IDEX CORP (IEX) Stock Fundamental Analysis

NYSE:IEX • US45167R1041

206.18 USD
-2.27 (-1.09%)
At close: Feb 25, 2026
206.18 USD
0 (0%)
After Hours: 2/25/2026, 4:15:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

7

We assign a fundamental rating of 7 out of 10 to IEX. IEX was compared to 130 industry peers in the Machinery industry. Both the health and profitability get an excellent rating, making IEX a very profitable company, without any liquidiy or solvency issues. IEX is quite expensive at the moment. It does show a decent growth rate. Finally IEX also has an excellent dividend rating. This makes IEX very considerable for dividend and quality investing!


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • IEX had positive earnings in the past year.
  • In the past year IEX had a positive cash flow from operations.
  • 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 72.31% of the companies in the same industry.
  • IEX has a better Return On Equity (12.00%) than 69.23% of its industry peers.
  • IEX's Return On Invested Capital of 8.86% is fine compared to the rest of the industry. IEX outperforms 64.62% of its industry peers.
  • IEX had an Average Return On Invested Capital over the past 3 years of 9.50%. This is in line with the industry average of 10.27%.
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)9.5%
ROIC(5y)10.42%
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

  • Looking at the Profit Margin, with a value of 13.98%, IEX belongs to the top of the industry, outperforming 85.38% of the companies in the same industry.
  • In the last couple of years the Profit Margin of IEX has declined.
  • The Operating Margin of IEX (20.96%) is better than 91.54% of its industry peers.
  • In the last couple of years the Operating Margin of IEX has declined.
  • With an excellent Gross Margin value of 44.52%, IEX belongs to the best of the industry, outperforming 85.38% of the companies in the same industry.
  • IEX's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 20.96%
PM (TTM) 13.98%
GM 44.52%
OM growth 3Y-5.33%
OM growth 5Y-1.66%
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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ROAROEROICOperating and Profit MarginShow most profitable peers

8

2. Health

2.1 Basic Checks

  • IEX has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
  • Compared to 1 year ago, IEX has less shares outstanding
  • Compared to 5 years ago, IEX has less shares outstanding
  • Compared to 1 year ago, IEX has an improved debt to assets ratio.
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 5.17. This indicates that IEX is financially healthy and has little risk of bankruptcy at the moment.
  • IEX has a better Altman-Z score (5.17) than 76.92% 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.
  • The Debt to FCF ratio of IEX (2.95) is better than 70.77% of its industry peers.
  • A Debt/Equity ratio of 0.45 indicates that IEX is not too dependend on debt financing.
  • The Debt to Equity ratio of IEX (0.45) is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 0.45
Debt/FCF 2.95
Altman-Z 5.17
ROIC/WACC0.98
WACC9.03%
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

  • IEX has a Current Ratio of 2.86. This indicates that IEX is financially healthy and has no problem in meeting its short term obligations.
  • IEX has a better Current ratio (2.86) than 76.15% 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.
  • The Quick ratio of IEX (2.02) is better than 74.62% 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. Growth

3.1 Past

  • IEX shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 0.89%.
  • 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.
  • Looking at the last year, IEX shows a small growth in Revenue. The Revenue has grown by 5.77% in the last year.
  • The Revenue has been growing by 8.01% on average over the past years. This is quite good.
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

  • The Earnings Per Share is expected to grow by 12.46% on average over the next years. This is quite good.
  • Based on estimates for the next years, IEX will show a quite strong growth in Revenue. The Revenue will grow by 8.61% on average per year.
EPS Next Y5.53%
EPS Next 2Y7.07%
EPS Next 3Y10.53%
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.
  • 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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Find the best growth stocksShow best growing peers

3

4. Valuation

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 25.93, which means the current valuation is very expensive for IEX.
  • IEX's Price/Earnings is on the same level as the industry average.
  • The average S&P500 Price/Earnings ratio is at 26.98. IEX is around the same levels.
  • A Price/Forward Earnings ratio of 24.58 indicates a rather expensive valuation of IEX.
  • IEX's Price/Forward Earnings ratio is in line with the industry average.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 28.01, IEX is valued at the same level.
Industry RankSector Rank
PE 25.93
Fwd PE 24.58
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

