Stock Scorecard



Stock Summary for Idex Corporation (IEX) - $198.55 as of 2/2/2026 11:07:00 AM EST

Total Score

10 out of 30

Safety Score

43 out of 100

Currently on the following lists
None
Tim's Recommendation
Avoid

Growth List Algorithm Criteria for IEX

Positive Quarterly and Annual earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the Annual earnings growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for IEX

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for IEX

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2
Cash Flow per Share greater than Trailing Dividend Rate

Bonus Criteria for IEX

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Safety Rating Criteria for IEX (43 out of 100)

Stock Price Rating (Max of 10) 10
Historical Stock Price Rating (Max of 10) 10
Stock Price Trend (Max of 10) 0
Book Value (Max of 10) 9
Book Value to Price (Max of 10) 0
Analyst Buy Ratings (Max of 5) 5
Analyst Strong Buy Ratings (Max of 5) 4
Dividend Yield Percentage (Max of 10) 1
Operating Margin (Max of 10) 5
Trading Volume (Max of 10) 9
Price to Earnings (Max of 10) 0
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) -10

Financial Details for IEX

Company Overview

Ticker IEX
Company Name Idex Corporation
Country N/A
Description IDEX Corporation (IEX), based in Northbrook, Illinois, is a premier innovator specializing in fluidics systems and engineered products across various sectors, including healthcare, fire and safety, and industrial applications. The company is dedicated to enhancing operational efficiency and safety through its advanced technology solutions while actively pursuing growth aligned with sustainability initiatives. With a robust track record of financial performance and a strategic acquisition approach, IDEX is well-positioned to leverage emerging market opportunities, ultimately driving sustainable value for its shareholders.
Sector Name INDUSTRIALS
Industry Name SPECIALTY INDUSTRIAL MACHINERY
Most Recent Quarter 9/30/2025
Next Earnings Date 2/4/2026

Stock Price History

Last Day Price 198.55
Price 4 Years Ago 218.64
Last Day Price Updated 2/2/2026 11:07:00 AM EST
Last Day Volume 1,045,280
Average Daily Volume 641,988
52-Week High 222.57
52-Week Low 151.00
Last Price to 52 Week Low 31.49%

Valuation Measures

Trailing PE N/A
Industry PE 64.87
Sector PE 56.90
5-Year Average PE 28.87
Free Cash Flow Ratio 25.04
Industry Free Cash Flow Ratio 63.84
Sector Free Cash Flow Ratio 91.06
Current Ratio Most Recent Quarter 2.93
Total Cash Per Share 7.93
Book Value Per Share Most Recent Quarter 53.48
Price to Book Ratio 3.68
Industry Price to Book Ratio 4.59
Sector Price to Book Ratio 6.80
Price to Sales Ratio Twelve Trailing Months 4.33
Industry Price to Sales Ratio Twelve Trailing Months 312.46
Sector Price to Sales Ratio Twelve Trailing Months 44.27
Analyst Buy Ratings 6
Analyst Strong Buy Ratings 2

Share Statistics

Total Shares Outstanding 74,849,000
Market Capitalization 14,861,268,950
Institutional Ownership N/A

Dividends

Ex-Dividend Date 1/16/2026
Previous Dividend Amount 0.7100
Current Dividend Amount 0.7100
Total Years Dividend Increasing Dividend Contender - Increasing for 16 Years
Trailing Annual Dividend Rate 2.84
Trailing Annual Dividend Yield 1.42%
Forward Annual Dividend Rate 2.84
Forward Annual Dividend Yield 1.42%
5-Year Dividend Payments Count 20
3-Year Average Dividend Yield 1.59%
5-Year Average Dividend Yield 1.29%
1-Year Dividend Growth Rate Percentage 0.71%
3-Year Dividend Growth Rate Percentage 0.35%
5-Year Dividend Growth Rate Percentage 4.96%
All-Time Dividend Growth Rate Percentage 9.90%
Dividend Payout Ratio 44.94%

Income Statement

Quarterly Earnings Growth YOY 8.30%
Annual Earnings Growth -15.28%
Reported EPS 12 Trailing Months 6.32
Reported EPS Past Year 5.85
Reported EPS Prior Year 7.88
Net Income Twelve Trailing Months 478,100,000
Net Income Past Year 505,000,000
Net Income Prior Year 596,100,000
Quarterly Revenue Growth YOY 10.10%
5-Year Revenue Growth 5.55%
Operating Margin Twelve Trailing Months 21.40%

Balance Sheet

Total Cash Most Recent Quarter 593,800,000
Total Cash Past Year 620,800,000
Total Cash Prior Year 534,300,000
Net Cash Position Most Recent Quarter -1,307,800,000
Net Cash Position Past Year -1,238,700,000
Long Term Debt Past Year 1,859,500,000
Long Term Debt Prior Year 1,325,100,000
Total Debt Most Recent Quarter 1,901,600,000
Equity to Debt Ratio Past Year 0.67
Equity to Debt Ratio Most Recent Quarter 0.68
Total Stockholder Equity Past Year 3,794,700,000
Total Stockholder Equity Prior Year 3,541,400,000
Total Stockholder Equity Most Recent Quarter 4,011,400,000

Free Cash Flow

Free Cash Flow Twelve Trailing Months 584,100,000
Free Cash Flow Per Share Twelve Trailing Months 7.80
Free Cash Flow Past Year 603,000,000
Free Cash Flow Prior Year 626,800,000

Options

Put/Call Ratio 2.00
Has Options Options Chain
Liquidity Rating

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD 5.22
MACD Signal 4.86
20-Day Bollinger Lower Band 151.07
20-Day Bollinger Middle Band 174.55
20-Day Bollinger Upper Band 198.02
Beta 1.00
RSI 69.14
50-Day SMA 174.15
150-Day SMA 196.43
200-Day SMA 197.33

System

Modified 1/31/2026 12:57:03 AM EST