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IESC

🏭 Industrials

IES Holdings, Inc.

Conservative #139Aggressive #41Low RiskHigh 100
$504.67-1.70%
Day High$519.43
Day Low$503.04
Volume0.2M
Mkt Cap$10.1B
52W Low $14752W High $538
Market Cap
$10.3B
P/E Ratio
30.9
Sector avg: 64.5
Rev Growth
16.9%
Sector avg: 18.9%
Earnings Growth
39.6%
Profit Margin
9.1%
Sector avg: -47.9%
Debt/Equity
0.10

Why This Score

IESC scores 67.7 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Strong profitability: ROE of 34.6% exceeds the 15% quality threshold.
  • Minimal leverage (D/E 0.10) provides financial flexibility and downside protection.
  • ML model assigns a high-conviction signal (95/100), indicating strong pattern recognition across 82 features.
  • High conviction (100/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Momentum reversion risk: Extreme momentum (191%) increases mean-reversion probability. 3-point penalty applied.
  • Liquidity concern: Limited trading volume or float results in a 2-point penalty for execution risk.
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.
  • Above-average volatility (14.1%) may not suit conservative risk tolerance.

Moderate penalties (-7.3 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score67.7
Fundamental Score65.0
ML Score95.0

Score by Horizon

3 Month
66.2
6 Month
74.0
Primary
1 Year
77.9

Quality Assessment

A
Earnings Grade
Strong fundamentals, high earnings quality

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
54
Neutral
Analyst (6.4%)
50
Neutral
Tradability (post-hoc)
70
Grade Blow volume, low float
Base
65.9
SHAP
+1.7
Factors
+0.7
Conviction
+1.6
Divergence
-2.3
Final
67.7
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

69AVG
Value55
Quality70
Growth90
Stability90
Investment40

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)75.0
Technical (Momentum, Weinstein, Volatility)90.0
External (Sentiment, Analyst, Macro)51.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
+2.6% to +7.4%
Medium-term
+4.9% to +12.1%
Long-term
+7.1% to +16.9%

ML Model Core Features100 trained inputs → ML Score: 95

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score50.0/100
Target Upside-10.1%
Coverage0 analysts
Market Sentiment
Sentiment Score53.7/100
News Volume1 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum+1.9%
6M Momentum+0.5%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+142.2%
Momentum ConsistencyWeak (0.25)
Relative Strength vs Sector+178.9%
Trend Strength (ADX Proxy)Strong (5.0)
Momentum Quality+1.731
Momentum BreadthBroad ✓
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
5%
Low risk
Sector RevGr Rank
P80
Revenue growth vs Industrials peers
Sector PE Rank
P42
Valuation vs Industrials peers
Sector FCF Rank
P54
Free cash flow vs Industrials peers
Growth Deviation
+0.2σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 75 relative to sector peers75/100
Machine learning model ranks this stock at the 78th percentileP78
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +3.7pt (features align with model priorities)
Blend: 91% fund (74.8) + 9% ML (77.5) + SHAP(+3.7) = 78.7
Factor quality: +1.5pt (multi-factor composite)
Risk assessment: low. Annualized volatility 14.1%. Max drawdown 9% (-0.5 pts)Low
Momentum mean-reversion: -5.5pt (191% 12m momentum)
Market cap adjustment: +2.0 points ($10.3B market cap)+2.0 pts
Conviction bonus: +3.6pt (conviction=100)
Risk Factors

No risk factors identified.

Sector Peer Comparison(Industrials — Rank #15 of 136 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
IESC67.730.916.9%9.1%$10.3B
FER83.712.27.4%35.3%$51.9B
NDSN76.335.13.8%17.4%$16.6B
OMAB76.120.14.3%32.7%$6.2B
ODFL75.839.8-0.9%20.4%$40.6B
FAST72.742.68.7%15.3%$53.3B
WWD70.947.87.3%12.4%$22.8B
CSX70.926.5-3.1%20.5%$76.0B
LECO70.931.5-4.4%11.6%$16.2B
CTAS70.441.97.7%17.5%$77.7B
PCAR70.428.2-4.2%12.4%$66.7B
RYAAY69.713.03.8%11.6%$34.3B
CPRT69.123.09.7%33.4%$36.3B
FELE68.535.5-2.1%8.9%$4.8B
AEIS67.881.221.4%8.3%$11.9B
GLDD65.614.329.4%9.7%$1.2B
Sector Average44.964.518.9%-47.9%

