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IDEX Corporation (IEX) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

IDEX Corporation

IEXMarket cap $17BPrice $232.9

Country🇺🇸United States

SectorIndustrials

IndustryMachinery

IDEX makes precision-engineered pumps, flow meters, and fluidics systems that keep industries like water treatment, healthcare, and semiconductors running smoothly. Its niche, mission-critical components often have no substitute — customers can't afford downtime, so they keep coming back.

In Bastion Portfolios?

52W Return+41%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+3%4

Revenue Forecast

Rev CAGR (1y)+7%5

Rev CAGR (3y)+6%5

Rev CAGR (5y)+8%6

Earnings Forecast

EPS Growth Y+1+38%9

EPS Growth Y+2+8%6

EPS Growth Y+3+9%6

Quality

Margins

EBIT Margin21%8

Net Income Margin14%7

Free Cash Flow Margin18%8

Debt

Net Debt/EBITDA1.35

Efficiency

ROE13%6

ROA8%7

Earnings Stability77

GEAR+STRONG69

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)263

P/E Ratio (Forward 3y)222

P/BV4.34

EV Multiples

EV/EBITDA Fwd193

EV/EBIT Fwd243

Yield

Free Cash Flow Yield3.7%5

Dividend Yield1.3%4

Momentum

Short term

1 month return+4%9

3 month return+7%8

YTD return+33%9

Mid term

Price vs 52wHigh96%10

1 year return+42%9

Long term

3 year return+18%4

5 year return+18%4

Risk Shield

Price Risk

Beta0.94

Volatility22%9

Free Cash Flow

Free Cash Flow Margin18%8

Free Cash Flow Yield3.7%5

Quality

ROCE12%6

Earnings Stability77

Net Debt/EBITDA1.35

02Growth

Is it actually growing, and how fast?

IEXIDEX

Revenue FY25$3.5B

GROWTH RATING↗

AVERAGE50 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+3%4

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+8%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+38%9

EPS growth, FY27E+8%6

EPS growth, FY28E+9%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 3%/yr over the last 3 years and is set to grow 6%/yr from here.

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 6%/yr).

WATCH

A mid-pack grower, ahead of 50% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Over five years revenue is set to grow 8%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's speeding up. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG81 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+4%9

3-month return+7%8

YTD return+33%9

MID & LONG-TERM▾SCORE

% of 52-week high96%10

1-year return+42%9

3-year return+18%4

5-year return+18%4

MOMENTUM ASSESSMENT

STRENGTHS

It's up 42% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+4%), over three months (+7%) and so far this year (+33%).

WATCH

Average long-term results. Multi-year returns are middling (+18% over three years and +18% over five), roughly average for the market.

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on IDEX Corporation. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

IEXIDEX

Revenue FY25$3.5B

GROWTH RATING↗

AVERAGE50 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+3%4

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+8%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+38%9

EPS growth, FY27E+8%6

EPS growth, FY28E+9%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 3%/yr over the last 3 years and is set to grow 6%/yr from here.

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 6%/yr).

WATCH

A mid-pack grower, ahead of 50% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Over five years revenue is set to grow 8%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's speeding up. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG81 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+4%9

3-month return+7%8

YTD return+33%9

MID & LONG-TERM▾SCORE

% of 52-week high96%10

1-year return+42%9

3-year return+18%4

5-year return+18%4

MOMENTUM ASSESSMENT

STRENGTHS

It's up 42% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+4%), over three months (+7%) and so far this year (+33%).

WATCH

Average long-term results. Multi-year returns are middling (+18% over three years and +18% over five), roughly average for the market.

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on IDEX Corporation. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community