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Icahn Enterprises L.P. (IEP)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS4511001012
CUSIP451100101
SectorIndustrials
IndustryConglomerates

Highlights

Market Cap$7.59B
EPS-$1.09
Revenue (TTM)$10.63B
Gross Profit (TTM)$1.91B
EBITDA (TTM)$660.50M
Year Range$13.46 - $29.33
Target Price$25.00
Short %9.10%
Short Ratio12.81

Share Price Chart


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Compare to other instruments

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Icahn Enterprises L.P.

Popular comparisons: IEP vs. VOO, IEP vs. ARCC, IEP vs. ZIM, IEP vs. RIO, IEP vs. UAN, IEP vs. CVI, IEP vs. JEPI, IEP vs. SCHD, IEP vs. QYLD, IEP vs. JNJ

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Icahn Enterprises L.P., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


800.00%1,000.00%1,200.00%1,400.00%1,600.00%December2024FebruaryMarchAprilMay
1,028.45%
1,623.37%
IEP (Icahn Enterprises L.P.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Icahn Enterprises L.P. had a return of 8.25% year-to-date (YTD) and -0.65% in the last 12 months. Over the past 10 years, Icahn Enterprises L.P. had an annualized return of -5.09%, while the S&P 500 had an annualized return of 10.76%, indicating that Icahn Enterprises L.P. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date8.25%11.21%
1 month2.35%4.60%
6 months7.81%16.35%
1 year-0.65%27.79%
5 years (annualized)-11.78%13.43%
10 years (annualized)-5.09%10.76%

Monthly Returns

The table below presents the monthly returns of IEP, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20246.17%9.64%-10.45%3.70%8.25%
20236.14%0.09%-0.13%-1.78%-52.84%28.62%19.43%-39.44%-1.54%-16.58%7.75%1.90%-58.78%
20229.60%0.72%-1.48%1.37%1.26%-6.29%11.16%0.28%-3.83%9.80%-2.55%-1.04%18.76%
202110.24%14.36%-12.78%7.89%0.73%-2.45%5.67%-2.00%-9.13%15.32%-9.05%-1.90%12.87%
20202.80%-0.77%-19.38%6.98%0.30%-2.88%2.72%3.53%-0.92%0.24%5.30%1.20%-3.55%
201922.16%6.54%0.30%4.14%-5.86%4.64%7.21%-10.71%-4.85%5.23%-3.89%-2.38%20.44%
201810.66%-6.94%7.54%14.22%8.27%3.30%8.47%1.88%-7.93%-3.22%0.06%-14.64%18.98%
2017-0.98%-4.70%-6.33%3.14%-7.03%8.30%3.27%-1.41%7.19%0.60%-0.99%-0.43%-0.65%
2016-14.11%13.01%8.37%-3.46%-8.35%-0.59%-0.94%-0.06%-2.94%-5.28%24.63%3.65%8.78%
20154.76%0.83%-6.71%2.11%0.48%-4.19%-6.34%-7.96%-8.54%18.19%-5.14%-16.81%-28.78%
20140.93%0.72%-6.42%-1.70%2.93%-2.64%4.26%8.93%-5.20%-0.25%3.71%-14.32%-10.57%
201333.96%20.88%-23.75%36.71%5.30%-6.14%3.11%0.33%12.41%22.13%20.29%-9.63%157.56%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of IEP is 33, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of IEP is 3333
IEP (Icahn Enterprises L.P.)
The Sharpe Ratio Rank of IEP is 3232Sharpe Ratio Rank
The Sortino Ratio Rank of IEP is 3232Sortino Ratio Rank
The Omega Ratio Rank of IEP is 3232Omega Ratio Rank
The Calmar Ratio Rank of IEP is 3232Calmar Ratio Rank
The Martin Ratio Rank of IEP is 3737Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Icahn Enterprises L.P. (IEP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


