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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Coolwire who wrote (77893)8/18/2025 12:57:28 PM
From: Sean Collett  Read Replies (1) | Respond to of 78954
 
RE: IESC

I would not call this value. I may call it overvalued.

EBITDA last year was ~$337.01M. A fair multiple for them is probably a 9x which would make the equity $155.52/s and even if I use 12x it's $206.44/s. Current 16x is into deep overvalued territory and equity is likely overvalued by 62-115%.

If I go with TTM EBITDA of ~$401.35M then maybe the stock is around $184.68-$245.33/s.

If growth doesn't materialize then the price will compress giving you 26%-54% downside. Where's the MOS you see? The data center build is likely to not keep going and one could argue the stock price has already benefited from the growth in this sector.

Happy investing,

-Sean



To: Coolwire who wrote (77893)8/18/2025 1:24:44 PM
From: Paul Senior  Respond to of 78954
 
IESC. Too expensive for me: p/e and p/sales seem too high. Otoh, the revenue growth has been good.
Would've been great to have found and bought and held it since 2013: stock about $4 to now $335. -g-


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