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DELL vs. IESC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DELL vs. IESC - Performance Comparison

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

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Returns By Period

In the year-to-date period, DELL achieves a 220.76% return, which is significantly higher than IESC's 88.91% return.


DELL

1D
1.62%
1M
53.87%
YTD
220.76%
6M
187.56%
1Y
257.68%
3Y*
107.08%
5Y*
52.91%
10Y*

IESC

1D
1.97%
1M
10.23%
YTD
88.91%
6M
66.06%
1Y
162.49%
3Y*
140.27%
5Y*
69.06%
10Y*
48.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DELL vs. IESC - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
DELL
Dell Technologies Inc.
220.76%11.22%52.97%95.85%-26.63%51.21%42.62%5.16%14.50%
IESC
IES Holdings, Inc.
88.91%93.58%153.67%122.72%-29.76%9.99%79.42%65.02%1.97%

Correlation

The correlation between DELL and IESC is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.37

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

0.42

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

0.41

Correlation (All Time)
Calculated using the full available price history since Dec 21, 2018

0.39

Fundamentals

Market Cap

DELL:

$262.91B

IESC:

$14.83B

EPS

DELL:

$12.42

IESC:

$18.85

PE Ratio

DELL:

32.27

IESC:

38.98

PEG Ratio

DELL:

2.05

IESC:

0.47

PS Ratio

DELL:

2.02

IESC:

4.08

Total Revenue (TTM)

DELL:

$134.00B

IESC:

$3.63B

Gross Profit (TTM)

DELL:

$25.67B

IESC:

$931.31M

EBITDA (TTM)

DELL:

$10.64B

IESC:

$487.14M

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Return for Risk

DELL vs. IESC — Risk / Return Rank

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

DELL
DELL Risk / Return Rank: 9696
Overall Rank
DELL Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
DELL Sortino Ratio Rank: 9797
Sortino Ratio Rank
DELL Omega Ratio Rank: 9595
Omega Ratio Rank
DELL Calmar Ratio Rank: 9696
Calmar Ratio Rank
DELL Martin Ratio Rank: 9595
Martin Ratio Rank

IESC
IESC Risk / Return Rank: 9292
Overall Rank
IESC Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
IESC Sortino Ratio Rank: 8888
Sortino Ratio Rank
IESC Omega Ratio Rank: 8888
Omega Ratio Rank
IESC Calmar Ratio Rank: 9696
Calmar Ratio Rank
IESC Martin Ratio Rank: 9696
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.

DELL vs. IESC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dell Technologies Inc. (DELL) 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.


DELLIESCDifference
Sharpe ratioReturn per unit of total volatility

+1.33

Sortino ratioReturn per unit of downside risk

+1.82

Omega ratioGain probability vs. loss probability

1.58

1.39

+0.19

Calmar ratioReturn relative to maximum drawdown

8.02

7.50

+0.52

Martin ratioReturn relative to average drawdown

18.09

21.33

-3.24

DELL vs. IESC - Sharpe Ratio Comparison

The current DELL Sharpe Ratio is 3.97, which is higher than the IESC Sharpe Ratio of 2.64. The chart below compares the historical Sharpe Ratios of DELL 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.


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Sharpe Ratios by Period


DELLIESCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.97

2.64

+1.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.05

1.29

-0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.02

Sharpe Ratio (All Time)

Calculated using the full available price history

1.05

0.05

+0.99

Drawdowns

DELL vs. IESC - Drawdown Comparison

The maximum DELL drawdown since its inception was -59.59%, smaller than the maximum IESC drawdown of -98.32%. Use the drawdown chart below to compare losses from any high point for DELL and IESC.


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Drawdown Indicators


DELLIESCDifference

Max Drawdown

Largest peak-to-trough decline

-59.59%

-98.32%

+38.73%

Max Drawdown (1Y)

Largest decline over 1 year

-32.34%

-21.80%

-10.54%

Max Drawdown (3Y)

Largest decline over 3 years

-59.59%

-49.23%

-10.36%

Max Drawdown (5Y)

Largest decline over 5 years

-59.59%

-54.22%

-5.37%

Max Drawdown (10Y)

Largest decline over 10 years

-54.28%

Current Drawdown

Current decline from peak

-13.99%

-0.97%

-13.02%

Average Drawdown

Average peak-to-trough decline

-18.49%

-55.01%

+36.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.32%

7.66%

+6.66%

Volatility

DELL vs. IESC - Volatility Comparison

Dell Technologies Inc. (DELL) has a higher volatility of 37.86% compared to IES Holdings, Inc. (IESC) at 11.77%. This indicates that DELL'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.


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Volatility by Period


DELLIESCDifference

Volatility (1M)

Calculated over the trailing 1-month period

37.86%

11.77%

+26.09%

Volatility (6M)

Calculated over the trailing 6-month period

54.13%

49.79%

+4.34%

Volatility (1Y)

Calculated over the trailing 1-year period

65.53%

62.06%

+3.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

50.75%

53.94%

-3.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

47.95%

48.10%

-0.15%

Dividends

DELL vs. IESC - Dividend Comparison

DELL's dividend yield for the trailing twelve months is around 0.55%, while IESC has not paid dividends to shareholders.


PositionTTM2025202420232022
DELL
Dell Technologies Inc.
0.55%1.60%1.48%1.88%2.46%
IESC
IES Holdings, Inc.
0.00%0.00%0.00%0.00%0.00%

Financials

DELL vs. IESC - Financials Comparison

This section allows you to compare key financial metrics between Dell Technologies 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


0.0010.00B20.00B30.00B40.00B20222023202420252026
43.84B
974.20M
(DELL) Total Revenue
(IESC) Total Revenue
Values in USD except per share items

DELL vs. IESC - Profitability Comparison

The chart below illustrates the profitability comparison between Dell Technologies 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%0.0%10.0%20.0%30.0%20222023202420252026
17.8%
24.5%
Portfolio components
DELL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dell Technologies Inc. reported a gross profit of 7.78B and revenue of 43.84B. Therefore, the gross margin over that period was 17.8%.

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%.

DELL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dell Technologies Inc. reported an operating income of 3.66B and revenue of 43.84B, resulting in an operating margin of 8.3%.

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%.

DELL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dell Technologies Inc. reported a net income of 3.44B and revenue of 43.84B, resulting in a net margin of 7.8%.

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


DELL and IESC have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DELL has higher volatility (37.86%) compared to IESC (11.77%). In terms of maximum drawdown, DELL dropped -59.59% vs IESC's -98.32%.

DELL currently has the higher Sharpe Ratio (3.97 vs 2.64), 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.

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