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IEX vs. RTX: IDEX vs. RTX Stock Comparison

How do IDEX (IEX) and RTX (RTX) 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 RTX (RTX) both fall under the Capital Goods industry group, but IEX is classified in Machinery while RTX is classified in Aerospace & Defense.

Company profile comparison for IDEX (IEX) and RTX (RTX)
Profile ItemIEXRTX
NameIDEX CorporationRTX Corporation
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryMachineryAerospace & Defense
GICS Sub-IndustryIndustrial Machinery & Supplies & ComponentsAerospace & Defense
Market Capitalization16.67 billion USD255.76 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJune 2, 1989April 2, 1962
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

IEX
RTX
GSPC
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IDEX (IEX) vs. RTX (RTX), 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

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Trailing total returns for IDEX (IEX) and RTX (RTX). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for IDEX (IEX) and RTX (RTX). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for IDEX (IEX) and RTX (RTX)
MetricIEXRTX
Total Return (1Y)42.33%12.51%
Total Return (3Y, Annualized)8.92%36.20%
Total Return (5Y, Annualized)1.31%19.14%

Risk Profile

Drawdown History

IEX
RTX
GSPC
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IDEX (IEX) vs. RTX (RTX), 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

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Distribution of monthly total returns for IDEX (IEX) and RTX (RTX). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for IDEX (IEX) and RTX (RTX)
MetricIEXRTX
Volatility (1Y, Annualized)22.98%25.84%
Beta (5Y)0.950.30
Max Drawdown (5Y)-34.60%-32.84%
Avg. Volume (3M)666.74K4.59M

Risk-Adjusted Performance

Risk-Return Positioning

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IEX and RTX 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 IDEX (IEX) and RTX (RTX)
MetricIEXRTX
Sharpe Ratio (1Y)1.660.32
Sortino Ratio (1Y)2.640.48

Profitability

ROE (TTM)

Both IDEX (IEX) at 13.35% and RTX (RTX) at 12.85% 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%

RTX

Capital Goods industry group

12.85%

Max
40.55%
Q3
19.29%
RTX
12.85%
Median
12.12%
Q1
4.08%
Min
-17.12%
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IDEX (IEX) vs. RTX (RTX): 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 RTX (RTX) at 8.75%, 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%

RTX

Capital Goods industry group

8.75%

Max
27.47%
Q3
12.10%
RTX
8.75%
Median
6.30%
Q1
1.40%
Min
-12.89%
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IDEX (IEX) vs. RTX (RTX): 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 RTX (RTX) at 15.54%, 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%

RTX

Capital Goods industry group

15.54%

Max
36.60%
Q3
18.33%
RTX
15.54%
Median
11.12%
Q1
5.14%
Min
-12.63%
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IDEX (IEX) vs. RTX (RTX): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for IDEX (IEX) and RTX (RTX)
MetricIEXRTX
ROE (TTM)13.35%12.85%
ROA (TTM)7.06%4.56%
Net Margin (TTM)14.65%8.75%
Operating Margin (TTM)22.33%15.54%
Gross Margin (TTM)44.91%21.10%

Growth

Revenue Growth

Both IDEX (IEX) at 5.77% and RTX (RTX) at 9.74% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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IDEX (IEX) vs. RTX (RTX): A comparison of their Revenue Growth across different time periods.

EPS Growth

RTX (RTX) at 39.72% 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 RTX.

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IDEX (IEX) vs. RTX (RTX): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for IDEX (IEX) and RTX (RTX)
MetricIEXRTX
Revenue Growth (YoY)5.77%9.74%
Revenue Growth (3Y CAGR)2.81%9.72%
EPS Growth (YoY)-3.46%39.72%
EPS Growth (3Y CAGR)-5.97%12.32%

Financial Strength

Current Ratio (MRQ)

IDEX (IEX) at 2.78 keeps current ratio within its industry’s typical mid-range, while RTX (RTX) at 1.05 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for RTX.

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

RTX

Capital Goods industry group

1.05

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
RTX
1.05
Min
0.36
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IDEX (IEX) vs. RTX (RTX): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Both IDEX (IEX) at 0.44 and RTX (RTX) at 0.55 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

RTX

Capital Goods industry group

0.55

Max
2.33
Q3
1.12
Median
0.60
RTX
0.55
Q1
0.29
Min
0.00
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IDEX (IEX) vs. RTX (RTX): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for IDEX (IEX) and RTX (RTX)
MetricIEXRTX
Current Ratio (MRQ)2.781.05
Debt / Equity (MRQ)0.440.55
Net Debt / EBITDA1.181.75

Dividends

Dividend Yield (TTM)

Both IDEX (IEX) at 1.30% and RTX (RTX) at 1.47% 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%

RTX

Capital Goods industry group

1.47%

Max
2.66%
RTX
1.47%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%
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IDEX (IEX) vs. RTX (RTX): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both IDEX (IEX) at 50.14% and RTX (RTX) at 45.85% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.

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%

RTX

Capital Goods industry group

45.85%

Max
67.39%
RTX
45.85%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
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IDEX (IEX) vs. RTX (RTX): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for IDEX (IEX) and RTX (RTX)
MetricIEXRTX
Dividend Yield (TTM)1.30%1.47%
Dividend Payout Ratio (TTM)50.14%45.85%

Valuation

P/E Ratio (TTM)

Both IDEX (IEX) at 31.53 and RTX (RTX) at 30.82 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

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

RTX

Capital Goods industry group

30.82

Max
59.38
Q3
35.92
RTX
30.82
Median
25.41
Q1
19.47
Min
3.03
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IDEX (IEX) vs. RTX (RTX): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

RTX (RTX) at 2.66 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

RTX

Capital Goods industry group

2.66

Max
7.54
Q3
3.76
RTX
2.66
Median
2.15
Q1
1.03
Min
0.03
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IDEX (IEX) vs. RTX (RTX): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both IDEX (IEX) at 4.17 and RTX (RTX) at 3.69 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

RTX

Capital Goods industry group

3.69

Max
9.66
Q3
5.00
RTX
3.69
Median
3.12
Q1
1.81
Min
-1.08
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IDEX (IEX) vs. RTX (RTX): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for IDEX (IEX) and RTX (RTX)
MetricIEXRTX
P/E Ratio (TTM)31.5330.82
P/S Ratio (TTM)4.562.66
P/B Ratio (MRQ)4.173.69
Free Cash Flow Yield (TTM)3.50%3.25%