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HPQ vs. IEP
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

HPQ vs. IEP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in HP Inc. (HPQ) and Icahn Enterprises L.P. (IEP). The values are adjusted to include any dividend payments, if applicable.

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HPQ vs. IEP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HPQ
HP Inc.
-12.38%-28.69%12.10%16.08%-26.40%57.25%24.11%3.88%-0.20%45.69%
IEP
Icahn Enterprises L.P.
6.57%8.23%-37.79%-58.78%18.76%12.87%-3.55%20.44%18.98%-1.17%

Fundamentals

EPS

HPQ:

$2.65

IEP:

$0.07

PE Ratio

HPQ:

7.25

IEP:

108.41

PS Ratio

HPQ:

0.32

IEP:

0.30

Total Revenue (TTM)

HPQ:

$56.23B

IEP:

$9.49B

Gross Profit (TTM)

HPQ:

$11.33B

IEP:

$920.00M

EBITDA (TTM)

HPQ:

$3.86B

IEP:

$685.00M

Returns By Period

In the year-to-date period, HPQ achieves a -12.38% return, which is significantly lower than IEP's 6.57% return. Over the past 10 years, HPQ has outperformed IEP with an annualized return of 8.16%, while IEP has yielded a comparatively lower -5.47% annualized return.


HPQ

1D
0.84%
1M
2.80%
YTD
-12.38%
6M
-27.45%
1Y
-27.12%
3Y*
-9.65%
5Y*
-6.43%
10Y*
8.16%

IEP

1D
0.00%
1M
-0.17%
YTD
6.57%
6M
1.35%
1Y
4.86%
3Y*
-34.67%
5Y*
-18.85%
10Y*
-5.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

HPQ vs. IEP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HPQ
HPQ Risk / Return Rank: 1313
Overall Rank
HPQ Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
HPQ Sortino Ratio Rank: 1414
Sortino Ratio Rank
HPQ Omega Ratio Rank: 1414
Omega Ratio Rank
HPQ Calmar Ratio Rank: 1515
Calmar Ratio Rank
HPQ Martin Ratio Rank: 1111
Martin Ratio Rank

IEP
IEP Risk / Return Rank: 4545
Overall Rank
IEP Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
IEP Sortino Ratio Rank: 4242
Sortino Ratio Rank
IEP Omega Ratio Rank: 4141
Omega Ratio Rank
IEP Calmar Ratio Rank: 4848
Calmar Ratio Rank
IEP Martin Ratio Rank: 4747
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HPQ vs. IEP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for HP Inc. (HPQ) and Icahn Enterprises L.P. (IEP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


HPQIEPDifference

Sharpe ratio

Return per unit of total volatility

-0.71

0.16

-0.87

Sortino ratio

Return per unit of downside risk

-0.83

0.46

-1.29

Omega ratio

Gain probability vs. loss probability

0.89

1.06

-0.17

Calmar ratio

Return relative to maximum drawdown

-0.76

0.20

-0.95

Martin ratio

Return relative to average drawdown

-1.47

0.38

-1.84

HPQ vs. IEP - Sharpe Ratio Comparison

The current HPQ Sharpe Ratio is -0.71, which is lower than the IEP Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of HPQ and IEP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


HPQIEPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.71

0.16

-0.87

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.19

-0.46

+0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.24

-0.15

+0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.15

+0.03

Correlation

The correlation between HPQ and IEP is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

HPQ vs. IEP - Dividend Comparison

HPQ's dividend yield for the trailing twelve months is around 6.14%, less than IEP's 26.49% yield.


TTM20252024202320222021202020192018201720162015
HPQ
HP Inc.
6.14%5.24%3.42%3.53%3.77%2.21%2.94%3.20%2.83%2.56%3.40%5.37%
IEP
Icahn Enterprises L.P.
26.49%26.49%40.37%34.90%15.79%16.13%15.79%13.01%12.26%11.32%10.01%9.79%

Drawdowns

HPQ vs. IEP - Drawdown Comparison

The maximum HPQ drawdown since its inception was -85.43%, roughly equal to the maximum IEP drawdown of -84.21%. Use the drawdown chart below to compare losses from any high point for HPQ and IEP.


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Drawdown Indicators


HPQIEPDifference

Max Drawdown

Largest peak-to-trough decline

-85.43%

-84.21%

-1.22%

Max Drawdown (1Y)

Largest decline over 1 year

-36.62%

-16.06%

-20.56%

Max Drawdown (5Y)

Largest decline over 5 years

-51.23%

-77.56%

+26.33%

Max Drawdown (10Y)

Largest decline over 10 years

-51.23%

-77.56%

+26.33%

Current Drawdown

Current decline from peak

-56.11%

-72.69%

+16.58%

Average Drawdown

Average peak-to-trough decline

-35.43%

-30.39%

-5.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.88%

8.37%

+10.51%

Volatility

HPQ vs. IEP - Volatility Comparison

HP Inc. (HPQ) has a higher volatility of 7.42% compared to Icahn Enterprises L.P. (IEP) at 5.64%. This indicates that HPQ's price experiences larger fluctuations and is considered to be riskier than IEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HPQIEPDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.42%

5.64%

+1.78%

Volatility (6M)

Calculated over the trailing 6-month period

24.70%

18.76%

+5.94%

Volatility (1Y)

Calculated over the trailing 1-year period

38.56%

30.67%

+7.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.15%

40.99%

-6.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.38%

36.54%

-2.16%

Financials

HPQ vs. IEP - Financials Comparison

This section allows you to compare key financial metrics between HP Inc. and Icahn Enterprises L.P.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


5.00B10.00B15.00B20222023202420252026
14.44B
2.34B
(HPQ) Total Revenue
(IEP) Total Revenue
Values in USD except per share items

HPQ vs. IEP - Profitability Comparison

The chart below illustrates the profitability comparison between HP Inc. and Icahn Enterprises L.P. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-10.0%0.0%10.0%20.0%30.0%40.0%20222023202420252026
19.6%
6.6%
Portfolio components
HPQ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, HP Inc. reported a gross profit of 2.84B and revenue of 14.44B. Therefore, the gross margin over that period was 19.6%.

IEP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Icahn Enterprises L.P. reported a gross profit of 154.00M and revenue of 2.34B. Therefore, the gross margin over that period was 6.6%.

HPQ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, HP Inc. reported an operating income of 759.00M and revenue of 14.44B, resulting in an operating margin of 5.3%.

IEP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Icahn Enterprises L.P. reported an operating income of -198.00M and revenue of 2.34B, resulting in an operating margin of -8.5%.

HPQ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, HP Inc. reported a net income of 545.00M and revenue of 14.44B, resulting in a net margin of 3.8%.

IEP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Icahn Enterprises L.P. reported a net income of 315.00M and revenue of 2.34B, resulting in a net margin of 13.5%.