Idex Corporation Stock Return On Equity

IEX Stock

USD 232.27 2.38 1.04%

IDEX Corporation fundamentals help investors to digest information that contributes to IDEX's financial success or failures. It also enables traders to predict the movement of IDEX Stock. The fundamental analysis module provides a way to measure IDEX's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to IDEX stock.

		Last Reported	Projected for Next Year
	Return On Equity	0.17	0.18

Return On Equity is likely to rise to 0.18 in 2024.

This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

IDEX Corporation Company Return On Equity Analysis

IDEX's Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.

Return On Equity

Net Income

Total Equity

More About Return On Equity | All Equity Analysis

Current IDEX Return On Equity

0.18

Most of IDEX's fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, IDEX Corporation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

IDEX Return On Equity Driver Correlations

Understanding the fundamental principles of building solid financial models for IDEX is extremely important. It helps to project a fair market value of IDEX Stock properly, considering its historical fundamentals such as Return On Equity. Since IDEX's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of IDEX's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of IDEX's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Net Receivables	Total Liab	Total Current Assets	Intangible Assets	Accounts Payable	Common Stock	Long Term Debt	Treasury Stock	Short Term Debt	Property Plant Equipment	Good Will	Current Deferred Revenue	Short Term Investments	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Deferred Long Term Liab	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		1.0	0.53	0.98	0.97	0.99	0.91	0.72	0.73	0.64	0.78	-0.81	-0.48	0.81	0.84	0.25	-0.16	-0.38	0.84	0.85	0.66	-0.65	0.6	0.84	0.68	-0.6
Total Stockholder Equity	1.0		0.49	0.98	0.96	0.97	0.9	0.75	0.69	0.61	0.74	-0.8	-0.49	0.79	0.82	0.28	-0.11	-0.35	0.82	0.84	0.65	-0.65	0.63	0.84	0.7	-0.64
Net Debt	0.53	0.49		0.48	0.64	0.6	0.18	0.55	0.38	0.33	0.52	-0.29	-0.26	0.44	0.49	0.14	-0.27	-0.93	0.6	0.34	0.55	-0.28	-0.27	0.48	-0.12	-0.45
Retained Earnings	0.98	0.98	0.48		0.94	0.95	0.89	0.73	0.68	0.56	0.74	-0.89	-0.45	0.81	0.83	0.33	-0.02	-0.34	0.82	0.9	0.66	-0.76	0.66	0.85	0.72	-0.61
Net Receivables	0.97	0.96	0.64	0.94		0.98	0.85	0.67	0.78	0.72	0.81	-0.78	-0.52	0.79	0.84	0.1	-0.29	-0.46	0.83	0.82	0.6	-0.63	0.44	0.76	0.52	-0.55
Total Liab	0.99	0.97	0.6	0.95	0.98		0.89	0.65	0.78	0.68	0.84	-0.81	-0.47	0.81	0.85	0.19	-0.24	-0.41	0.86	0.83	0.66	-0.64	0.54	0.81	0.64	-0.52
Total Current Assets	0.91	0.9	0.18	0.89	0.85	0.89		0.46	0.77	0.68	0.75	-0.81	-0.43	0.74	0.77	0.1	-0.19	0.02	0.71	0.82	0.47	-0.6	0.78	0.7	0.81	-0.36
Intangible Assets	0.72	0.75	0.55	0.73	0.67	0.65	0.46		0.16	0.22	0.3	-0.42	-0.25	0.48	0.46	0.53	0.1	-0.65	0.59	0.53	0.61	-0.35	0.26	0.73	0.4	-0.94