IEP
Sharpe ratio
The chart of Sharpe ratio for IEP, currently valued at -0.27, compared to the broader market-2.00-1.000.001.002.003.004.00-0.27
Sortino ratio
The chart of Sortino ratio for IEP, currently valued at -0.03, compared to the broader market-4.00-2.000.002.004.006.00-0.03
Omega ratio
The chart of Omega ratio for IEP, currently valued at 1.00, compared to the broader market0.501.001.502.001.00
Calmar ratio
The chart of Calmar ratio for IEP, currently valued at -0.22, compared to the broader market0.002.004.006.00-0.22
Martin ratio
The chart of Martin ratio for IEP, currently valued at -0.38, compared to the broader market-10.000.0010.0020.0030.00-0.38
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.52, compared to the broader market-2.00-1.000.001.002.003.004.002.52
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.56, compared to the broader market-4.00-2.000.002.004.006.003.56
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.44, compared to the broader market0.501.001.502.001.44
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.04, compared to the broader market0.002.004.006.002.04
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.59, compared to the broader market-10.000.0010.0020.0030.009.59

Sharpe Ratio

The current Icahn Enterprises L.P. Sharpe ratio is -0.27. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Icahn Enterprises L.P. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2024FebruaryMarchAprilMay
-0.27
2.52
IEP (Icahn Enterprises L.P.)
Benchmark (^GSPC)

Dividends

Dividend History

Icahn Enterprises L.P. granted a 23.95% dividend yield in the last twelve months. The annual payout for that period amounted to $4.00 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$4.00$6.00$8.00$8.00$8.00$8.00$7.00$6.00$5.97$5.97$6.00$4.47

Dividend yield

23.95%34.90%15.79%16.13%15.79%13.01%12.26%11.32%10.01%9.79%6.52%4.11%

Monthly Dividends

The table displays the monthly dividend distributions for Icahn Enterprises L.P.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$1.00$0.00$1.00$2.00
2023$0.00$0.00$2.00$0.00$2.00$0.00$0.00$1.00$0.00$0.00$1.00$0.00$6.00
2022$0.00$0.00$2.00$0.00$2.00$0.00$0.00$2.00$0.00$0.00$2.00$0.00$8.00
2021$0.00$0.00$2.00$0.00$2.00$0.00$0.00$2.00$0.00$0.00$2.00$0.00$8.00
2020$0.00$0.00$2.00$0.00$2.00$0.00$0.00$2.00$0.00$0.00$2.00$0.00$8.00
2019$0.00$0.00$2.00$0.00$2.00$0.00$0.00$2.00$0.00$0.00$2.00$0.00$8.00
2018$0.00$0.00$1.75$0.00$1.75$0.00$0.00$1.75$0.00$0.00$1.75$0.00$7.00
2017$0.00$0.00$1.50$0.00$1.50$0.00$0.00$1.50$0.00$0.00$1.50$0.00$6.00
2016$0.00$0.00$1.49$0.00$1.49$0.00$0.00$1.49$0.00$0.00$1.49$0.00$5.97
2015$0.00$0.00$1.50$0.00$1.49$0.00$0.00$1.49$0.00$0.00$1.49$0.00$5.97
2014$0.00$0.00$1.50$0.00$1.50$0.00$0.00$1.50$0.00$0.00$1.50$0.00$6.00
2013$0.99$0.00$0.00$0.99$0.00$0.00$1.24$0.00$0.00$1.24$0.00$4.47

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-58.79%
-0.31%
IEP (Icahn Enterprises L.P.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Icahn Enterprises L.P.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Icahn Enterprises L.P. was 84.21%, occurring on Nov 20, 2008. Recovery took 1247 trading sessions.

The current Icahn Enterprises L.P. drawdown is 58.79%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-84.21%Dec 20, 2007233Nov 20, 20081247Nov 5, 20131480
-66%Dec 10, 2013547Feb 11, 20161756Feb 2, 20232303
-65.9%Apr 18, 2023170Dec 18, 2023
-48.21%Jun 4, 1997367Nov 13, 19981226Nov 25, 20031593
-35.81%Mar 20, 1992153Oct 26, 1992240Oct 7, 1993393

Volatility

Volatility Chart

The current Icahn Enterprises L.P. volatility is 10.54%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%December2024FebruaryMarchAprilMay
10.54%
3.10%
IEP (Icahn Enterprises L.P.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Icahn Enterprises L.P. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

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Income Statement


Income Statement
Balance Sheet
Cash Flow
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TTM
Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

0.00

EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

0.00

Other Non-Operating Income (Expenses)

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Extraordinary Items

0.00

Discontinued Operations

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Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items