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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#541
Positioning
Market Dominance
Manufacturing
Machinery
$12.2B
Eric D. Ashleman
IDEX Corporation provides applied solutions worldwide. The company operates through three segments: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP) The FSDP segment designs, produces, and distributes firefighting pumps, valves and controls, rescue tools, lifting bags, and other components.
Headcount
8.9K
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Dates updated upon official exchange announcement.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = IEX ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$UL UNILEVER PLC | 78 | 96 | 98 | 59 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$ASML ASML HOLDING NV | 77 | 89 | 86 | 83 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$ESLT ELBIT SYSTEMS LTD | 76 | 81 | 87 | 85 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$MT ArcelorMittal | 75 | 71 | 98 | 85 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$AMAT APPLIED MATERIALS INC /DE | 75 | 85 | 87 | 84 | 20.9x | 13.6x | 32.9% | 20.5% | 48.8% | 30.6% | 24.4% | 7.7% | 0.9% | 32.0x | $148.6B | VS | |
$SIMO Silicon Motion Technology CORP | 75 | 84 | 86 | 85 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$CODA Coda Octopus Group, Inc. | 74 | 83 | 90 | 79 | 16.3x | 11.9x | 7.4% | 7.5% | 68.3% | 19.5% | 18.2% | 29.0% | 0.0% | 0.0x | $84M | VS | |
$GSK GSK plc | 74 | 84 | 90 | 70 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$EFXT Enerflex Ltd. | 74 | 80 | 91 | 83 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$BUD Anheuser-Busch InBev SA/NV | 74 | 84 | 97 | 63 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$IEX IDEX CORP /DE/ | 62 | 59 | 70 | 56 | 32.7x | 23.5x | 11.8% | 6.8% | 44.9% | 20.3% | 14.1% | 8.9% | 1.7% | 45.0x | $12.2B | ||
| SECTOR BENCH | - | - | - | - | - | 22.3x | 11.5x | -1.9% | 0.9% | 44.1% | 2.5% | 1.0% | 6.7% | 0.0% | 0.2x | - | REF |
IDEX CORP /DE/ (IEX) receives a "Hold" rating with a composite score of 61.6/100. It ranks #541 out of 7,333 stocks in our coverage universe and carries a 3-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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HQ Base
Wilmington, Illinois
In-line with peers — no strong momentum signal
Trading at a discount to fundamentals — favorable entry valuation
Average quality profile
Low volatility — smoother ride and historically better risk-adjusted returns
Moderate investment profile
Mid-range overall rating
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Relative valuation derived from Manufacturing sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
Projection based on user-defined inputs. Re-calculated daily against current market data.
Reverse DCF Framework — Mauboussin Methodology
Institutional-grade Reverse DCF analysis. This model identifies the growth hurdles embedded in current market prices. When implied growth is significantly lower than historical or projected rates, a margin of safety may exist. Re-audited daily.
No analyst ratings for IEX.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 59 | 61 | -2NEUTRAL |
| MOMENTUM | 56 | 54 | +2NEUTRAL |
| VALUATION | 70 | 71 | -1NEUTRAL |
| INVESTMENT | 42 | 78 | -36DRAG |
| STABILITY | 86 | 91 | -5NEUTRAL |
| SHORT INT | 62 | 73 | -11DRAG |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROIC 44.4% vs WACC 9.1% (spread +35.3%)
GM 45% vs sector 44%, OM 20% vs sector 3%
Capital turnover 2.80x, R&D intensity 2.0%
Rev growth 9%, 10yr history
Interest coverage N/A, Net debt/EBITDA 1.8x
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate IDEX CORP /DE/ (IEX) as a Hold with a composite score of 61.6/100 at a current price of $208.44. The stock presents a mixed quantitative picture — neither compelling enough to warrant new accumulation nor weak enough to justify selling.
IDEX CORP /DE/ holds a top-quartile position (#0 of 50) within the Manufacturing sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 61.6/100 places it at rank #541 in our full universe.
Narrow
Low
Standard
Undervalued
Gross margins of 45% signal strong pricing power.
Value factor score of 70 suggests attractive pricing.
Stable competitive position in a defensive sector.
Vulnerability to macroeconomic shocks and interest rate volatility.
IDEX CORP /DE/ represents a hold based on multi-factor quantitative performance.
