IEX:NYE-IDEX Corporation (USD)

EQUITY | Specialty Industrial Machinery | New York Stock Exchange

Last Closing

USD 245.09

Change

+3.00 (+1.24)%

Market Cap

USD 7.14B

Volume

0.32M

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: 2024-03-27 )

Largest Industry Peers for Specialty Industrial Machinery

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

N/A

USD 132.17B
ITW Illinois Tool Works Inc

N/A

USD 74.82B
PH Parker-Hannifin Corporation

N/A

USD 72.77B
EMR Emerson Electric Company

N/A

USD 65.48B
CMI Cummins Inc

N/A

USD 41.12B
AME Ametek Inc

N/A

USD 41.04B
OTIS Otis Worldwide Corp

N/A

USD 38.44B
IR Ingersoll Rand Inc

N/A

USD 35.66B
ROK Rockwell Automation Inc

N/A

USD 30.94B
XYL Xylem Inc

N/A

USD 30.72B

ETFs Containing IEX

INQQ India Internet & Ecommerc.. 4.13 % 0.00 %

N/A

USD 0.04B
EBLU Ecofin Global Water ESG F.. 3.92 % 0.00 %

N/A

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

N/A

N/A
FIW First Trust Water ETF 0.00 % 0.55 %

N/A

USD 1.64B
VBR Vanguard Small-Cap Value .. 0.00 % 0.07 %

N/A

USD 55.51B
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 12.89% 52% F 84% B
Dividend Return 0.29% 38% F 16% F
Total Return 13.18% 52% F 83% B
Trailing 12 Months  
Capital Gain 8.41% 30% F 51% F
Dividend Return 1.13% 34% F 13% F
Total Return 9.55% 28% F 42% F
Trailing 5 Years  
Capital Gain 61.52% 49% F 75% C
Dividend Return 7.33% 35% F 24% F
Total Return 68.85% 46% F 74% C
Average Annual (5 Year Horizon)  
Capital Gain 8.35% 39% F 68% D+
Dividend Return 9.51% 39% F 66% D+
Total Return 1.16% 32% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 17.90% 92% A 62% D
Risk Adjusted Return 53.11% 67% D+ 80% B-
Market Capitalization 7.14B 77% C+ 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 40% 23%
Price/Book Ratio 5.12 24% 17%
Price / Cash Flow Ratio 25.28 22% 12%
Price/Free Cash Flow Ratio 19.73 21% 14%
Management Effectiveness  
Return on Equity 18.10% 70% 79%
Return on Invested Capital 12.11% 62% 71%
Return on Assets 8.28% 76% 88%
Debt to Equity Ratio 37.42% 58% 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 return on assets

The company management has delivered better return on assets 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.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

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.

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.