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META vs. IESC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

META vs. IESC - Performance Comparison

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

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Returns By Period

In the year-to-date period, META achieves a -11.24% return, which is significantly lower than IESC's 88.91% return. Over the past 10 years, META has underperformed IESC with an annualized return of 17.60%, while IESC has yielded a comparatively higher 48.95% annualized return.


META

1D
-1.28%
1M
-3.98%
YTD
-11.24%
6M
-12.06%
1Y
-15.84%
3Y*
30.58%
5Y*
12.31%
10Y*
17.60%

IESC

1D
1.97%
1M
10.23%
YTD
88.91%
6M
66.06%
1Y
162.49%
3Y*
140.27%
5Y*
69.06%
10Y*
48.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

META vs. IESC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
META
Meta Platforms, Inc.
-11.24%13.09%66.05%194.13%-64.22%23.13%33.09%56.57%-25.71%53.38%
IESC
IES Holdings, Inc.
88.91%93.58%153.67%122.72%-29.76%9.99%79.42%65.02%-9.86%-9.92%

Correlation

The correlation between META and IESC is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.24

Correlation (3Y)
Calculated over the trailing 3-year period

0.29

Correlation (5Y)
Calculated over the trailing 5-year period

0.28

Correlation (10Y)
Calculated over the trailing 10-year period

0.25

Correlation (All Time)
Calculated using the full available price history since May 18, 2012

0.19

The correlation between META and IESC shifts across timeframes, from 0.19 (all time) to 0.29 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

META:

$1.50T

IESC:

$14.83B

EPS

META:

$27.47

IESC:

$18.85

PE Ratio

META:

21.31

IESC:

38.98

PEG Ratio

META:

0.88

IESC:

0.47

PS Ratio

META:

7.00

IESC:

4.08

PB Ratio

META:

6.16

IESC:

13.83

Total Revenue (TTM)

META:

$214.96B

IESC:

$3.63B

Gross Profit (TTM)

META:

$176.14B

IESC:

$931.31M

EBITDA (TTM)

META:

$106.31B

IESC:

$487.14M

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Return for Risk

META vs. IESC — Risk / Return Rank

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

META
META Risk / Return Rank: 2323
Overall Rank
META Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
META Sortino Ratio Rank: 2222
Sortino Ratio Rank
META Omega Ratio Rank: 2222
Omega Ratio Rank
META Calmar Ratio Rank: 2626
Calmar Ratio Rank
META Martin Ratio Rank: 2222
Martin Ratio Rank

IESC
IESC Risk / Return Rank: 9292
Overall Rank
IESC Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
IESC Sortino Ratio Rank: 8888
Sortino Ratio Rank
IESC Omega Ratio Rank: 8888
Omega Ratio Rank
IESC Calmar Ratio Rank: 9696
Calmar Ratio Rank
IESC Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

META vs. IESC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Meta Platforms, Inc. (META) 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.


METAIESCDifference
Sharpe ratioReturn per unit of total volatility

-3.09

Sortino ratioReturn per unit of downside risk

-3.28

Omega ratioGain probability vs. loss probability

0.94

1.39

-0.44

Calmar ratioReturn relative to maximum drawdown

-0.48

7.50

-7.98

Martin ratioReturn relative to average drawdown

-1.01

21.33

-22.34

META vs. IESC - Sharpe Ratio Comparison

The current META Sharpe Ratio is -0.45, which is lower than the IESC Sharpe Ratio of 2.64. The chart below compares the historical Sharpe Ratios of META and IESC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


METAIESCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.45

2.64

-3.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.28

1.29

-1.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

1.02

-0.57

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.05

+0.49

Drawdowns

META vs. IESC - Drawdown Comparison

The maximum META drawdown since its inception was -76.74%, smaller than the maximum IESC drawdown of -98.32%. Use the drawdown chart below to compare losses from any high point for META and IESC.


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Drawdown Indicators


METAIESCDifference

Max Drawdown

Largest peak-to-trough decline

-76.74%

-98.32%

+21.58%

Max Drawdown (1Y)

Largest decline over 1 year

-33.30%

-21.80%

-11.50%

Max Drawdown (3Y)

Largest decline over 3 years

-34.15%

-49.23%

+15.08%

Max Drawdown (5Y)

Largest decline over 5 years

-76.74%

-54.22%

-22.52%

Max Drawdown (10Y)

Largest decline over 10 years

-76.74%

-54.28%

-22.46%

Current Drawdown

Current decline from peak

-25.73%

-0.97%

-24.76%

Average Drawdown

Average peak-to-trough decline

-15.26%

-55.01%

+39.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.69%

7.66%

+8.03%

Volatility

META vs. IESC - Volatility Comparison

The current volatility for Meta Platforms, Inc. (META) is 10.48%, while IES Holdings, Inc. (IESC) has a volatility of 11.77%. This indicates that META 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


METAIESCDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.48%

11.77%

-1.29%

Volatility (6M)

Calculated over the trailing 6-month period

26.95%

49.79%

-22.84%

Volatility (1Y)

Calculated over the trailing 1-year period

35.56%

62.06%

-26.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.05%

53.94%

-9.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.69%

48.10%

-9.41%

Dividends

META vs. IESC - Dividend Comparison

META's dividend yield for the trailing twelve months is around 0.36%, while IESC has not paid dividends to shareholders.


PositionTTM20252024
IESC
IES Holdings, Inc.
0.00%0.00%0.00%
META
Meta Platforms, Inc.
0.36%0.32%0.34%

Financials

META vs. IESC - Financials Comparison

This section allows you to compare key financial metrics between Meta Platforms, Inc. 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


0.0010.00B20.00B30.00B40.00B50.00B60.00B20222023202420252026
56.31B
974.20M
(META) Total Revenue
(IESC) Total Revenue
Values in USD except per share items

META vs. IESC - Profitability Comparison

The chart below illustrates the profitability comparison between Meta Platforms, Inc. 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

20.0%40.0%60.0%80.0%20222023202420252026
81.9%
24.5%
Portfolio components
META - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Meta Platforms, Inc. reported a gross profit of 46.09B and revenue of 56.31B. Therefore, the gross margin over that period was 81.9%.

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%.

META - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Meta Platforms, Inc. reported an operating income of 22.87B and revenue of 56.31B, resulting in an operating margin of 40.6%.

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%.

META - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Meta Platforms, Inc. reported a net income of 26.77B and revenue of 56.31B, resulting in a net margin of 47.5%.

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


META and IESC have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IESC has higher volatility (11.77%) compared to META (10.48%). In terms of maximum drawdown, META dropped -76.74% vs IESC's -98.32%.

IESC currently has the higher Sharpe Ratio (2.64 vs -0.45), 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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