COMP <GO>
IESC vs UNP // RETURN ON INVESTED CAPITAL (ROIC)
IES Holdings Inc. (NASDAQ) VS. Union Pacific Corporation (NYSE) • 15-METRIC TALLY: IESC 5
— UNP 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: IESC
LAST: $205.96 (-7.97%) • MKT CAP: $9.11B
roic
34.70%
LAST: $304.00 (+0.69%) • MKT CAP: $179.42B
roic
20.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IESC VS. UNP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IESC | UNP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 25.50% | 41.00% | -15.50 | UNP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 34.70% | 20.10% | +14.60 | IESC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.6x | 15.3x | +2.30 | UNP | /valuation <GO> |
| Free Cash Flow Yield | 1.47% | 3.06% | -1.59 | UNP | /fcf-yield <GO> |
| Operating Margin | 11.40% | 40.20% | -28.80 | UNP | /operating-margins <GO> |
| Net Profit Margin | 9.10% | 29.10% | -20.00 | UNP | /net-margins <GO> |
| Revenue Growth (YoY) | 16.90% | 1.10% | +15.80 | IESC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.80% | -1.80 | UNP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 11.79 | 4.31 | +7.48 | IESC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 6/9 | +1.00 | IESC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 7.00% | -0.30 | IESC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 22.8 | 70.0 | -47.19 | UNP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 1.03 | -0.09 | UNP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.0x | 23.3x | +1.70 | UNP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.11B | $179.42B | -$170.31B | UNP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IESC REV | UNP REV | IESC GROSS % | UNP GROSS % | IESC FCF | UNP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.37B | $24.51B | 25.5% | 44.0% | $134.4M | $5.50B |
| FY 2024 | $2.88B | $24.25B | 24.2% | 44.0% | $104.6M | $5.89B |
| FY 2023 | $2.38B | $24.12B | 44.0% | 44.0% | $46.9M | $7.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IESC // BETA 0.94
UNP // BETA 1.03