Accounts Payable	0.73	0.69	0.38	0.68	0.78	0.78	0.77	0.16		0.84	0.95	-0.72	-0.45	0.87	0.91	-0.18	-0.41	-0.11	0.81	0.8	0.55	-0.56	0.39	0.57	0.41	0.07
Common Stock	0.64	0.61	0.33	0.56	0.72	0.68	0.68	0.22	0.84		0.77	-0.54	-0.59	0.66	0.72	-0.51	-0.75	-0.14	0.62	0.65	0.25	-0.42	0.22	0.29	0.21	-0.05
Long Term Debt	0.78	0.74	0.52	0.74	0.81	0.84	0.75	0.3	0.95	0.77		-0.72	-0.46	0.92	0.96	-0.02	-0.33	-0.29	0.92	0.81	0.7	-0.58	0.39	0.69	0.47	-0.05
Treasury Stock	-0.81	-0.8	-0.29	-0.89	-0.78	-0.81	-0.81	-0.42	-0.72	-0.54	-0.72		0.38	-0.78	-0.78	-0.18	-0.01	0.12	-0.72	-0.94	-0.51	0.91	-0.67	-0.67	-0.66	0.3
Short Term Debt	-0.48	-0.49	-0.26	-0.45	-0.52	-0.47	-0.43	-0.25	-0.45	-0.59	-0.46	0.38		-0.4	-0.45	0.31	0.41	0.15	-0.38	-0.4	-0.11	0.54	-0.29	-0.19	-0.25	0.19
Property Plant Equipment	0.81	0.79	0.44	0.81	0.79	0.81	0.74	0.48	0.87	0.66	0.92	-0.78	-0.4		0.99	0.2	-0.06	-0.29	0.96	0.91	0.82	-0.65	0.48	0.83	0.55	-0.2
Good Will	0.84	0.82	0.49	0.83	0.84	0.85	0.77	0.46	0.91	0.72	0.96	-0.78	-0.45	0.99		0.13	-0.16	-0.31	0.96	0.89	0.8	-0.64	0.47	0.81	0.54	-0.19
Current Deferred Revenue	0.25	0.28	0.14	0.33	0.1	0.19	0.1	0.53	-0.18	-0.51	-0.02	-0.18	0.31	0.2	0.13		0.8	-0.26	0.29	0.19	0.59	-0.15	0.34	0.65	0.48	-0.51
Short Term Investments	-0.16	-0.11	-0.27	-0.02	-0.29	-0.24	-0.19	0.1	-0.41	-0.75	-0.33	-0.01	0.41	-0.06	-0.16	0.8		0.14	-0.1	-0.06	0.25	-0.04	0.28	0.27	0.3	-0.13
Net Tangible Assets	-0.38	-0.35	-0.93	-0.34	-0.46	-0.41	0.02	-0.65	-0.11	-0.14	-0.29	0.12	0.15	-0.29	-0.31	-0.26	0.14		-0.48	-0.21	-0.52	0.16	0.38	-0.41	0.22	0.57
Long Term Debt Total	0.84	0.82	0.6	0.82	0.83	0.86	0.71	0.59	0.81	0.62	0.92	-0.72	-0.38	0.96	0.96	0.29	-0.1	-0.48		0.86	0.89	-0.59	0.4	0.88	0.53	-0.33
Capital Surpluse	0.85	0.84	0.34	0.9	0.82	0.83	0.82	0.53	0.8	0.65	0.81	-0.94	-0.4	0.91	0.89	0.19	-0.06	-0.21	0.86		0.67	-0.82	0.6	0.76	0.63	-0.33
Deferred Long Term Liab	0.66	0.65	0.55	0.66	0.6	0.66	0.47	0.61	0.55	0.25	0.7	-0.51	-0.11	0.82	0.8	0.59	0.25	-0.52	0.89	0.67		-0.38	0.3	0.91	0.46	-0.36
Short Long Term Debt	-0.65	-0.65	-0.28	-0.76	-0.63	-0.64	-0.6	-0.35	-0.56	-0.42	-0.58	0.91	0.54	-0.65	-0.64	-0.15	-0.04	0.16	-0.59	-0.82	-0.38		-0.59	-0.51	-0.55	0.27
Cash And Equivalents	0.6	0.63	-0.27	0.66	0.44	0.54	0.78	0.26	0.39	0.22	0.39	-0.67	-0.29	0.48	0.47	0.34	0.28	0.38	0.4	0.6	0.3	-0.59		0.55	0.96	-0.23
Net Invested Capital	0.84	0.84	0.48	0.85	0.76	0.81	0.7	0.73	0.57	0.29	0.69	-0.67	-0.19	0.83	0.81	0.65	0.27	-0.41	0.88	0.76	0.91	-0.51	0.55		0.7	-0.55
Net Working Capital	0.68	0.7	-0.12	0.72	0.52	0.64	0.81	0.4	0.41	0.21	0.47	-0.66	-0.25	0.55	0.54	0.48	0.3	0.22	0.53	0.63	0.46	-0.55	0.96	0.7		-0.35
Capital Stock	-0.6	-0.64	-0.45	-0.61	-0.55	-0.52	-0.36	-0.94	0.07	-0.05	-0.05	0.3	0.19	-0.2	-0.19	-0.51	-0.13	0.57	-0.33	-0.33	-0.36	0.27	-0.23	-0.55	-0.35

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For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.

