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IDEX Corp

IEX
164.490USD
-2.620-1.57%
Close 11/14, 16:00ETQuotes delayed by 15 min
12.34BMarket Cap
25.80P/E TTM

IDEX Corp

164.490
-2.620-1.57%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison

TradingKey Stock Score of IDEX Corp

Currency: USD Updated: 2025-11-14

Key Insights

The company's fundamentals are relatively very healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

IDEX Corp's Score

Industry at a Glance

Industry Ranking
35 / 182
Overall Ranking
107 / 4604
Industry
Machinery, Tools, Heavy Vehicles, Trains & Ships

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analyst Rating

Based on 15 analysts
Buy
Current Rating
193.604
Target Price
+15.89%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

IDEX Corp Highlights

StrengthsRisks
IDEX Corporation is an applied solutions company. Its segments include Fluid & Metering Technologies (FMT), Health & Science Technologies (HST) and Fire & Safety/Diversified Products (FSDP). The FMT segment designs, produces and distributes positive displacement pumps, valves, small volume provers, flow meters, injectors and other fluid-handling pump modules and systems and provides flow monitoring and other services for the food, chemical, general industrial, water and wastewater, agriculture and energy industries. The HST segment designs, produces and distributes a range of precision fluidics, positive displacement pumps, powder and liquid processing technologies, drying systems, micro-precision components, pneumatic components and sealing solutions, high performance molded and extruded sealing components, and others. The FSDP segment designs, produces and distributes firefighting pumps, valves and controls, rescue tools, lifting bags and other components and systems.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 41.41%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 41.41%.
Undervalued
The company’s latest PE is 25.97, at a low 3-year percentile range.
Institutional Buying
The latest institutional holdings are 81.33M shares, increasing 0.67% quarter-over-quarter.
Held by Wallace Weitz
Star Investor Wallace Weitz holds 406.48K shares of this stock.

Financial Health

Currency: USD Updated: 2025-11-14

The company's current financial score is 8.87, which is higher than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 7.50. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached 878.70M, representing a year-over-year increase of 10.09%, while its net profit experienced a year-over-year increase of 7.30%.

Score

Industry at a Glance

Previous score
8.87
Change
0

Financials

10.00

Key Metrics

Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data

Quality of Earnings

8.15

Operational Efficiency

8.90

Growth Potential

9.18

Shareholder Returns

8.11

IDEX Corp's Company Valuation

Currency: USD Updated: 2025-11-14

The company’s current valuation score is 5.12, which is lower than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 7.16. Its current P/E ratio is 25.97, which is 40.28% below the recent high of 36.43 and 11.90% above the recent low of 22.88.

Score

Industry at a Glance

Previous score
5.12
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 35/182
No Data

Earnings Forecast

Currency: USD Updated: 2025-11-14

The company’s current earnings forecast score is 7.60, which is higher than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 7.56. The average price target for IDEX Corp is 197.00, with a high of 213.25 and a low of 170.00.

Score

Industry at a Glance

Previous score
7.60
Change
0

Support & Resistance

No Data

Analyst Rating

Based on 15 analysts
Buy
Current Rating
193.604
Target Price
+17.70%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

73
Total
7
Median
8
Average
Company name
Ratings
Analysts
IDEX Corp
IEX
15
Parker-Hannifin Corp
PH
25
Cognex Corp
CGNX
23
Xylem Inc
XYL
23
Pentair PLC
PNR
21
Symbotic Inc
SYM
21
1
2
3
...
15

Financial Forecasting

EPS
Revenue
Net Profit
EBIT
No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-11-14

The company’s current price momentum score is 6.26, which is lower than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 6.92. Sideways: Currently, the stock price is trading between the resistance level at 175.77 and the support level at 158.70, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.57
Change
-0.31