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of IEX is on the same level as its industry peers.
  • 61.54% of the companies in the same industry are more expensive than IEX, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 25.02
EV/EBITDA 18.09
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)4.69
PEG (5Y)2.93
EPS Next 2Y7.07%
EPS Next 3Y10.53%

More info and screens

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

7

5. Dividend

5.1 Amount

  • IEX has a Yearly Dividend Yield of 1.37%.
  • Compared to an average industry Dividend Yield of 1.18, IEX pays a better dividend. On top of this IEX pays more dividend than 80.77% of the companies listed in the same industry.
  • Compared to the average S&P500 Dividend Yield of 1.81, IEX is paying slightly less dividend.
Industry RankSector Rank
Dividend Yield 1.37%

5.2 History

  • The dividend of IEX is nicely growing with an annual growth rate of 7.16%!
  • IEX has been paying a dividend for at least 10 years, so it has 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)7.16%
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

  • 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 2Y7.07%
EPS Next 3Y10.53%
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

Find the best dividend stocksShow peers with best dividend

IDEX CORP

NYSE:IEX (2/25/2026, 4:15:00 PM)

After market: 206.18 0 (0%)

206.18

-2.27 (-1.09%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryMachinery
Earnings (Last)02-04
Earnings (Next)04-29
Inst Owners106.01%
Inst Owner Change-0.72%
Ins Owners0.19%
Ins Owner Change2.23%
Market Cap15.43B
Revenue(TTM)3.46B
Net Income(TTM)483.20M
Analysts76.84
Price Target202.22 (-1.92%)
Short Float %3.38%
Short Ratio3.17
Dividend
Industry RankSector Rank
Dividend Yield 1.37%
Yearly Dividend2.82
Dividend Growth(5Y)7.16%
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)1.54%
PT rev (3m)2.4%
EPS NQ rev (1m)-3.45%
EPS NQ rev (3m)-4.69%
EPS NY rev (1m)0.02%
EPS NY rev (3m)-1.37%
Revenue NQ rev (1m)2.36%
Revenue NQ rev (3m)1.74%
Revenue NY rev (1m)0.64%
Revenue NY rev (3m)0.53%
Valuation
Industry RankSector Rank
PE 25.93
Fwd PE 24.58
P/S 4.46
P/FCF 25.02
P/OCF 22.68
P/B 3.83
P/tB N/A
EV/EBITDA 18.09
EPS(TTM)7.95
EY3.86%
EPS(NY)8.39
Fwd EY4.07%
FCF(TTM)8.24
FCFY4%
OCF(TTM)9.09
OCFY4.41%
SpS46.19
BVpS53.81
TBVpS-8.48
PEG (NY)4.69
PEG (5Y)2.93
Graham Number98.11
Profitability
Industry RankSector Rank
ROA 6.98%
ROE 12%
ROCE 11.41%
ROIC 8.86%
ROICexc 9.75%
ROICexgc 50.69%
OM 20.96%
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)9.5%
ROIC(5y)10.42%
ROICexc(3y)10.53%
ROICexc(5y)11.82%
ROICexgc(3y)55.4%
ROICexgc(5y)58.37%
ROCE(3y)12.24%
ROCE(5y)13.43%
ROICexgc growth 3Y-7.52%
ROICexgc growth 5Y-3.74%
ROICexc growth 3Y-10.17%
ROICexc growth 5Y-6.88%
OM growth 3Y-5.33%
OM growth 5Y-1.66%
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 250
Cash Conversion 73.06%
Profit Quality 127.65%
Current Ratio 2.86
Quick Ratio 2.02
Altman-Z 5.17
F-Score8
WACC9.03%
ROIC/WACC0.98
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 Y5.53%
EPS Next 2Y7.07%
EPS Next 3Y10.53%
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 1Y4.11%
EBIT growth 3Y-2.67%
EBIT growth 5Y6.22%
EBIT Next Year33.68%
EBIT Next 3Y18.25%
EBIT Next 5Y16.1%
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 FAQ

What is the fundamental rating for IEX stock?

ChartMill assigns a fundamental rating of 7 / 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 25.93 and the Price/Book (PB) ratio is 3.83.


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%.