PortfoliosLab logo
IESC vs. FIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between IESC and FIX is 0.32, 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.


-0.50.00.51.0
Correlation: 0.3

Performance

IESC vs. FIX - Performance Comparison

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

0.00%1,000.00%2,000.00%3,000.00%4,000.00%December2025FebruaryMarchAprilMay
1.36%
2,739.40%
IESC
FIX

Key characteristics

Sharpe Ratio

IESC:

1.02

FIX:

0.68

Sortino Ratio

IESC:

1.69

FIX:

1.18

Omega Ratio

IESC:

1.22

FIX:

1.18

Calmar Ratio

IESC:

1.10

FIX:

0.87

Martin Ratio

IESC:

3.02

FIX:

2.15

Ulcer Index

IESC:

25.30%

FIX:

18.67%

Daily Std Dev

IESC:

75.20%

FIX:

59.03%

Max Drawdown

IESC:

-99.54%

FIX:

-93.36%

Current Drawdown

IESC:

-41.32%

FIX:

-21.38%

Fundamentals

Market Cap

IESC:

$4.23B

FIX:

$14.02B

EPS

IESC:

$10.73

FIX:

$16.66

PE Ratio

IESC:

19.73

FIX:

23.86

PEG Ratio

IESC:

0.00

FIX:

2.06

PS Ratio

IESC:

1.31

FIX:

1.92

PB Ratio

IESC:

6.10

FIX:

7.89

Total Revenue (TTM)

IESC:

$3.13B

FIX:

$7.32B

Gross Profit (TTM)

IESC:

$768.07M

FIX:

$1.57B

EBITDA (TTM)

IESC:

$368.76M

FIX:

$913.69M

Returns By Period

In the year-to-date period, IESC achieves a 18.55% return, which is significantly higher than FIX's 2.02% return. Over the past 10 years, IESC has outperformed FIX with an annualized return of 39.62%, while FIX has yielded a comparatively lower 36.11% annualized return.


IESC

YTD

18.55%

1M

32.62%

6M

2.41%

1Y

74.07%

5Y*

64.89%

10Y*

39.62%

FIX

YTD

2.02%

1M

26.24%

6M

10.37%

1Y

40.96%

5Y*

68.86%

10Y*

36.11%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

IESC vs. FIX — Risk-Adjusted Performance Rank

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

IESC
The Risk-Adjusted Performance Rank of IESC is 8282
Overall Rank
The Sharpe Ratio Rank of IESC is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of IESC is 8181
Sortino Ratio Rank
The Omega Ratio Rank of IESC is 7979
Omega Ratio Rank
The Calmar Ratio Rank of IESC is 8585
Calmar Ratio Rank
The Martin Ratio Rank of IESC is 8080
Martin Ratio Rank

FIX
The Risk-Adjusted Performance Rank of FIX is 7575
Overall Rank
The Sharpe Ratio Rank of FIX is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of FIX is 7070
Sortino Ratio Rank
The Omega Ratio Rank of FIX is 7373
Omega Ratio Rank
The Calmar Ratio Rank of FIX is 8282
Calmar Ratio Rank
The Martin Ratio Rank of FIX is 7474
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.

IESC vs. FIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for IES Holdings, Inc. (IESC) and Comfort Systems USA, Inc. (FIX). 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 chart of Sharpe ratio for IESC, currently valued at 1.02, compared to the broader market-2.00-1.000.001.002.003.00
IESC: 1.02
FIX: 0.68
The chart of Sortino ratio for IESC, currently valued at 1.69, compared to the broader market-6.00-4.00-2.000.002.004.00
IESC: 1.69
FIX: 1.18
The chart of Omega ratio for IESC, currently valued at 1.22, compared to the broader market0.501.001.502.00
IESC: 1.22
FIX: 1.18
The chart of Calmar ratio for IESC, currently valued at 1.10, compared to the broader market0.001.002.003.004.005.00
IESC: 1.10
FIX: 0.87
The chart of Martin ratio for IESC, currently valued at 3.02, compared to the broader market-40.00-30.00-20.00-10.000.0010.0020.00
IESC: 3.02
FIX: 2.15

The current IESC Sharpe Ratio is 1.02, which is higher than the FIX Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of IESC and FIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.002.004.006.00December2025FebruaryMarchAprilMay
1.02
0.68
IESC
FIX

Dividends

IESC vs. FIX - Dividend Comparison

IESC has not paid dividends to shareholders, while FIX's dividend yield for the trailing twelve months is around 0.31%.


TTM20242023202220212020201920182017201620152014
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%
FIX
Comfort Systems USA, Inc.
0.31%0.28%0.41%0.49%0.49%0.81%0.79%0.76%0.68%0.83%0.88%1.31%

Drawdowns

IESC vs. FIX - Drawdown Comparison

The maximum IESC drawdown since its inception was -99.54%, which is greater than FIX's maximum drawdown of -93.36%. Use the drawdown chart below to compare losses from any high point for IESC and FIX. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-41.32%
-21.38%
IESC
FIX

Volatility

IESC vs. FIX - Volatility Comparison

IES Holdings, Inc. (IESC) has a higher volatility of 26.80% compared to Comfort Systems USA, Inc. (FIX) at 23.06%. This indicates that IESC's price experiences larger fluctuations and is considered to be riskier than FIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%December2025FebruaryMarchAprilMay
26.80%
23.06%
IESC
FIX

Financials

IESC vs. FIX - Financials Comparison

This section allows you to compare key financial metrics between IES Holdings, Inc. and Comfort Systems USA, 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


500.00M1.00B1.50B2.00B20212022202320242025
833.96M
1.83B
(IESC) Total Revenue
(FIX) Total Revenue
Values in USD except per share items

IESC vs. FIX - Profitability Comparison

The chart below illustrates the profitability comparison between IES Holdings, Inc. and Comfort Systems USA, 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%20212022202320242025
25.1%
22.0%
(IESC) Gross Margin
(FIX) Gross Margin
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%.
FIX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Comfort Systems USA, Inc. reported a gross profit of 403.42M and revenue of 1.83B. Therefore, the gross margin over that period was 22.0%.
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%.
FIX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Comfort Systems USA, Inc. reported an operating income of 209.10M and revenue of 1.83B, resulting in an operating margin of 11.4%.
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 72.59M and revenue of 833.96M, resulting in a net margin of 8.7%.
FIX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Comfort Systems USA, Inc. reported a net income of 169.29M and revenue of 1.83B, resulting in a net margin of 9.2%.