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IEX vs. SYM: IDEX vs. Symbotic Stock Comparison

How do IDEX (IEX) and Symbotic (SYM) 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 Symbotic (SYM) are both classified in the Industrial Machinery & Supplies & Components sub-industry within the broader Machinery industry, placing them in the closest GICS peer bucket.

IDEX (IEX) has more than two decades of public-market history since June 2, 1989, whereas Symbotic (SYM) listed on March 9, 2021 and has a much shorter record to draw on.

Company profile comparison for IDEX (IEX) and Symbotic (SYM)
Profile ItemIEXSYM
NameIDEX CorporationSymbotic Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryMachineryMachinery
GICS Sub-IndustryIndustrial Machinery & Supplies & ComponentsIndustrial Machinery & Supplies & Components
Market Capitalization16.67 billion USD22.29 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateJune 2, 1989March 9, 2021
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

IEX
SYM
GSPC
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IDEX (IEX) vs. Symbotic (SYM), 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 Symbotic (SYM). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for IDEX (IEX) and Symbotic (SYM)
MetricIEXSYM
Total Return (1Y)42.33%-44.66%
Total Return (3Y, Annualized)8.92%6.78%
Total Return (5Y, Annualized)1.31%30.90%

Risk Profile

Drawdown History

IEX
SYM
GSPC
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IDEX (IEX) vs. Symbotic (SYM), 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 Symbotic (SYM). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Symbotic (SYM) carries a highly aggressive beta of 2.05, indicating much higher sensitivity to broad-market moves, whereas IDEX (IEX) is closer to market-like at 0.95 — a noticeable difference in market-sensitivity profile.

Risk profile metrics for IDEX (IEX) and Symbotic (SYM)
MetricIEXSYM
Volatility (1Y, Annualized)22.98%78.15%
Beta (5Y)0.952.05
Max Drawdown (5Y)-34.60%-72.46%
Avg. Volume (3M)666.74K1.61M

Risk-Adjusted Performance

Risk-Return Positioning

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IEX and SYM 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 Symbotic (SYM)
MetricIEXSYM
Sharpe Ratio (1Y)1.66-0.63
Sortino Ratio (1Y)2.64-0.93

Profitability

ROE (TTM)

Both IDEX (IEX) at 13.35% and Symbotic (SYM) at 4.39% 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%

SYM

Capital Goods industry group

4.39%

Max
40.55%
Q3
19.29%
Median
12.12%
SYM
4.39%
Q1
4.08%
Min
-17.12%
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IDEX (IEX) vs. Symbotic (SYM): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

IDEX (IEX) at 14.65% keeps a top-quartile share of each sales dollar as profit, while Symbotic (SYM) at 0.31% keeps a bottom-quartile 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%

SYM

Capital Goods industry group

0.31%

Max
27.47%
Q3
12.10%
Median
6.30%
Q1
1.40%
SYM
0.31%
Min
-12.89%
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IDEX (IEX) vs. Symbotic (SYM): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

IDEX (IEX) at 22.33% carries a top-quartile operating margin, while Symbotic (SYM) at 4.59% operates in the bottom quartile.

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%

SYM

Capital Goods industry group

4.59%

Max
36.60%
Q3
18.33%
Median
11.12%
Q1
5.14%
SYM
4.59%
Min
-12.63%
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IDEX (IEX) vs. Symbotic (SYM): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for IDEX (IEX) and Symbotic (SYM)
MetricIEXSYM
ROE (TTM)13.35%4.39%
ROA (TTM)7.06%0.32%
Net Margin (TTM)14.65%0.31%
Operating Margin (TTM)22.33%4.59%
Gross Margin (TTM)44.91%21.27%

Growth

Revenue Growth

Symbotic (SYM) at 25.65% sits in the top revenue growth quartile, while IDEX (IEX) at 5.77% is closer to the peer norm — faster top-line expansion for SYM.

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

EPS Growth

Only one side can be read here: IDEX (IEX) reports EPS growth of -3.46%, ranked against its industry; Symbotic (SYM) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for IDEX (IEX) and Symbotic (SYM)
MetricIEXSYM
Revenue Growth (YoY)5.77%25.65%
Revenue Growth (3Y CAGR)2.81%55.87%
EPS Growth (YoY)-3.46%--
EPS Growth (3Y CAGR)-5.97%--

Financial Strength

Current Ratio (MRQ)

IDEX (IEX) at 2.78 keeps current ratio within its industry’s typical mid-range, while Symbotic (SYM) at 1.33 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for SYM.

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

SYM

Capital Goods industry group

1.33

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
SYM
1.33
Min
0.36
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IDEX (IEX) vs. Symbotic (SYM): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Symbotic (SYM) at 0.02 keeps leverage in the lower industry quartile, while IDEX (IEX) at 0.44 runs a more typical debt-to-equity mix.

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

SYM

Capital Goods industry group

0.02

Max
2.33
Q3
1.12
Median
0.60
Q1
0.29
SYM
0.02
Min
0.00
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IDEX (IEX) vs. Symbotic (SYM): 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 Symbotic (SYM)
MetricIEXSYM
Current Ratio (MRQ)2.781.33
Debt / Equity (MRQ)0.440.02
Net Debt / EBITDA1.18-30.44

Dividends

Dividend Yield (TTM)

Symbotic (SYM) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile IDEX (IEX) reports a yield of 1.30%, ranking against industry peers normally.

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%

SYM

Capital Goods industry group

0.00%

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

Dividend Payout Ratio (TTM)

Symbotic (SYM) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile IDEX (IEX) reports a payout of 50.14%, ranking against industry peers normally.

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%

SYM

Capital Goods industry group

0.00%

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

Dividend Metrics

Dividend metrics for IDEX (IEX) and Symbotic (SYM)
MetricIEXSYM
Dividend Yield (TTM)1.30%0.00%
Dividend Payout Ratio (TTM)50.14%0.00%

Valuation

P/E Ratio (TTM)

IDEX (IEX) at 31.53 is near its industry’s usual P/E ratio, while Symbotic (SYM) at 460.25 sits above its peer range — an unusually expensive price for SYM’s trailing earnings.

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

SYM

Capital Goods industry group

460.25

SYM
460.25
Max
59.38
Q3
35.92
Median
25.41
Q1
19.47
Min
3.03
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IDEX (IEX) vs. Symbotic (SYM): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Both look expensive on sales: IDEX (IEX) at 4.56 sits in the upper P/S ratio quartile, and Symbotic (SYM) at 8.42 prices even higher, above its industry range.

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

SYM

Capital Goods industry group

8.42

SYM
8.42
Max
7.54
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03
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IDEX (IEX) vs. Symbotic (SYM): 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 Symbotic (SYM) at 6.70 carries an above-peer premium to book — SYM is pricier on assets.

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

SYM

Capital Goods industry group

6.70

Max
9.66
SYM
6.70
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
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IDEX (IEX) vs. Symbotic (SYM): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for IDEX (IEX) and Symbotic (SYM)
MetricIEXSYM
P/E Ratio (TTM)31.53460.25
P/S Ratio (TTM)4.568.42
P/B Ratio (MRQ)4.176.70
Free Cash Flow Yield (TTM)3.50%2.46%