Seek Returns

EME vs. IEX: EMCOR vs. IDEX Stock Comparison

How do EMCOR (EME) 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

EMCOR (EME) and IDEX (IEX) both fall under the Capital Goods industry group, but EME is classified in Construction & Engineering while IEX is classified in Machinery.

Company profile comparison for EMCOR (EME) and IDEX (IEX)
Profile ItemEMEIEX
NameEMCOR Group, Inc.IDEX Corporation
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryConstruction & EngineeringMachinery
GICS Sub-IndustryConstruction & EngineeringIndustrial Machinery & Supplies & Components
Market Capitalization26.64 billion USD16.67 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJanuary 10, 1995June 2, 1989
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

EME
IEX
GSPC
Loading price history…
EMCOR (EME) vs. IDEX (IEX), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…
Trailing total returns for EMCOR (EME) and IDEX (IEX). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for EMCOR (EME) and IDEX (IEX). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for EMCOR (EME) and IDEX (IEX)
MetricEMEIEX
Total Return (1Y)0.07%42.33%
Total Return (3Y, Annualized)46.16%8.92%
Total Return (5Y, Annualized)38.01%1.31%

Risk Profile

Drawdown History

EME
IEX
GSPC
Loading price history…
EMCOR (EME) vs. IDEX (IEX), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…
Distribution of monthly total returns for EMCOR (EME) and IDEX (IEX). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for EMCOR (EME) and IDEX (IEX)
MetricEMEIEX
Volatility (1Y, Annualized)43.79%22.98%
Beta (5Y)1.170.95
Max Drawdown (5Y)-36.85%-34.60%
Avg. Volume (3M)402.73K666.74K

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
EME and IEX are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for EMCOR (EME) and IDEX (IEX)
MetricEMEIEX
Sharpe Ratio (1Y)-0.101.66
Sortino Ratio (1Y)-0.142.64

Profitability

ROE (TTM)

EMCOR (EME) at 40.55% sits in the top ROE quartile, while IDEX (IEX) at 13.35% is closer to the peer norm — stronger capital efficiency for EME.

EME

Capital Goods industry group

40.55%

EME
40.55%
Max
40.55%
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%
Loading chart…
EMCOR (EME) vs. IDEX (IEX): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

IDEX (IEX) at 14.65% retains a top-quartile share of revenue as profit, ahead of EMCOR (EME) at 7.78%, which keeps about the industry-typical share.

EME

Capital Goods industry group

7.78%

Max
27.47%
Q3
12.10%
EME
7.78%
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%
Loading chart…
EMCOR (EME) vs. IDEX (IEX): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

IDEX (IEX) at 22.33% operates in the top operating margin quartile, ahead of EMCOR (EME) at 10.46%, which runs around its industry’s norm.

EME

Capital Goods industry group

10.46%

Max
36.60%
Q3
18.33%
Median
11.12%
EME
10.46%
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%
Loading chart…
EMCOR (EME) vs. IDEX (IEX): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for EMCOR (EME) and IDEX (IEX)
MetricEMEIEX
ROE (TTM)40.55%13.35%
ROA (TTM)12.33%7.06%
Net Margin (TTM)7.78%14.65%
Operating Margin (TTM)10.46%22.33%
Gross Margin (TTM)19.59%44.91%

Growth

Revenue Growth

Both EMCOR (EME) at 16.62% 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.

Loading chart…
EMCOR (EME) vs. IDEX (IEX): A comparison of their Revenue Growth across different time periods.

EPS Growth

EMCOR (EME) at 30.99% sits in the top EPS growth quartile, while IDEX (IEX) at -3.46% is closer to the peer norm — faster per-share earnings growth for EME.

Loading chart…
EMCOR (EME) vs. IDEX (IEX): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for EMCOR (EME) and IDEX (IEX)
MetricEMEIEX
Revenue Growth (YoY)16.62%5.77%
Revenue Growth (3Y CAGR)15.32%2.81%
EPS Growth (YoY)30.99%-3.46%
EPS Growth (3Y CAGR)51.54%-5.97%

Financial Strength

Current Ratio (MRQ)

IDEX (IEX) at 2.78 keeps current ratio within its industry’s typical mid-range, while EMCOR (EME) at 1.17 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for EME.

EME

Capital Goods industry group

1.17

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
EME
1.17
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
Loading chart…
EMCOR (EME) vs. IDEX (IEX): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

EMCOR (EME) at 0.13 keeps leverage in the lower industry quartile, while IDEX (IEX) at 0.44 runs a more typical debt-to-equity mix.

EME

Capital Goods industry group

0.13

Max
2.33
Q3
1.12
Median
0.60
Q1
0.29
EME
0.13
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
Loading chart…
EMCOR (EME) vs. IDEX (IEX): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for EMCOR (EME) and IDEX (IEX)
MetricEMEIEX
Current Ratio (MRQ)1.172.78
Debt / Equity (MRQ)0.130.44
Net Debt / EBITDA-0.101.18

Dividends

Dividend Yield (TTM)

IDEX (IEX) at 1.30% delivers top-quartile income for its industry, while EMCOR (EME) at 0.07% pays a more typical yield — both are credible income propositions, IEX the richer one.

EME

Capital Goods industry group

0.07%

Max
2.66%
Q3
1.14%
Median
0.24%
EME
0.07%
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%
Loading chart…
EMCOR (EME) vs. IDEX (IEX): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

EMCOR (EME) at 4.19% pays out a band-typical share of earnings, while IDEX (IEX) at 50.14% distributes more than its industry norm — less retained, thinner cover.

EME

Capital Goods industry group

4.19%

Max
67.39%
Q3
28.02%
Median
6.86%
EME
4.19%
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%
Loading chart…
EMCOR (EME) vs. IDEX (IEX): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for EMCOR (EME) and IDEX (IEX)
MetricEMEIEX
Dividend Yield (TTM)0.07%1.30%
Dividend Payout Ratio (TTM)4.19%50.14%

Valuation

P/E Ratio (TTM)

EMCOR (EME) at 17.59 sits in the cheaper P/E ratio quartile, while IDEX (IEX) at 31.53 is closer to its industry’s usual earnings multiple — a discount for EME, though growth and earnings durability still matter.

EME

Capital Goods industry group

17.59

Max
59.38
Q3
35.92
Median
25.41
Q1
19.47
EME
17.59
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
Loading chart…
EMCOR (EME) vs. IDEX (IEX): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

EMCOR (EME) at 1.34 is priced about in line with its industry on P/S ratio, while IDEX (IEX) at 4.56 sits in the pricier quartile — IEX costs more per dollar of sales.

EME

Capital Goods industry group

1.34

Max
7.54
Q3
3.76
Median
2.15
EME
1.34
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
Loading chart…
EMCOR (EME) vs. IDEX (IEX): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

IDEX (IEX) at 4.17 is valued about in line with its industry on P/B ratio, while EMCOR (EME) at 6.26 carries an above-peer premium to book — EME is pricier on assets.

EME

Capital Goods industry group

6.26

Max
9.66
EME
6.26
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
Loading chart…
EMCOR (EME) vs. IDEX (IEX): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for EMCOR (EME) and IDEX (IEX)
MetricEMEIEX
P/E Ratio (TTM)17.5931.53
P/S Ratio (TTM)1.344.56
P/B Ratio (MRQ)6.264.17
Free Cash Flow Yield (TTM)4.82%3.50%