IDEX Corporation (IEX) is a industrial machinery & supplies & components company in the Industrials sector. Listed on the NASDAQ, IDEX Corporation is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $214.50.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $214.50 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 3.66% |
| Risk / Std Dev (Annualized) | 24.09% |
| Sharpe Ratio (rf=4.5%) | -0.03 |
S&P 500 Context
- Sector: Industrials
- Sub-Industry: Industrial Machinery & Supplies & Components
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 3.66% with an annualized volatility of 24.09%. The Sharpe ratio of -0.03 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 15.88B |
| Enterprise Value | 17.19B |
| Trailing P/E | 31.73 |
| Forward P/E | 23.24 |
| Price to Book | 3.94 |
| Price to Sales | 4.5 |
| EV/Revenue | 4.87 |
| EV/EBITDA | 18.06 |
| Profitability | | | Profit Margin | 14.38% | | Operating Margin | 19.89% | | ROE | 12.75% | | ROA | 6.76% |
| Growth | | | Revenue Growth | 8.9% | | Earnings Growth | 27.8% |
| Dividend | | | Dividend Yield | 136.0% | | Payout Ratio | 42.01% | | 5Y Avg Yield | 123.0% |
| Financial Health | | | Total Revenue | 3.53B | | Total Debt | 1.9B | | Total Cash | 0.59B | | Free Cash Flow | 0.53B | | Operating Cash Flow | 0.68B |
| Price & Technical | | | 52W High | $223.85$ | | 52W Low | $157.25$ | | 50-Day Avg | $207.37$ | | 200-Day Avg | $186.84$ | | Beta | 0.99 | | Shares Outstanding | 0.07B | | Float Shares | 0.07B | | Insider Holdings | 0.22% | | Institutional Holdings | 106.38% | | Short Ratio | 3.04 | | Short % of Float | 3.47% |
| Analyst Targets | | | Target High | $260.0$ | | Target Low | $210.0$ | | Target Mean | $238.29$ | | Target Median | $242.5$ | | # of Analysts | 14 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.