ETN vs. IESC
ETN (Eaton Corporation plc) and IESC (IES Holdings, Inc.) are both stocks. Both are in the Industrials sector — ETN in Specialty Industrial Machinery, IESC in Engineering & Construction. Over the past 10 years, ETN returned 23.38%/yr vs 48.97%/yr for IESC. At a 0.28 correlation, their price movements are largely independent.
Performance
ETN vs. IESC - Performance Comparison
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Returns By Period
In the year-to-date period, ETN achieves a 23.61% return, which is significantly lower than IESC's 92.75% return. Over the past 10 years, ETN has underperformed IESC with an annualized return of 23.38%, while IESC has yielded a comparatively higher 48.97% annualized return.
ETN
- 1D
- -0.57%
- 1M
- -2.02%
- YTD
- 23.61%
- 6M
- 18.59%
- 1Y
- 22.32%
- 3Y*
- 28.04%
- 5Y*
- 23.65%
- 10Y*
- 23.38%
IESC
- 1D
- 2.53%
- 1M
- 9.91%
- YTD
- 92.75%
- 6M
- 62.95%
- 1Y
- 186.31%
- 3Y*
- 139.60%
- 5Y*
- 70.53%
- 10Y*
- 48.97%
ETN vs. IESC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETN Eaton Corporation plc | 23.61% | -2.79% | 39.51% | 56.22% | -7.18% | 46.70% | 29.88% | 42.76% | -10.04% | 21.54% |
IESC IES Holdings, Inc. | 92.75% | 93.58% | 153.67% | 122.72% | -29.76% | 9.99% | 79.42% | 65.02% | -9.86% | -9.92% |
Correlation
The correlation between ETN and IESC is 0.60, 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 | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Jan 28, 1998 | 0.28 |
Over the past year, ETN and IESC have become more correlated (0.60) than their long-term average of 0.28, meaning their price movements have been converging.
Fundamentals
ETN:
$152.33B
IESC:
$15.14B
ETN:
$10.22
IESC:
$18.85
ETN:
38.28
IESC:
39.78
ETN:
2.08
IESC:
0.48
ETN:
5.36
IESC:
4.17
ETN:
7.71
IESC:
14.11
ETN:
$28.52B
IESC:
$3.63B
ETN:
$7.87B
IESC:
$931.31M
ETN:
$4.75B
IESC:
$487.14M
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Return for Risk
ETN vs. IESC — Risk / Return Rank
ETN
IESC
ETN vs. IESC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Corporation plc (ETN) 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.
| ETN | IESC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.21 | ||
| Sortino ratioReturn per unit of downside risk | -1.93 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.40 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 1.04 | 8.09 | -7.05 |
| Martin ratioReturn relative to average drawdown | 2.25 | 22.98 | -20.73 |
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Drawdowns
ETN vs. IESC - Drawdown Comparison
The maximum ETN drawdown since its inception was -68.95%, smaller than the maximum IESC drawdown of -98.32%. Use the drawdown chart below to compare losses from any high point for ETN and IESC.
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Drawdown Indicators
| ETN | IESC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.95% | -98.32% | +29.37% |
Max Drawdown (1Y)Largest decline over 1 year | -19.14% | -21.80% | +2.66% |
Max Drawdown (3Y)Largest decline over 3 years | -34.46% | -49.23% | +14.77% |
Max Drawdown (5Y)Largest decline over 5 years | -34.46% | -54.22% | +19.76% |
Max Drawdown (10Y)Largest decline over 10 years | -44.55% | -54.28% | +9.73% |
Current DrawdownCurrent decline from peak | -9.36% | 0.00% | -9.36% |
Average DrawdownAverage peak-to-trough decline | -14.89% | -54.97% | +40.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.86% | 7.66% | +1.20% |
Volatility
ETN vs. IESC - Volatility Comparison
The current volatility for Eaton Corporation plc (ETN) is 13.57%, while IES Holdings, Inc. (IESC) has a volatility of 15.69%. This indicates that ETN experiences smaller price fluctuations and is considered to be less risky 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
| ETN | IESC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.57% | 15.69% | -2.12% |
Volatility (6M)Calculated over the trailing 6-month period | 26.78% | 50.65% | -23.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.48% | 62.74% | -29.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.24% | 54.09% | -23.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.10% | 48.19% | -18.09% |
Dividends
ETN vs. IESC - Dividend Comparison
ETN's dividend yield for the trailing twelve months is around 1.09%, while IESC has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETN Eaton Corporation plc | 1.09% | 1.31% | 1.13% | 1.43% | 2.06% | 1.76% | 1.88% | 3.00% | 3.85% | 3.04% | 3.40% | 4.23% |
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
ETN vs. IESC - Financials Comparison
This section allows you to compare key financial metrics between Eaton Corporation plc 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.
Total Revenue: Total amount of money received from sales and other business activities
ETN vs. IESC - Profitability Comparison
ETN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Eaton Corporation plc reported a gross profit of 0.00 and revenue of 7.45B. Therefore, the gross margin over that period was 0.0%.
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%.
ETN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Eaton Corporation plc reported an operating income of 0.00 and revenue of 7.45B, resulting in an operating margin of 0.0%.
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%.
ETN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Eaton Corporation plc reported a net income of 866.00M and revenue of 7.45B, resulting in a net margin of 11.6%.
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
ETN and IESC have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IESC has higher volatility (15.69%) compared to ETN (13.57%). In terms of maximum drawdown, ETN dropped -68.95% vs IESC's -98.32%.
IESC currently has the higher Sharpe Ratio (2.81 vs 0.60), 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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