IESC vs. MUSA
IESC (IES Holdings, Inc.) and MUSA (Murphy USA Inc.) are both stocks. IESC operates in Engineering & Construction (Industrials), while MUSA operates in Specialty Retail (Consumer Cyclical). Over the past 10 years, IESC returned 48.97%/yr vs 24.92%/yr for MUSA. At a 0.17 correlation, their price movements are largely independent.
Performance
IESC vs. MUSA - Performance Comparison
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Returns By Period
In the year-to-date period, IESC achieves a 92.75% return, which is significantly higher than MUSA's 54.70% return. Over the past 10 years, IESC has outperformed MUSA with an annualized return of 48.97%, while MUSA has yielded a comparatively lower 24.92% annualized return.
IESC
- 1D
- 2.53%
- 1M
- 10.63%
- YTD
- 92.75%
- 6M
- 62.95%
- 1Y
- 175.21%
- 3Y*
- 139.60%
- 5Y*
- 70.53%
- 10Y*
- 48.97%
MUSA
- 1D
- 0.07%
- 1M
- 5.88%
- YTD
- 54.70%
- 6M
- 53.60%
- 1Y
- 50.89%
- 3Y*
- 29.75%
- 5Y*
- 35.86%
- 10Y*
- 24.92%
IESC vs. MUSA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IESC IES Holdings, Inc. | 92.75% | 93.58% | 153.67% | 122.72% | -29.76% | 9.99% | 79.42% | 65.02% | -9.86% | -9.92% |
MUSA Murphy USA Inc. | 54.70% | -19.15% | 41.27% | 28.20% | 41.02% | 53.33% | 12.06% | 52.66% | -4.63% | 30.73% |
Correlation
The correlation between IESC and MUSA is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Aug 19, 2013 | 0.17 |
The correlation between IESC and MUSA shifts across timeframes, from -0.12 (1 year) to 0.19 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
IESC:
$15.14B
MUSA:
$11.65B
IESC:
$18.85
MUSA:
$28.85
IESC:
39.78
MUSA:
21.58
IESC:
0.48
MUSA:
1.17
IESC:
4.17
MUSA:
0.61
IESC:
14.11
MUSA:
17.68
IESC:
$3.63B
MUSA:
$19.68B
IESC:
$931.31M
MUSA:
$487.10M
IESC:
$487.14M
MUSA:
$1.06B
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Return for Risk
IESC vs. MUSA — Risk / Return Rank
IESC
MUSA
IESC vs. MUSA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for IES Holdings, Inc. (IESC) and Murphy USA Inc. (MUSA). 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.
| IESC | MUSA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.50 | ||
| Sortino ratioReturn per unit of downside risk | +1.09 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.26 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 8.09 | 2.59 | +5.50 |
| Martin ratioReturn relative to average drawdown | 22.98 | 5.33 | +17.65 |
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Drawdowns
IESC vs. MUSA - Drawdown Comparison
The maximum IESC drawdown since its inception was -98.32%, which is greater than MUSA's maximum drawdown of -35.54%. Use the drawdown chart below to compare losses from any high point for IESC and MUSA.
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Drawdown Indicators
| IESC | MUSA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.32% | -35.54% | -62.78% |
Max Drawdown (1Y)Largest decline over 1 year | -21.80% | -19.72% | -2.08% |
Max Drawdown (3Y)Largest decline over 3 years | -49.23% | -35.54% | -13.69% |
Max Drawdown (5Y)Largest decline over 5 years | -54.22% | -35.54% | -18.68% |
Max Drawdown (10Y)Largest decline over 10 years | -54.28% | -35.54% | -18.74% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -54.97% | -9.97% | -45.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.66% | 9.58% | -1.92% |
Volatility
IESC vs. MUSA - Volatility Comparison
IES Holdings, Inc. (IESC) has a higher volatility of 15.69% compared to Murphy USA Inc. (MUSA) at 12.62%. This indicates that IESC's price experiences larger fluctuations and is considered to be riskier than MUSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IESC | MUSA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.69% | 12.62% | +3.07% |
Volatility (6M)Calculated over the trailing 6-month period | 50.65% | 30.21% | +20.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 62.74% | 39.13% | +23.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.09% | 30.42% | +23.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.19% | 31.33% | +16.86% |
Dividends
IESC vs. MUSA - Dividend Comparison
IESC has not paid dividends to shareholders, while MUSA's dividend yield for the trailing twelve months is around 0.39%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
IESC IES Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MUSA Murphy USA Inc. | 0.39% | 0.53% | 0.36% | 0.43% | 0.45% | 0.52% | 0.19% |
Financials
IESC vs. MUSA - Financials Comparison
This section allows you to compare key financial metrics between IES Holdings, Inc. and Murphy 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.
Total Revenue: Total amount of money received from sales and other business activities
IESC vs. MUSA - Profitability Comparison
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%.
MUSA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Murphy USA Inc. reported a gross profit of 0.00 and revenue of 4.82B. Therefore, the gross margin over that period was 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%.
MUSA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Murphy USA Inc. reported an operating income of 205.20M and revenue of 4.82B, resulting in an operating margin of 4.3%.
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%.
MUSA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Murphy USA Inc. reported a net income of 136.30M and revenue of 4.82B, resulting in a net margin of 2.8%.
Frequently Asked Questions
IESC and MUSA have a correlation of -0.12, 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 MUSA (12.62%). In terms of maximum drawdown, IESC dropped -98.32% vs MUSA's -35.54%.
IESC currently has the higher Sharpe Ratio (2.81 vs 1.31), 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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