-1.43%	+27.22%
2023	-4.28%	+18.30%
2022	+0.16%	-36.22%
2021	+22.20%	+16.86%
2020	+16.32%	+19.05%
2019	+39.28%	+39.29%
2018	-2.95%	+11.73%
2017	+46.63%	+41.19%
2016	+20.89%	-13.19%
2015	-0.00%	+24.45%
2014	+8.76%	+31.64%
2013	+56.60%	+90.86%
2012	+27.22%	+27.57%
2011	-5.04%	-9.79%
2010	+25.74%	+36.01%
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 SSNC Drawdown Comparison

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

The maximum drawdown for SSNC was -48.85%, occurring on Mar 18, 2020. Recovery took 393 trading sessions.

The current IEX drawdown is -6.82%. The current SSNC drawdown is -23.80%.

Rank	IEX	SSNC
#1	-58.66% Aug 9, 2007 - Dec 3, 2010	-48.85% Apr 30, 2019 - Nov 17, 2020
#2	-36.46% Apr 26, 2011 - Dec 10, 2012	-44.33% Jan 12, 2022 - Jan 28, 2025
#3	-35.52% Feb 12, 2020 - Aug 12, 2020	-36.36% Jul 7, 2011 - Mar 14, 2012
#4	-34.60% Mar 21, 2024 - Aug 11, 2025	-30.39% Sep 11, 2025 - Jun 30, 2026
#5	-33.79% Apr 10, 2002 - Aug 19, 2003	-29.78% Aug 31, 2018 - Feb 15, 2019
#6	-30.94% Sep 5, 2001 - Feb 15, 2002	-28.65% Nov 2, 2015 - Apr 20, 2017
#7	-27.33% Dec 16, 2021 - Nov 30, 2022	-25.88% Jun 16, 2010 - Nov 11, 2010
#8	-26.51% Jan 20, 2000 - Apr 28, 2000	-21.69% Jan 8, 2014 - Jul 3, 2014
#9	-26.45% Jun 2, 2000 - Dec 5, 2000	-19.80% Jul 5, 2012 - Mar 5, 2013
#10	-24.08% Sep 20, 2018 - Apr 1, 2019	-19.04% Feb 20, 2025 - Aug 21, 2025
#11	-23.44% Dec 5, 2000 - Aug 23, 2001	-15.99% Dec 8, 2010 - Jul 7, 2011
#12	-23.08% May 9, 2006 - Feb 26, 2007	-14.17% Dec 8, 2020 - Apr 12, 2021
#13	-21.83% Dec 13, 2022 - Mar 1, 2024	-12.53% Jul 29, 2021 - Oct 29, 2021
#14	-18.28% Jul 3, 2014 - Mar 16, 2016	-11.54% Dec 29, 2014 - Feb 3, 2015
#15	-14.10% Jun 30, 2004 - Sep 16, 2004	-11.47% Apr 16, 2010 - Jun 14, 2010

Correlation

Correlation between IEX and SSNC is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2000 - 2026)

IEX vs SSNC dividend yield comparison.

Year	IEX	SSNC
2026	0.98%	0.80%
2025	1.58%	1.19%
2024	1.29%	1.29%
2023	1.16%	1.44%
2022	1.02%	1.54%
2021	0.90%	0.83%
2020	1.00%	0.73%
2019	1.12%	0.69%
2018	1.31%	0.67%
2017	1.10%	0.65%
2016	1.49%	0.87%
2015	1.62%	0.73%
2014	1.37%	0.21%
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%