IDEX CORP (IEX) Fundamental Analysis & Valuation

NYSE:IEX • US45167R1041

Current stock price

204.74 USD
-1.9 (-0.92%)
At close:
204.74 USD
0 (0%)
After Hours:

This IEX fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

7

1. IEX Profitability Analysis

1.1 Basic Checks

  • IEX had positive earnings in the past year.
  • IEX had a positive operating cash flow in the past year.
  • IEX had positive earnings in each of the past 5 years.
  • IEX had a positive operating cash flow in each of the past 5 years.
IEX Yearly Net Income VS EBIT VS OCF VS FCFIEX Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M

1.2 Ratios

  • Looking at the Return On Assets, with a value of 6.98%, IEX is in the better half of the industry, outperforming 73.28% of the companies in the same industry.
  • IEX has a better Return On Equity (12.00%) than 70.23% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 8.86%, IEX is in the better half of the industry, outperforming 69.47% of the companies in the same industry.
  • IEX had an Average Return On Invested Capital over the past 3 years of 9.52%. This is in line with the industry average of 10.00%.
Industry RankSector Rank
ROA 6.98%
ROE 12%
ROIC 8.86%
ROA(3y)8.21%
ROA(5y)8.88%
ROE(3y)14.05%
ROE(5y)15.5%
ROIC(3y)9.52%
ROIC(5y)10.43%
IEX Yearly ROA, ROE, ROICIEX Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15 20

1.3 Margins

  • The Profit Margin of IEX (13.98%) is better than 86.26% of its industry peers.
  • In the last couple of years the Profit Margin of IEX has declined.
  • IEX has a Operating Margin of 20.97%. This is amongst the best in the industry. IEX outperforms 91.60% of its industry peers.
  • IEX's Operating Margin has declined in the last couple of years.
  • IEX has a Gross Margin of 44.52%. This is amongst the best in the industry. IEX outperforms 84.73% of its industry peers.
  • IEX's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 20.97%
PM (TTM) 13.98%
GM 44.52%
OM growth 3Y-5.13%
OM growth 5Y-1.54%
PM growth 3Y-8.83%
PM growth 5Y-2.75%
GM growth 3Y-0.25%
GM growth 5Y0.37%
IEX Yearly Profit, Operating, Gross MarginsIEX Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

7

2. IEX Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so IEX is destroying value.
  • IEX has less shares outstanding than it did 1 year ago.
  • The number of shares outstanding for IEX has been reduced compared to 5 years ago.
  • The debt/assets ratio for IEX has been reduced compared to a year ago.
IEX Yearly Shares OutstandingIEX Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M
IEX Yearly Total Debt VS Total AssetsIEX Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B

2.2 Solvency

  • An Altman-Z score of 5.11 indicates that IEX is not in any danger for bankruptcy at the moment.
  • IEX has a Altman-Z score of 5.11. This is in the better half of the industry: IEX outperforms 76.34% of its industry peers.
  • IEX has a debt to FCF ratio of 2.95. This is a good value and a sign of high solvency as IEX would need 2.95 years to pay back of all of its debts.
  • IEX's Debt to FCF ratio of 2.95 is fine compared to the rest of the industry. IEX outperforms 72.52% of its industry peers.
  • IEX has a Debt/Equity ratio of 0.45. This is a healthy value indicating a solid balance between debt and equity.
  • IEX has a Debt to Equity ratio (0.45) which is in line with its industry peers.
Industry RankSector Rank
Debt/Equity 0.45
Debt/FCF 2.95
Altman-Z 5.11
ROIC/WACC0.87
WACC10.17%
IEX Yearly LT Debt VS Equity VS FCFIEX Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B

2.3 Liquidity

  • A Current Ratio of 2.86 indicates that IEX has no problem at all paying its short term obligations.
  • IEX has a Current ratio of 2.86. This is in the better half of the industry: IEX outperforms 75.57% of its industry peers.
  • A Quick Ratio of 2.02 indicates that IEX has no problem at all paying its short term obligations.
  • IEX's Quick ratio of 2.02 is fine compared to the rest of the industry. IEX outperforms 78.63% of its industry peers.
Industry RankSector Rank
Current Ratio 2.86
Quick Ratio 2.02
IEX Yearly Current Assets VS Current LiabilitesIEX Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

6

3. IEX Growth Analysis

3.1 Past

  • The Earnings Per Share has been growing slightly by 0.89% over the past year.
  • Measured over the past years, IEX shows a quite strong growth in Earnings Per Share. The EPS has been growing by 8.86% on average per year.
  • IEX shows a small growth in Revenue. In the last year, the Revenue has grown by 5.77%.
  • Measured over the past years, IEX shows a quite strong growth in Revenue. The Revenue has been growing by 8.01% on average per year.
EPS 1Y (TTM)0.89%
EPS 3Y-0.74%
EPS 5Y8.86%
EPS Q2Q%2.94%
Revenue 1Y (TTM)5.77%
Revenue growth 3Y2.81%
Revenue growth 5Y8.01%
Sales Q2Q%4.2%

