IDEX Corporation (IEX)
Company Info
US45167R1041
45167R104
Jun 21, 1991
Highlights
$16.89B
$6.45
34.59
2.33
$3.19B
$1.41B
$832.20M
$188.88 - $243.96
$230.69
1.88%
2.80
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in IDEX Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
IDEX Corporation had a return of 4.09% year-to-date (YTD) and 13.80% in the last 12 months. Over the past 10 years, IDEX Corporation had an annualized return of 12.67%, outperforming the S&P 500 benchmark which had an annualized return of 11.13%.
IEX
4.09%
6.60%
3.04%
13.80%
8.09%
12.67%
^GSPC (Benchmark)
24.05%
1.08%
11.50%
30.38%
13.77%
11.13%
Monthly Returns
The table below presents the monthly returns of IEX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.29% | 11.54% | 3.44% | -9.65% | -5.07% | -3.57% | 3.97% | -0.96% | 4.23% | 0.07% | 4.09% | ||
| 2023 | 5.24% | -6.13% | 2.69% | -10.70% | -3.47% | 8.42% | 5.21% | 0.26% | -8.12% | -7.70% | 5.37% | 7.65% | -3.80% |
| 2022 | -8.62% | -10.93% | -0.09% | -1.00% | 1.24% | -5.18% | 15.31% | -3.61% | -0.68% | 11.57% | 6.83% | -3.86% | -2.22% |
| 2021 | -6.31% | 4.82% | 7.25% | 7.11% | -0.44% | -1.17% | 3.27% | -1.19% | -7.61% | 7.83% | 0.91% | 5.22% | 19.82% |
| 2020 | -4.46% | -9.67% | -6.68% | 11.24% | 4.09% | -0.83% | 4.61% | 9.35% | 1.21% | -6.34% | 13.36% | 3.13% | 17.22% |
| 2019 | 9.53% | 4.53% | 5.30% | 3.24% | -2.20% | 12.72% | -1.99% | -2.09% | -0.50% | -4.80% | 4.64% | 5.69% | 37.94% |
| 2018 | 9.02% | -4.66% | 4.17% | -6.21% | 4.08% | -1.59% | 12.88% | -0.24% | -1.66% | -15.56% | 8.34% | -8.11% | -3.16% |
| 2017 | 0.49% | 2.25% | 1.43% | 12.03% | 3.91% | 4.19% | 3.46% | 0.89% | 3.31% | 5.86% | 5.74% | -2.66% | 48.53% |
| 2016 | -4.93% | 3.65% | 10.27% | -0.78% | 1.76% | -1.49% | 9.80% | 4.06% | 0.14% | -7.26% | 8.29% | -3.79% | 19.50% |
| 2015 | -6.70% | 6.79% | -1.85% | -0.67% | 3.00% | 1.71% | -2.85% | -5.52% | -0.74% | 8.11% | 2.66% | -2.78% | 0.04% |
| 2014 | -2.19% | 4.25% | -2.90% | 2.71% | 2.83% | 5.29% | -5.76% | 1.48% | -5.94% | 3.94% | 2.54% | 1.34% | 6.97% |
| 2013 | 7.67% | 2.08% | 4.89% | -2.17% | 5.80% | -2.25% | 11.29% | -0.47% | 9.90% | 6.36% | 3.15% | 3.53% | 61.31% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IEX is 62, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for IDEX Corporation (IEX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
IDEX Corporation provided a 1.21% dividend yield over the last twelve months, with an annual payout of $2.71 per share. The company has been increasing its dividends for 28 consecutive years, earning it the status of a dividend aristocrat.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.71 | $2.52 | $2.34 | $2.12 | $2.00 | $1.93 | $1.66 | $1.45 | $1.34 | $1.24 | $1.07 | $0.89 |
Dividend yield | 1.21% | 1.16% | 1.02% | 0.90% | 1.00% | 1.12% | 1.31% | 1.10% | 1.49% | 1.62% | 1.37% | 1.21% |
Monthly Dividends
The table displays the monthly dividend distributions for IDEX Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.64 | $0.00 | $0.00 | $0.00 | $0.69 | $0.00 | $0.69 | $0.00 | $0.00 | $0.69 | $0.00 | $2.71 | |
| 2023 | $0.60 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.64 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $2.52 |
| 2022 | $0.54 | $0.00 | $0.00 | $0.00 | $0.60 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $2.34 |
| 2021 | $0.50 | $0.00 | $0.00 | $0.00 | $0.54 | $0.00 | $0.54 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $2.12 |
| 2020 | $0.50 | $0.00 | $0.00 | $0.00 | $0.50 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $2.00 |
| 2019 | $0.43 | $0.00 | $0.00 | $0.00 | $0.50 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $1.93 |
| 2018 | $0.37 | $0.00 | $0.00 | $0.00 | $0.43 | $0.00 | $0.43 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $1.66 |
| 2017 | $0.34 | $0.00 | $0.00 | $0.00 | $0.37 | $0.00 | $0.37 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $1.45 |
| 2016 | $0.32 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $1.34 |
| 2015 | $0.28 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $1.24 |
| 2014 | $0.23 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $1.07 |
| 2013 | $0.20 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.89 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the IDEX Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the IDEX Corporation was 58.67%, occurring on Mar 9, 2009. Recovery took 440 trading sessions.
The current IDEX Corporation drawdown is 8.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.67% | Aug 10, 2007 | 397 | Mar 9, 2009 | 440 | Dec 3, 2010 | 837 |
| -48.49% | May 13, 1998 | 80 | Sep 3, 1998 | 753 | Aug 29, 2001 | 833 |
| -36.46% | Apr 27, 2011 | 111 | Oct 3, 2011 | 298 | Dec 10, 2012 | 409 |
| -35.52% | Feb 13, 2020 | 24 | Mar 18, 2020 | 102 | Aug 12, 2020 | 126 |
| -33.8% | Apr 11, 2002 | 127 | Oct 9, 2002 | 216 | Aug 19, 2003 | 343 |
Volatility
Volatility Chart
The current IDEX Corporation volatility is 9.96%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of IDEX Corporation compared to its peers in the Specialty Industrial Machinery industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for IEX in comparison to other companies of the Specialty Industrial Machinery industry. Currently, IEX has a PE value of 34.6. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for IEX in comparison to other companies of the Specialty Industrial Machinery industry. Currently, IEX has a PEG value of 2.3. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for IDEX Corporation.
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Income Statement
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Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
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Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
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Interest Income | — |
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Net Interest Income | — |