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IEX

NEUTRAL
$207.39 Live
IDEX Corporation · NYSE
Target $222.71 (+7.4%)
$157.25 52W Range $217.16
Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 28, 2026
Market cap
$15.42B
P/E
32.35
ROE
12.3%
Profit margin
14.0%
Debt/Equity
0.48
Dividend yield
1.37%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
IDEX Corporation presents a dichotomy between exceptional operational consistency and severe valuation premiums. While the Piotroski F-Score of 4/9 indicates stable but not strong financial health, the stock is trading significantly above its Graham Number ($88.24) and Intrinsic Value ($97.75). The company boasts a remarkable earnings track record, beating estimates in 23 of the last 25 quarters, yet revenue and earnings growth remain sluggish at 4.2% and 5.5% respectively. Consequently, the current price of $207.39 represents a high-premium bet on quality over value.

Key Strengths

Exceptional earnings consistency with 23/25 quarters beating estimates
Strong liquidity profile with a Current Ratio of 2.86 and Quick Ratio of 1.92
Conservative leverage with a Debt/Equity ratio of 0.48
Healthy profitability margins (Gross: 44.52%, Operating: 20.70%)
Strong analyst consensus with a 'Buy' recommendation from 14 analysts

Key Risks

Severe overvaluation relative to Graham and Intrinsic value benchmarks
Low organic growth rates (Revenue growth of 4.20% YoY)
Bearish technical trend score (10/100) despite recent price gains
Mediocre Piotroski F-Score (4/9) suggesting stagnant fundamental improvement
High P/E ratio (32.35) relative to modest earnings growth (PEG 1.83)
AI Fair Value Estimate
Based on comprehensive analysis
$102.75
-50.5% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
54
Moderate
Value
20
Future
45
Past
90
Health
65
Dividend
50
AI Verdict
Quality company, poor entry price
Key drivers: Earnings beat consistency, Balance sheet strength, Extreme valuation gap
Confidence
90%
Value
20/100

Ref P/E 32.35, Graham $88.24, Intrinsic $97.75

Positives
  • Forward P/E is lower than trailing P/E
Watchpoints
  • Price is >100% above Graham Number
  • Price is >100% above Intrinsic Value
  • PEG ratio > 1.5
Future
45/100

Ref Growth rates

Positives
  • Recent Q/Q EPS growth spike of 23.5%
  • Positive analyst target price ($222.71)
Watchpoints
  • Low YoY revenue growth (4.2%)
  • Low YoY earnings growth (5.5%)
Past
90/100

Ref Historical trends

Positives
  • Consistent earnings surprises over 25 quarters
  • Strong 1Y price performance (+21%)
Watchpoints
  • Poor 5Y change (-1.9%)
Health
65/100

Ref Piotroski F-Score, Debt/Equity

Positives
  • Low Debt/Equity (0.48)
  • High Current Ratio (2.86)
Watchpoints
  • Piotroski F-Score is only 4/9
Dividend
50/100

Ref Yield, Payout

Positives
  • Sustainable payout ratio (43.99%)
Watchpoints
  • Low dividend yield (1.37%)

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$207.39
Analyst Target
$222.71
Upside/Downside
+7.4%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for IEX and closest competitors.

Updated 2026-04-27
IEX
IDEX Corporation
Primary
5Y
-1.9%
3Y
+4.7%
1Y
+21.0%
6M
+24.2%
1M
+11.2%
1W
+0.5%
AVA
AeroVironment, Inc.
Peer
5Y
+129.3%
3Y
+259.0%
1Y
+69.5%
6M
+12.8%
1M
+18.1%
1W
-21.7%
NDS
Nordson Corporation
Peer
5Y
+44.4%
3Y
+33.0%
1Y
+53.4%
6M
+20.3%
1M
+4.2%
1W
+5.1%
CSL
Carlisle Companies Incorporated
Peer
5Y
+98.8%
3Y
+74.3%
1Y
-4.5%
6M
+6.9%
1M
+5.9%
1W
-0.5%
CLH
Clean Harbors, Inc.
Peer
5Y
+248.2%
3Y
+117.3%
1Y
+45.8%
6M
+25.9%
1M
+7.2%
1W
+2.8%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
32.35
Forward P/E
23.11
PEG Ratio
1.83
P/B Ratio
3.84
P/S Ratio
4.46
EV/Revenue
4.85
EV/EBITDA
18.02
Market Cap
$15.42B

Profitability

Profit margins and return metrics

Profit Margin 13.98%
Operating Margin 20.7%
Gross Margin 44.52%
ROE 12.34%
ROA 6.63%

Growth

Revenue and earnings growth rates

Revenue Growth +4.2%
Earnings Growth +5.5%
Q/Q Revenue Growth +4.2%
Q/Q Earnings Growth +4.1%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.48
Low debt
Current Ratio
2.86
Strong
Quick Ratio
1.92
Excellent
Cash/Share
$7.8

