IEX:NYE-IDEX Corporation (USD)

EQUITY | Specialty Industrial Machinery | New York Stock Exchange

Last Closing

USD 212.28

Change

0.00 (0.00)%

Market Cap

USD 7.14B

Volume

0.16M

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: 2024-12-25 )

Largest Industry Peers for Specialty Industrial Machinery

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

-1.38 (-0.40%)

USD 133.63B
EMR Emerson Electric Company

+0.16 (+0.13%)

USD 74.68B
CMI Cummins Inc

+0.30 (+0.08%)

USD 48.20B
AME Ametek Inc

-0.33 (-0.18%)

USD 44.30B
OTIS Otis Worldwide Corp

+0.15 (+0.16%)

USD 40.29B
ROK Rockwell Automation Inc

+1.68 (+0.57%)

USD 32.76B
XYL Xylem Inc

+0.32 (+0.27%)

USD 28.46B
PNR Pentair PLC

+0.10 (+0.10%)

USD 16.85B
GGG Graco Inc

+0.13 (+0.15%)

USD 14.30B
ITT ITT Inc

+0.21 (+0.15%)

USD 11.71B

ETFs Containing IEX

STNC Hennessy Stance ESG ETF 3.13 % 0.00 %

+0.12 (+0.00%)

USD 0.10B
XMLC:XETRA L&G Clean Water UCITS ETF.. 2.19 % 0.00 %

N/A

USD 0.42B
GLUG:SW L&G Clean Water UCITS ETF.. 2.19 % 0.00 %

N/A

USD 0.49B
ABIT:F AXA IM ACT Biodiversity E.. 1.86 % 0.00 %

N/A

N/A
ABIE:F AXA IM ACT Biodiversity E.. 1.86 % 0.00 %

N/A

N/A
CWW.A:CA 0.00 % 1.49 %

N/A

N/A
PHO Invesco Water Resources E.. 0.00 % 0.60 %

+0.28 (+0.00%)

USD 2.31B
WTRX 0.00 % 0.80 %

N/A

N/A
GLGG:LSE L&G Clean Water UCITS ETF 0.00 % 0.00 %

N/A

USD 0.49B
GLUG:LSE L&G Clean Water UCITS ETF 0.00 % 0.00 %

N/A

USD 0.49B
INQQ India Internet & Ecommerc.. 0.00 % 0.00 %

-0.03 (0.00%)

USD 0.06B

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 -2.22% 24% F 30% F
Dividend Return 1.25% 49% F 20% F
Total Return -0.98% 24% F 24% F
Trailing 12 Months  
Capital Gain -1.63% 29% F 33% F
Dividend Return 1.26% 49% F 20% F
Total Return -0.37% 29% F 26% F
Trailing 5 Years  
Capital Gain 22.98% 40% F 62% D
Dividend Return 6.77% 38% F 18% F
Total Return 29.75% 40% F 56% F
Average Annual (5 Year Horizon)  
Capital Gain 5.99% 24% F 54% F
Dividend Return 6.94% 22% F 50% F
Total Return 0.96% 29% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 21.21% 82% B 52% F
Risk Adjusted Return 32.74% 35% F 47% F
Market Capitalization 7.14B 75% C 90% 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 45% 21%
Price/Book Ratio 4.21 39% 22%
Price / Cash Flow Ratio 22.44 31% 16%
Price/Free Cash Flow Ratio 21.09 25% 17%
Management Effectiveness  
Return on Equity 13.59% 66% 72%
Return on Invested Capital 12.11% 76% 74%
Return on Assets 6.91% 64% 85%
Debt to Equity Ratio 37.42% 57% 68%

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:
Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.