2026-10-25
IDEX clears the business-activity screen and the figures we can measure look clean, but one or more financial figures are still pending, so the verdict is not final yet.
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latest tape · as of 04:01 UTC
The Screen · Industrials · Specialty Industrial Machinery
IDEX Corporation
IEX · a US exchange · USD · Market cap $17.2B · 8,700 employees
IDEX Corporation, together with its subsidiaries, provides applied solutions in the United States, North America, Europe, Asia, and internationally.
Not yet scored226.99 USD
Price as of 6 Nov 2026Daily close, not a live quote
Screened 2026-11-06 · the tape above runs as of 04:01 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
Key facts today
- Price226.99 USD at the 6 Nov 2026 close
- Our value readFair vs our fair value, as of 6 Nov 2026
- Our regime readDistribution, as of 7 Nov 2026
- Ethical screenNot yet scored
- OptionsOpen interest leans to puts (put/call 1.18)
- Last reviewed6 Nov 2026 (2 days ago)
- Release timesRelease and earnings times on your chart: Event Guard Mentor
A summary of the dated readings below, not a live quote and not advice.
PRICE · ONE YEAR
Our fair-value range: $193.50 to $261.90, base estimate $227.74 (screen dated 2026-11-06).
- Trend Distribution
- Insiders no filings inside 60 days, left as found
- Positioning no disclosures inside 60 days, left as found
- Options put/call open interest 1.18, read 2026-11-07
- Ethical screen not yet scored
Price226.99 USD
Fair value227.74
Ethical score86.1/100
Value readFairas of 6 Nov 2026
Our investment reviews on this name
2026-11-04Read Accumulation237.36-4.4% to today Markdown gives way to Accumulation
2026-10-24Read Markdown235.55-3.6% to today ✓Accumulation gives way to Markdown while volume still accumulates
2026-09-01Read Accumulation234.39-3.2% to today Markup gives way to Accumulation after a 9% rise in 9 weeks
2026-07-02Read Markup215.35+5.4% to today ✓First review on file: Markup
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
The full research record, in depth, below
This name holds its distribution label.
IDEX Corporation holds its Distribution at $226.99. Consolidating, no directional conviction, held for 296 days.
| Phase | Distribution · caution |
| Quantitative state | Consolidating, no directional conviction, held for 296 days |
| Price at the screen | $226.99 |
| Valuation | 32.48 trailing · 24.17 forward price to earnings |
| Values screen | Not scored · score 86.1 |
| Beta | 0.96 |
Five Screens, Shown in Full
This security has not been fully scored against the values screen yet.
| Test | Figure | Limit | What it means | Status |
|---|---|---|---|---|
| Business activity | Permissible | Core business clean | Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending. | Pass |
| Debt load | 26.69% | Below 33% | Interest-bearing debt is just 26.7% of its assets, well under the one-third ceiling: it does not run on borrowed money. | Pass |
| Interest-bearing cash | 0.00% | Below 33% | Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit. | Pass |
| Receivables | 15.26% | Below 49% | Money owed to the company is 15.3% of assets, under the 49% limit. | Pass |
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical ReadThe Read, in Plain English
IDEX clears the business-activity screen and the figures we can measure look clean, but one or more financial figures are still pending, so the verdict is not final yet.
Read as at 2026-11-07. It updates when the underlying figures move, and past reads are kept below.
2026-09-24
Clears
IDEX clears all five screens. Its business is in a permissible area, its interest-bearing debt is about 27%, inside the ~33% line, and almost none of its income is interest, so it passes.
Earlier reads, kept as written. The ethical profile is tracked over time, not overwritten.
What the Numbers Say It Is WorthThe Fair Value Range
Our analysis reads Fair vs our fair value, as of 6 Nov 2026: it trades at roughly a 0% discount to our $227.74 fair value, moderate competitive moat, 8.30% revenue growth.
How a fair value is estimated: discounted cash flow (DCF).
Fair value range in USD, drawn from the 2026-11-06 screen. The gold marker is the market price at the same screen. A 0.3% discount to the base estimate.
Third-party analyst targets: 14 covering, consensus Buy. The average target sits +15% from the screen price.
Reading the gap · Our more conservative model reads it as roughly fairly valued here, while the Street is more bullish: a quality-at-a-fair-price name rather than a deep-value one.
Price History & ProjectionsWhere our models see it going: fair-value estimate $227.74, with a range of $193.50 to $261.90, dated to the 2026-11-06 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain WordsPrecision pumps priced above their worth
When a plant manager needs reliable fluid meters or safety valves, IDEX often supplies the kit that keeps processes running smoothly. The business shows steady 9% revenue growth, a 14% profit margin and 13% ROE, yet trades at 24.3 times forward earnings and sits 5% above our fair value. We pass because the numbers leave no margin of safety despite a moderate moat and an ethical pass.
Analysts see further upside to a 242 median target, but that optimism already sits in the price. A moderate moat in specialty machinery rarely commands premium multiples when growth stays in single digits.