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.9B
Gross Margin
43.1%
Op. Margin
20.7%
Net Margin
14.3%
Total Assets
$6.9B
Liabilities
$2.9B
Equity
$4.0B
Debt/Equity
0.72x
Operating CF
$0.2B
CapEx
$-0.0B
Free Cash Flow
$0.2B
FCF Yield
91%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-29
$N/A
2026-02-04
$2.1
+2.9% surprise
2025-10-29
$1.7
+8.8% surprise
2025-07-30
$1.74
+5.8% surprise

Industrials Sector Comparison

Comparing IEX against 469 companies in the Industrials sector (39 bullish, 174 neutral, 256 bearish)
P/E Ratio
32.35
This Stock
vs
98.24
Sector Avg
-67.1% (Discount)
Return on Equity (ROE)
12.34%
This Stock
vs
-19.38%
Sector Avg
-163.7% (Below Avg)
Profit Margin
13.98%
This Stock
vs
6.65%
Sector Avg
+110.0% (Superior)
Debt to Equity
0.48
This Stock
vs
2.63
Sector Avg
-81.7% (Less Debt)
Revenue Growth
4.2%
This Stock
vs
71.29%
Sector Avg
-94.1% (Slower)
Current Ratio
2.86
This Stock
vs
3.09
Sector Avg
-7.6% (Weaker)

Similar Companies

Peer comparison within the same industry

IEX IDEX Corporation
NEUTRAL
Mkt Cap
$15.4B
P/E
32.4
ROE
12.3%
Price
$207.39
AVAV AeroVironment, Inc.
BEARISH
Mkt Cap
$15.4B
P/E
-
ROE
-2.6%
Price
$307.75
 Compare with IEX
NDSN Nordson Corporation
NEUTRAL
Mkt Cap
$15.6B
P/E
30.1
ROE
17.5%
Price
$279.01
 Compare with IEX
CSL Carlisle...
BEARISH
Mkt Cap
$14.7B
P/E
21.0
ROE
34.9%
Price
$360.07
 Compare with IEX
CLH Clean Harbors, Inc.
NEUTRAL
Mkt Cap
$16.5B
P/E
42.4
ROE
14.7%
Price
$308.99
 Compare with IEX

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

ASHLEMAN ERIC D
Chief Executive Officer
Stock Award
2026-02-20
9,040 shares
LAUSAS ALLISON S
Officer
Stock Award
2026-02-19
275 shares
GILLEN SEAN M
Chief Financial Officer
Stock Award
2026-02-19
2,410 shares
ANDERSON LISA M
General Counsel
Stock Award
2026-02-19
1,205 shares
TERESO TARA M
Officer
Stock Award
2026-02-19
1,055 shares
SIMMONS WILLIAM L
Officer
Stock Award
2026-02-19
1,055 shares
GILLEN SEAN M
Chief Financial Officer
Stock Award
2026-01-05
16,595 shares
CHRISTENSON CARL R
Director
Buy
2025-11-05
600 shares · $101,647
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
DEF 14A
2026-03-26

IEX filed a Definitive Proxy Statement on March 26, 2026, providing shareholders with necessary information and voting materials for an upcoming meeting.

10-K
10-K
2026-02-19

IEX filed its 10-K on February 19, 2026, which includes detailed sections on its business operations, risk factors, and management's discussion and analysis of financial condition. Specific financial highlights and risk details were not provided in the available excerpts.

8-K
8-K
2026-02-09
8-K
8-K
2026-02-04

IEX filed an 8-K on February 4, 2026, likely to disclose annual financial results or a material corporate update.

8-K
8-K
2025-12-04
10-Q
10-Q
2025-10-29

IEX filed its 10-Q on October 29, 2025. While the provided excerpt contains no specific financial highlights, it references a detailed section on risk factors under Item 1A.

8-K
8-K
2025-10-29

IEX filed an 8-K on October 29, 2025, likely to report its third-quarter financial results.

8-K
8-K
2025-09-18
10-Q
10-Q
2025-07-30

IEX filed its 10-Q on July 30, 2025. While specific financial metrics were not provided in the excerpt, the filing includes a dedicated section on risk factors under Item 1A.

8-K
8-K
2025-07-30
8-K
8-K
2025-05-21
8-K
8-K
2025-05-12
8-K
8-K
2025-05-01
10-Q
10-Q
2025-05-01
DEF 14A
DEF 14A
2025-03-26
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
14 analysts
Stifel
2026-04-14
Maintains
Buy Buy
BMO Capital
2026-03-27
init
Market Perform Market Perform
Argus Research
2026-02-06
up
Hold Buy
DA Davidson
2026-02-05
Maintains
Neutral Neutral
Citigroup
2026-02-05
Maintains
Buy Buy
TD Cowen
2026-02-05
Maintains
Buy Buy
RBC Capital
2026-02-05
Maintains
Outperform Outperform
Stifel
2026-01-23
Maintains
Buy Buy
Citigroup
2025-12-08
Maintains
Buy Buy
RBC Capital
2025-10-30
Maintains
Outperform Outperform

Past News Coverage

Recent headlines mentioning IEX from our newsroom.

Newest → oldest
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