3.2 Future

  • Based on estimates for the next years, IEX will show a quite strong growth in Earnings Per Share. The EPS will grow by 12.46% on average per year.
  • The Revenue is expected to grow by 8.61% on average over the next years. This is quite good.
EPS Next Y5.1%
EPS Next 2Y6.79%
EPS Next 3Y8.37%
EPS Next 5Y12.46%
Revenue Next Year3.57%
Revenue Next 2Y3.96%
Revenue Next 3Y4.8%
Revenue Next 5Y8.61%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
IEX Yearly Revenue VS EstimatesIEX Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 1B 2B 3B 4B 5B
IEX Yearly EPS VS EstimatesIEX Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 5 10

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3

4. IEX Valuation Analysis

4.1 Price/Earnings Ratio

  • IEX is valuated quite expensively with a Price/Earnings ratio of 25.75.
  • IEX's Price/Earnings ratio is in line with the industry average.
  • IEX's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 27.42.
  • With a Price/Forward Earnings ratio of 24.50, IEX is valued on the expensive side.
  • IEX's Price/Forward Earnings is on the same level as the industry average.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 22.24, IEX is valued at the same level.
Industry RankSector Rank
PE 25.75
Fwd PE 24.5
IEX Price Earnings VS Forward Price EarningsIEX Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • IEX's Enterprise Value to EBITDA ratio is in line with the industry average.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of IEX indicates a somewhat cheap valuation: IEX is cheaper than 65.65% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 24.63
EV/EBITDA 17.79
IEX Per share dataIEX EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 40

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates IEX does not grow enough to justify the current Price/Earnings ratio.
  • The decent profitability rating of IEX may justify a higher PE ratio.
PEG (NY)5.05
PEG (5Y)2.91
EPS Next 2Y6.79%
EPS Next 3Y8.37%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

7

5. IEX Dividend Analysis

5.1 Amount

  • IEX has a Yearly Dividend Yield of 1.41%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 1.08, IEX pays a better dividend. On top of this IEX pays more dividend than 80.15% of the companies listed in the same industry.
  • IEX's Dividend Yield is slightly below the S&P500 average, which is at 1.81.
Industry RankSector Rank
Dividend Yield 1.41%

5.2 History

  • On average, the dividend of IEX grows each year by 7.19%, which is quite nice.
  • IEX has been paying a dividend for at least 10 years, so it has a reliable track record.
  • IEX has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)7.19%
Div Incr Years16
Div Non Decr Years30
IEX Yearly Dividends per shareIEX Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5 2 2.5

5.3 Sustainability

  • 44.00% of the earnings are spent on dividend by IEX. This is a bit on the high side, but may be sustainable.
  • IEX's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP44%
EPS Next 2Y6.79%
EPS Next 3Y8.37%
IEX Yearly Income VS Free CF VS DividendIEX Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M
IEX Dividend Payout.IEX Dividend Payout, showing the Payout Ratio.IEX Dividend Payout.PayoutRetained Earnings

More info and screens

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IEX Fundamentals: All Metrics, Ratios and Statistics

IDEX CORP

NYSE:IEX (4/24/2026, 8:04:00 PM)

After market: 204.74 0 (0%)

