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IDEX (IEX) Stock Analysis

Industrials Updated August 17, 2026
$240.60
52W $158.19 – $243.80
68/100
$17.61B
34.3
0.98
AI Committee Verdict
Buy
68/100
Conviction: High · 80% agreement · 5 analysts
-15.2%
High

Is IEX Bullish or Bearish?

Bullish. Innellis AI committee rates IDEX Corporation (IEX) Buy with a composite score of 68/100 , based on 5 analysts with 80% agreement. Last updated August 17, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +6.92 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -13.08 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 33.8 is moderate-to-rich. The committee is constructive but not yet at full conviction.

Bull & Bear Case

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
  • MACD histogram positive -- bullish momentum — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • P/E of 33.8 is moderate-to-rich — Value
  • Weekly RSI at 79 -- overbought on the larger timeframe too — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 17, 2026
Overall Committee Score
68/100
Agreement
80%
Analysts
5
Conviction
High
Sector Rank
Top 6%
of 223 Industrials peers
Value Analyst neutral
55 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− P/E of 33.8 is moderate-to-rich
Growth Analyst bullish
68 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
Technical Analyst bullish
69 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− Weekly RSI at 79 -- overbought on the larger timeframe too
Macro Analyst bullish
80 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
68 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.33 across 20 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2963.04)
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Investment Thesis Evolution

Committee score moved marginally from 68.1 to 68.1.

Analyst-level changes:
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +1 bearish signal(s).

Comparing 2026-08-16 to 2026-08-17 (1 day apart).

Technical Analysis

RSI (14)
65.1
Neutral
MACD Histogram
0.597
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
0.79
Inside Bands
Price vs Moving Averages
EMA 9
$236.34 Above
EMA 21
$232.23 Above
EMA 50
$225.83 Above
EMA 200
$206.62 Above

Fundamental Analysis

Valuation
31
Growth
86
Profitability
66
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 34.3×
P/B Ratio 4.41×
PEG Ratio 2.72
Dividend Yield 1.21%
52W High $243.80
52W Low $158.19
Quality & Growth
ROE 1199.8%
ROA 697.6%
Gross Margin 4469.9%
Operating Margin 2075.4%
Revenue Growth YoY
Debt / Equity 0.47
AI Fundamental Assessment
P/E ratio of 34.3 (rich relative to a 15-40x range); Price-to-book of 4.4x; PEG ratio of 2.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 12.0%; Return on assets of 7.0%; Net margin of 14.5%; Gross margin of 44.7%; Current ratio of 3.05 (healthy short-term liquidity); Debt-to-equity of 0.47; Free cash flow per share is positive (8.67); Most recent quarter beat estimates by 8.9%; 5 consecutive earnings beats; EPS growth accelerating (-4.8% -> +16.0% QoQ); Average YoY EPS growth of 12.1%; Analyst estimates rising over recent quarters
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Explore IEX Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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