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Held by 339 of 5,944 reporting institutions (95th percentile) — extremely crowded.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $317.16 today, the market must believe free cash flow compounds 14.9%/yr for a decade (off $181M normalized FCF).
The market's 14.9% is more conservative than its 9-yr track record.
2-stage DCF · 0.02B shares · net debt -$127M
mean 28.2% · volatility σ 142% · implied rate exceeded in 4/8 yrs
Central path = implied 14.9%/yr growth; shaded band = ±1σ (142%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81
Eight indices comparing this year to last (receivables, margins, asset quality, growth, accruals, leverage). Above −1.78 suggests possible manipulation; below −2.22 is clean.
A screen, not proof — high growth alone can raise it.
Cash conversion lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Comfortably covers interest; leverage flat year-over-year.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
No dividend to cover. Last year: $0 dividends + $42M buybacks = $42M returned on $219M FCF.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 35%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $127M covers all $11M of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2014-06-30 (10-Q).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit.
Cash of $127M fully covers short-term debt of $0.
Short-term / long-term split not separately reported.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.37B 100.0% | $2.88B 100.0% | $2.38B 100.0% | $2.17B 100.0% | $1.54B 100.0% | $1.19B 100.0% | $1.08B 100.0% | $876.8M 100.0% | $810.7M 100.0% | $696.0M 100.0% |
| Cost of Revenue | $2.51B 74.5% | $2.19B 75.8% | $1.93B 81.3% | $1.85B 85.3% | $1.25B 81.3% | $962.9M 80.9% | $894.9M 83.1% | $726.9M 82.9% | $670.2M 82.7% | — |
| Cost of Services | — | — | — | — | — | — | — | $726.9M 82.9% | $670.2M 82.7% | $569.0M 81.8% |
| Gross Profit | $859.5M 25.5% | $696.6M 24.2% | $444.5M 18.7% | $318.9M 14.7% | $288.0M 18.7% | $228.0M 19.1% | $182.1M 16.9% | $150.0M 17.1% | $140.5M 17.3% | $127.0M 18.2% |
| Selling, General & Admin | $475.0M 14.1% | $396.7M 13.8% | $298.6M 12.6% | $262.7M 12.1% | $202.3M 13.2% | $170.9M 14.4% | $140.6M 13.1% | $123.9M 14.1% | $120.4M 14.8% | $100.6M 14.4% |
| Operating Income | $383.5M 11.4% | $300.9M 10.4% | $159.8M 6.7% | $56.0M 2.6% | $85.6M 5.6% | $50.1M 4.2% | $41.9M 3.9% | $26.0M 3.0% | $20.3M 2.5% | $25.0M 3.6% |
| Interest Expense | $1.8M 0.1% | $1.3M 0.0% | $3.0M 0.1% | $3.0M 0.1% | $962K 0.1% | $777K 0.1% | $1.9M 0.2% | $1.9M 0.2% | $1.7M 0.2% | $1.3M 0.2% |
| Other Income (Expense), net | $12.2M 0.4% | $5.1M 0.2% | $1.8M 0.1% | -$37K -0.0% | $286K 0.0% | -$12K -0.0% | $148K 0.0% | $340K 0.0% | $165K 0.0% | — |
| Pretax Income | $393.9M 11.7% | $304.7M 10.6% | $158.5M 6.7% | $53.0M 2.4% | $84.9M 5.5% | $49.3M 4.1% | $40.1M 3.7% | $24.3M 2.8% | $18.8M 2.3% | $23.8M 3.4% |
| Income Tax Expense | $96.8M 2.9% | $72.2M 2.5% | $38.8M 1.6% | $12.8M 0.6% | $16.2M 1.1% | $8.7M 0.7% | $6.7M 0.6% | $38.2M 4.4% | $5.2M 0.6% | -$97.1M -14.0% |
| Net Income | $306.0M 9.1% | $219.1M 7.6% | $108.3M 4.6% | $34.8M 1.6% | $66.7M 4.3% | $41.6M 3.5% | $33.2M 3.1% | -$14.2M -1.6% | $13.4M 1.7% | $120.8M 17.4% |
| Per Share | ||||||||||
| EPS (Basic) | $15.22 | $10.02 | $4.58 | $1.45 | $3.19 | $1.96 | $1.56 | $-0.67 | $0.62 | $5.63 |
| EPS (Diluted) | $15.02 | $9.89 | $4.54 | $1.44 | $3.15 | $1.94 | $1.55 | $-0.67 | $0.62 | $5.62 |