Support & Resistance

No Data

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(4)
Neutral(2)
Buy(0)
Indicators
Value
Direction
MACD(12,26,9)
-0.967
Neutral
RSI(14)
43.392
Neutral
STOCH(KDJ)(9,3,3)
18.913
Sell
ATR(14)
4.279
High Vlolatility
CCI(14)
-134.842
Sell
Williams %R
98.301
Oversold
TRIX(12,20)
0.085
Sell
StochRSI(14)
0.000
Sell
Moving Average
Sell(6)
Neutral(0)
Buy(0)
Indicators
Value
Direction
MA5
167.886
Sell
MA10
167.859
Sell
MA20
168.345
Sell
MA50
165.067
Sell
MA100
168.465
Sell
MA200
175.846
Sell

Institutional Confidence

Currency: USD Updated: 2025-11-14

The company’s current institutional recognition score is 10.00, which is higher than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 7.04. The latest institutional shareholding proportion is 108.65%, representing a quarter-over-quarter increase of 5.40%. The largest institutional shareholder is The Vanguard, holding a total of 9.06M shares, representing 12.11% of shares outstanding, with 1.15% decrease in holdings.

Score

Industry at a Glance

Previous score
10.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
The Vanguard Group, Inc.
Star Investors
9.16M
-0.23%
Wellington Management Company, LLP
6.27M
+24.07%
BlackRock Institutional Trust Company, N.A.
3.74M
-4.01%
State Street Investment Management (US)
3.10M
+0.55%
Nordea Funds Oy
805.19K
-5.83%
Atlanta Capital Management Company, L.L.C.
2.13M
-0.84%
Geode Capital Management, L.L.C.
2.00M
+1.49%
Impax Asset Management Ltd.
1.97M
-2.01%
Van Eck Associates Corporation
1.77M
+81.61%
1
2

Risk Assessment

Currency: USD Updated: 2025-11-14

The company’s current risk assessment score is 9.48, which is higher than the Machinery, Tools, Heavy Vehicles, Trains & Ships industry's average of 5.73. The company's beta value is 1.00. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.

Score

Industry at a Glance

Previous score
9.48
Change
0
Beta vs S&P 500 index
1.00
VaR
+2.31%
240-Day Maximum Drawdown
+32.04%
240-Day Volatility
+28.69%

Return

Best Daily Return
60 days
+3.86%
120 days
+3.86%
5 years
+7.32%
Worst Daily Return
60 days
-2.83%
120 days
-11.29%
5 years
-11.29%
Sharpe Ratio
60 days
+0.11
120 days
-0.53
5 years
+0.04

Risk Assessment

Maximum Drawdown
240 days
+32.04%
3 years
+35.93%
5 years
+35.93%
Return-to-Drawdown Ratio
240 days
-0.89
3 years
-0.26
5 years
-0.08
Skewness
240 days
-1.37
3 years
-0.78
5 years
-0.52

Volatility

Realised Volatility
240 days
+28.69%
5 years
+23.81%
Standardised True Range
240 days
+2.60%
5 years
+2.55%
Downside Risk-Adjusted Return
120 days
-63.28%
240 days
-63.28%
Maximum Daily Upside Volatility
60 days
+20.90%
Maximum Daily Downside Volatility
60 days
+14.88%

Liquidity

Average Turnover Rate
60 days
+1.01%
120 days
+0.95%
5 years
--
Turnover Deviation
20 days
+34.17%
60 days
+38.23%
120 days
+30.24%

Peer Comparison

Machinery, Tools, Heavy Vehicles, Trains & Ships
IDEX Corp
IDEX Corp
IEX
7.71 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Mueller Industries Inc
Mueller Industries Inc
MLI
8.59 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Allison Transmission Holdings Inc
Allison Transmission Holdings Inc
ALSN
8.48 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
nVent Electric PLC
nVent Electric PLC
NVT
8.42 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
ESCO Technologies Inc
ESCO Technologies Inc
ESE
8.38 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Standex International Corp
Standex International Corp
SXI
8.36 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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