Idex Corp Shares Owned by Institutions

IEX
 Stock
  

USD 231.06  0.77  0.33%   

Idex Corp fundamentals help investors to digest information that contributes to Idex Corp's financial success or failures. It also enables traders to predict the movement of Idex Corp Stock. The fundamental analysis module provides a way to measure Idex Corp'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 Corp stock.
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Idex Corp Shares Owned by Institutions Analysis

Idex Corp's Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
 2019 2020 2021 2022 (projected)
Receivables298.19 M293.15 M356.4 M304.02 M
Inventories293.47 M289.91 M370.4 M305.12 M
Shares Held by Institutions 
 = 
Funds and Banks 
Firms 
More About Shares Owned by Institutions | All Equity Analysis

Current Idex Corp Shares Owned by Institutions

    
  104.22 %  
Most of Idex Corp's fundamental indicators, such as Shares Owned by Institutions, 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 Corp is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Idex Corp Shares Owned by Institutions Driver Correlations

Understanding the fundamental principles of building solid financial models for Idex Corp is extremely important. It helps to project a fair market value of Ford stock properly, considering its historical fundamentals such as Shares Owned by Institutions. Since Idex Corp'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 Corp'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 Corp's interrelated accounts and indicators.
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Compare to competition

Based on the latest financial disclosure, 104% of Idex Corp are shares owned by institutions. This is 99.08% higher than that of the Industrials sector and significantly higher than that of the Specialty Industrial Machinery industry. The shares owned by institutions for all United States stocks is 165.8% lower than that of the firm.

Idex Corp Shares Owned by Institutions Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Idex Corp's direct or indirect competition against its Shares Owned by Institutions to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Idex Corp could also be used in its relative valuation, which is a method of valuing Idex Corp by comparing valuation metrics of similar companies.
Idex Corp is currently under evaluation in shares owned by institutions category among related companies.

Idex Corp Current Valuation Drivers

We derive many important indicators used in calculating different scores of Idex Corp from analyzing Idex Corp's financial statements. These drivers represent accounts that assess Idex Corp's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Idex Corp's important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee47.06 K55.84 K57.2 K53.25 K59.63 K48.65 K
Revenue Per Employee319.14 K337.82 K335.34 K331.48 K366.88 K323.41 K
Average Assets3.28 B3.5 B3.68 B4.16 B4.75 B4.44 B
Earnings Before Interest Taxes and Depreciation Amortization EBITDA546.06 M611.57 M614.58 M556.93 M677.2 M554.51 M
Earnings Before Interest Taxes and Depreciation Amortization USD584.38 M650.62 M654.1 M598.6 M723.9 M685.89 M
Earnings before Tax455.27 M528.94 M532.9 M470.3 M579.9 M538.57 M
Average Equity1.77 B2.02 B2.15 B2.36 B2.7 B2.48 B
Enterprise Value10.65 B10.04 B13.42 B15.25 B18.35 B15.07 B
Free Cash Flow394.91 M419.62 M477.2 M517.7 M492.6 M478.12 M
Invested Capital1.4 B1.41 B1.5 B1.72 B2.01 B1.9 B
Invested Capital Average1.47 B1.45 B1.52 B1.72 B1.93 B1.87 B
Market Capitalization10.08 B9.69 B13.08 B15.08 B17.97 B14.6 B
Tangible Asset Value1.28 B1.39 B1.65 B2.1 B2.15 B1.95 B
Working Capital643.07 M727.87 M903.57 M1.26 B1.2 B1.07 B

Idex Corp 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 Corp's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Idex Corp's managers, analysts, and investors.
Environment Score
Governance Score
Social Score

Idex Corp Institutional Holders

Institutional Holdings refers to the ownership stake in Idex Corp that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Idex Corp's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Idex Corp's value.
Security TypeSharesValue
Zurcher Kantonalbank Zurich CantonalbankCommon Shares120.2 K21.8 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares92.9 K17.8 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares85.6 K20.2 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares84.4 K17.5 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares82.9 K18.2 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares70.3 K14.7 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares70.4 K14 M

Idex Corp Fundamentals

About Idex Corp Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Idex Corp's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Idex Corp using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Idex Corp 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.
IDEX Corporation, together with its subsidiaries, provides applied solutions worldwide. IDEX Corporation was incorporated in 1987 and is headquartered in Northbrook, Illinois. Idex Corp operates under Specialty Industrial Machinery classification in the United States and is traded on New York Stock Exchange. It employs 7536 people.

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Please see Idex Corp Piotroski F Score and Idex Corp Altman Z Score analysis. Note that the Idex Corp information on this page should be used as a complementary analysis to other Idex Corp'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 Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.

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When running Idex Corp price analysis, check to measure Idex Corp'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 Corp is operating at the current time. Most of Idex Corp's value examination focuses on studying past and present price action to predict the probability of Idex Corp's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Idex Corp's price. Additionally, you may evaluate how the addition of Idex Corp to your portfolios can decrease your overall portfolio volatility.
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Is Idex Corp'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 Corp. If investors know Idex Corp 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 Corp 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 YOY
0.56
Market Capitalization
17.8 B
Quarterly Revenue Growth YOY
0.16
Return On Assets
0.0954
Return On Equity
0.21
The market value of Idex Corp is measured differently than its book value, which is the value of Idex Corp that is recorded on the company's balance sheet. Investors also form their own opinion of Idex Corp's value that differs from its market value or its book value, called intrinsic value, which is Idex Corp'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 Corp's market value can be influenced by many factors that don't directly affect Idex Corp'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 Corp's value and its price as these two are different measures arrived at by different means. Investors typically determine Idex Corp value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Idex Corp'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.