IEX:NYE-IDEX Corporation (USD)

EQUITY | Specialty Industrial Machinery | New York Stock Exchange

Last Closing

USD 203.59

Change

-0.37 (-0.18)%

Market Cap

USD 7.14B

Volume

0.56M

Analyst Target

USD 181.92
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

IDEX Corp, through its subsidiaries produces and distributes flow meters, injectors, and other fluid-handling pump modules. Its business segments are Fluid & Metering Technologies, Health & Science Technologies and Fire & Safety/Diversified Products.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-27 )

Largest Industry Peers for Specialty Industrial Machinery

Symbol Name Price(Change) Market Cap
ETN Eaton Corporation PLC

+2.42 (+0.80%)

USD 113.45B
EMR Emerson Electric Company

+0.56 (+0.55%)

USD 57.18B
CMI Cummins Inc

+4.88 (+1.64%)

USD 40.18B
AME Ametek Inc

+0.62 (+0.37%)

USD 38.78B
OTIS Otis Worldwide Corp

+1.46 (+1.57%)

USD 36.62B
XYL Xylem Inc

-0.18 (-0.14%)

USD 31.53B
ROK Rockwell Automation Inc

+4.92 (+1.91%)

USD 29.27B
PNR Pentair PLC

+0.69 (+0.76%)

USD 15.03B
GGG Graco Inc

+0.77 (+0.94%)

USD 13.52B
AOS Smith AO Corporation

+0.57 (+0.72%)

USD 11.66B

ETFs Containing IEX

INQQ India Internet & Ecommerc.. 5.30 % 0.00 %

+0.04 (+0.24%)

USD 0.05B
CWW.A:CA 0.00 % 1.49 %

N/A

N/A
WTRX 0.00 % 0.80 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Specialty Industrial Machinery) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -6.23% 29% F 18% F
Dividend Return 0.93% 59% D- 25% F
Total Return -5.30% 27% F 17% F
Trailing 12 Months  
Capital Gain -10.60% 31% F 15% F
Dividend Return 1.17% 46% F 16% F
Total Return -9.43% 27% F 14% F
Trailing 5 Years  
Capital Gain 23.15% 30% F 56% F
Dividend Return 6.96% 22% F 21% F
Total Return 30.11% 25% F 50% F
Average Annual (5 Year Horizon)  
Capital Gain 8.38% 33% F 65% D
Dividend Return 9.54% 31% F 62% D
Total Return 1.16% 27% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 18.21% 84% B 57% F
Risk Adjusted Return 52.37% 57% F 71% C-
Market Capitalization 7.14B 79% B- 89% A-

Key Financial Ratios

  Ratio vs. Industry/Classification (Specialty Industrial Machinery) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 25.30 53% 29%
Price/Book Ratio 4.22 34% 21%
Price / Cash Flow Ratio 21.54 36% 16%
Price/Free Cash Flow Ratio 17.12 42% 22%
Management Effectiveness  
Return on Equity 16.73% 67% 79%
Return on Invested Capital 12.11% 71% 74%
Return on Assets 7.60% 68% 88%
Debt to Equity Ratio 37.42% 61% 67%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.