COMP <GO>
IEX vs BRK-A // ALTMAN Z-SCORE & DEBT/EQUITY
IDEX Corporation (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: IEX 8
— BRK-A 7
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: IEX
LAST: $233.84 (-2.29%) • MKT CAP: $17.58B
balance-sheet
5.56
LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T
balance-sheet
3.02
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IEX VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IEX | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 44.50% | 41.00% | +3.50 | IEX | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.50% | 8.30% | +2.20 | IEX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.0x | 12.7x | +12.30 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 3.51% | 2.08% | +1.43 | IEX | /fcf-yield <GO> |
| Operating Margin | 20.20% | 33.00% | -12.80 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 14.00% | 27.10% | -13.10 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 5.80% | -1.00% | +6.80 | IEX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.21% | 0.00% | +1.21 | IEX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 5.56 | 3.02 | +2.54 | IEX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | IEX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 7.30% | -0.70 | IEX | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.4 | 67.2 | -15.77 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 1.13 | -0.21 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 33.9x | 16.7x | +17.20 | BRK-A | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $17.58B | $1.20T | -$1.18T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IEX REV | BRK-A REV | IEX GROSS % | BRK-A GROSS % | IEX FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.46B | $247.24B | 44.5% | 44.0% | $616.8M | $25.04B |
| FY 2024 | $3.27B | $249.71B | 44.2% | 44.0% | $603.0M | $11.62B |
| FY 2023 | $3.27B | $254.91B | 44.0% | 44.0% | $569.4M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IEX // BETA 0.92
BRK-A // BETA 1.13