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Upturn AI Summary - About
IES Holdings Inc(IESC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IESC
11/10/2026: IESC (1-star) is currently NOT-A-BUY. Pass it for now.
IES Holdings Inc is a diversified provider of electrical, mechanical, and communications infrastructure services, operating through a holding company structure. Its strengths include a decentralized management model and a strong focus on high-growth areas like data center power distribution, which have contributed to historically strong financial performance. While the company is well-positioned for growth in critical infrastructure, it remains sensitive to construction cycles and skilled labor availability. Investors should be aware of risks regarding valuation and potential cyclical downturns in construction. The company is primarily suited for growth-oriented investors and is a stock worth monitoring for developments in industrial and data center infrastructure demand.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company is successfully capturing secular tailwinds in data center and infrastructure demand. |
| Momentum investor | Strong fit while signal remains positive | The stock has demonstrated strong upward price trends aligned with its improved fundamental earnings trajectory. |
| Value investor | Mixed fit | Recent share price appreciation has resulted in a valuation that may no longer be considered a deep value play. |
| Dividend investor | Weak fit | The company does not pay a dividend and prioritizes capital reinvestment. |
| Low-risk investor | Weak fit | The company's exposure to construction cycles and small-cap volatility may exceed the risk tolerance of conservative investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | As a small-cap stock with high growth expectations, share price swings can be significant. |
| Valuation risk | Medium / high | Growth expectations are currently priced into the stock, leaving little margin for earnings misses. |
| Competition risk (Infrastructure/Construction) | Medium | The company faces stiff competition from larger industrial players with greater resources. |
| Business quality | Medium / high | The business has improved significantly, but operating in construction carries inherent margin variability. |
| Dividend income | Low / none | The company offers no income component to the total return profile. |
| Execution risk | Medium | Managing growth and scaling manufacturing requires consistent operational excellence. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit 72.55% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/10/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.38B USD | Price to earnings Ratio 15.45 | 1Y Target Price 440 |
Price to earnings Ratio 15.45 | 1Y Target Price 440 | ||
Volume (30-day avg) 475.0K shares | Beta 1.85 | 52 Weeks Range 142.66 - 408.25 | Updated Date 11/10/2026 |
52 Weeks Range 142.66 - 408.25 | Updated Date 11/10/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 11.26 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Communications | Technology infrastructure, data center cabling, security systems. | They help build the physical technology 'backbone' for businesses and data centers. |
| Residential | Electrical installation for single and multi-family homes. | Revenue is linked to new housing construction and residential renovation trends. |
| Infrastructure Solutions | Power distribution, custom metal enclosures, electrical equipment manufacturing. | This segment provides critical industrial power gear, benefiting from data center expansion. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 15.45 | Forward PE 208.33 | Enterprise Value 6.41B | Price to Sales(TTM) 1.85 |
Enterprise Value 6.41B | Price to Sales(TTM) 1.85 | ||
Enterprise Value to Revenue 1.61 | Enterprise Value to EBITDA 10.03 | Shares Outstanding 42.40M | Shares Floating 18.49M |
Shares Outstanding 42.40M | Shares Floating 18.49M | ||
Percent Insiders 3.03 | Percent Institutions 97.05 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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