Idex Corporation Stock Alpha and Beta Analysis
| IEX Stock | USD 224.11 5.23 2.39% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as IDEX Corporation. It also helps investors analyze the systematic and unsystematic risks associated with investing in IDEX over a specified time horizon. Remember, high IDEX's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to IDEX's market risk premium analysis include:
Beta 0.35 | Alpha 0.0815 | Risk 1.41 | Sharpe Ratio 0.0537 | Expected Return 0.0759 |
IDEX Quarterly Cash And Equivalents |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
IDEX |
IDEX Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. IDEX market risk premium is the additional return an investor will receive from holding IDEX long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IDEX. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate IDEX's performance over market.| α | 0.08 | β | 0.35 |
IDEX expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of IDEX's Buy-and-hold return. Our buy-and-hold chart shows how IDEX performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.IDEX Market Price Analysis
Market price analysis indicators help investors to evaluate how IDEX stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading IDEX shares will generate the highest return on investment. By understating and applying IDEX stock market price indicators, traders can identify IDEX position entry and exit signals to maximize returns.
IDEX Return and Market Media
The median price of IDEX for the period between Fri, Nov 1, 2024 and Thu, Jan 30, 2025 is 221.17 with a coefficient of variation of 4.17. The daily time series for the period is distributed with a sample standard deviation of 9.15, arithmetic mean of 219.33, and mean deviation of 7.94. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | IDEX Updates FY 2024 Earnings Guidance | 11/01/2024 |
2 | Acquisition by Quiroz Alejandro of 770 shares of IDEX subject to Rule 16b-3 | 11/25/2024 |
3 | Investors Could Be Concerned With IDEXs Returns On Capital | 12/06/2024 |
4 | Duff Phelps Investment Management Co. Decreases Stake in IDEX Co. - MarketBeat | 12/09/2024 |
5 | Gas and Liquid Handling Stocks Q3 Teardown Flowserve Vs The Rest | 12/11/2024 |
6 | Three Reasons Why IEX is Risky and One Stock to Buy Instead | 12/20/2024 |
7 | IDEX Corp Announces Fourth Quarter Earnings Call | 01/06/2025 |
8 | Should You Invest in the First Trust Water ETF | 01/15/2025 |
9 | Exchange Traded Concepts LLC Acquires 2,582 Shares of IDEX Co. - MarketBeat | 01/27/2025 |
About IDEX Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including IDEX or other stocks. Alpha measures the amount that position in IDEX has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2022 | 2023 | 2024 | 2025 (projected) | Dividend Yield | 0.0103 | 0.0116 | 0.0134 | 0.0157 | Price To Sales Ratio | 5.43 | 5.01 | 4.51 | 4.74 |
IDEX Upcoming Company Events
As portrayed in its financial statements, the presentation of IDEX's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, IDEX's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of IDEX's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of IDEX. Please utilize our Beneish M Score to check the likelihood of IDEX's management manipulating its earnings.
| 6th of February 2024 Upcoming Quarterly Report | View | |
| 24th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 6th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
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Additional Tools for IDEX Stock Analysis
When running IDEX's price analysis, check to measure IDEX's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IDEX is operating at the current time. Most of IDEX's value examination focuses on studying past and present price action to predict the probability of IDEX's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IDEX's price. Additionally, you may evaluate how the addition of IDEX to your portfolios can decrease your overall portfolio volatility.