CW vs. IEX: Curtiss-Wright vs. IDEX Stock Comparison
How do Curtiss-Wright (CW) and IDEX (IEX) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Curtiss-Wright (CW) and IDEX (IEX) both fall under the Capital Goods industry group, but CW is classified in Aerospace & Defense while IEX is classified in Machinery.
| Profile Item | CW | IEX |
|---|---|---|
| Name | Curtiss-Wright Corporation | IDEX Corporation |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Aerospace & Defense | Machinery |
| GICS Sub-Industry | Aerospace & Defense | Industrial Machinery & Supplies & Components |
| Market Capitalization | 16.81 billion USD | 16.67 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 17, 1980 | June 2, 1989 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CW | IEX |
|---|---|---|
| Total Return (1Y) | -15.83% | 42.33% |
| Total Return (3Y, Annualized) | 33.49% | 8.92% |
| Total Return (5Y, Annualized) | 29.54% | 1.31% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CW | IEX |
|---|---|---|
| Volatility (1Y, Annualized) | 38.26% | 22.98% |
| Beta (5Y) | 0.93 | 0.95 |
| Max Drawdown (5Y) | -45.25% | -34.60% |
| Avg. Volume (3M) | 427.49K | 666.74K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CW | IEX |
|---|---|---|
| Sharpe Ratio (1Y) | -0.53 | 1.66 |
| Sortino Ratio (1Y) | -0.71 | 2.64 |
Profitability
ROE (TTM)
Curtiss-Wright (CW) at 21.82% sits in the top ROE quartile, while IDEX (IEX) at 13.35% is closer to the peer norm — stronger capital efficiency for CW.
CW
Capital Goods industry group
21.82%
- Max
- 40.55%
- CW
- 21.82%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
IEX
Capital Goods industry group
13.35%
- Max
- 40.55%
- Q3
- 19.29%
- IEX
- 13.35%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
For every dollar of sales, both Curtiss-Wright (CW) at 14.86% and IDEX (IEX) at 14.65% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
CW
Capital Goods industry group
14.86%
- Max
- 27.47%
- CW
- 14.86%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
IEX
Capital Goods industry group
14.65%
- Max
- 27.47%
- IEX
- 14.65%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Both Curtiss-Wright (CW) at 19.87% and IDEX (IEX) at 22.33% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
CW
Capital Goods industry group
19.87%
- Max
- 36.60%
- CW
- 19.87%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
IEX
Capital Goods industry group
22.33%
- Max
- 36.60%
- IEX
- 22.33%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | CW | IEX |
|---|---|---|
| ROE (TTM) | 21.82% | 13.35% |
| ROA (TTM) | 8.90% | 7.06% |
| Net Margin (TTM) | 14.86% | 14.65% |
| Operating Margin (TTM) | 19.87% | 22.33% |
| Gross Margin (TTM) | 38.07% | 44.91% |
Growth
Revenue Growth
Both Curtiss-Wright (CW) at 12.08% and IDEX (IEX) at 5.77% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both Curtiss-Wright (CW) at 21.99% and IDEX (IEX) at -3.46% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | CW | IEX |
|---|---|---|
| Revenue Growth (YoY) | 12.08% | 5.77% |
| Revenue Growth (3Y CAGR) | 11.01% | 2.81% |
| EPS Growth (YoY) | 21.99% | -3.46% |
| EPS Growth (3Y CAGR) | 19.09% | -5.97% |
Financial Strength
Current Ratio (MRQ)
IDEX (IEX) at 2.78 keeps current ratio within its industry’s typical mid-range, while Curtiss-Wright (CW) at 1.42 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for CW.
CW
Capital Goods industry group
1.42
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- CW
- 1.42
- Min
- 0.36
IEX
Capital Goods industry group
2.78
- Max
- 5.22
- Q3
- 2.95
- IEX
- 2.78
- Median
- 2.08
- Q1
- 1.43
- Min
- 0.36
Debt / Equity (MRQ)
Both Curtiss-Wright (CW) at 0.45 and IDEX (IEX) at 0.44 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
CW
Capital Goods industry group
0.45
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- CW
- 0.45
- Q1
- 0.29
- Min
- 0.00
IEX
Capital Goods industry group
0.44
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- IEX
- 0.44
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | CW | IEX |
|---|---|---|
| Current Ratio (MRQ) | 1.42 | 2.78 |
| Debt / Equity (MRQ) | 0.45 | 0.44 |
| Net Debt / EBITDA | 1.00 | 1.18 |
Dividends
Dividend Yield (TTM)
IDEX (IEX) at 1.30% delivers top-quartile income for its industry, while Curtiss-Wright (CW) at 0.23% pays a more typical yield — both are credible income propositions, IEX the richer one.
CW
Capital Goods industry group
0.23%
- Max
- 2.66%
- Q3
- 1.14%
- Median
- 0.24%
- CW
- 0.23%
- Q1
- 0.00%
- Min
- 0.00%
IEX
Capital Goods industry group
1.30%
- Max
- 2.66%
- IEX
- 1.30%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Curtiss-Wright (CW) at 6.67% pays out a band-typical share of earnings, while IDEX (IEX) at 50.14% distributes more than its industry norm — less retained, thinner cover.
CW
Capital Goods industry group
6.67%
- Max
- 67.39%
- Q3
- 28.02%
- Median
- 6.86%
- CW
- 6.67%
- Q1
- 0.00%
- Min
- 0.00%
IEX
Capital Goods industry group
50.14%
- Max
- 67.39%
- IEX
- 50.14%
- Q3
- 28.02%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CW | IEX |
|---|---|---|
| Dividend Yield (TTM) | 0.23% | 1.30% |
| Dividend Payout Ratio (TTM) | 6.67% | 50.14% |
Valuation
P/E Ratio (TTM)
Both Curtiss-Wright (CW) at 30.92 and IDEX (IEX) at 31.53 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
CW
Capital Goods industry group
30.92
- Max
- 59.38
- Q3
- 35.92
- CW
- 30.92
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
IEX
Capital Goods industry group
31.53
- Max
- 59.38
- Q3
- 35.92
- IEX
- 31.53
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
Both Curtiss-Wright (CW) at 4.50 and IDEX (IEX) at 4.56 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.
CW
Capital Goods industry group
4.50
- Max
- 7.54
- CW
- 4.50
- Q3
- 3.76
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
IEX
Capital Goods industry group
4.56
- Max
- 7.54
- IEX
- 4.56
- Q3
- 3.76
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
IDEX (IEX) at 4.17 is valued about in line with its industry on P/B ratio, while Curtiss-Wright (CW) at 6.64 carries an above-peer premium to book — CW is pricier on assets.
CW
Capital Goods industry group
6.64
- Max
- 9.66
- CW
- 6.64
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
IEX
Capital Goods industry group
4.17
- Max
- 9.66
- Q3
- 5.00
- IEX
- 4.17
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | CW | IEX |
|---|---|---|
| P/E Ratio (TTM) | 30.92 | 31.53 |
| P/S Ratio (TTM) | 4.50 | 4.56 |
| P/B Ratio (MRQ) | 6.64 | 4.17 |
| Free Cash Flow Yield (TTM) | 2.86% | 3.50% |