IES Holdings, Inc. (IESC) Stock Analysis

IES Holdings, Inc. (IESC) Stock Analysis

Overall Grade: F (Concerning)

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IES Holdings, Inc. faces challenges in financial performance that warrant careful analysis.

Key Metrics:

Metric Value Context
ROIC N/A Below expectations
FCF Margin -2.0% Cash flow pressure
Debt/Equity 0.0x Conservative leverage

Investment Thesis: Financial metrics indicate concerning business quality with areas requiring attention.


What is IES Holdings, Inc.'s Profitability and ROIC?

IES Holdings, Inc.'s return on invested capital of N/A is below the typical cost of capital. Gross margin of 25.5% with operating margin at 25.5% reflects the company's moderate market position.

Key Metrics

Metric Value Rating Interpretation
Return on Invested Capital (ROIC) N/A Red flag Below cost of capital
Gross Margin 25.5% Adequate Competitive pricing environment
Operating Margin 25.5% Excellent Efficient operations

How Strong is IES Holdings, Inc.'s Cash Flow Quality?

IES Holdings, Inc. generated $-68.4M in free cash flow over the trailing twelve months, representing a -2.0% margin. FCF was positive in N/A of the last 8 quarters, indicating variable cash generation.

Key Metrics

Metric Value Rating Interpretation
Free Cash Flow Margin -2.0% Red flag Thin cash margins
Free Cash Flow (TTM) $-68.4M Red flag Cash burn
FCF Consistency (8Q) N/A Warning Variable cash flow

What is IES Holdings, Inc.'s Financial Health?

IES Holdings, Inc.'s debt-to-equity ratio of 0.0x indicates conservative leverage.

Key Metrics

Metric Value Rating Interpretation
Debt to Equity 0.0x Excellent Conservative capital structure

Is IES Holdings, Inc. Stock Overvalued or Undervalued?

IES Holdings, Inc. trades at a P/E of 25.1x, representing a premium to the sector median of N/A.

Key Metrics

Metric Value Rating Interpretation
P/E Ratio 25.1x Adequate Premium valuation
EV/Sales 0.0x Excellent Attractive revenue multiple

Sector Rankings

Metric Value Percentile vs Median
Free Cash Flow Margin -2.0% Bottom 10% -2.4x below
Gross Margin 25.5% Bottom 50% 1.0x below
Operating Margin 25.5% Top 25% 3.0x above
P/E Ratio 25.1x N/A -

Rating Thresholds

Free Cash Flow Margin

The percentage of revenue converted to free cash flow. Higher margins indicate stronger cash generation and business quality.

Rating Range Interpretation
Excellent > 20% Strong cash generation, high-quality business
Good 10% - 20% Healthy cash conversion
Adequate 5% - 10% Moderate cash generation
Warning 0% - 5% Thin cash margins, capital intensive
Red flag < 0% Cash burn, potential liquidity concerns

Current: -2.0% (Red flag)

Gross Margin

Revenue minus cost of goods sold as a percentage. Higher gross margins indicate pricing power and competitive advantage.

Rating Range Interpretation
Excellent > 50% Strong pricing power and competitive moat
Good 30% - 50% Healthy margins, differentiated product
Adequate 20% - 30% Moderate margins, competitive industry
Warning 10% - 20% Thin margins, commodity-like business
Red flag < 10% Very thin margins, structural challenges

Current: 25.5% (Adequate - Bottom 50% of sector (median: 25.8%))

Debt to Equity Ratio

Total debt divided by shareholders' equity. Lower ratios indicate more conservative financing and reduced financial risk.

Rating Range Interpretation
Excellent < 0.3x Conservative leverage, strong balance sheet
Good 0.3x - 0.7x Moderate leverage, healthy financial position
Adequate 0.7x - 1.5x Elevated leverage, monitor closely
Warning 1.5x - 3.0x High leverage, increased financial risk
Red flag > 3.0x Excessive leverage, potential distress risk

Current: 0.0% (Excellent)

P/E Ratio (Price-to-Earnings)

Stock price divided by earnings per share. Lower P/E may indicate undervaluation, while higher P/E suggests growth expectations.

Rating Range Interpretation
Excellent < 15x Attractively valued, potential opportunity
Good 15x - 25x Fair value for quality company
Adequate 25x - 35x Growth premium, justify with earnings growth
Warning 35x - 50x High expectations priced in
Red flag > 50x or negative Speculative valuation or losses

Current: 25.1x (Adequate)


Frequently Asked Questions

Q: What is IES Holdings, Inc.'s Return on Invested Capital (ROIC)?

IES Holdings, Inc. (IESC) has a trailing twelve-month Return on Invested Capital (ROIC) of N/A. This compares below the sector median of 6.8%. An ROIC below 8% suggests the company may be destroying shareholder value.

Q: What is IES Holdings, Inc.'s Free Cash Flow Margin?

IES Holdings, Inc. (IESC) has a free cash flow margin of -2.0%, generating $-68.4 million in free cash flow over the trailing twelve months. Negative free cash flow means the company is consuming cash, which may require financing.

Q: Is IES Holdings, Inc. stock overvalued or undervalued?

IES Holdings, Inc. (IESC) trades at a P/E ratio of 25.1x, which is above the sector median of N/A. The EV/Sales multiple is 0.0x.

Q: Is IES Holdings, Inc. buying back stock?

IES Holdings, Inc. (IESC) repurchased $41.6 million of stock over the trailing twelve months. This represents a buyback yield of 0.5%.

Q: How does IES Holdings, Inc. compare to competitors in Materials?

Compared to other companies in Materials, IES Holdings, Inc. (IESC) shows: ROIC of N/A is below the sector median of 6.8% (NaNx median). FCF margin of -2.0% trails the sector median of 0.8%. Gross margin at 25.5% is 0.3 percentage points lower than sector peers. These rankings are based on MetricDuck's analysis of all Materials companies with available SEC filings.

Q: What warning signs should I watch for with IES Holdings, Inc.?

Investors in IES Holdings, Inc. (IESC) should monitor these potential warning signs: 1) FCF margin is thin at -2.0%, leaving limited buffer for economic downturns. Regular monitoring of SEC filings and quarterly trends is recommended.


Data Source: Data sourced from 10-K filed 2025-11-21. TTM metrics as of Q3 2025.

Methodology: Financial metrics calculated from SEC 10-K and 10-Q filings using standardized formulas. Sector comparisons use peer group based on SIC code.

This analysis is for informational purposes only and does not constitute investment advice.