ScoreWhy is IDEX Corp. ?
1
High Management Efficiency with a high ROCE of 17.96%
2
Strong ability to service debt as the company has a low Debt to EBITDA ratio of 0.83 times
3
Poor long term growth as Operating profit has grown by an annual rate 4.78% of over the last 5 years
4
Negative results in Jun 25
- INTEREST(HY) At USD 31.7 MM has Grown at 81.14%
- OPERATING CASH FLOW(Y) Lowest at USD 645.3 MM
- ROCE(HY) Lowest at 12.25%
5
With ROCE of 13.18%, it has a expensive valuation with a 3.37 Enterprise value to Capital Employed
- The stock is trading at a discount compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of -20.57%, its profits have fallen by -14.5%
6
Consistent Underperformance against the benchmark over the last 3 years
- Along with generating -20.57% returns in the last 1 year, the stock has also underperformed S&P 500 in each of the last 3 annual periods
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to IDEX Corp. should be less than 10%
- Overall Portfolio exposure to Industrial Manufacturing should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Industrial Manufacturing)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is IDEX Corp. for you?
Low Risk, Low Return
Absolute
Risk Adjusted
Volatility
IDEX Corp.
28.05%
-0.36
29.50%
S&P 500
22.24%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
8.01%
EBIT Growth (5y)
6.18%
EBIT to Interest (avg)
15.39
Debt to EBITDA (avg)
0.83
Net Debt to Equity (avg)
0.35
Sales to Capital Employed (avg)
0.61
Tax Ratio
21.43%
Dividend Payout Ratio
44.26%
Pledged Shares
0
Institutional Holding
100.00%
ROCE (avg)
17.96%
ROE (avg)
16.27%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
33
Industry P/E
Price to Book Value
4.09
EV to EBIT
24.47
EV to EBITDA
19.05
EV to Capital Employed
3.35
EV to Sales
5.13
PEG Ratio
NA
Dividend Yield
98.10%
ROCE (Latest)
13.69%
ROE (Latest)
12.46%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Mildly Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bullish
Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Mildly Bullish
Dow Theory
Mildly Bullish
No Trend
OBV
Mildly Bullish
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend2What is working for the Company
DIVIDEND PER SHARE(HY)
Highest at USD 6.82
-2What is not working for the Company
RAW MATERIAL COST(Y)
Grown by 9.53% (YoY
DEBTORS TURNOVER RATIO(HY)
Lowest at 6.82 times
Here's what is working for IDEX Corp.
Dividend per share
Highest at USD 6.82 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Depreciation
Highest at USD 53.7 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (USD MM)
Here's what is not working for IDEX Corp.
Debtors Turnover Ratio
Lowest at 6.82 times
in the last five Semi-Annual periodsMOJO Watch
Company's pace of selling Debtors has slowed
Debtors Turnover Ratio
Raw Material Cost
Grown by 9.53% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has deteriorated; this may lead to a fall in profit margin
Raw Material Cost as a percentage of Sales
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
GET THE MARKETSMOJO APP
Company
Stocks
Portfolio
"Investment in securities markets are subject to market risk. Read all the related documents carefully before investing."
