Ies Holdings Stock Performance
| IESC Stock | USD 185.50 6.17 3.44% |
The company retains a Market Volatility (i.e., Beta) of 1.57, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, IES Holdings will likely underperform. At this point, IES Holdings has a negative expected return of -0.78%. Please make sure to check out IES Holdings' skewness, as well as the relationship between the rate of daily change and price action indicator , to decide if IES Holdings performance from the past will be repeated at future time.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days IES Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unsteady performance in the last few months, the Stock's basic indicators remain rather sound which may send shares a bit higher in March 2025. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
Actual Historical Performance (%)
One Day Return (0.20) | Five Day Return (11.96) | Year To Date Return (14.48) | Ten Year Return 2.1 K | All Time Return (27.64) |
Last Split Factor 1000:17092 | Last Split Date 2006-05-15 |
1 | Smart Money Move Matthew Simmes Grabs 3.82M Worth Of IES Hldgs Stock | 11/27/2024 |
2 | Disposition of 11584 shares by Jeffrey Gendell of IES Holdings at 309.86 subject to Rule 16b-3 | 11/29/2024 |
3 | Disposition of 1246 shares by Jeffrey Gendell of IES Holdings at 257.24 subject to Rule 16b-3 | 12/12/2024 |
4 | Is Insider Selling Behind IES Holdings Stock Decline | 12/17/2024 |
5 | Disposition of 2362 shares by Jeffrey Gendell of IES Holdings at 314.25 subject to Rule 16b-3 | 12/20/2024 |
6 | Acquisition by Baldock Jennifer A of 133 shares of IES Holdings subject to Rule 16b-3 | 01/02/2025 |
7 | IES Holdings Announces New 300 Million Credit Facility | 01/22/2025 |
8 | If You Invested 100 In This Stock 15 Years Ago, You Would Have This Much Today | 01/29/2025 |
9 | IES Holdings Acquires Arrow Engine Company | 01/31/2025 |
10 | IES Holdings Inc Reports Strong Q1 2025 Financial Results | 02/04/2025 |
11 | Disposition of 40000 shares by Gendell David B. of IES Holdings subject to Rule 16b-3 | 02/07/2025 |
12 | IES Upgraded to Buy at StockNews.com | 02/13/2025 |
13 | IES Holdings, Inc. Stocks 28 percent Dive Might Signal An Opportunity But It Requires Some Scrutiny | 02/21/2025 |
| Begin Period Cash Flow | 75.8 M |
IES |
IES Holdings Relative Risk vs. Return Landscape
If you would invest 30,986 in IES Holdings on November 28, 2024 and sell it today you would lose (13,053) from holding IES Holdings or give up 42.13% of portfolio value over 90 days. IES Holdings is currently does not generate positive expected returns and assumes 5.6032% risk (volatility on return distribution) over the 90 days horizon. In different words, 49% of stocks are less volatile than IES, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
IES Holdings Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IES Holdings' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as IES Holdings, and traders can use it to determine the average amount a IES Holdings' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1386
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IESC |
Estimated Market Risk
| 5.6 actual daily | 49 51% of assets are more volatile |
Expected Return
| -0.78 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IES Holdings is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of IES Holdings by adding IES Holdings to a well-diversified portfolio.
IES Holdings Fundamentals Growth
IES Stock prices reflect investors' perceptions of the future prospects and financial health of IES Holdings, and IES Holdings fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on IES Stock performance.
| Return On Equity | 0.39 | ||||
| Return On Asset | 0.17 | ||||
| Profit Margin | 0.07 % | ||||
| Operating Margin | 0.12 % | ||||
| Current Valuation | 3.53 B | ||||
| Shares Outstanding | 19.98 M | ||||
| Price To Earning | 13.62 X | ||||
| Price To Book | 5.51 X | ||||
| Price To Sales | 1.20 X | ||||
| Revenue | 2.88 B | ||||
| Gross Profit | 318.93 M | ||||
| EBITDA | 337.01 M | ||||
| Net Income | 232.5 M | ||||
| Cash And Equivalents | 17.06 M | ||||
| Cash Per Share | 0.83 X | ||||
| Total Debt | 40.45 M | ||||
| Debt To Equity | 0.37 % | ||||
| Current Ratio | 1.61 X | ||||
| Book Value Per Share | 28.25 X | ||||
| Cash Flow From Operations | 234.4 M | ||||
| Earnings Per Share | 7.91 X | ||||
| Market Capitalization | 5.7 B | ||||
| Total Asset | 1.24 B | ||||
| Retained Earnings | 497.76 M | ||||
| Working Capital | 349.14 M | ||||
| Current Asset | 209.73 M | ||||
| Current Liabilities | 133.05 M | ||||
About IES Holdings Performance
By analyzing IES Holdings' fundamental ratios, stakeholders can gain valuable insights into IES Holdings' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IES Holdings has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if IES Holdings has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 15.27 | 8.96 | |
| Return On Tangible Assets | 0.18 | 0.19 | |
| Return On Capital Employed | 0.38 | 0.39 | |
| Return On Assets | 0.16 | 0.17 | |
| Return On Equity | 0.32 | 0.34 |
Things to note about IES Holdings performance evaluation
Checking the ongoing alerts about IES Holdings for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for IES Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| IES Holdings generated a negative expected return over the last 90 days | |
| IES Holdings has high historical volatility and very poor performance | |
| IES Holdings is unlikely to experience financial distress in the next 2 years | |
| Over 94.0% of the company shares are owned by institutional investors | |
| Latest headline from simplywall.st: IES Holdings, Inc. Stocks 28 percent Dive Might Signal An Opportunity But It Requires Some Scrutiny |
- Analyzing IES Holdings' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether IES Holdings' stock is overvalued or undervalued compared to its peers.
- Examining IES Holdings' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating IES Holdings' management team can have a significant impact on its success or failure. Reviewing the track record and experience of IES Holdings' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of IES Holdings' stock. These opinions can provide insight into IES Holdings' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for IES Stock analysis
When running IES Holdings' price analysis, check to measure IES Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IES Holdings is operating at the current time. Most of IES Holdings' value examination focuses on studying past and present price action to predict the probability of IES Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IES Holdings' price. Additionally, you may evaluate how the addition of IES Holdings to your portfolios can decrease your overall portfolio volatility.
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