(IEX) IDEX - Overview
Stock: Pumps, Valves, Flow-Meters, Firefighting-Equipment, Dispensing-Systems
EPS (Earnings per Share)
Revenue
Dividends
| Dividend Yield | 1.56% |
| Yield on Cost 5y | 1.52% |
| Yield CAGR 5y | 7.39% |
| Payout Consistency | 99.2% |
| Payout Ratio | 35.7% |
| Risk 5d forecast | |
|---|---|
| Volatility | 22.5% |
| Relative Tail Risk | -14.5% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.26 |
| Alpha | -5.36 |
| Character TTM | |
|---|---|
| Beta | 0.858 |
| Beta Downside | 0.891 |
| Drawdowns 3y | |
|---|---|
| Max DD | 34.60% |
| CAGR/Max DD | -0.03 |
Description: IEX IDEX January 03, 2026
IEX operates as a diversified industrial technology company through three distinct segments: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP). The FMT line supplies positive-displacement pumps, valves, flow meters and related services to a broad set of end-markets-including water-treatment, energy, chemicals, semiconductor and food-pharma-where precise fluid handling is a core cost driver.
The HST segment focuses on precision fluidics, micro-components, sealing solutions and laboratory equipment that serve life-sciences, analytical-instrument and semiconductor customers. Its product mix includes biocompatible medical devices, technical ceramics and photonic components, positioning the segment to benefit from rising R&D spend in biotech and the continued expansion of semiconductor fabs.
FSDP delivers firefighting pumps, rescue tools, paint-dispensing systems and related stainless-steel hardware to fire-suppression, automotive, aerospace/defense and energy users. This segment’s niche exposure to safety-critical equipment provides a relatively insulated revenue stream, though it is more cyclically linked to capital-expenditure cycles in the aerospace and automotive sectors.
Key recent metrics (FY 2023): revenue of roughly $2.3 billion, operating margin of 12 %, and a 5-year compounded annual growth rate (CAGR) of 4 % in the FMT segment, driven in part by U.S. infrastructure spending on water and wastewater upgrades. The HST segment’s top line grew ~7 % YoY, reflecting heightened demand for precision fluidics in semiconductor manufacturing-a sector that historically expands at a 6-8 % annual rate. The company’s cash conversion cycle has improved to 45 days, supporting a dividend yield of ~1.2 %.
Macro-level drivers include the U.S. Infrastructure Investment and Jobs Act (boosting water-treatment and energy-grid projects), the global semiconductor supply-chain expansion, and sustained capital-expenditure in aerospace/defense as defense budgets rise. Conversely, any slowdown in semiconductor fab construction or a pullback in discretionary industrial spending could pressure the HST and FSDP segments.
For a deeper dive into IDEX’s valuation metrics and scenario analysis, the ValueRay platform offers a concise, data-driven overview.
Piotroski VR‑10 (Strict, 0-10) 7.5
| Net Income: 483.2m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.09 > 0.02 and ΔFCF/TA -0.04 > 1.0 |
| NWC/Revenue: 30.88% < 20% (prev 29.46%; Δ 1.42% < -1%) |
| CFO/TA 0.10 > 3% & CFO 680.4m > Net Income 483.2m |
| Net Debt (1.24b) to EBITDA (903.5m): 1.37 < 3 |
| Current Ratio: 2.86 > 1.5 & < 3 |
| Outstanding Shares: last quarter (74.8m) vs 12m ago -1.45% < -2% |
| Gross Margin: 44.51% > 18% (prev 0.43%; Δ 4407 % > 0.5%) |
| Asset Turnover: 50.58% > 50% (prev 48.46%; Δ 2.12% > 0%) |
| Interest Coverage Ratio: 10.82 > 6 (EBITDA TTM 903.5m / Interest Expense TTM 64.4m) |
Altman Z'' 5.46
| A: 0.15 (Total Current Assets 1.64b - Total Current Liabilities 575.4m) / Total Assets 6.93b |
| B: 0.65 (Retained Earnings 4.50b / Total Assets 6.93b) |
| C: 0.10 (EBIT TTM 697.0m / Avg Total Assets 6.84b) |
| D: 1.57 (Book Value of Equity 4.56b / Total Liabilities 2.90b) |
| Altman-Z'' Score: 5.46 = AAA |
Beneish M -2.99
| DSRI: 1.06 (Receivables 521.7m/465.9m, Revenue 3.46b/3.27b) |
| GMI: 0.97 (GM 44.51% / 43.23%) |
| AQI: 1.00 (AQ_t 0.70 / AQ_t-1 0.70) |
| SGI: 1.06 (Revenue 3.46b / 3.27b) |
| TATA: -0.03 (NI 483.2m - CFO 680.4m) / TA 6.93b) |
| Beneish M-Score: -2.99 (Cap -4..+1) = A |
What is the price of IEX shares?
