My biggest investment in my portfolio is IESC- IES Holdings, Great growth while trading near intrinsic value.

u/Technical-Sand-6419 · Reddit — r/ValueInvesting · January 12, 2026 at 23:16 · ⬆ 3 pts · 💬 5 comments  | View on Reddit ↗
AI Summary

Original Reddit post

Bullish long-term thesis on IES Holdings based on strong growth metrics and valuation with margin of safety.

IESC — LONG The author holds 33% of their portfolio in IES Holdings, citing 20%+ 5-year revenue CAGR and 40%+ net income CAGR with consistent growth over seven years. They estimate intrinsic value at $520 per share and apply a 25% margin of safety to arrive at a $405 buy price. The author started buying on January 8th at an average of $384.81 and plans to hold long-term unless growth slows or the stock becomes overvalued.

My biggest investment in my portfolio is IESC- IES Holdings, Great growth while trading near intrinsic value.

Score 3
Comments 5
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u/Technical-Sand-6419 Reddit r/ValueInvesting
IESC strong growth near intrinsic value
The author holds 33% of their portfolio in IES Holdings, citing 20%+ 5-year revenue CAGR and 40%+ net income CAGR with consistent growth over seven years. They estimate intrinsic value at $520 per share and apply a 25% margin of safety to arrive at a $405 buy price. The author started buying on January 8th at an average of $384.81 and plans to hold long-term unless growth slows or the stock becomes overvalued.
IESC HIGH
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This Reddit post, published January 12, 2026, features u/Technical-Sand-6419 discussing IESC. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Technical-Sand-6419  · Tickers: IESC