IEXNEUTRAL

IEX Return on Equity (ROE) Analysis

13.0%

Updated 129h ago·SEC filings & market data

Key Takeaway

Return on equity (ROE) measures how efficiently a company turns shareholder investment into profit, and IEX's 13.0% means it earns $13 in profit for every $100 of equity.

Sector Performance

49th percentile

IEX

13.0%

Sector Median

13.3%

Sector Avg

16.9%

Prior Period

12.7%(Jul 2026)

↑ Improving

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Deep Analysis

Return on equity (ROE) measures how efficiently a company turns shareholder investment into profit, and IEX's 13.0% means it earns $13 in profit for every $100 of equity.

That figure sits just below the sector median of 13.8%, placing IEX at the 47th percentile among peers — a middling position, essentially in line with the typical company. The year-over-year change is not available, but the quarter-over-quarter change is +2.4%, with the latest values showing an uptick from 12.7% to 13.0%; however, no longer-term 8-quarter trend direction is provided. This combination of a near-median ROE with only a short-term positive move offers limited upside momentum, but also no sign of deterioration, so the risk-opportunity balance is roughly neutral. The metric neither strengthens nor weakens the case for a different view, directly supporting the overall NEUTRAL verdict on the stock.

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about IEX?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

Who are IEX's closest peers by Return on Equity (ROE)?

The closest peers by Return on Equity (ROE) include: LOW (-67.1%), MAR (-69.0%), BMBL (-76.9%), WBA (-82.7%), NIO (-84.0%).

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Learn More About Return on Equity (ROE)

What Is Return on Equity (ROE) and Is Higher Always Better?

Return on equity ROE measures how efficiently a company generates profit from shareholder capital. Learn how to decompose ROE using DuPont analysis and why high leverage can make it dangerous—with Apple and JPMorgan examples.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.