IDEX Corporation (IEX)

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IDEX Corporation (IEX) is up 27.6% since the beginning of the year. At $225 per share, IEX is trading just below its 52-week high of $228. Investors who bought $1,000 worth of IEX shares 5 years ago would now be looking at an investment worth $1,104.

IDEX Corporation (IEX) has returned 27.56% so far this year and 32.16% over the past 12 months. Over the last ten years, IEX has returned 12.12% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jun 21, 1991, IEX's average daily return is +0.12%, while the average monthly return is +2.58%. At this rate, an investment would double in approximately 2.3 years.

Historically, 60% of months were positive and 40% were negative. The best month was Dec 1994 with a return of +424.8%, while the worst month was Nov 1994 at -81.5%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IEX closed higher 50% of trading days. The best single day was Dec 8, 1994 with a return of +409.3%, while the worst single day was Jan 27, 1995 at -80.7%.

IDEX Corporation has an annualized alpha of 24.87%, beta of 0.84, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since June 21, 1991.

• This stock captured 140.43% of S&P 500 Index gains and 121.14% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.03 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

IEX ranks 75 for risk / return — better than 75% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

IDEX Corporation provided a 1.27% dividend yield over the last twelve months, with an annual payout of $2.86 per share. The company has been increasing its dividends for 30 consecutive years, earning it the status of a dividend aristocrat.

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.

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.

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 81.60%, occurring on Nov 30, 1994. Recovery took 33 trading sessions.

The current IDEX Corporation drawdown is 5.36%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of IDEX Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how IDEX Corporation is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.