204.74

-1.9 (-0.92%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryMachinery
Earnings (Last)02-04
Earnings (Next)04-29
Inst Owners107.8%
Inst Owner Change0.03%
Ins Owners0.21%
Ins Owner Change4.03%
Market Cap15.19B
Revenue(TTM)3.46B
Net Income(TTM)483.20M
Analysts78
Price Target228.8 (11.75%)
Short Float %3.01%
Short Ratio2.43
Dividend
Industry RankSector Rank
Dividend Yield 1.41%
Yearly Dividend2.83
Dividend Growth(5Y)7.19%
DP44%
Div Incr Years16
Div Non Decr Years30
Ex-Date01-16
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)2.95%
Min EPS beat(2)1.76%
Max EPS beat(2)4.13%
EPS beat(4)4
Avg EPS beat(4)3.72%
Min EPS beat(4)1.76%
Max EPS beat(4)6.08%
EPS beat(8)5
Avg EPS beat(8)2.54%
EPS beat(12)9
Avg EPS beat(12)3.19%
EPS beat(16)13
Avg EPS beat(16)3.87%
Revenue beat(2)2
Avg Revenue beat(2)0.89%
Min Revenue beat(2)0.88%
Max Revenue beat(2)0.9%
Revenue beat(4)2
Avg Revenue beat(4)0.36%
Min Revenue beat(4)-0.22%
Max Revenue beat(4)0.9%
Revenue beat(8)2
Avg Revenue beat(8)-0.63%
Revenue beat(12)4
Avg Revenue beat(12)-0.33%
Revenue beat(16)8
Avg Revenue beat(16)0.69%
PT rev (1m)-0.38%
PT rev (3m)14.88%
EPS NQ rev (1m)-0.47%
EPS NQ rev (3m)-4.55%
EPS NY rev (1m)0.04%
EPS NY rev (3m)-0.63%
Revenue NQ rev (1m)-0.86%
Revenue NQ rev (3m)1.1%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.56%
Valuation
Industry RankSector Rank
PE 25.75
Fwd PE 24.5
P/S 4.39
P/FCF 24.63
P/OCF 22.33
P/B 3.77
P/tB N/A
EV/EBITDA 17.79
EPS(TTM)7.95
EY3.88%
EPS(NY)8.36
Fwd EY4.08%
FCF(TTM)8.31
FCFY4.06%
OCF(TTM)9.17
OCFY4.48%
SpS46.6
BVpS54.28
TBVpS-8.55
PEG (NY)5.05
PEG (5Y)2.91
Graham Number98.535 (-51.87%)
Profitability
Industry RankSector Rank
ROA 6.98%
ROE 12%
ROCE 11.42%
ROIC 8.86%
ROICexc 9.75%
ROICexgc 50.71%
OM 20.97%
PM (TTM) 13.98%
GM 44.52%
FCFM 17.84%
ROA(3y)8.21%
ROA(5y)8.88%
ROE(3y)14.05%
ROE(5y)15.5%
ROIC(3y)9.52%
ROIC(5y)10.43%
ROICexc(3y)10.55%
ROICexc(5y)11.83%
ROICexgc(3y)55.51%
ROICexgc(5y)58.44%
ROCE(3y)12.27%
ROCE(5y)13.45%
ROICexgc growth 3Y-7.32%
ROICexgc growth 5Y-3.62%
ROICexc growth 3Y-9.98%
ROICexc growth 5Y-6.76%
OM growth 3Y-5.13%
OM growth 5Y-1.54%
PM growth 3Y-8.83%
PM growth 5Y-2.75%
GM growth 3Y-0.25%
GM growth 5Y0.37%
F-Score8
Asset Turnover0.5
Health
Industry RankSector Rank
Debt/Equity 0.45
Debt/FCF 2.95
Debt/EBITDA 1.95
Cap/Depr 30.8%
Cap/Sales 1.84%
Interest Coverage 10.04
Cash Conversion 73.03%
Profit Quality 127.65%
Current Ratio 2.86
Quick Ratio 2.02
Altman-Z 5.11
F-Score8
WACC10.17%
ROIC/WACC0.87
Cap/Depr(3y)42.33%
Cap/Depr(5y)50.87%
Cap/Sales(3y)2.19%
Cap/Sales(5y)2.27%
Profit Quality(3y)117.4%
Profit Quality(5y)109.04%
High Growth Momentum
Growth
EPS 1Y (TTM)0.89%
EPS 3Y-0.74%
EPS 5Y8.86%
EPS Q2Q%2.94%
EPS Next Y5.1%
EPS Next 2Y6.79%
EPS Next 3Y8.37%
EPS Next 5Y12.46%
Revenue 1Y (TTM)5.77%
Revenue growth 3Y2.81%
Revenue growth 5Y8.01%
Sales Q2Q%4.2%
Revenue Next Year3.57%
Revenue Next 2Y3.96%
Revenue Next 3Y4.8%
Revenue Next 5Y8.61%
EBIT growth 1Y4.17%
EBIT growth 3Y-2.47%
EBIT growth 5Y6.35%
EBIT Next Year34.54%
EBIT Next 3Y15.74%
EBIT Next 5Y16.13%
FCF growth 1Y2.29%
FCF growth 3Y8.02%
FCF growth 5Y3.56%
OCF growth 1Y1.84%
OCF growth 3Y6.87%
OCF growth 5Y3.63%

IDEX CORP / IEX Fundamental Analysis FAQ

What is the fundamental rating for IEX stock?

ChartMill assigns a fundamental rating of 6 / 10 to IEX.


What is the valuation status of IDEX CORP (IEX) stock?

ChartMill assigns a valuation rating of 3 / 10 to IDEX CORP (IEX). This can be considered as Overvalued.


How profitable is IDEX CORP (IEX) stock?

IDEX CORP (IEX) has a profitability rating of 7 / 10.


How financially healthy is IDEX CORP?

The financial health rating of IDEX CORP (IEX) is 7 / 10.


What is the expected EPS growth for IDEX CORP (IEX) stock?

The Earnings per Share (EPS) of IDEX CORP (IEX) is expected to grow by 5.1% in the next year.