Idex Corporation Stock Performance
| IEX Stock | USD 183.73 0.85 0.46% |
The company retains a Market Volatility (i.e., Beta) of 0.6, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IDEX's returns are expected to increase less than the market. However, during the bear market, the loss of holding IDEX is expected to be smaller as well. At this point, IDEX has a negative expected return of -0.24%. Please make sure to check out IDEX's treynor ratio, as well as the relationship between the kurtosis and day typical price , to decide if IDEX performance from the past will be repeated in the future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days IDEX Corporation has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Stock's technical and fundamental indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
Actual Historical Performance (%)
One Day Return (0.99) | Five Day Return 0.56 | Year To Date Return (11.72) | Ten Year Return 140.11 | All Time Return 6.2 K |
Forward Dividend Yield 0.015 | Payout Ratio | Last Split Factor 3:2 | Forward Dividend Rate 2.76 | Dividend Date 2025-01-31 |
| IDEX dividend paid on 31st of January 2025 | 01/31/2025 |
1 | IDEX Corp Q4 2024 Earnings Call Highlights Strong Performance Amidst Challenging Conditions | 02/06/2025 |
2 | Disposition of 413 shares by Lisa Anderson of IDEX at 196.45 subject to Rule 16b-3 | 02/11/2025 |
3 | Acquisition by Roopa Unnikrishnan of 657 shares of IDEX at 196.45 subject to Rule 16b-3 | 02/13/2025 |
4 | Is There Now An Opportunity In IDEX Corporation | 02/21/2025 |
5 | Earnings Update IDEX Corporation Just Reported Its Annual Results And Analysts Are Updating Their Forecasts | 02/24/2025 |
6 | Disposition of 2656 shares by William Grogan of IDEX at 231.0 subject to Rule 16b-3 | 02/26/2025 |
7 | Helios Technologies Celebrates 15-Year Partnership Between Enovation Controls and IDEX Fire Safety | 03/05/2025 |
8 | There Are Reasons To Feel Uneasy About IDEXs Returns On Capital | 03/11/2025 |
9 | Q4 Earnings Highlights IDEX Vs The Rest Of The Gas and Liquid Handling Stocks | 03/12/2025 |
10 | How Is IDEX Corporation Adapting to Industrial Demands | 03/13/2025 |
11 | Glenview Trust co Has 1.36 Million Position in IDEX Co. | 03/17/2025 |
12 | 2 Industrials Stocks on Our Watchlist and 1 to Turn Down | 03/20/2025 |
| Begin Period Cash Flow | 534.3 M |
IDEX |
IDEX Relative Risk vs. Return Landscape
If you would invest 21,009 in IDEX Corporation on December 21, 2024 and sell it today you would lose (2,953) from holding IDEX Corporation or give up 14.06% of portfolio value over 90 days. IDEX Corporation is generating negative expected returns assuming volatility of 1.7171% on return distribution over 90 days investment horizon. In other words, 15% of stocks are less volatile than IDEX, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IDEX Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IDEX's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as IDEX Corporation, and traders can use it to determine the average amount a IDEX's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1381
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| Negative Returns | IEX |
Estimated Market Risk
| 1.72 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.24 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IDEX is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of IDEX by adding IDEX to a well-diversified portfolio.
IDEX Fundamentals Growth
IDEX Stock prices reflect investors' perceptions of the future prospects and financial health of IDEX, and IDEX fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on IDEX Stock performance.
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.07 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.20 % | ||||
| Current Valuation | 15.29 B | ||||
| Shares Outstanding | 75.78 M | ||||
| Price To Earning | 32.37 X | ||||
| Price To Book | 3.67 X | ||||
| Price To Sales | 4.26 X | ||||
| Revenue | 3.27 B | ||||
| Gross Profit | 1.45 B | ||||
| EBITDA | 677.2 M | ||||
| Net Income | 504.6 M | ||||
| Cash And Equivalents | 430.2 M | ||||
| Cash Per Share | 9.63 X | ||||
| Total Debt | 1.96 B | ||||
| Debt To Equity | 0.46 % | ||||
| Current Ratio | 3.23 X | ||||
| Book Value Per Share | 50.00 X | ||||
| Cash Flow From Operations | 668.1 M | ||||
| Earnings Per Share | 6.63 X | ||||
| Market Capitalization | 13.92 B | ||||
| Total Asset | 6.75 B | ||||
| Retained Earnings | 4.23 B | ||||
| Working Capital | 963 M | ||||
| Current Asset | 862.68 M | ||||
| Current Liabilities | 309.6 M | ||||
About IDEX Performance
Evaluating IDEX's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if IDEX has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if IDEX has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 86.01 | 99.69 | |
| Return On Tangible Assets | 0.23 | 0.15 | |
| Return On Capital Employed | 0.11 | 0.20 | |
| Return On Assets | 0.07 | 0.09 | |
| Return On Equity | 0.13 | 0.14 |
Things to note about IDEX performance evaluation
Checking the ongoing alerts about IDEX for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for IDEX help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| IDEX generated a negative expected return over the last 90 days | |
| Over 100.0% of the company shares are owned by institutional investors | |
| On 31st of January 2025 IDEX paid $ 0.69 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: 2 Industrials Stocks on Our Watchlist and 1 to Turn Down |
- Analyzing IDEX's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether IDEX's stock is overvalued or undervalued compared to its peers.
- Examining IDEX's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating IDEX's management team can have a significant impact on its success or failure. Reviewing the track record and experience of IDEX's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of IDEX's stock. These opinions can provide insight into IDEX's potential for growth and whether the stock is currently undervalued or overvalued.
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.