IESC
IES Holdings, Inc.
IESC trails on the overall score without a compensating advantage in the available component scores.
VRT
Vertiv Holdings Co
VRT has the edge over IESC overall, supported by stronger modeled upside and stronger valuation.
IESC Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Healthy | |
| Strong |
IESC's revenue, profitability, cash flow and balance sheet are all currently healthy.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
IESC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 15x | $174 | -0.2% |
| Current | 15x | $174 | — |
| Fair | 20x | $228 | +31% |
| Expensive | 27x | $304 | +74% |
Historical ranges are pointers, not guarantees.
IESC's PE is in its cheap range at 15x.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT has the edge over IESC in the historical PE scenario, which offers more potential upside but is not a forecast.
IESC Forward outlook
There aren't enough analyst estimates for IESC to show an outlook.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for VRT, with profitability improving.
IESC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $11.26 | +72% |
| Q1 2026 | $9.38 | +57% |
| Q4 2025 | $8.40 | +56% |
| Q3 2025 | $7.51 | +52% |
| Q2 2025 | $6.54 | +54% |
| Q1 2025 | $5.97 | +80% |
| Q4 2024 | $5.37 | +103% |
| Q3 2024 | $4.95 | +118% |
IESC's earnings per share have climbed steadily: $11.26 over the past year, up 72% from the year before, and higher year over year for 14 quarters in a row.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over IESC on earnings, with stronger typical year-over-year growth.
IESC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $1.2B | +40% |
| Q1 2026 | $974.3M | +17% |
| Q4 2025 | $871M | +16% |
| Q3 2025 | $897.8M | +16% |
| Q2 2025 | $890.2M | +16% |
| Q1 2025 | $834M | +18% |
| Q4 2024 | $749.5M | +18% |
| Q3 2024 | $775.8M | +20% |
IESC's revenue has grown year over year every quarter since late 2020: $1.2B last quarter, up 40% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 14% | +1.8 points |
| Q1 2026 | 12% | +0.4 points |
| Q4 2025 | 11% | +1.3 points |
| Q3 2025 | 12% | +1.9 points |
| Q2 2025 | 13% | +0.8 points |
| Q1 2025 | 11% | +0.1 points |
| Q4 2024 | 10% | +0.8 points |
| Q3 2024 | 9.7% | +1.5 points |
IESC's operating margin was 14% last quarter, up 1.8 points from the same quarter a year ago, near the top of its range since 2019.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT has the edge over IESC on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT has the edge over IESC on profitability, with a higher operating margin.
IESC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $63.8M | -15% |
| Q1 2026 | $71.5M | +805% |
| Q4 2025 | -$18.9M | -178% |
| Q3 2025 | $112M | +43% |
| Q2 2025 | $74.8M | +14% |
| Q1 2025 | $7.9M | -71% |
| Q4 2024 | $24.1M | +31% |
| Q3 2024 | $78.5M | +54% |
IESC generated $228M in free cash flow over the past year, up 23% from the year before.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT has the edge over IESC on cash flow, with more consistent year-over-year improvement.
IESC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +22.6K shares |
| 1 year | +0.5% | +187K shares |
| 3 years | -1% | -416K shares |
| 5 years | -4.2% | -1.8M shares |
| Available history | -5.2% | -2.2M shares |
IESC has 40M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | $136,000 |
| Q1 2026 | $1.7M |
| Q4 2025 | $17.7M |
| Q3 2025 | $51,000 |
| Q2 2025 | $5.3M |
| Q1 2025 | $20.5M |
| Q4 2024 | $15.7M |
| Q3 2024 | $19.7M |
IESC spent $20M buying back its own shares over the past year, down 68% from the year before.
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has 393M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
IESC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2026 | -0.0x | Net Cash |
| Q4 2025 | -0.2x | Net Cash |
| Q3 2025 | -0.3x | Net Cash |
| Q2 2025 | -0.2x | Net Cash |
| Q1 2025 | -0.1x | Net Cash |
| Q4 2024 | -0.2x | Net Cash |
| Q3 2024 | -0.3x | Net Cash |
| Q2 2024 | -0.1x | Net Cash |
IESC has more cash than debt.
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has more cash than debt.
IESC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 31.9 | Neutral |
| Stochastic | 6.6 | Oversold |
IESC's weekly RSI is 32 (neutral) and its Stochastic is 7 (oversold).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
IESC PE vs Industrials Sector
| Metric | IESC | Sector median | Relative |
|---|---|---|---|
| PE | 15x | 24x | 36% below |
| PE % | 17 | 58 | 41 pts below |
IESC has the edge over VRT on valuation relative to its sector.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT is trading at 39x earnings, a 63% premium to the Industrials sector's median of 24x.
IESC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $245.6 | 29% below |
| 20 week MA | $299.9 | 42% below |
| 50 week MA | $279.7 | 38% below |
| 100 week MA | $211.3 | 18% below |
| 200 week MA | $132.8 | 31% above |
IESC has fallen below most of its moving averages, though it's still 31% above its 200-week average.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has the edge over IESC on trend strength, trading above more of its moving averages.
IESC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $13.0 | $24.2 | +86% |
| 2021 | $24.2 | $25.5 | +5.3% |
| 2022 | $25.5 | $17.1 | -33% |
| 2023 | $17.1 | $39.6 | +132% |
| 2024 | $39.6 | $105.3 | +166% |
| 2025 | $105.3 | $201.6 | +92% |
| 2026 YTD | $201.6 | $174.2 | -14% |
IESC has finished higher in five of the last six years, four of them by more than 50%. It's down 14% so far in 2026.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT has the edge over IESC on returns for 2026, with the stronger performance.