IEX vs WSO
IDEX Corporation vs Watsco — AI-powered side-by-side comparison
IEX
IDEX Corporation
69
Buy
VS
| Metric | IEX | WSO |
|---|
| AI Score |
69
|
60
|
| Price |
$230.12
|
$302.15
|
| P/E Ratio |
33.04×
|
26.10×
|
| ROE |
12.0%
|
17.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
44.7%
|
27.9%
|
| Debt / Equity |
0.47×
|
0.18×
|
| Dividend Yield |
1.3%
|
4.2%
|
| RSI (14) |
35.0
|
27.9
|
| Beta |
0.976
|
1.042
|
| Expected Upside |
+3.1%
|
+1.4%
|
AI Committee View
Current Innellis committee reasoning for IEX versus WSO.
IEX leads by 9 points.
IEX scores 69/100 (Buy) versus WSO at 60/100 (Buy).
IEX Committee View
100% agreement
4 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is sector concentration is already high (hhi 3068.56). The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- MACD histogram negative -- bearish momentum — Technical
WSO Committee View
40% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Risk Analyst remains cautious — bollinger bandwidth of 17.1% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Price structure making lower highs and lower lows — Technical
- Trend and market structure agree -- coherent bearish picture — Technical
- Bollinger bandwidth of 17.1% signals elevated volatility — Risk