IEX vs. PCAR: IDEX vs. PACCAR Stock Comparison
How do IDEX (IEX) and PACCAR (PCAR) 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
IDEX (IEX) and PACCAR (PCAR) both belong to the Machinery industry, though IEX is classified under Industrial Machinery & Supplies & Components while PCAR falls under Construction Machinery & Heavy Transportation Equipment.
| Profile Item | IEX | PCAR |
|---|---|---|
| Name | IDEX Corporation | PACCAR Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Machinery | Machinery |
| GICS Sub-Industry | Industrial Machinery & Supplies & Components | Construction Machinery & Heavy Transportation Equipment |
| Market Capitalization | 16.67 billion USD | 53.69 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | June 2, 1989 | March 17, 1980 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IEX | PCAR |
|---|---|---|
| Total Return (1Y) | 42.33% | 9.49% |
| Total Return (3Y, Annualized) | 8.92% | 11.04% |
| Total Return (5Y, Annualized) | 1.31% | 16.64% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IEX | PCAR |
|---|---|---|
| Volatility (1Y, Annualized) | 22.98% | 27.23% |
| Beta (5Y) | 0.95 | 0.94 |
| Max Drawdown (5Y) | -34.60% | -27.75% |
| Avg. Volume (3M) | 666.74K | 3.33M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IEX | PCAR |
|---|---|---|
| Sharpe Ratio (1Y) | 1.66 | 0.19 |
| Sortino Ratio (1Y) | 2.64 | 0.30 |
Profitability
ROE (TTM)
Both IDEX (IEX) at 13.35% and PACCAR (PCAR) at 13.71% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
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%
PCAR
Capital Goods industry group
13.71%
- Max
- 40.55%
- Q3
- 19.29%
- PCAR
- 13.71%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
IDEX (IEX) at 14.65% retains a top-quartile share of revenue as profit, ahead of PACCAR (PCAR) at 9.50%, which keeps about the industry-typical share.
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%
PCAR
Capital Goods industry group
9.50%
- Max
- 27.47%
- Q3
- 12.10%
- PCAR
- 9.50%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
IDEX (IEX) at 22.33% operates in the top operating margin quartile, ahead of PACCAR (PCAR) at 12.59%, which runs around its industry’s norm.
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%
PCAR
Capital Goods industry group
12.59%
- Max
- 36.60%
- Q3
- 18.33%
- PCAR
- 12.59%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | IEX | PCAR |
|---|---|---|
| ROE (TTM) | 13.35% | 13.71% |
| ROA (TTM) | 7.06% | 4.53% |
| Net Margin (TTM) | 14.65% | 9.50% |
| Operating Margin (TTM) | 22.33% | 12.59% |
| Gross Margin (TTM) | 44.91% | 14.21% |
Growth
Revenue Growth
IDEX (IEX) at 5.77% is around its peer norm for revenue growth, while PACCAR (PCAR) at -15.50% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
IDEX (IEX) at -3.46% is around its peer norm for EPS growth, while PACCAR (PCAR) at -42.91% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | IEX | PCAR |
|---|---|---|
| Revenue Growth (YoY) | 5.77% | -15.50% |
| Revenue Growth (3Y CAGR) | 2.81% | -0.44% |
| EPS Growth (YoY) | -3.46% | -42.91% |
| EPS Growth (3Y CAGR) | -5.97% | -7.80% |
Financial Strength
Current Ratio (MRQ)
IDEX (IEX) at 2.78 keeps current ratio within its industry’s typical mid-range, while PACCAR (PCAR) at 5.47 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
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
PCAR
Capital Goods industry group
5.47
- PCAR
- 5.47
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- Min
- 0.36
Debt / Equity (MRQ)
Both IDEX (IEX) at 0.44 and PACCAR (PCAR) at 0.72 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
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
PCAR
Capital Goods industry group
0.72
- Max
- 2.33
- Q3
- 1.12
- PCAR
- 0.72
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | IEX | PCAR |
|---|---|---|
| Current Ratio (MRQ) | 2.78 | 5.47 |
| Debt / Equity (MRQ) | 0.44 | 0.72 |
| Net Debt / EBITDA | 1.18 | 1.62 |
Dividends
Dividend Yield (TTM)
Both IDEX (IEX) at 1.30% and PACCAR (PCAR) at 1.30% offer top-quartile dividend income relative to share price within their industries.
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%
PCAR
Capital Goods industry group
1.30%
- Max
- 2.66%
- PCAR
- 1.30%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
PACCAR (PCAR) at 25.95% pays out a band-typical share of earnings, while IDEX (IEX) at 50.14% distributes more than its industry norm — less retained, thinner cover.
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%
PCAR
Capital Goods industry group
25.95%
- Max
- 67.39%
- Q3
- 28.02%
- PCAR
- 25.95%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IEX | PCAR |
|---|---|---|
| Dividend Yield (TTM) | 1.30% | 1.30% |
| Dividend Payout Ratio (TTM) | 50.14% | 25.95% |
Valuation
P/E Ratio (TTM)
PACCAR (PCAR) at 19.46 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 PCAR, though growth and earnings durability still matter.
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
PCAR
Capital Goods industry group
19.46
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- PCAR
- 19.46
- Min
- 3.03
P/S Ratio (TTM)
PACCAR (PCAR) at 1.85 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.
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
PCAR
Capital Goods industry group
1.85
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- PCAR
- 1.85
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
On P/B ratio, both IDEX (IEX) at 4.17 and PACCAR (PCAR) at 2.57 are valued close to their industries’ norm against book — neither stands out from peers.
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
PCAR
Capital Goods industry group
2.57
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- PCAR
- 2.57
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | IEX | PCAR |
|---|---|---|
| P/E Ratio (TTM) | 31.53 | 19.46 |
| P/S Ratio (TTM) | 4.56 | 1.85 |
| P/B Ratio (MRQ) | 4.17 | 2.57 |
| Free Cash Flow Yield (TTM) | 3.50% | 3.23% |