Our model assigns IDEX CORP /DE/ a Hold rating, with a composite score of 61.6/100 and 3 out of 5 stars. Ranked #541 of 7,333 stocks, IEX presents a mixed quantitative picture — neither compelling enough to initiate new positions nor weak enough to warrant selling. Investors already holding may consider maintaining their position while monitoring for changes in the factor profile.
With a quality score of 59/100, IEX shows adequate but unremarkable business quality. The company reports a return on equity of 11.8% (sector avg: -1.9%), gross margins of 44.9% (sector avg: 44.1%), net margins of 14.1% (sector avg: 1.0%). This suggests the company generates acceptable returns but may lack the competitive positioning or operational efficiency to stand out from peers.
IEX carries a solid value score of 70/100, pointing to an attractively priced stock relative to peers. Key valuation metrics include a P/E ratio of 32.69x, an EV/EBITDA of 23.47x, a P/B ratio of 3.84x. This score suggests reasonable compensation for the risks involved, with potential upside if the market recognizes the stock's underlying worth.
With an investment score of 42/100, IEX exhibits moderate growth-oriented spending. Key growth metrics include revenue growth of 8.9% vs. a sector average of 6.7% and a return on assets of 6.8% (sector: 0.9%). The company appears to be balancing growth investments with capital returns, though the pace of investment may not be enough to accelerate top-line growth meaningfully.
IEX demonstrates moderate momentum with a score of 56/100, suggesting a neutral price trend without strong directional conviction. Revenue growth stands at 8.9% year-over-year, while a beta of 0.87 reflects its sensitivity to broader market moves. Moderate momentum may indicate the stock is consolidating or transitioning between trends, warranting close monitoring of upcoming catalysts.
IDEX CORP /DE/ earns an excellent stability score of 86/100, reflecting low price volatility and a conservatively managed balance sheet. Key stability metrics include a beta of 0.87 and a debt-to-equity ratio of 45.00x (sector avg: 0.2x). Stocks with this level of stability tend to act as portfolio anchors, providing downside protection during market corrections while still participating in broad market advances.
IEX carries a short interest score of 62/100, indicating moderate short selling activity. This is a neutral reading — not enough to signal systemic bearishness, but worth monitoring. Specific risk factors include elevated leverage (D/E: 45.00x). At $12.2B market cap (large-cap), IDEX CORP /DE/ offers reasonable institutional liquidity.
IEX offers a modest dividend yield of 1.7%. While the income contribution is relatively small, even a small dividend signals management's commitment to shareholder returns and can serve as a signal of financial discipline.
IDEX CORP /DE/ is a large-cap company in the Manufacturing sector, ranked #0 of 50 in its sector (100th percentile) and #541 of 7,333 overall (93rd percentile). Key comparisons include ROE of 11.8% exceeding the -1.9% sector median and operating margins of 20.3% above the 2.5% sector average. This top-quartile standing reflects exceptional competitive strength relative to Manufacturing peers.
While IEX currently exhibits a HOLD profile, superior opportunities exist within the MANUFACTURING sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
View Top Manufacturing Alpha →Quant Factor Profile
Key factor gap
Stability (86) vs Investment (42) — closing this gap could shift the rating.
EV/EBITDA 105% ABOVE SECTOR MEDIAN
ROE 718% BELOW SECTOR MEDIAN
Gross Margin IN LINE WITH SECTOR BENCHMARKS
Above 50MA
37.18%
Net New Highs
+51081
Earlier in February 2026, IDEX Corporation (NYSE:IEX) reported fourth-quarter 2025 results that surpassed analyst expectations, prompting research firm Argus to upgrade its rating and contributing to a shift toward a more positive analyst consensus. Management also outlined plans to continue bolt-on mergers and acquisitions alongside flexible share repurchases, signaling an ongoing focus on capital deployment through both portfolio expansion and returning cash to shareholders. With this...
IDEX (IEX) shares were in focus after the company reported fourth quarter 2025 results that topped market expectations, supported by strong Health & Science Technologies demand and continued share repurchases. See our latest analysis for IDEX. The latest earnings beat and ongoing share repurchases have arrived alongside strong momentum in the share price. The 30 day share price return is 14.43% and the 90 day share price return is 25.22%, even though the 1 year total shareholder return is...
IDEX Corp, an industrial pump maker, announced it will acquire Mott Corp, a filtration products maker, for $1 billion in cash. The deal is expected to close by the end of the third quarter of 2024.
ITW is a textbook example of an effective industrial conglomerate.
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