MetaCap

IDEX (IEX) vs Symbotic (SYM)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.

Summary

IDEX (IEX) has outperformed Symbotic (SYM) over the past year, gaining 40.5% versus a loss of 36.2%. Over five years, SYM leads with a +343.0% price change compared with +9.1% for IEX. Symbotic is the larger company by market cap ($26.22 billion vs $17.17 billion), about 1.5 times the size.

On valuation, IDEX trades at a lower forward P/E (24.2x vs 56.1x for Symbotic). IDEX pays a dividend yielding 1.24%, while Symbotic does not currently pay one. IDEX converts more of its revenue into profit, with a net margin of 14.0% versus -0.8%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

IEX+39.43%SYM-35.61%
+48%+0%-48%
Oct 6, 20251 yearOct 7, 2026
IEX+9.96%SYM+343.45%
+789%+363%-64%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

IEX versus SYM key metrics
MetricIEXSYM
Share price$232.91$43.31
Market cap$17.17B$26.22B
1-day change-1.43%-1.90%
YTD return+30.89%-26.59%
1-year return+40.48%-36.16%
5-year return+9.12%+343.00%
P/E ratio (TTM)33.51541.38
Forward P/E24.2056.13
EPS (TTM)$6.95$0.08
Dividend yield1.24%0.00%
Annual dividend$2.88$0.00
Revenue (latest FY)$3.46B$2.25B
Revenue growth (YoY)+5.77%+25.65%
Net income (latest FY)$483.20M$-16.94M
Gross margin44.51%18.81%
Operating margin20.23%-5.12%
Net margin13.98%-0.75%
52-week high$243.80$87.88
52-week low$159.27$37.68
Distance from 52-week high-4.47%-50.72%
Analyst consensusbuynone
Avg. price target upside+9.88%+45.14%
Average volume639.60K1.62M
Shares outstanding73.72M129.87M
Employees8,7002,000
SectorIndustrialsIndustrials
IndustryFluid ControlsIndustrial Machinery/Components

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • IEX has outperformed SYM by 76.6 percentage points over the past year.
  • Symbotic trades at a higher earnings multiple (541.4x vs 33.5x trailing P/E).
  • IDEX offers a meaningfully higher dividend yield (1.24% vs 0.00%).
  • IDEX is more profitable, keeping 14.0 cents of every revenue dollar as net income versus -0.8 cents for Symbotic.
  • Symbotic grew revenue faster in its latest fiscal year (+25.65% vs +5.77%).

About IDEX

IEX stock →

IDEX Corporation, together with its subsidiaries, provides applied solutions in the United States, North America, Europe, Asia, and internationally. It operates through three segments: Health & Science Technologies (HST), Fluid & Metering Technologies (FMT) and Fire & Safety/Diversified Products (FSDP).

Industrials · Fluid Controls · 8,700 employees

About Symbotic

SYM stock →

Symbotic Inc., an automation technology company, develops technologies to enhance operating efficiencies in modern warehouses. The company automates the processing of pallets, cases, and individual items in warehouses.

Industrials · Industrial Machinery/Components · 2,000 employees

IEX vs SYM FAQ

Which is bigger, IDEX or Symbotic?

Symbotic (SYM) is larger, with a market capitalization of $26.22B compared with $17.17B for IDEX (IEX).

Which stock has performed better over the past year, IEX or SYM?

IEX returned +40.48% over the past 12 months, compared with -36.16% for SYM (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, IEX or SYM?

IEX has the lower trailing P/E at 33.5, versus 541.4 for SYM. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Which pays a higher dividend, IDEX or Symbotic?

IDEX pays a dividend yielding 1.24%, while Symbotic does not currently pay a regular dividend.

Are IDEX and Symbotic in the same industry?

Both are in the Industrials sector, but in different industries: Fluid Controls for IDEX and Industrial Machinery/Components for Symbotic.

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