| Weighted Avg Shares (Basic) | 19.9M | 20.2M | 20.2M | 20.7M | 20.8M | 20.8M | 21.1M | 21.2M | 21.3M | 21.3M |
| Weighted Avg Shares (Diluted) | 20.2M | 20.4M | 20.4M | 20.9M | 21.1M | 21.1M | 21.3M | 21.2M | 21.5M | 21.5M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Ranked against 651 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LTM | $28.75T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $364.2B | 41.6× | 29.1× | 5.4× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $328.2B | 38.4× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $264.2B | 39.7× | 18.8× | 3.0× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $204.4B | 81.4× | 41.0× | 2.3× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $181.0B | 36.2× | — | 4.0× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $174.3B | 47.1× | 31.1× | 5.4× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $166.7B | 23.4× | 16.0× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $154.3B | 38.1× | — | 5.6× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| HON | $131.9B | 28.2× | 16.2× | 3.5× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| LMT | $123.0B | 25.0× | 16.1× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $117.9B | 33.9× | 26.6× | 5.9× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $108.7B | 25.0× | — | 5.0× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| GD | $97.3B | 23.3× | 17.1× | 1.9× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| TT | $94.0B | 32.5× | 23.2× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| PWR | $92.6B | 91.1× | 46.0× | 3.3× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| VRT | $91.6B | 70.2× | 43.4× | 8.9× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| JCI | $91.6B | 27.9× | — | 3.9× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $91.5B | 61.4× | 40.3× | 11.1× | 11.1% | — | 18.3% | 28.2% | 17.9% | 1.3× | 1,399 |
| CSX | $89.1B | 31.1× | 14.4× | 6.3× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| MMM | $86.2B | 27.1× | 16.6× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| WM | $86.2B | 31.9× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $83.9B | 15.1× | 9.4× | 0.9× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| EMR | $82.1B | 36.1× | — | 4.6× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| CTAS | $80.4B | 45.3× | 28.9× | 7.8× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| IESC | $6.5B | 21.6× | 14.7× | 1.9× | 16.9% | 25.5% | 9.1% | 34.6% | 34.6% | 0.0× | 339 |
Peers = companies sharing IESC's sector (Industrials) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
EOD close · as of 2026-09-17
Nothing notable to watch.
No material risks flagged.
Where each multiple sits in its own 14-yr range · 84th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Returns are margin-driven, not leverage-driven — higher quality.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
High operating leverage: profit moved 1.6× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 82.9 | 83.1 | 80.9 | 81.3 | 85.3 | 81.3 | 75.8 | 74.5 |
| Gross Profit | 17.1 | 16.9 | 19.1 | 18.7 | 14.7 | 18.7 | 24.2 | 25.5 |
| SG&A | 14.1 | 13.1 | 14.4 | 13.2 | 12.1 | 12.6 | 13.8 | 14.1 |
| Operating Income | 3.0 | 3.9 | 4.2 | 5.6 | 2.6 | 6.7 | 10.4 | 11.4 |
| Income Tax | 4.4 | 0.6 | 0.7 | 1.1 | 0.6 | 1.6 | 2.5 | 2.9 |
| Net Income | -1.6 | 3.1 | 3.5 | 4.3 | 1.6 | 4.6 | 7.6 | 9.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on IESC: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.