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Upturn AI Summary - About
IDEX Corporation(IEX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IEX
10/23/2026: IEX (4-star) is a REGULAR-BUY. BUY for 14 days. Simulated Profits (-3.06%). Updated daily EoD!
IDEX Corporation is a diversified industrial company focused on high-engineered fluidic systems and safety products. It is known for its disciplined approach to acquiring niche businesses and its strong focus on aftermarket revenue, which provides financial consistency. The primary growth opportunity lies in its expansion into life sciences and advanced industrial automation, where the company provides critical components. Risks include exposure to industrial economic cycles and the potential for valuation compression if growth targets are not met. IDEX may best suit long-term investors looking for a stable, high-quality industrial compounder that balances growth with reliable capital returns.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company utilizes a proven strategy of acquiring high-margin, niche industrial businesses to fuel long-term growth. |
| Momentum investor | Mixed fit | Momentum suitability is conditional on a positive market upturn for industrial stocks and favorable technical signals. |
| Value investor | Mixed fit | While high quality, the stock often trades at a premium multiple, limiting deep-value appeal. |
| Dividend investor | Strong fit | IDEX has a long track record of consistent dividend growth and financial stability, making it attractive for income-oriented investors. |
| Low-risk investor | Strong fit | The company's diversified revenue streams and strong balance sheet provide a relatively stable profile within the industrial sector. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | As an industrial stock, IEX is sensitive to macroeconomic shifts and market cycles. |
| Valuation risk | Medium / high | The market often assigns a premium to IDEX shares due to its consistent performance, which can lead to valuation compression. |
| Competition risk (industrial fluidics) | Medium | The company faces persistent competition from both niche players and larger industrial conglomerates. |
| Business quality | Strong | High margins and recurring revenue from aftermarket sales indicate strong franchise quality. |
| Dividend income | Low | While consistent, the yield is typically modest compared to high-yield sectors. |
| Execution risk | Medium | Successfully integrating numerous bolt-on acquisitions is critical to maintaining growth and synergy targets. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 21.07% | Avg. Invested days 52 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 16.89B USD | Price to earnings Ratio 32.63 | 1Y Target Price 256.57 |
Price to earnings Ratio 32.63 | 1Y Target Price 256.57 | ||
Volume (30-day avg) 669.8K shares | Beta 0.96 | 52 Weeks Range 158.42 - 243.03 | Updated Date 10/24/2026 |
52 Weeks Range 158.42 - 243.03 | Updated Date 10/24/2026 | ||
Dividends yield (FY) 1.27% | Basic EPS (TTM) 7.02 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Fluid & Metering | Pumps, flow meters, and dispensing equipment for water and chemical industries. | This is a steady, cash-generating part of the business that serves essential infrastructure needs. |
| Health & Science | Precision fluidic components for medical and life science research equipment. | This segment offers higher growth potential due to its exposure to the expanding healthcare and laboratory technology markets. |
| Fire & Safety | Emergency response tools, suppression systems, and specialized industrial safety hardware. | This business provides stable, recurring demand driven by government and industrial safety requirements. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-28 | When Before Market | Estimate 2.23 | Actual - |
Profitability
Profit Margin 14.49% | Operating Margin (TTM) 22.17% |
Management Effectiveness
Return on Assets (TTM) 6.84% | Return on Equity (TTM) 12.96% |
Valuation
Trailing PE 32.63 | Forward PE 23.98 | Enterprise Value 17.90B | Price to Sales(TTM) 4.71 |
Enterprise Value 17.90B | Price to Sales(TTM) 4.71 | ||
Enterprise Value to Revenue 4.99 | Enterprise Value to EBITDA 18.69 | Shares Outstanding 73.72M | Shares Floating 73.51M |
Shares Outstanding 73.72M | Shares Floating 73.51M | ||
Percent Insiders 0.22 | Percent Institutions 105.66 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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