EMCOR Group, Inc. vs IES Holdings, Inc., two Engineering & Construction stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where EME and IESC diverge most: on debt / equity, EME reads 0.00 and IESC reads 0.03; on implied growth (priced in), EME reads +12.1% and IESC reads +30.8%. The rest of the comparable metrics sit closer together. On valuation, today's EME price has a different growth bar priced in than IESC (+12.1% implied for EME vs +30.8% for IESC); the higher figure is the steeper assumption to clear, not a better or worse stock. What EME's price implies is a bet that sits within the historical range (whole-company basis). What IESC's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | EME | IESC |
|---|---|---|
| Price | $743.46 | $626.17 |
| Market cap | $33.2B | $12.6B |
| Sector | Engineering & Construction | Engineering & Construction |
| Stage | Growth | Growth |
| Implied growth (priced in) | +12.1% | +30.8% |
| P/E | 25.0 | 33.4 |
| P/B | 8.59 | 11.78 |
| P/S | 1.87 | 3.48 |
| EV/EBITDA | 17.3 | 26.4 |
| Revenue growth | +18.3% | +16.1% |
| Gross margin | 18.7% | 26.1% |
| Operating margin | 8.7% | 11.5% |
| Net margin | 7.5% | 10.4% |
| Return on equity | 34.6% | 35.2% |
| Return on assets | 14.1% | 18.9% |
| Return on invested capital | 34.6% | 30.4% |
| FCF yield | 3.3% | 1.9% |
| Dividend yield | 0.1% | — |
| Debt / equity | 0.00 | 0.03 |
| Current ratio | 1.26 | 1.55 |
| Altman Z (solvency) | 6.63 | 8.99 |
| Piotroski F (quality) | 6 / 9 | 6 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.