- ISIN
- US44951W1062
- CUSIP
- 44951W106
- Sector
- Industrials
- Industry
- Engineering & Construction
- IPO Date
- Jan 26, 1998
Highlights
- Market Cap
- $14.83B
- Enterprise Value
- $14.83B
- EPS (TTM)
- $27.72
- PE Ratio
- 26.86
- PEG Ratio
- 0.32
- Total Revenue (TTM)
- $3.99B
- Gross Profit (TTM)
- $1.03B
- EBITDA (TTM)
- $582.79M
- Year Range
- $309.51 - $804.00
- Target Price
- $458.00
- ROA (TTM)
- 24.58%
- ROE (TTM)
- 45.50%
- Avg. Volume (1M)
- 230K
- Avg. Volume Value (1M)
- $144.24M
Share Price Chart
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Performance
IESC Performance Chart
IES Holdings, Inc. (IESC) is up 91.4% since the beginning of the year. At $745 per share, IESC is trading 7.4% below its 52-week high of $804. Investors who bought $1,000 worth of IESC shares 5 years ago would now be looking at an investment worth $13,684.
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Returns By Period
IES Holdings, Inc. (IESC) has returned 91.39% so far this year and 112.48% over the past 12 months. Looking at the last ten years, IESC has achieved an annualized return of 48.90%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
IES Holdings, Inc.
- 1D
- 30.27%
- 1M
- 13.84%
- 6M
- 95.78%
- YTD
- 91.39%
- 1Y
- 112.48%
- 3Y*
- 134.42%
- 5Y*
- 68.75%
- 10Y*
- 48.90%
- ALL TIME*
- 14.92%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
IESC Monthly Returns History
Based on dividend-adjusted daily data since Jan 28, 1998, IESC's average daily return is +0.32%, while the average monthly return is +5.76%. At this rate, an investment would double in approximately 1.0 years.
Historically, 55% of months were positive and 45% were negative. The best month was May 2006 with a return of +1,328.9%, while the worst month was Nov 2005 at -67.8%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 7 months.
On a daily basis, IESC closed higher 48% of trading days. The best single day was May 15, 2006 with a return of +1,486.2%, while the worst single day was Nov 3, 2005 at -51.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.24% | 30.26% | -3.81% | 35.18% | 5.32% | 8.30% | 1.34% | 91.39% | |||||
| 2025 | 10.11% | -19.41% | -7.41% | 19.12% | 32.02% | 14.08% | 19.19% | -1.06% | 13.84% | -1.45% | 6.81% | -7.06% | 93.58% |
| 2024 | 3.46% | 34.11% | 10.66% | 11.08% | 12.83% | -8.61% | 10.51% | 21.15% | 7.02% | 9.54% | 41.71% | -35.14% | 153.67% |
| 2023 | 11.92% | 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% |
Benchmark Metrics
IES Holdings, Inc. has an annualized alpha of 98.76%, beta of 1.20, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since January 28, 1998.
- This stock captured 150.61% of S&P 500 Index gains and 112.15% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.01 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 98.76%
- Beta
- 1.20
- R²
- 0.01
- Upside Capture
- 150.61%
- Downside Capture
- 112.15%
Return for Risk
Risk / Return Rank
IESC ranks 86 for risk / return — above 86% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for IES Holdings, Inc. (IESC) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IESC | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.25 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.16 | 2.00 | +1.16 |
| Martin ratioReturn relative to average drawdown | 11.65 | 8.49 | +3.15 |
Dividends
Dividend History
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.
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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 98.78%, occurring on Dec 21, 2005. Recovery took 99 trading sessions.
The current IES Holdings, Inc. drawdown is 2.87%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-98.78%Dec 2005 | 7y 8mo | 4mo 26d | 8y 26dApr 1998 - May 2006 | — |
-94.89%Dec 2011 | 4y 5mo | 8y 9mo | 13y 3moJul 2007 - Oct 2020 | — |
-54.28%May 2022 | 10mo 28d | 1y 1mo | 2y 19dJun 2021 - Jun 2023 | Bear market2022 |
-51.36%Aug 2006 | 2mo 26d | 6mo 15d | 9mo 11dMay 2006 - Feb 2007 | — |
-49.23%Apr 2025 | 2mo 11d | 3mo 13d | 5mo 24dJan 2025 - Jul 2025 | 2025 selloff2025 |
Drawdown Indicators
| IESC | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.78% | -56.78% | -42.00% |
Max Drawdown (1Y)Largest decline over 1 year | -35.26% | -9.10% | -26.16% |
Max Drawdown (3Y)Largest decline over 3 years | -49.23% | -18.90% | -30.33% |
Max Drawdown (5Y)Largest decline over 5 years | -54.22% | -25.43% | -28.79% |
Max Drawdown (10Y)Largest decline over 10 years | -54.28% | -33.92% | -20.36% |
Current DrawdownCurrent decline from peak | -2.87% | -1.58% | -1.29% |
Average DrawdownAverage peak-to-trough decline | -54.78% | -10.70% | -44.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.56% | 2.14% | +7.42% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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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.
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
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 26.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
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 0.3. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
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 3.8. 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
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 12.2. 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 | — |
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