IEX · IDEX CORP · Top AI ETF

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IDEX Corporation, together with its subsidiaries, provides applied solutions in the United States, North America, Europe, Asia, and internationally. It operates through three segments: Health & Science Technologies (HST), Fluid & Metering Technologies (FMT) and Fire & Safety/Diversified Products (FSDP). The HST segment designs, produces, and distributes a range of precision fluidics, positive displacement pumps, powder and liquid processing technologies, drying systems, micro-precision components, pneumatic components and sealing solutions, high performance molded and extruded sealing components, and custom mechanical and shaft seals.

Close · 3M

+3.16%

Held by 1 AI ETF

AIVL0.379%

as of Oct 23

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals15

Win rate53% (8/15)

Avg buy return+0.81%

AIVLnow 0.379% of fund27 signals

AIVL · Weight decrease · 2d

weight 0.394% → 0.387% (-0.007 pp)·stock up 4.8% in the 30 days before

Oct 20·entry $233.16·now $229.05

-1.76%

since Oct 20

AIVL · Weight increase · 2d

weight 0.396% → 0.402% (+0.006 pp)·stock up 7.1% in the 30 days before

Oct 14·entry $238.62·now $229.05Fresh

-4.01%

since Oct 14

AIVL · Weight decrease · 3d

weight 0.403% → 0.394% (-0.009 pp)·stock up 3.0% in the 30 days before

Oct 8·entry $231.75·now $229.05

-1.17%

since Oct 8

AIVL · Weight decrease · 2d

weight 0.403% → 0.398% (-0.005 pp)·stock up 3.2% in the 30 days before

Oct 7·entry $232.91·now $229.05

-1.66%

since Oct 7

AIVL · Accumulation · 5d

weight 0.390% → 0.403% (+0.013 pp)·stock up 5.5% in the 30 days before

Oct 5·entry $235.29·now $229.05Fresh

-2.65%

since Oct 5

AIVL · Weight increase · 2d

weight 0.394% → 0.399% (+0.006 pp)·stock up 3.7% in the 30 days before

Oct 2·entry $232.99·now $229.05Fresh

-1.69%

since Oct 2

AIVL · Accumulation · 5d

weight 0.375% → 0.397% (+0.022 pp)·stock down 1.2% in the 30 days before

Sep 28·entry $231.15·now $229.05Fresh

-0.91%

since Sep 28

AIVL · Weight increase · 2d

weight 0.375% → 0.390% (+0.014 pp)·stock down 1.7% in the 30 days before

Sep 23·entry $229.67·now $229.05Fresh

-0.27%

since Sep 23

AIVL · Accumulation · 5d

weight 0.367% → 0.376% (+0.009 pp)·stock down 6.7% in the 30 days before

Sep 15·entry $222.84·now $229.05Drifting

+2.79%

since Sep 15

AIVL · Accumulation · 5d

weight 0.292% → 0.376% (+0.084 pp)·stock down 6.8% in the 30 days before

Sep 11·entry $224.21·now $229.05Drifting

+2.16%

since Sep 11

AIVL · Weight increase · 3d

weight 0.367% → 0.378% (+0.011 pp)·stock down 3.5% in the 30 days before

Sep 9·entry $225.10·now $229.05Fresh

+1.75%

since Sep 9

AIVL · Weight increase · 2d

weight 0.367% → 0.375% (+0.008 pp)·stock down 3.8% in the 30 days before

Sep 8·entry $225.66·now $229.05Fresh

+1.50%

since Sep 8

AIVL · Weight decrease · 2d

weight 0.298% → 0.292% (-0.005 pp)·stock up 2.9% in the 30 days before

Aug 25·entry $230.27·now $229.05

-0.53%

since Aug 25

AIVL · Weight decrease · 2d

weight 0.304% → 0.299% (-0.005 pp)·stock up 4.4% in the 30 days before

Aug 14·entry $238.94·now $229.05

-4.14%

since Aug 14

AIVL · Weight increase · 2d

weight 0.295% → 0.304% (+0.009 pp)·stock up 8.0% in the 30 days before

Aug 12·entry $240.52·now $229.05Fresh

-4.77%

since Aug 12

AIVL · Weight increase · 2d

weight 0.286% → 0.297% (+0.011 pp)·stock up 2.4% in the 30 days before

Jul 31·entry $230.45·now $229.05Fresh

-0.61%

since Jul 31

AIVL · Weight decrease · 2d

weight 0.295% → 0.287% (-0.007 pp)·stock down 1.1% in the 30 days before

Jul 20·entry $221.24·now $229.05

+3.53%

