IEP vs. ARCC
Compare and contrast key facts about Icahn Enterprises L.P. (IEP) and Ares Capital Corporation (ARCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IEP or ARCC.
Performance
IEP vs. ARCC - Performance Comparison
Returns By Period
In the year-to-date period, IEP achieves a -20.93% return, which is significantly lower than ARCC's 16.64% return. Over the past 10 years, IEP has underperformed ARCC with an annualized return of -8.55%, while ARCC has yielded a comparatively higher 13.36% annualized return.
IEP
-20.93%
-23.42%
-26.20%
-17.22%
-16.35%
-8.55%
ARCC
16.64%
0.32%
6.80%
21.23%
13.70%
13.36%
Fundamentals
| IEP | ARCC | |
|---|---|---|
| Market Cap | $5.55B | $14.08B |
| EPS | -$1.03 | $2.60 |
| PEG Ratio | 0.00 | 3.95 |
| Total Revenue (TTM) | $10.06B | $2.46B |
| Gross Profit (TTM) | $864.00M | $2.10B |
| EBITDA (TTM) | -$78.00M | $897.00M |
Key characteristics
| IEP | ARCC | |
|---|---|---|
| Sharpe Ratio | -0.40 | 1.87 |
| Sortino Ratio | -0.29 | 2.63 |
| Omega Ratio | 0.96 | 1.34 |
| Calmar Ratio | -0.24 | 3.06 |
| Martin Ratio | -1.01 | 12.97 |
| Ulcer Index | 17.57% | 1.64% |
| Daily Std Dev | 44.43% | 11.39% |
| Max Drawdown | -84.21% | -79.36% |
| Current Drawdown | -69.90% | -0.18% |
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Correlation
The correlation between IEP and ARCC is 0.25, 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.
Risk-Adjusted Performance
IEP vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Icahn Enterprises L.P. (IEP) and Ares Capital Corporation (ARCC). 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.
Dividends
IEP vs. ARCC - Dividend Comparison
IEP's dividend yield for the trailing twelve months is around 31.76%, more than ARCC's 8.81% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEP Icahn Enterprises L.P. | 31.76% | 34.90% | 15.79% | 16.13% | 15.79% | 13.01% | 12.26% | 11.32% | 10.01% | 9.79% | 6.49% | 4.11% |
ARCC Ares Capital Corporation | 8.81% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% | 8.84% |
Drawdowns
IEP vs. ARCC - Drawdown Comparison
The maximum IEP drawdown since its inception was -84.21%, which is greater than ARCC's maximum drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for IEP and ARCC. For additional features, visit the drawdowns tool.
Volatility
IEP vs. ARCC - Volatility Comparison
Icahn Enterprises L.P. (IEP) has a higher volatility of 24.07% compared to Ares Capital Corporation (ARCC) at 3.29%. This indicates that IEP's price experiences larger fluctuations and is considered to be riskier than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
IEP vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between Icahn Enterprises L.P. and Ares Capital Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities