{"F": {"ts_code": "US.IEX", "name": "IDEX Corp", "mkt": "US", "ccy": "美元", "sw1": "专用工业机械", "sw2": "专用工业机械", "sw3": "", "ind": "专用工业机械", "fin_source": "futu", "market": "NYSE", "list_date": null, "is_fin": false, "roles": {"fin": false, "commodity": false, "precious": false, "regulated": false, "hard": true, "growth": false}, "province": null, "main_business": "", "introduction": "", "close": 223.74, "pe_ttm": 32.192, "pb": 4.115, "dv_ttm": 1.6, "total_mv": 1649408.953104, "trade_date": "20260904", "years": ["最近年报"], "multi_year": false, "period": "最近年报", "gm_series": [44.5], "rev_series": [34.6], "np_series": [4.8], "roe_series": [12.4], "rev_ttm": 34.6, "np_ttm": 5.2, "ocf_ttm": 7.2, "fcf_ttm": null, "fcf_yield": null, "ocf_yield": 4.3, "gm_median": 44.5, "gm_std": null, "gm_stab": null, "gm_chg_2022": null, "npm_median": 14.0, "roe_median": 12.4, "commodity": false, "hard_ratio": 7.9, "fix_assets": 5.4, "hard_note": "PP&E 毛额 × 0.5 近似净额", "goodwill_ratio": null, "pb_calc": null, "capex_dep": null, "interest_debt": null, "debt_ebitda": null, "ebitda": 9.0, "debt_ratio": 41.9, "debt_mv": null, "payout": 52.0, "div_years": 1, "rev_cagr3": null, "np_cagr3": null, "rev_yoy": 5.8, "np_yoy": -4.4, "np_vol": null, "loss_years": 0, "far_share": 84.0, "earn_yield": 3.1, "consensus_n": 0, "fwd_pe": null, "fwd_pe2": null, "fwd_g1": null, "fwd_g2": null, "peg": null, "consensus_disp": null, "mainbz": [], "ret_prev_year": null, "ret_prev2_year": null, "ret_pivot": null, "prev_year": "", "prev2_year": "", "ret_ytd": 27.1, "ret_20": -4.6, "ret_60": 4.6, "ret_120": 18.8, "ret_250": 38.3, "mdd_250": null, "vol_250": null, "pos_52w": 91.8, "eps": 6.41}, "S": {"duration": 55, "pricing": 54, "hard": 13, "bondness": 41}, "label": "中性", "tags": [], "text": {"像什么": ["PE 32.2 倍、股息率 1.6%、毛利率最新年报 44.5%、固定资产占比 8%、资产负债率 42%:四轴都不突出。"], "为什么(不)算钱的替代品": "只占定价权一条(毛利率 44.5%),硬资产占比 8%。分子能跟上通胀,但没有重置成本对冲;按'定价权·品牌'看,不按硬资产看。", "加息期怎么走": "按行业与估值常规看,没有明确的利率方向性。", "四问": [["当前 FCF 能覆盖多少市值?", "经营现金流/市值 4.3%(futu 无资本开支,FCF 按经营现金流 × 0.7 近似)。一般。"], ["能否每年提价而不掉量?", "毛利率最新年报 44.5%。能。"], ["资产重置成本随通胀涨吗?", "固定资产占总资产 8%。没有资产可言。"], ["估值里多少来自 5 年后的故事?", "按 PE 32.2 倍 粗算,约 84%(1 − 5/PE)。>70%,把 5 年后的假设砍一半,这个股票值多少钱?"]], "价格行为": "近一年 38%,现价在 52 周高点的 92%;近 20 / 60 / 120 日 -5% / 5% / 19%。", "行业对照": ["同富途行业「专用工业机械」77 家中位:PE 31.6 / 股息率 0.0% / 毛利率 35.5% / 固定资产占比 13% / 分红率 20%。", "IDEX Corp:PE 比行业中位高 0.6倍;股息率 比行业中位高 1.6个百分点;毛利率 比行业中位高 9.0个百分点;固定资产占比 比行业中位低 4.7个百分点。"]}}