Idex Corporation Stock Analysis
IEX Stock | USD 232.50 5.05 2.22% |
IDEX Corporation is fairly valued with Real Value of 240.83 and Target Price of 233.45. The main objective of IDEX stock analysis is to determine its intrinsic value, which is an estimate of what IDEX Corporation is worth, separate from its market price. There are two main types of IDEX's stock analysis: fundamental analysis and technical analysis.
The IDEX stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. IDEX is usually not traded on Memorial Day, Juneteenth Holiday, Independence Day, Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday. IDEX Stock trading window is adjusted to America/New York timezone.
IDEX |
IDEX Stock Analysis Notes
About 100.0% of the company shares are owned by institutional investors. The book value of IDEX was currently reported as 50.32. The company has Price/Earnings To Growth (PEG) ratio of 2.43. IDEX recorded earning per share (EPS) of 6.44. The entity last dividend was issued on the 17th of January 2025. The firm had 3:2 split on the 22nd of May 2007. IDEX Corporation, together with its subsidiaries, provides applied solutions worldwide. IDEX Corporation was incorporated in 1987 and is headquartered in Northbrook, Illinois. Idex Corp operates under Specialty Industrial Machinery classification in the United States and is traded on New York Stock Exchange. It employs 7536 people. To learn more about IDEX Corporation call Andrew Silvernail at 847 498 7070 or check out https://www.idexcorp.com.IDEX Quarterly Total Revenue |
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IDEX Investment Alerts
Over 100.0% of the company shares are owned by institutional investors | |
On 25th of October 2024 IDEX paid $ 0.69 per share dividend to its current shareholders | |
Latest headline from finance.yahoo.com: Weitz Investment Large Cap Equity Fund Added IDEX Corporation As It Trades at a Discount To The Business Value Estimates |
IDEX Upcoming and Recent Events
Earnings reports are used by IDEX to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period..
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 |
IDEX Largest EPS Surprises
Earnings surprises can significantly impact IDEX's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
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2002-01-15 | 2001-12-31 | 0.1 | 0.11 | 0.01 | 10 | ||
2002-07-18 | 2002-06-30 | 0.19 | 0.21 | 0.02 | 10 | ||
2000-04-18 | 2000-03-31 | 0.2 | 0.23 | 0.03 | 15 |
IDEX Environmental, Social, and Governance (ESG) Scores
IDEX's ESG score is a quantitative measure that evaluates IDEX's performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of IDEX's operations that may have significant financial implications and affect IDEX's stock price as well as guide investors towards more socially responsible investments.
IDEX Thematic Classifications
In addition to having IDEX stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
MachineryUSA Equities from Machinery industry as classified by Fama & French |
IDEX Stock Institutional Investors
Shares | Wellington Management Company Llp | 2024-06-30 | 1.4 M | Champlain Investment Partners, Llc | 2024-09-30 | 1.2 M | Barclays Plc | 2024-06-30 | 1.2 M | Norges Bank | 2024-06-30 | 930.6 K | Fenimore Asset Management Inc | 2024-09-30 | 836.8 K | Nordea Investment Mgmt Bank Demark A/s | 2024-09-30 | 818.8 K | Alecta Pensionsforsakring, Omsesidigt | 2024-09-30 | 800 K | Jpmorgan Chase & Co | 2024-06-30 | 798.5 K | First Trust Advisors L.p. | 2024-06-30 | 764.7 K | Vanguard Group Inc | 2024-09-30 | 9.2 M | Blackrock Inc | 2024-06-30 | 6.2 M |
IDEX Market Capitalization
The company currently falls under 'Large-Cap' category with a total capitalization of 17.61 B.IDEX Profitablity
The company has Net Profit Margin of 0.15 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.22 %, which entails that for every 100 dollars of revenue, it generated $0.22 of operating income.Last Reported | Projected for Next Year | ||
Return On Tangible Assets | 0.30 | 0.15 | |
Return On Capital Employed | 0.14 | 0.20 | |
Return On Assets | 0.10 | 0.07 | |
Return On Equity | 0.17 | 0.18 |
Management Efficiency
IDEX has Return on Asset of 0.0691 % which means that on every $100 spent on assets, it made $0.0691 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1359 %, implying that it generated $0.1359 on every 100 dollars invested. IDEX's management efficiency ratios could be used to measure how well IDEX manages its routine affairs as well as how well it operates its assets and liabilities. At this time, IDEX's Return On Capital Employed is fairly stable compared to the past year. Return On Equity is likely to rise to 0.18 in 2024, whereas Return On Tangible Assets are likely to drop 0.15 in 2024. At this time, IDEX's Total Assets are fairly stable compared to the past year. Non Current Assets Total is likely to rise to about 4.6 B in 2024, despite the fact that Net Tangible Assets are likely to grow to (597.2 M).Last Reported | Projected for Next Year | ||
Book Value Per Share | 46.84 | 49.18 | |
Tangible Book Value Per Share | (4.09) | (3.88) | |
Enterprise Value Over EBITDA | 17.97 | 9.87 | |
Price Book Value Ratio | 4.63 | 4.87 | |
Enterprise Value Multiple | 17.97 | 9.87 | |
Price Fair Value | 4.63 | 4.87 | |
Enterprise Value | 1.1 B | 1.2 B |
IDEX Corporation benefits from a proactive management team that anticipates market trends. Our analysis delves into how this proactive stance influences financial metrics and stock valuation.