Company Overviewvia FMP

IES Holdings, Inc. designs and installs integrated electrical and technology systems, and provides infrastructure products and services in the United States. Its Commercial & Industrial segment offers electrical and mechanical design, construction, and maintenance services for office buildings, manufacturing facilities, data centers, chemical plants, refineries, wind farms, solar facilities, municipal infrastructures, and health care facilities. Its Communications segment designs, installs, and maintains network infrastructure within data centers for co-location and managed hosting customers; corporate, educational, financial, hospitality, and healthcare buildings; e-commerce distribution centers; and high-tech manufacturing facilities. This segment also provides design and installation services for audio/visual, telephone, fire, and wireless access and intrusion alarm systems; and engages in designing/building, servicing, and maintaining data network systems. Its Infrastructure Solutions segment maintains and repairs alternating and direct current electric motors and generators, and power generating and distribution equipment; manufactures custom-engineered metal enclosed bus duct solutions used in power distribution; manufactures custom commercial and industrial generator enclosures; manufactures, re-manufactures, and repairs industrial lifting magnets; and maintains and repairs railroad main and auxiliary generators, main alternators, and traction motors. Its Residential segment offers electrical installations to single-family housing and multi-family apartments; and cable television installations to residential and light commercial applications, as well as installs residential solar power for new construction and existing residences. The company was formerly known as Integrated Electrical Services, Inc. and changed its name to IES Holdings, Inc. in May 2016. The company was incorporated in 1997 and is headquartered in Houston, Texas.

CEO
Matthew J. Simmes
Employees
9,423
Beta
1.73
Industry
Engineering & Construction
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
71.3
Overbought
Trend
Bullish
10-day vs 50-day MA
From 52W High
-6.1%
High: $537.7
From 52W Low
+244.5%
Low: $146.51
Moving Averages
10-Day
$507.00
Below
20-Day
$473.90
Above
50-Day
$444.40
Above
200-Day
$369.80
Above
60-Day Support
$368.17
60-Day Resistance
$537.7
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 75/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+36.5%
200 SMA Slope (60d)
+25.97%
Rising
Volume Ratio
1.17x
10d avg vs 50d avg
Days in Stage
100
Confidence: 90%
Key Reversal Detected (2026-02-12)

Financial Statementslast 4 quarters via FMP

MetricQ1 2025Q4 2025Q3 2025Q2 2025
Revenue$871M$898M$890M$834M
Gross Profit$220M$233M$240M$209M
Operating Income$98M$104M$112M$93M
Net Income$91M$102M$77M$71M
EPS (Diluted)$4.51$4.99$3.81$3.50
Gross Margin25.3%26.0%26.9%25.0%
Operating Margin11.2%11.6%12.6%11.1%
Net Margin10.5%11.3%8.7%8.5%

Why This Stock

IndustrialsRevenue growth 16.9%Earnings quality grade A

Tradability FilterGrade B — 70/100Score impact: -14.5pt

Volume
44
182K avg/day
Dollar Vol
100
$92M/day
Float
48
19M shares
Mkt Cap
80
$10.3B
Range
100
267% spread
Composite Liquidity Score70/100
FDCBA
low volumelow float

Multi-Year Range Analysis

Sideways: 6/100
YearLowHighRangeStatus
2021$41.77$56.2429.5%Moderate
2022$24.94$54.6574.7%Wide
2023$35.00$86.4484.7%Wide
2024$76.26$320.08123%Wide
2025$146.51$482.35106.8%Wide
3-Year Range
172.9%
Narrow Years
1 / 5
Sideways Penalty
None
Free Float
96.7%
Outstanding Shares
20M
Bid-Ask Spread
267.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.