PortfoliosLab logo
IES Holdings, Inc. (IESC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US44951W1062

CUSIP

44951W106

IPO Date

Jan 26, 1998

Highlights

Market Cap

$3.74B

EPS (TTM)

$10.74

PE Ratio

17.39

Total Revenue (TTM)

$2.29B

Gross Profit (TTM)

$559.20M

EBITDA (TTM)

$275.99M

Year Range

$124.55 - $320.09

Target Price

$6.50

Short %

6.72%

Short Ratio

3.01

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in IES Holdings, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%100.00%200.00%300.00%400.00%500.00%NovemberDecember2025FebruaryMarchApril
-16.73%
466.01%
IESC (IES Holdings, Inc.)
Benchmark (^GSPC)

Returns By Period

IES Holdings, Inc. had a return of -2.62% year-to-date (YTD) and 52.05% in the last 12 months. Over the past 10 years, IES Holdings, Inc. had an annualized return of 36.58%, outperforming the S&P 500 benchmark which had an annualized return of 10.05%.


IESC

YTD

-2.62%

1M

4.75%

6M

-6.91%

1Y

52.05%

5Y*

62.08%

10Y*

36.58%

^GSPC (Benchmark)

YTD

-6.75%

1M

-5.05%

6M

-5.60%

1Y

8.15%

5Y*

14.14%

10Y*

10.05%

*Annualized

Monthly Returns

The table below presents the monthly returns of IESC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202510.11%-19.41%-7.41%18.53%-2.62%
20243.46%34.11%10.66%11.08%12.83%-8.61%10.51%21.15%7.02%9.54%41.70%-35.14%153.67%
202311.92%5.65%2.45%0.23%9.79%19.95%0.77%30.81%-12.15%-5.53%12.44%13.22%122.72%
2022-2.65%-14.73%-4.38%-27.11%5.43%-2.33%9.38%-7.91%-9.11%19.62%2.36%5.17%-29.76%
2021-1.22%0.79%9.97%4.72%0.51%-3.20%5.94%-10.13%-6.56%9.10%-3.73%5.52%9.99%
2020-2.53%-6.80%-24.28%11.90%18.48%-0.98%2.85%20.98%10.20%0.47%15.54%24.84%79.42%
20197.65%9.80%-3.32%-1.46%2.34%5.19%-3.93%4.20%9.11%-5.78%11.80%18.30%65.02%
20181.45%-12.29%-1.30%11.55%4.44%-5.10%7.16%6.69%1.83%-9.03%-1.01%-11.45%-9.86%
20171.83%-3.85%-3.47%10.50%-23.25%18.24%-6.34%-2.94%4.85%8.09%-5.08%-2.82%-9.92%
201610.84%5.05%13.81%-17.72%17.15%-12.16%25.20%6.56%7.36%-15.96%31.44%-2.54%72.99%
2015-4.57%9.58%9.86%-6.70%-4.87%-9.09%-5.63%4.78%9.97%-8.42%7.92%45.09%44.52%
201413.17%-10.33%13.53%0.00%8.86%-1.33%-4.35%19.44%8.27%-3.88%-3.40%-0.00%42.12%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 80, IESC is among the top 20% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of IESC is 8080
Overall Rank
The Sharpe Ratio Rank of IESC is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of IESC is 7979
Sortino Ratio Rank
The Omega Ratio Rank of IESC is 7878
Omega Ratio Rank
The Calmar Ratio Rank of IESC is 8484
Calmar Ratio Rank
The Martin Ratio Rank of IESC is 7878
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for IES Holdings, Inc. (IESC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for IESC, currently valued at 0.89, compared to the broader market-2.00-1.000.001.002.003.00
IESC: 0.89
^GSPC: 0.49
The chart of Sortino ratio for IESC, currently valued at 1.56, compared to the broader market-6.00-4.00-2.000.002.004.00
IESC: 1.56
^GSPC: 0.81
The chart of Omega ratio for IESC, currently valued at 1.20, compared to the broader market0.501.001.502.00
IESC: 1.20
^GSPC: 1.12
The chart of Calmar ratio for IESC, currently valued at 0.96, compared to the broader market0.001.002.003.004.005.00
IESC: 0.96
^GSPC: 0.50
The chart of Martin ratio for IESC, currently valued at 2.68, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
IESC: 2.68
^GSPC: 2.07

The current IES Holdings, Inc. Sharpe ratio is 0.89. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of IES Holdings, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.002.004.006.00NovemberDecember2025FebruaryMarchApril
0.89
0.49
IESC (IES Holdings, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


IES Holdings, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-51.79%
-10.73%
IESC (IES Holdings, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the IES Holdings, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the IES Holdings, Inc. was 99.54%, occurring on Dec 29, 2011. The portfolio has not yet recovered.

The current IES Holdings, Inc. drawdown is 51.79%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-99.54%Apr 22, 19983435Dec 29, 2011
-9.01%Apr 2, 19983Apr 6, 19986Apr 15, 19989
-7.52%Feb 24, 199810Mar 9, 199811Mar 24, 199821
-5.53%Feb 9, 19985Feb 13, 19983Feb 19, 19988
-3.02%Jan 29, 19981Jan 29, 19981Jan 30, 19982

Volatility

Volatility Chart

The current IES Holdings, Inc. volatility is 25.25%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%NovemberDecember2025FebruaryMarchApril
25.25%
14.23%
IESC (IES Holdings, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of IES Holdings, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how IES Holdings, Inc. is priced in the market compared to other companies in the Engineering & Construction industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
10.020.030.040.050.060.0
IESC: 17.4
The chart displays the Price-to-Earnings (P/E) ratio for IESC, comparing it with other companies in the Engineering & Construction industry. Currently, IESC has a P/E ratio of 17.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
IESC: 0.0
The chart shows the Price/Earnings to Growth (PEG) ratio for IESC compared to other companies in the Engineering & Construction industry. IESC currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
1.02.03.04.0
IESC: 1.2
This chart shows the Price-to-Sales (P/S) ratio for IESC relative to other companies in the Engineering & Construction industry. Currently, IESC has a P/S ratio of 1.2. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
2.04.06.08.010.0
IESC: 5.4
The chart illustrates the Price-to-Book (P/B) ratio for IESC in comparison with other companies in the Engineering & Construction industry. Currently, IESC has a P/B value of 5.4. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items