IESC vs. VRT
IESC (IES Holdings, Inc.) and VRT (Vertiv Holdings Co.) are both stocks. Both are in the Industrials sector — IESC in Engineering & Construction, VRT in Electrical Equipment & Parts. Over the past 5 years, IESC returned 70.53%/yr vs 63.29%/yr for VRT. At a 0.40 correlation, their price movements are largely independent.
Performance
IESC vs. VRT - 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 VRT's 86.99% return.
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%
VRT
- 1D
- 1.68%
- 1M
- -18.35%
- YTD
- 86.99%
- 6M
- 87.85%
- 1Y
- 173.26%
- 3Y*
- 138.33%
- 5Y*
- 63.29%
- 10Y*
- —
IESC vs. VRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IESC IES Holdings, Inc. | 92.75% | 93.58% | 153.67% | 122.72% | -29.76% | 9.99% | 79.42% | 65.02% | -10.89% |
VRT Vertiv Holdings Co. | 86.99% | 42.80% | 136.82% | 251.81% | -45.25% | 33.80% | 69.36% | 12.55% | 1.03% |
Correlation
The correlation between IESC and VRT is 0.53, 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 | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2018 | 0.40 |
The correlation between IESC and VRT shifts across timeframes, from 0.40 (all time) to 0.54 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
IESC:
$15.14B
VRT:
$118.76B
IESC:
$18.85
VRT:
$3.99
IESC:
39.78
VRT:
75.98
IESC:
0.48
VRT:
0.33
IESC:
4.17
VRT:
10.92
IESC:
14.11
VRT:
27.98
IESC:
$3.63B
VRT:
$10.84B
IESC:
$931.31M
VRT:
$3.92B
IESC:
$487.14M
VRT:
$2.35B
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Return for Risk
IESC vs. VRT — Risk / Return Rank
IESC
VRT
IESC vs. VRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for IES Holdings, Inc. (IESC) and Vertiv Holdings Co. (VRT). 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 | VRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.41 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 8.09 | 6.55 | +1.54 |
| Martin ratioReturn relative to average drawdown | 22.98 | 17.79 | +5.18 |
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Drawdowns
IESC vs. VRT - Drawdown Comparison
The maximum IESC drawdown since its inception was -98.32%, which is greater than VRT's maximum drawdown of -71.24%. Use the drawdown chart below to compare losses from any high point for IESC and VRT.
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Drawdown Indicators
| IESC | VRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.32% | -71.24% | -27.08% |
Max Drawdown (1Y)Largest decline over 1 year | -21.80% | -25.32% | +3.52% |
Max Drawdown (3Y)Largest decline over 3 years | -49.23% | -61.28% | +12.05% |
Max Drawdown (5Y)Largest decline over 5 years | -54.22% | -71.24% | +17.02% |
Max Drawdown (10Y)Largest decline over 10 years | -54.28% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -19.50% | +19.50% |
Average DrawdownAverage peak-to-trough decline | -54.97% | -16.23% | -38.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.66% | 9.30% | -1.64% |
Volatility
IESC vs. VRT - Volatility Comparison
IES Holdings, Inc. (IESC) and Vertiv Holdings Co. (VRT) have volatilities of 15.69% and 16.12%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IESC | VRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.69% | 16.12% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 50.65% | 45.82% | +4.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 62.74% | 58.29% | +4.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.09% | 61.88% | -7.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.19% | 54.61% | -6.42% |
Dividends
IESC vs. VRT - Dividend Comparison
IESC has not paid dividends to shareholders, while VRT's dividend yield for the trailing twelve months is around 0.07%.
| 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% |
VRT Vertiv Holdings Co. | 0.07% | 0.11% | 0.10% | 0.05% | 0.07% | 0.04% | 0.05% |
Financials
IESC vs. VRT - Financials Comparison
This section allows you to compare key financial metrics between IES Holdings, Inc. and Vertiv Holdings Co.. 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. VRT - 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%.
VRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported a gross profit of 999.70M and revenue of 2.65B. Therefore, the gross margin over that period was 37.7%.
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%.
VRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported an operating income of 440.10M and revenue of 2.65B, resulting in an operating margin of 16.6%.
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%.
VRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported a net income of 390.10M and revenue of 2.65B, resulting in a net margin of 14.7%.
Frequently Asked Questions
IESC and VRT have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VRT has higher volatility (16.12%) compared to IESC (15.69%). In terms of maximum drawdown, IESC dropped -98.32% vs VRT's -71.24%.
VRT currently has the higher Sharpe Ratio (2.85 vs 2.81), 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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