IDEX Corporation IEX
Industrials · Specialty Industrial Machinery · United States · S&P 500
Based on the available data, IDEX Corporation gets an algorithmic score of 67/100. It trades at 230.43 $, with a bullish technical trend (RSI 56.3) and 22.0% annual volatility.
Updated: 2026-09-30
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Strengths
- Low-debt balance sheet.
Weaknesses
- —
Fundamentals
| P/E | 33.16 |
| Forward P/E | 23.94 |
| PEG | 1.72 |
| P/B | 4.25 |
| EV/EBITDA | 18.86 |
| P/S | 4.74 |
| ROE % | 12.96 |
| ROA % | 6.84 |
| Gross margin % | 44.73 |
| Operating margin % | 22.17 |
| Net margin % | 14.49 |
| Revenue growth % (y/y) | 6.40 |
| Earnings growth % (y/y) | 10.90 |
| Revenue CAGR % | 2.81 |
| Earnings CAGR % | -6.28 |
| Debt/Equity % | 47.06 |
| Current ratio | 3.05 |
| FCF yield % | 3.63 |
| Dividend yield % | 1.27 |
| Payout % | 51.65 |
Returns
| 1 month | +0.1 % |
| 3 months | +1.9 % |
| 6 months | +26.4 % |
| YTD | +30.0 % |
| 1 year | +44.9 % |
| 3 years | +15.9 % |
| 5 years | +15.2 % |
Risk
| 1-year volatility | 22.0 % |
| Beta | 0.83 |
| 5-year max drawdown | -34.6 % |
| Sharpe 1A | 1.61 |
Macroeconomic context
Cyclical: depends on manufacturing PMI, infrastructure investment and defence spending. Sensitive to energy prices and supply chains. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.