Dividend Yield 0.0119 | Operating Margin 0.2238 | Profit Margin 0.1535 | Forward Dividend Yield 0.0119 | Beta 0.952 |
Technical Drivers
As of the 25th of November, IDEX retains the Semi Deviation of 0.7941, market risk adjusted performance of 0.2108, and Risk Adjusted Performance of 0.1303. IDEX technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices.IDEX Price Movement Analysis
The output start index for this execution was eleven with a total number of output elements of fifty. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. IDEX middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for IDEX. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
IDEX Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific IDEX insiders, such as employees or executives, is commonly permitted as long as it does not rely on IDEX's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases IDEX insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Melissa Flores over three months ago Acquisition by Melissa Flores of 537 shares of IDEX at 231.0 subject to Rule 16b-3 | ||
Lisa Anderson over six months ago Disposition of 260 shares by Lisa Anderson of IDEX at 231.0 subject to Rule 16b-3 | ||
Roopa Unnikrishnan over six months ago Acquisition by Roopa Unnikrishnan of 4705 shares of IDEX at 235.13 subject to Rule 16b-3 | ||
Eric Ashleman over six months ago Acquisition by Eric Ashleman of 46070 shares of IDEX at 235.13 subject to Rule 16b-3 |
IDEX Outstanding Bonds
IDEX issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. IDEX uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most IDEX bonds can be classified according to their maturity, which is the date when IDEX Corporation has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
IEX 2625 15 JUN 31 Corp BondUS45167RAH75 | View | |
US45167RAG92 Corp BondUS45167RAG92 | View |
IDEX Predictive Daily Indicators
IDEX intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of IDEX stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
IDEX Corporate Filings
8K | 30th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 7th of October 2024 An amended filing to the original Schedule 13G | ViewVerify |
8K | 5th of September 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
8K | 21st of August 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
8K | 8th of August 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
7th of August 2024 Other Reports | ViewVerify | |
8K | 1st of August 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
8K | 23rd of July 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
IDEX Forecast Models
IDEX's time-series forecasting models are one of many IDEX's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary IDEX's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About IDEX Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how IDEX prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling IDEX shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as IDEX. By using and applying IDEX Stock analysis, traders can create a robust methodology for identifying IDEX entry and exit points for their positions.
Last Reported | Projected for Next Year | ||
Pretax Profit Margin | 0.23 | 0.12 | |
Operating Profit Margin | 0.22 | 0.14 | |
Net Profit Margin | 0.18 | 0.19 | |
Gross Profit Margin | 0.44 | 0.33 |
Current IDEX Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. IDEX analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. IDEX analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Price | Advice | # of Analysts | |
233.45 | Buy | 14 | Odds |
Most IDEX analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand IDEX stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of IDEX, talking to its executives and customers, or listening to IDEX conference calls.
IDEX Stock Analysis Indicators
IDEX Corporation stock analysis indicators help investors 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 analysis, traders can identify IDEX position entry and exit signals to maximize returns.
Begin Period Cash Flow | 430.2 M | |
Total Stockholder Equity | 3.5 B | |
Capital Lease Obligations | 120.1 M | |
Property Plant And Equipment Net | 430.3 M | |
Cash And Short Term Investments | 534.3 M | |
Cash | 534.3 M | |
50 Day M A | 215.0878 | |
Net Interest Income | -52.2 M | |
Total Current Liabilities | 500.3 M | |
Forward Price Earnings | 27.7008 | |
Investments | -782.8 M | |
Interest Expense | 51.7 M | |
Stock Based Compensation | 21.8 M | |
Long Term Debt | 1.3 B | |
Common Stock Shares Outstanding | 75.9 M | |
Tax Provision | 166.3 M | |
Quarterly Earnings Growth Y O Y | -0.429 | |
Accounts Payable | 179.7 M | |
Net Debt | 911.5 M | |
Other Operating Expenses | 2.5 B | |
Non Current Assets Total | 4.4 B | |
Liabilities And Stockholders Equity | 5.9 B | |
Non Currrent Assets Other | 434.8 M |
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.