PortfoliosLab logoPortfoliosLab logo
AGX vs. IESC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AGX vs. IESC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Argan, Inc. (AGX) and IES Holdings, Inc. (IESC). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, AGX achieves a 152.66% return, which is significantly higher than IESC's 94.01% return. Over the past 10 years, AGX has underperformed IESC with an annualized return of 38.47%, while IESC has yielded a comparatively higher 52.09% annualized return.


AGX

1D
6.92%
1M
20.36%
YTD
152.66%
6M
134.28%
1Y
290.72%
3Y*
177.27%
5Y*
79.38%
10Y*
38.47%

IESC

1D
5.94%
1M
14.42%
YTD
94.01%
6M
86.85%
1Y
176.33%
3Y*
142.78%
5Y*
70.62%
10Y*
52.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AGX vs. IESC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AGX
Argan, Inc.
152.66%130.61%198.31%30.24%-2.01%-11.64%19.15%8.62%-14.32%-34.26%
IESC
IES Holdings, Inc.
94.01%93.58%153.67%122.72%-29.76%9.99%79.42%65.02%-9.86%-9.92%

Correlation

The correlation between AGX and IESC is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.53

Correlation (3Y)
Calculated over the trailing 3-year period

0.50

Correlation (5Y)
Calculated over the trailing 5-year period

0.48

Correlation (10Y)
Calculated over the trailing 10-year period

0.42

Correlation (All Time)
Calculated using the full available price history since Jan 28, 1998

0.18

Over the past year, AGX and IESC have become more correlated (0.53) than their long-term average of 0.18, meaning their price movements have been converging.

Fundamentals

Market Cap

AGX:

$11.22B

IESC:

$15.24B

EPS

AGX:

$11.38

IESC:

$18.85

PE Ratio

AGX:

69.39

IESC:

40.04

PEG Ratio

AGX:

1.26

IESC:

0.48

PS Ratio

AGX:

10.74

IESC:

4.19

PB Ratio

AGX:

23.69

IESC:

14.20

Total Revenue (TTM)

AGX:

$1.04B

IESC:

$3.63B

Gross Profit (TTM)

AGX:

$217.93M

IESC:

$931.31M

EBITDA (TTM)

AGX:

$163.99M

IESC:

$487.14M

Compare stocks, funds, or ETFs

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


Return for Risk

AGX vs. IESC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AGX
AGX Risk / Return Rank: 9797
Overall Rank
AGX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
AGX Sortino Ratio Rank: 9595
Sortino Ratio Rank
AGX Omega Ratio Rank: 9494
Omega Ratio Rank
AGX Calmar Ratio Rank: 9898
Calmar Ratio Rank
AGX Martin Ratio Rank: 9898
Martin Ratio Rank

IESC
IESC Risk / Return Rank: 9393
Overall Rank
IESC Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
IESC Sortino Ratio Rank: 8888
Sortino Ratio Rank
IESC Omega Ratio Rank: 8989
Omega Ratio Rank
IESC Calmar Ratio Rank: 9797
Calmar Ratio Rank
IESC Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AGX vs. IESC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Argan, Inc. (AGX) and IES Holdings, Inc. (IESC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.


AGXIESCDifference
Sharpe ratioReturn per unit of total volatility

+1.12

Sortino ratioReturn per unit of downside risk

+1.06

Omega ratioGain probability vs. loss probability

1.51

1.39

+0.12

Calmar ratioReturn relative to maximum drawdown

11.73

8.14

+3.59

Martin ratioReturn relative to average drawdown

33.44

23.00

+10.44

AGX vs. IESC - Sharpe Ratio Comparison

The current AGX Sharpe Ratio is 3.93, which is higher than the IESC Sharpe Ratio of 2.81. The chart below compares the historical Sharpe Ratios of AGX and IESC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

AGX vs. IESC - Drawdown Comparison

The maximum AGX drawdown since its inception was -94.37%, roughly equal to the maximum IESC drawdown of -98.32%. Use the drawdown chart below to compare losses from any high point for AGX and IESC.


Loading charts...

Drawdown Indicators


AGXIESCDifference

Max Drawdown

Largest peak-to-trough decline

-94.37%

-98.32%

+3.95%

Max Drawdown (1Y)

Largest decline over 1 year

-24.96%

-21.80%

-3.16%

Max Drawdown (3Y)

Largest decline over 3 years

-43.75%

-49.23%

+5.48%

Max Drawdown (5Y)

Largest decline over 5 years

-43.75%

-54.22%

+10.47%

Max Drawdown (10Y)

Largest decline over 10 years

-54.61%

-54.28%

-0.33%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-48.30%

-54.94%

+6.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.74%

7.70%

+1.04%

Volatility

AGX vs. IESC - Volatility Comparison

Argan, Inc. (AGX) has a higher volatility of 18.55% compared to IES Holdings, Inc. (IESC) at 16.76%. This indicates that AGX's price experiences larger fluctuations and is considered to be riskier than IESC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


AGXIESCDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.55%

16.76%

+1.79%

Volatility (6M)

Calculated over the trailing 6-month period

54.54%

49.73%

+4.81%

Volatility (1Y)

Calculated over the trailing 1-year period

74.67%

63.28%

+11.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

51.19%

54.25%

-3.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.02%

48.18%

-2.16%

Dividends

AGX vs. IESC - Dividend Comparison

AGX's dividend yield for the trailing twelve months is around 0.24%, while IESC has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
AGX
Argan, Inc.
0.24%0.52%0.93%2.24%2.71%1.94%7.31%2.49%1.98%4.44%1.42%2.16%
IESC
IES Holdings, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

AGX vs. IESC - Financials Comparison

This section allows you to compare key financial metrics between Argan, Inc. and IES Holdings, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M400.00M600.00M800.00M1.00B20222023202420252026
290.95M
974.20M
(AGX) Total Revenue
(IESC) Total Revenue
Values in USD except per share items

AGX vs. IESC - Profitability Comparison

The chart below illustrates the profitability comparison between Argan, Inc. and IES Holdings, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%15.0%20.0%25.0%20222023202420252026
21.0%
24.5%
Portfolio components
AGX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Argan, Inc. reported a gross profit of 61.11M and revenue of 290.95M. Therefore, the gross margin over that period was 21.0%.

IESC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, IES Holdings, Inc. reported a gross profit of 238.70M and revenue of 974.20M. Therefore, the gross margin over that period was 24.5%.

AGX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Argan, Inc. reported an operating income of 45.40M and revenue of 290.95M, resulting in an operating margin of 15.6%.

IESC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, IES Holdings, Inc. reported an operating income of 112.30M and revenue of 974.20M, resulting in an operating margin of 11.5%.

AGX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Argan, Inc. reported a net income of 46.06M and revenue of 290.95M, resulting in a net margin of 15.8%.

IESC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, IES Holdings, Inc. reported a net income of 110.00M and revenue of 974.20M, resulting in a net margin of 11.3%.


Frequently Asked Questions


AGX and IESC have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AGX has higher volatility (18.55%) compared to IESC (16.76%). In terms of maximum drawdown, AGX dropped -94.37% vs IESC's -98.32%.

AGX currently has the higher Sharpe Ratio (3.93 vs 2.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for AGX and IESC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer