Added to YB: 2025-07-31
Pitch date: 2025-06-11
IESC [bullish]
IES Holdings, Inc.
+68.31%
current return
Author Info
No bio for this author
Company Info
IES Holdings, Inc. designs and installs integrated electrical and technology systems, and provides infrastructure products and services in the United States.
Market Cap
$7.2B
Pitch Price
$269.40
Price Target
440.00 (-4%)
Dividend
N/A
EV/EBITDA
16.74
P/E
27.87
EV/Sales
2.21
Sector
Construction and Engineering
Category
value
IES Holdings, Inc. - $IESC
IESC: Electrical services co w/ 40% growth in data center segments (>50% of $3B rev). No earnings calls/guidance = undervalued at <10x EBITDA vs peers at 17.3x. Strong FCF, net cash position, smart M&A (9 deals under CEO Gendell). Bull case: EBITDA grows $330M→$600M in 2-3yrs = $440/share at 15x.
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