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Predict IDEX

Return On Equity Over Time

IDEX Total Stockholder Equity

Total Stockholder Equity

3.72 Billion

At this time, IDEX's Total Stockholder Equity is fairly stable compared to the past year.

Based on the latest financial disclosure, IDEX Corporation has a Return On Equity of 0.181. This is 58.86% lower than that of the Machinery sector and significantly higher than that of the Industrials industry. The return on equity for all United States stocks is 158.39% lower than that of the firm.

IDEX Return On Equity Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses IDEX's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of IDEX could also be used in its relative valuation, which is a method of valuing IDEX by comparing valuation metrics of similar companies.

IDEX is currently under evaluation in return on equity category among related companies.

IDEX ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, IDEX's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to IDEX's managers, analysts, and investors.

Environment Score

Governance Score

Social Score

IDEX Fundamentals

	Return On Equity	0.18
	Return On Asset	0.0828
	Profit Margin	0.18 %
	Operating Margin	0.21 %
	Current Valuation	18.3 B
	Shares Outstanding	75.69 M
	Shares Owned By Insiders	0.19 %
	Shares Owned By Institutions	99.81 %
	Number Of Shares Shorted	748.6 K
	Price To Earning	32.37 X
	Price To Book	4.97 X
	Price To Sales	5.38 X
	Revenue	3.27 B
	Gross Profit	1.44 B
	EBITDA	732.5 M
	Net Income	595.1 M
	Cash And Equivalents	430.2 M
	Cash Per Share	9.63 X
	Total Debt	1.33 B
	Debt To Equity	0.46 %
	Current Ratio	3.23 X
	Book Value Per Share	46.76 X
	Cash Flow From Operations	716.7 M
	Short Ratio	2.28 X
	Earnings Per Share	7.84 X
	Price To Earnings To Growth	2.31 X
	Target Price	242.59
	Number Of Employees	8.8 K
	Beta	0.97
	Market Capitalization	17.4 B
	Total Asset	5.87 B
	Retained Earnings	3.93 B
	Working Capital	946 M
	Current Asset	862.68 M
	Current Liabilities	309.6 M
	Annual Yield	0.01 %
	Five Year Return	1.11 %
	Net Asset	5.87 B
	Last Dividend Paid	2.56

About IDEX Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze IDEX Corporation's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of IDEX using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of IDEX Corporation based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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When determining whether IDEX offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IDEX's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Idex Corporation Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Idex Corporation Stock:

How To Invest In IDEX

Details

Is IDEX Stock a good investment?

Details

What is IDEX's Net Worth?

Details

Largest Industrial Machinery & Supplies & Components Companies

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Largest Specialty Industrial Machinery Companies

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Check out IDEX Piotroski F Score and IDEX Altman Z Score analysis.

Note that the IDEX information on this page should be used as a complementary analysis to other IDEX's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

Complementary Tools for IDEX Stock analysis

When running IDEX's price analysis, check to measure IDEX's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IDEX is operating at the current time. Most of IDEX's value examination focuses on studying past and present price action to predict the probability of IDEX's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IDEX's price. Additionally, you may evaluate how the addition of IDEX to your portfolios can decrease your overall portfolio volatility.

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Is IDEX's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of IDEX. If investors know IDEX will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about IDEX listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

(0.16)

Dividend Share

2.56

Earnings Share

7.84

Revenue Per Share

43.306

Quarterly Revenue Growth

(0.03)

The market value of IDEX is measured differently than its book value, which is the value of IDEX that is recorded on the company's balance sheet. Investors also form their own opinion of IDEX's value that differs from its market value or its book value, called intrinsic value, which is IDEX's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IDEX's market value can be influenced by many factors that don't directly affect IDEX's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between IDEX's value and its price as these two are different measures arrived at by different means. Investors typically determine if IDEX is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IDEX's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Idex Corporation Stock Return On Equity

IDEX Corporation Company Return On Equity Analysis

Return On Equity

Net Income

Total Equity

Current IDEX Return On Equity

IDEX Return On Equity Driver Correlations

IDEX Total Stockholder Equity

Total Stockholder Equity

3.72 Billion

IDEX Return On Equity Peer Comparison

IDEX ESG Sustainability

IDEX Fundamentals

About IDEX Fundamental Analysis

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

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