Over the past week, the price has changed by +6.46%, over one month by +14.96%, over three months by +27.17% and over the past year by +7.70%.
Is IEX a buy, sell or hold?
- StrongBuy: 6
- Buy: 3
- Hold: 6
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the IEX price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 217.5 | 2.9% |
| Analysts Target Price | 217.5 | 2.9% |
| ValueRay Target Price | 233.7 | 10.6% |
IEX Fundamental Data Overview February 07, 2026
P/E Forward = 25.2525
P/S = 4.6368
P/B = 3.9446
P/EG = 2.0377
Revenue TTM = 3.46b USD
EBIT TTM = 697.0m USD
EBITDA TTM = 903.5m USD
Long Term Debt = 1.82b USD (from longTermDebt, last quarter)
Short Term Debt = 700.0k USD (from shortTermDebt, last quarter)
Debt = 1.82b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 1.24b USD (from netDebt column, last quarter)
Enterprise Value = 17.27b USD (16.03b + Debt 1.82b - CCE 580.0m)
Interest Coverage Ratio = 10.82 (Ebit TTM 697.0m / Interest Expense TTM 64.4m)
EV/FCF = 28.00x (Enterprise Value 17.27b / FCF TTM 616.8m)
FCF Yield = 3.57% (FCF TTM 616.8m / Enterprise Value 17.27b)
FCF Margin = 17.84% (FCF TTM 616.8m / Revenue TTM 3.46b)
Net Margin = 13.98% (Net Income TTM 483.2m / Revenue TTM 3.46b)
Gross Margin = 44.51% ((Revenue TTM 3.46b - Cost of Revenue TTM 1.92b) / Revenue TTM)
Gross Margin QoQ = 43.05% (prev 44.45%)
Tobins Q-Ratio = 2.49 (Enterprise Value 17.27b / Total Assets 6.93b)
Interest Expense / Debt = 0.89% (Interest Expense 16.2m / Debt 1.82b)
Taxrate = 23.49% (39.4m / 167.7m)
NOPAT = 533.2m (EBIT 697.0m * (1 - 23.49%))
Current Ratio = 2.86 (Total Current Assets 1.64b / Total Current Liabilities 575.4m)
Debt / Equity = 0.45 (Debt 1.82b / totalStockholderEquity, last quarter 4.03b)
Debt / EBITDA = 1.37 (Net Debt 1.24b / EBITDA 903.5m)
Debt / FCF = 2.01 (Net Debt 1.24b / FCF TTM 616.8m)
Total Stockholder Equity = 3.99b (last 4 quarters mean from totalStockholderEquity)
RoA = 7.07% (Net Income 483.2m / Total Assets 6.93b)
RoE = 12.11% (Net Income TTM 483.2m / Total Stockholder Equity 3.99b)
RoCE = 12.00% (EBIT 697.0m / Capital Employed (Equity 3.99b + L.T.Debt 1.82b))
RoIC = 9.08% (NOPAT 533.2m / Invested Capital 5.87b)
WACC = 8.22% (E(16.03b)/V(17.85b) * Re(9.08%) + D(1.82b)/V(17.85b) * Rd(0.89%) * (1-Tc(0.23)))
Discount Rate = 9.08% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -33.33 | Cagr: -0.66%
[DCF Debug] Terminal Value 78.37% ; FCFF base≈611.3m ; Y1≈658.6m ; Y5≈809.4m
Fair Price DCF = 163.1 (EV 13.45b - Net Debt 1.24b = Equity 12.21b / Shares 74.8m; r=8.22% [WACC]; 5y FCF grow 8.73% → 2.90% )
EPS Correlation: -17.04 | EPS CAGR: 1.86% | SUE: 1.15 | # QB: 4
Revenue Correlation: 66.42 | Revenue CAGR: 4.91% | SUE: 1.25 | # QB: 2
EPS next Quarter (2026-03-31): EPS=1.77 | Chg30d=-0.087 | Revisions Net=-3 | Analysts=9
EPS current Year (2026-12-31): EPS=8.28 | Chg30d=-0.028 | Revisions Net=-1 | Growth EPS=+4.2% | Growth Revenue=+3.1%
EPS next Year (2027-12-31): EPS=8.98 | Chg30d=-0.040 | Revisions Net=-2 | Growth EPS=+8.4% | Growth Revenue=+4.2%