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GHM vs. IESC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between GHM and IESC is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

GHM vs. IESC - Performance Comparison

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

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Key characteristics

Sharpe Ratio

GHM:

0.56

IESC:

0.93

Sortino Ratio

GHM:

1.18

IESC:

1.53

Omega Ratio

GHM:

1.15

IESC:

1.20

Calmar Ratio

GHM:

0.69

IESC:

0.92

Martin Ratio

GHM:

1.62

IESC:

2.54

Ulcer Index

GHM:

19.72%

IESC:

24.99%

Daily Std Dev

GHM:

52.78%

IESC:

72.41%

Max Drawdown

GHM:

-86.10%

IESC:

-99.54%

Current Drawdown

GHM:

-25.00%

IESC:

-33.39%

Fundamentals

Market Cap

GHM:

$406.57M

IESC:

$5.37B

EPS

GHM:

$0.83

IESC:

$11.95

PE Ratio

GHM:

44.93

IESC:

22.63

PEG Ratio

GHM:

0.77

IESC:

0.00

PS Ratio

GHM:

2.04

IESC:

1.72

PB Ratio

GHM:

3.55

IESC:

7.61

Total Revenue (TTM)

GHM:

$150.55M

IESC:

$3.13B

Gross Profit (TTM)

GHM:

$36.42M

IESC:

$768.07M

EBITDA (TTM)

GHM:

$13.95M

IESC:

$368.76M

Returns By Period

In the year-to-date period, GHM achieves a -16.15% return, which is significantly lower than IESC's 34.56% return. Over the past 10 years, GHM has underperformed IESC with an annualized return of 6.56%, while IESC has yielded a comparatively higher 42.61% annualized return.


GHM

YTD

-16.15%

1M

24.97%

6M

-7.35%

1Y

28.06%

5Y*

27.88%

10Y*

6.56%

IESC

YTD

34.56%

1M

47.77%

6M

4.81%

1Y

69.07%

5Y*

63.93%

10Y*

42.61%

*Annualized

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Risk-Adjusted Performance

GHM vs. IESC — Risk-Adjusted Performance Rank

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

GHM
The Risk-Adjusted Performance Rank of GHM is 7171
Overall Rank
The Sharpe Ratio Rank of GHM is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of GHM is 6969
Sortino Ratio Rank
The Omega Ratio Rank of GHM is 6868
Omega Ratio Rank
The Calmar Ratio Rank of GHM is 7777
Calmar Ratio Rank
The Martin Ratio Rank of GHM is 6969
Martin Ratio Rank

IESC
The Risk-Adjusted Performance Rank of IESC is 7979
Overall Rank
The Sharpe Ratio Rank of IESC is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of IESC is 7878
Sortino Ratio Rank
The Omega Ratio Rank of IESC is 7676
Omega Ratio Rank
The Calmar Ratio Rank of IESC is 8282
Calmar Ratio Rank
The Martin Ratio Rank of IESC is 7676
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.

GHM vs. IESC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Graham Corporation (GHM) 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.


The current GHM Sharpe Ratio is 0.56, which is lower than the IESC Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of GHM and IESC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

GHM vs. IESC - Dividend Comparison

Neither GHM nor IESC has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
GHM
Graham Corporation
0.00%0.00%0.00%0.00%3.54%2.90%1.92%1.66%1.72%1.63%1.90%0.56%
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%

Drawdowns

GHM vs. IESC - Drawdown Comparison

The maximum GHM drawdown since its inception was -86.10%, smaller than the maximum IESC drawdown of -99.54%. Use the drawdown chart below to compare losses from any high point for GHM and IESC. For additional features, visit the drawdowns tool.


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Volatility

GHM vs. IESC - Volatility Comparison

The current volatility for Graham Corporation (GHM) is 12.07%, while IES Holdings, Inc. (IESC) has a volatility of 20.24%. This indicates that GHM 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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Financials

GHM vs. IESC - Financials Comparison

This section allows you to compare key financial metrics between Graham Corporation 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


0.00200.00M400.00M600.00M800.00M20212022202320242025
47.04M
833.96M
(GHM) Total Revenue
(IESC) Total Revenue
Values in USD except per share items

GHM vs. IESC - Profitability Comparison

The chart below illustrates the profitability comparison between Graham Corporation 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

0.0%5.0%10.0%15.0%20.0%25.0%20212022202320242025
24.8%
25.1%
(GHM) Gross Margin
(IESC) Gross Margin
GHM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Graham Corporation reported a gross profit of 11.69M and revenue of 47.04M. Therefore, the gross margin over that period was 24.8%.

IESC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, IES Holdings, Inc. reported a gross profit of 208.87M and revenue of 833.96M. Therefore, the gross margin over that period was 25.1%.

GHM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Graham Corporation reported an operating income of 2.21M and revenue of 47.04M, resulting in an operating margin of 4.7%.

IESC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, IES Holdings, Inc. reported an operating income of 92.70M and revenue of 833.96M, resulting in an operating margin of 11.1%.

GHM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Graham Corporation reported a net income of 1.59M and revenue of 47.04M, resulting in a net margin of 3.4%.

IESC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, IES Holdings, Inc. reported a net income of 70.65M and revenue of 833.96M, resulting in a net margin of 8.5%.