IESC Performance Analysis - IES Holdings | 101.8% 12M Return

12M Return: 101.8% | +80.1% vs S&P 500 | Volatility: 75.4% | Relative Strength, Momentum & Peer Ranking

RS IBD 89.21
Top 21% in Peers
Idiosyncratic Score 59.66
Top 43% in Peers
Total Return 3m 13.2%
Top 75% in Peers
Total Return 12m 101.75%
Top 23% in Peers
P/E
P/E Trailing34.4
P/E Forward208
High / Low 52w
52 Week High804.00 USD
52 Week Low302.00 USD
Sentiment
Buy Signal ±30.20
VRO Trend ±10039.76
Drawdowns 3y
Max Drawdown49.23%
Median Drawdown7.64%
Compare vs 46 peers in Construction & Engineering
Total Return: IESC vs Peers Total Return of IES Holdings versus broad market ETF SPY
5y Drawdown (Underwater) Chart 5 Year Drawdown / Underwater Chart for IESC Performance Analysis - IES Holdings | 101.8% 12M Return

Detailed Performance Metrics Updated: 2026-07-15 03:55

Risk-Adjusted Return
CAGR 121.5%
CAGR / Max DD 2.47
CAGR / Mean DD 10.66
CAGR / Median DD 15.90
Market Sensitivity & Volatility
ATR % 7.54%
Beta 2.259
Beta Downside 1.579
Alpha 55.19%
CAPM 13.93%
Trend & Momentum
Current Price 616.15 USD
SMA 20 Distance +8.25%
SMA 50 Distance +11.35%
SMA 200 Distance -18.01%
RSI 14 41.4
EMA8 Dist. Percentile 18.0%
Distance to 52W High -23.36%
Hurst Exponent 0.435
Key Levels
Support / Resistance (price, strength)
424.2 (1.34) 476.2 (1.46) 659.8 (0.97) 780.7 (0.86)
Pivot Points (date, price, move %)
2025-10-22: 348.1 2025-10-24: 442.9 (+27.25%) 2025-11-14: 340.1 (-23.21%) 2025-12-11: 482.4 (+41.81%) 2026-01-08: 368.2 (-23.67%) 2026-01-27: 488.6 (+32.72%) 2026-01-30: 369 (-24.47%) 2026-02-12: 537.7 (+45.7%) 2026-03-06: 395.1 (-26.53%) 2026-06-15: 779 (+97.19%) 2026-06-17: 660.4 (-15.23%) 2026-06-25: 804 (+21.75%) 2026-07-08: 589.3 (-26.71%)
Structural Changepoints

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Peer Rankings higher = better
METRIC IESC PERCENTILE RANK
RS IBD 89.21 79.3
Performance 1M -15.18% 12.0
Performance 3M 13.23% 75.0
Performance 6M 46.80% 75.0
Performance 12M 101.75% 77.2
Sharpe Ratio 1.34 64.1

Top Performer in Construction & Engineering 5 of 46 peers

Short Term Performance
SYMBOL 1W 1M 3M
NWPX 2.07% 5.42% 57.76%
WSC 4.56% -5.16% 40.98%
CDNL -8.08% -2.37% 40.06%
BBCP -6.71% -3.87% 35.81%
ACA 0.23% 12.96% 27.05%
IESC 1.10% -15.18% 13.23%
Long Term Performance
SYMBOL 6M 12M 5Y
FIX 68.71% 227.67% 2405.88%
NWPX 103.58% 226.66% 405.52%
AGX 95.75% 182.85% 1427.07%
STRL 112.87% 181.64% 3159.57%
CDNL 166.51% 175.46% 175.46%
IESC 46.80% 101.75% 1226.48%

Overall Best Picks of Peer Group GARP Metrics

SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS cagr
IESC NASDAQ
IES Holdings		 12.5B -15.18% 101.75% 1226.48% 34.4 208 0.00 70.48%
STRL NASDAQ
Sterling Construction		 20.9B -21.58% 181.64% 3159.57% 61.0 35.1 1.13 50.88%
VMI NYSE
Valmont Industries		 10.6B 0.66% 64.38% 156.50% 30.0 23.5 1.23 9.88%
FIX NYSE
Comfort Systems USA		 62.7B -9.06% 227.67% 2405.88% 48.5 38.6 0.81 78.01%
DY NYSE
Dycom Industries		 12.8B -11.12% 65.15% 554.59% 40.7 31.2 3.50 22.39%
AGX NYSE
Argan		 9.64B -9.89% 182.85% 1427.07% 58.5 16.6 0.00 88.16%

Compare IESC vs S&P 500

Total Return vs S&P 500
PERIOD IESC S&P 500
1 Week 1.10% 0.55%
1 Month -15.18% -0.14%
3 Months 13.23% 8.54%
6 Months 46.80% 9.48%
12 Months 101.75% 21.66%
5 Years 1226.48% 89.29%

FAQ

Does IESC outperform the market?

Yes, IESC significantly outperforms the market. Over the past 12 months, IESC returned 101.75% compared to 21.66% for the S&P 500.

What is the IESC return over the last 12 months?

IESC has returned 101.75% over the past 12 months, including dividends. Over 3 months the return was 13.23%, and over 5 years 1226.48%.

How risky is IESC?

IESC has relatively low risk with a maximum drawdown of 49.23% over the past 3 years. The average drawdown is 11.40%.

IESC vs Sectors 12m

Relative Performance vs S&P Sectors Sorted by outperformance, Positive = IESC beats sector.
SECTOR ETF DIFFERENCE 12M
Consumer Discretionary XLY 96.6%
Communication Services XLC 96.3%
Consumer Staples XLP 95.7%
Financials XLF 93.2%
Real Estate XLRE 91.8%
Materials XLB 88.4%
Materials XLB 88.4%
Health Care XLV 82.5%
Industrials XLI 80.7%
Energy XLE 68.5%
Technology XLK 57.3%

IESC vs Asset Classes 12m

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY 80.1%
Emerging Market EEM 63.2%
Gold GLD 80.9%
Long-Term Bonds TLT 99.1%
Risk-Free Cash SHY 98.7%