IDEX CORP (IEX) Fundamental Analysis & Valuation

NYSE:IEX • US45167R1041

Current stock price

186.55 USD
-3.18 (-1.68%)
At close:
186.55 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

  • In the past year IEX was profitable.
  • In the past year IEX had a positive cash flow from operations.
  • Each year in the past 5 years IEX has been profitable.
  • 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

  • IEX has a better Return On Assets (6.98%) than 71.76% of its industry peers.
  • IEX's Return On Equity of 12.00% is fine compared to the rest of the industry. IEX outperforms 67.18% of its industry peers.
  • With a decent Return On Invested Capital value of 8.86%, IEX is doing good in the industry, outperforming 67.94% 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 10.17%.
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

  • With an excellent Profit Margin value of 13.98%, IEX belongs to the best of the industry, outperforming 83.97% of the companies in the same industry.
  • 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 better Gross Margin (44.52%) than 84.73% of its industry peers.
  • In the last couple of years the Gross Margin of IEX has remained more or less at the same level.
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

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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.
  • The number of shares outstanding for IEX has been reduced compared to 1 year ago.
  • Compared to 5 years ago, IEX has less shares outstanding
  • IEX has a better debt/assets ratio than last year.
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

  • IEX has an Altman-Z score of 4.81. This indicates that IEX is financially healthy and has little risk of bankruptcy at the moment.
  • IEX has a better Altman-Z score (4.81) than 75.57% of its industry peers.
  • The Debt to FCF ratio of IEX is 2.95, which is a good value as it means it would take IEX, 2.95 years of fcf income to pay off 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 of 0.45. This is comparable to the rest of the industry: IEX outperforms 50.38% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.45
Debt/FCF 2.95
Altman-Z 4.81
ROIC/WACC0.89
WACC9.9%
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.
  • IEX has a Quick Ratio of 2.02. This indicates that IEX is financially healthy and has no problem in meeting its short term obligations.
  • IEX's Quick ratio of 2.02 is fine compared to the rest of the industry. IEX outperforms 77.86% 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

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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.
  • The Earnings Per Share has been growing by 8.86% on average over the past years. This is quite good.
  • The Revenue has been growing slightly by 5.77% in the past year.
  • 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

  • IEX is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 12.46% yearly.
  • IEX is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 8.61% yearly.
EPS Next Y5.05%
EPS Next 2Y6.81%
EPS Next 3Y8.37%
EPS Next 5Y12.46%
Revenue Next Year3.57%
Revenue Next 2Y4.01%
Revenue Next 3Y4.8%
Revenue Next 5Y8.61%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
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

  • A Price/Earnings ratio of 23.47 indicates a rather expensive valuation of IEX.
  • IEX's Price/Earnings is on the same level as the industry average.
  • When comparing the Price/Earnings ratio of IEX to the average of the S&P500 Index (24.89), we can say IEX is valued inline with the index average.
  • A Price/Forward Earnings ratio of 22.34 indicates a rather expensive valuation of IEX.
  • The rest of the industry has a similar Price/Forward Earnings ratio as IEX.
  • When comparing the Price/Forward Earnings ratio of IEX to the average of the S&P500 Index (22.19), we can say IEX is valued inline with the index average.
Industry RankSector Rank
PE 23.47
Fwd PE 22.34
IEX Price Earnings VS Forward Price EarningsIEX Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of IEX is on the same level as its industry peers.
  • IEX's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. IEX is cheaper than 62.60% of the companies in the same industry.
Industry RankSector Rank
P/FCF 22.49
EV/EBITDA 16.22
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 an expensive valuation of the company.
  • The decent profitability rating of IEX may justify a higher PE ratio.
PEG (NY)4.64
PEG (5Y)2.65
EPS Next 2Y6.81%
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 1.50%.
  • Compared to an average industry Dividend Yield of 1.20, IEX pays a better dividend. On top of this IEX pays more dividend than 80.92% of the companies listed in the same industry.
  • IEX's Dividend Yield is slightly below the S&P500 average, which is at 1.89.
Industry RankSector Rank
Dividend Yield 1.5%

5.2 History

  • The dividend of IEX is nicely growing with an annual growth rate of 7.19%!
  • IEX has paid a dividend for at least 10 years, which is a reliable track record.
  • IEX has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)7.19%
Div Incr Years15
Div Non Decr Years29
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

  • IEX pays out 44.00% of its income as dividend. 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 2Y6.81%
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 (3/27/2026, 8:25:42 PM)

After market: 186.55 0 (0%)

186.55

-3.18 (-1.68%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryMachinery
Earnings (Last)02-04
Earnings (Next)04-29
Inst Owners107.31%
Inst Owner Change-0.74%
Ins Owners0.24%
Ins Owner Change4.03%
Market Cap13.87B
Revenue(TTM)3.46B
Net Income(TTM)483.20M
Analysts78.95
Price Target229.68 (23.12%)
Short Float %2.82%
Short Ratio2.61
Dividend
Industry RankSector Rank
Dividend Yield 1.5%
Yearly Dividend2.83
Dividend Growth(5Y)7.19%
DP44%
Div Incr Years15
Div Non Decr Years29
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%
PT rev (3m)16.06%
EPS NQ rev (1m)-0.45%
EPS NQ rev (3m)-5.05%
EPS NY rev (1m)-0.45%
EPS NY rev (3m)-0.68%
Revenue NQ rev (1m)-0.87%
Revenue NQ rev (3m)0.84%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.59%
Valuation
Industry RankSector Rank
PE 23.47
Fwd PE 22.34
P/S 4.01
P/FCF 22.49
P/OCF 20.39
P/B 3.44
P/tB N/A
EV/EBITDA 16.22
EPS(TTM)7.95
EY4.26%
EPS(NY)8.35
Fwd EY4.48%
FCF(TTM)8.3
FCFY4.45%
OCF(TTM)9.15
OCFY4.91%
SpS46.5
BVpS54.17
TBVpS-8.53
PEG (NY)4.64
PEG (5Y)2.65
Graham Number98.44
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 4.81
F-Score8
WACC9.9%
ROIC/WACC0.89
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 Y5.05%
EPS Next 2Y6.81%
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 2Y4.01%
Revenue Next 3Y4.8%
Revenue Next 5Y8.61%
EBIT growth 1Y4.17%
EBIT growth 3Y-2.47%
EBIT growth 5Y6.35%
EBIT Next Year34.46%
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.


Can you provide the valuation status for IDEX CORP?

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


What is the profitability of IEX stock?

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


What is the valuation of IDEX CORP based on its PE and PB ratios?

The Price/Earnings (PE) ratio for IDEX CORP (IEX) is 23.47 and the Price/Book (PB) ratio is 3.44.


How sustainable is the dividend of IDEX CORP (IEX) stock?

The dividend rating of IDEX CORP (IEX) is 7 / 10 and the dividend payout ratio is 44%.