IESC

IES Holdings, Inc.

Industrials · $12.8B market cap

Share price

$339.34

close of Oct 3, 2026

Fair value

$93.03

Sticker Price

Payback Price

$37.21

buy price

Overpriced

IESC is Overpriced: at $339.34 it trades 265% above its fair value of $93.03. Its buy price (Payback Price) is $37.21, 89% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

4 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth36.0% a year✓

Equity per share growth9.1% a year✗

Sales growth11.5% a year✓

Free cash flow growth15.6% a year✓

Return on invested capital26.8%✓

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Superinvestors

1 of the investors we track holds IESC. In Q2 2026, 1 trimmed. Who we track

Polen Capital Management

Polen Capital Management · as of Q2 2026

$5.3M

7,275 shares

Moves in Q2 2026

Trimmed: Polen Capital Management

Insider activity

Since Jun 12, 2026: no open-market purchases, 10 sales worth $39.2M and 6 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Cleveland Todd M

director · 2026-06-12

Sold

$1.1M

Cleveland Todd M

director · 2026-06-12

Sold

$914K

Cleveland Todd M

director · 2026-06-12

Sold

$914K

Cleveland Todd M

director · 2026-06-12

Sold

$836K

GENDELL JEFFREY L ET AL