since Jul 20

AIVL · Weight decrease · 3d

weight 0.298% → 0.287% (-0.011 pp)·stock up 2.2% in the 30 days before

Jul 7·entry $221.07·now $229.05

+3.61%

since Jul 7

AIVL · Weight decrease · 2d

weight 0.298% → 0.291% (-0.008 pp)·stock up 4.2% in the 30 days before

Jul 6·entry $224.46·now $229.05

+2.04%

since Jul 6

AIVL · Weight decrease · 2d

weight 0.301% → 0.297% (-0.004 pp)·stock up 7.6% in the 30 days before

Jun 23·entry $221.17·now $229.05

+3.56%

since Jun 23

AIVL · Weight increase · 2d

stock up 9.6% in the 30 days before

Jun 18·entry $224.93·now $229.05Fresh

+1.83%

since Jun 18

AIVL · Weight decrease · 2d

stock up 1.4% in the 30 days before

Jun 11·entry $216.90·now $229.05

+5.60%

since Jun 11

AIVL · Weight increase · 4d

stock up 1.7% in the 30 days before

Jun 8·entry $218.59·now $229.05Drifting

+4.79%

since Jun 8

AIVL · Weight increase · 3d

stock down 1.3% in the 30 days before

Jun 5·entry $215.35·now $229.05Drifting

+6.36%

since Jun 5

AIVL · Weight increase · 2d

stock up 0.2% in the 30 days before

Jun 4·entry $216.29·now $229.05Drifting

+5.90%

since Jun 4

AIVL · Weight decrease · 2d

stock up 6.0% in the 30 days before

May 14·entry $211.40·now $229.05

+8.35%

since May 14

AIVL · Weight decrease · 2d

stock up 12.0% in the 30 days before

May 1·entry $214.93·now $229.05

+6.57%

since May 1

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of Oct 4

AI ETFs like AIVL are showing a gradual accumulation trend for IDEX, indicating a positive sentiment or algorithmic buy signal. This action directly contrasts with the Buffett-style framework's 'Fail' verdict. The framework highlights significant concerns regarding the company's financial health and the absence of a sufficient margin of safety at its current valuation, suggesting a disagreement between the AI's assessment and a conservative value-investing approach.

Circle of CompetenceThe diversified portfolio of specialized industrial components and fluidic technologies suggests a stable business model with predictable underlying unit economics, allowing for reasonable projection of ten-year cash flows.
Economic MoatIDEX likely benefits from significant switching costs for its highly specialized industrial components, proprietary technological expertise, and established relationships with customers who integrate its products into their critical systems, forming a durable economic moat.
ManagementThe provided financial data does not offer sufficient insight into management's candor, capital allocation discipline, or ownership stakes to fully assess this criterion.
Financial HealthThe reported ROE of 12.91% falls short of the required 10-year average of 15%, and without information on long-term operating margins, debt profile, and consistent owner earnings, a definitive assessment of financial health cannot be made, thus failing this stage.
Margin of SafetyWith a PER of 33.06 and EV/EBITDA of 28.7, the current market price reflects a premium valuation, making it difficult to establish a defensible margin of safety for a conservative estimate of intrinsic value.

IDEX operates in a business that appears to be within a value investor's circle of competence and likely possesses an enduring economic moat. However, a comprehensive assessment of its financial health is hindered by insufficient data, and the provided ROE falls below a key performance threshold. Furthermore, the current valuation multiples indicate a premium price that offers no margin of safety from a conservative perspective, leading to an overall 'Fail' verdict.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.