The real risk is that any slowdown in industrial spending would hit earnings faster than the multiple can adjust. Analysis, not advice.
| Forward P/E | 24.2xexpensive even after accounting for its growth |
| Trailing P/E | 32.5xa premium valuation |
| EPS, trailing | 7.20 |
| EPS, forward | 9.67 |
| Revenue growth | +8.3%steady growth |
| Profit margin | 14.6%thin but positive margins |
| Return on equity | 13.3%a solid return on shareholder capital |
| FCF yield | 3.55% |
| Dividend yield | 1.40% |
| Debt to equity | 0.44minimal debt: a conservative balance sheet |
| Current ratio | 2.78comfortably covers its short-term bills |
| Beta | 0.96steadier than the market |
| Short interest, float | 0.04% |
| 52-week range | 160.60 - 243.80 |
| Moat | MODERATE |
| Market cap | $17.2B |
| Employees | 8,700 |
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to TradeIEX trades on a US exchange. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
Every Entry, As Written
2026-11-04
Accumulation · changed $237.36
+0.8% Entry 16
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 0.8% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 7% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 19%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (14 analysts) rates it buy, with a mean price target of $238.
2026-10-28
Markdown $235.55
+0.0% Entry 15
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 7% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 19%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (14 analysts) rates it buy, with a mean price target of $238. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-27
Markdown $235.55
+0.0% Entry 14
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 7% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 19%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (14 analysts) rates it buy, with a mean price target of $238. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-26
Markdown $235.55
+0.0% Entry 13
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 7% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 19%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (14 analysts) rates it buy, with a mean price target of $238. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-25
Markdown $235.55
+0.0% Entry 12
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 10% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 19%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (14 analysts) rates it buy, with a mean price target of $238. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-24
Markdown · changed $235.55
+0.0% Entry 11
The framework has shifted from accumulation to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 10% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 19%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (14 analysts) rates it buy, with a mean price target of $238. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-23
Accumulation $235.55
+0.0% Entry 10
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 10% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 19%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (14 analysts) rates it buy, with a mean price target of $238. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-22
Accumulation $235.55
+0.0% Entry 9
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 10% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 19%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (14 analysts) rates it buy, with a mean price target of $238. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-21
Accumulation $235.55
+0.5% Entry 8
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 0.5% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 10% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 19%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (14 analysts) rates it buy, with a mean price target of $238. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-14
Accumulation $234.29
+1.4% Entry 7
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 1.4% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 15% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 19%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (14 analysts) rates it buy, with a mean price target of $238.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
- 5 must-read analyst questions from IDEX’s Q3 earnings call Yahoo Finance · 8d ago
- Nordson (NDSN) vs. IEX and DOV: Can Semiconductor Expansion Turn Precision Manufacturing Into a Growth Story? Yahoo Finance · 8d ago
- Learn Why The Bull Case For IDEX (IEX) Could Change Following Earnings Beat Yahoo Finance · 10d ago
- IDEX (IEX) Could Be 7% Undervalued As Earnings Put Valuation In Focus Yahoo Finance · 10d ago
- Idex: Q3 Earnings Snapshot Yahoo Finance · 10d ago
Headlines from third-party outlets, linked for reference: not our reporting, not advice.
NDSNNordson Corporation
XYLXylem Inc.
SYMSymbotic Inc
EBCOYEbara Corporation
WTSWatts Water Technologies Inc
DOVDover Corporation
Screened names in the same industry · explore each on its own page.
| Date | Insider | Title | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-11 | ASHLEMAN ERIC D | Chief Executive Officer | 15,385 | $1,434,959 | |
| 2026-05-11 | ASHLEMAN ERIC D | Chief Executive Officer | 15,385 | $3,311,195 | |
| 2026-05-06 | CHRISTENSON CARL R | Director | 805 | · | |
| 2026-05-06 | GUNTER LAKECIA N | Director | 805 | · | |
| 2026-05-06 | WATTS STANFIELD PARIS | Director | 805 | · | |
| 2026-05-06 | DISHER STEPHANIE | Director | 805 | · | |
| 2026-05-06 | GLASTRA MATTHIJS | Director | 805 | · | |
| 2026-05-06 | BUTHMAN MARK A | Director | 805 | · | |
| 2026-05-06 | QUIROZ ALEJANDRO | Director | 805 | · | |
| 2026-05-06 | BECK MARK A. | Director | 805 | · |
Public filings, recorded as found. The full tape lives at Insider Intelligence.
| Period | Price then | Price return | Divs per share | $1,000 became | Total return |
|---|---|---|---|---|---|
| 1 month | $213.25 | +1.3% | $0.73 | $1,016 | +1.6% |
| 2 months | $200.38 | +7.8% | $0.73 | $1,082 | +8.2% |
| 3 months | $187.44 | +15.2% | $0.73 | $1,156 | +15.6% |
| 6 months | $179.94 | +20.0% | $1.44 | $1,208 | +20.8% |
| 1 year | $181.46 | +19.0% | $2.86 | $1,206 | +20.6% |
| 2 years | $197.12 | +9.6% | $5.64 | $1,124 | +12.4% |
| 3 years | $198.53 | +8.8% | $8.25 | $1,130 | +13.0% |
| 5 years | $206.65 | +4.5% | $12.91 | $1,108 | +10.8% |
Historical returns from market close data. Past performance does not guarantee future results.
This entry now belongs to the ledger. Whatever IEX does next, these words stay.
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