IES Holdings Shares Owned By Institutions vs. Operating Margin
| IESC Stock | USD 255.24 3.06 1.21% |
For IES Holdings profitability analysis, we use financial ratios and fundamental drivers that measure the ability of IES Holdings to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well IES Holdings utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between IES Holdings's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of IES Holdings over time as well as its relative position and ranking within its peers.
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Is Construction & Engineering space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of IES Holdings. If investors know IES will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about IES Holdings listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of IES Holdings is measured differently than its book value, which is the value of IES that is recorded on the company's balance sheet. Investors also form their own opinion of IES Holdings' value that differs from its market value or its book value, called intrinsic value, which is IES Holdings' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IES Holdings' market value can be influenced by many factors that don't directly affect IES Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IES Holdings' value and its price as these two are different measures arrived at by different means. Investors typically determine if IES Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IES Holdings' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
IES Holdings Operating Margin vs. Shares Owned By Institutions Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining IES Holdings's current stock value. Our valuation model uses many indicators to compare IES Holdings value to that of its competitors to determine the firm's financial worth. IES Holdings is rated below average in shares owned by institutions category among its peers. It is rated fifth overall in operating margin category among its peers . The ratio of Shares Owned By Institutions to Operating Margin for IES Holdings is about 806.17 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the IES Holdings' earnings, one of the primary drivers of an investment's value.IES Operating Margin vs. Shares Owned By Institutions
Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
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| = | 94.48 % |
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.
IES Holdings |
| = | 0.12 % |
A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
IES Operating Margin Comparison
IES Holdings is currently under evaluation in operating margin category among its peers.
IES Holdings Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in IES Holdings, profitability is also one of the essential criteria for including it into their portfolios because, without profit, IES Holdings will eventually generate negative long term returns. The profitability progress is the general direction of IES Holdings' change in net profit over the period of time. It can combine multiple indicators of IES Holdings, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
IES Holdings, Inc. designs and installs integrated electrical and technology systems, and provides infrastructure products and services in the United States. The company was incorporated in 1997 and is headquartered in Houston, Texas. Ies Holdings operates under Engineering Construction classification in the United States and is traded on NASDAQ Exchange. It employs 6781 people.
IES Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on IES Holdings. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of IES Holdings position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the IES Holdings' important profitability drivers and their relationship over time.
Use IES Holdings in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if IES Holdings position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in IES Holdings will appreciate offsetting losses from the drop in the long position's value.IES Holdings Pair Trading
IES Holdings Pair Trading Analysis
The ability to find closely correlated positions to IES Holdings could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IES Holdings when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back IES Holdings - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling IES Holdings to buy it.
The correlation of IES Holdings is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as IES Holdings moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if IES Holdings moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for IES Holdings can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your IES Holdings position
In addition to having IES Holdings in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out Risk vs Return Analysis. For information on how to trade IES Stock refer to our How to Trade IES Stock guide.You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
To fully project IES Holdings' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of IES Holdings at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include IES Holdings' income statement, its balance sheet, and the statement of cash flows.