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Upturn AI Summary - About
Innovex International, Inc(INVX)
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 INVX
09/25/2026: INVX (2-star) is a SELL. SELL for 4 days. Simulated Profits (-8.11%). Updated daily EoD!
Innovex International is a diversified energy services and technology company that provides critical drilling, completion, and production equipment for global oil and gas operators. The company's recent merger has expanded its reach, enabling it to offer a more comprehensive suite of downhole and subsea tools. Its primary growth opportunity lies in leveraging these combined capabilities to improve customer efficiency and capture higher market share. However, the company faces risks from volatile energy prices, competitive pressure from larger industry giants, and the inherent complexity of integrating its operations. It may suit growth-oriented investors looking for energy-sector exposure, though it is less suited for income-focused portfolios due to its current capital allocation strategy.
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 | Mixed fit | The company offers potential for growth via technology integration but faces cyclical headwinds. |
| Momentum investor | Mixed fit | Momentum is conditional on positive sector sentiment and successful post-merger execution. |
| Value investor | Mixed fit | Valuation depends on the realization of merger synergies and long-term commodity price stability. |
| Dividend investor | Weak fit | The company's focus on capital reinvestment limits current dividend income potential. |
| Low-risk investor | Weak fit | Energy sector volatility and integration risks make this less suitable for conservative investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Company revenue is tied to oil and gas price cycles. |
| Valuation risk | Medium | Market pricing depends on future synergy realization. |
| Competition risk | Medium / high | Large global players dominate the energy service landscape. |
| Business quality | Medium | The combined entity is building a strong, diversified franchise. |
| Dividend income | Low | The company does not prioritize dividend distributions. |
| Execution risk | Medium / high | Successful integration of the merger is critical for long-term performance. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -5.09% | Avg. Invested days 44 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
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 Small-Cap Stock | Market Capitalization 2.00B USD | Price to earnings Ratio 32.09 | 1Y Target Price 33.4 |
Price to earnings Ratio 32.09 | 1Y Target Price 33.4 | ||
Volume (30-day avg) 776.8K shares | Beta 1.07 | 52 Weeks Range 17.01 - 33.71 | Updated Date 09/24/2026 |
52 Weeks Range 17.01 - 33.71 | Updated Date 09/24/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.89 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Drilling and Completion | Subsea wellheads, connectors, and drilling tools. | Revenue is driven by offshore drilling activity levels. |
| Production and Intervention | Well life-cycle management and maintenance tools. | This segment provides recurring revenue through the life of a well. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 32.09 | Forward PE - | Enterprise Value 1.84B | Price to Sales(TTM) 2 |
Enterprise Value 1.84B | Price to Sales(TTM) 2 | ||
Enterprise Value to Revenue 1.84 | Enterprise Value to EBITDA 8.46 | Shares Outstanding 69.94M | Shares Floating 51.16M |
Shares Outstanding 69.94M | Shares Floating 51.16M | ||
Percent Insiders 1.57 | Percent Institutions 87.48 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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.
About Innovex International, Inc
Exchange NYSE | Headquarters Humble, TX, United States | ||
IPO Launch date 1997-10-23 | CEO & Director Mr. Adam B. Anderson | ||
Sector Energy | Industry Oil & Gas Equipment & Services | Full time employees 2160 | Website https://www.innovex-inc.com |
Full time employees 2160 | Website https://www.innovex-inc.com | ||
Innovex International, Inc. designs, manufactures, sells, and rents mission critical engineered products to the oil and natural gas industry worldwide. It provides drilling enhancement tools to optimize drilling performance, increase rate of penetration, and mitigate downhole challenges; and fishing and intervention which supports workover, intervention, drilling and completion activities, as well as manufactures and sells products including external catch tools, internal catch tools, and other related fishing and remedial tools. The company also offers well production solutions comprising products and services that enable artificial lift in wells and provides artificial lift accessory products and services, as well as wellhead penetrators, tubing hangers and adapters, ESP cable management, and spooling services; service, mileage, and others; subsea equipment and engineered systems for offshore applications, including subsea wellheads, subsea connectors, casing connectors, deepwater centralization solutions, and diverter systems; and surface wellhead systems. In addition, it provides well completion portfolio comprising products used to enable a well to be stimulated and put on production, such as liner hanger systems, toe initiation products, frac plugs, completion packers, casing flotation products, and related completion accessories; and well construction portfolio that consists of products designed to ensure the structural integrity of the wellbore. Further, the company offers products utilized to support effective cement placement between the wellbore and casing. It sells and rents its products to international and national oil companies, independent exploration and production companies, and multinational service companies. Its products have applications in the onshore and offshore oil and natural gas wells, including well construction, well completion, and well production and intervention. The company was founded in 2016 and is headquartered in Humble, Texas.
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