IEP vs. JNJ
Compare and contrast key facts about Icahn Enterprises L.P. (IEP) and Johnson & Johnson (JNJ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IEP or JNJ.
Key characteristics
| IEP | JNJ | |
|---|---|---|
| YTD Return | 8.10% | -7.75% |
| 1Y Return | -56.92% | -9.59% |
| 3Y Return (Ann) | -20.49% | -1.45% |
| 5Y Return (Ann) | -12.31% | 3.09% |
| 10Y Return (Ann) | -5.05% | 6.63% |
| Sharpe Ratio | -0.81 | -0.64 |
| Daily Std Dev | 70.98% | 15.04% |
| Max Drawdown | -84.21% | -50.68% |
| Current Drawdown | -58.85% | -18.33% |
Fundamentals
| IEP | JNJ | |
|---|---|---|
| Market Cap | $7.40B | $352.17B |
| EPS | -$1.75 | $7.42 |
| PEG Ratio | 0.00 | 0.89 |
| Revenue (TTM) | $10.83B | $85.65B |
| Gross Profit (TTM) | $1.91B | $63.95B |
| EBITDA (TTM) | $525.00M | $30.67B |
Correlation
The correlation between IEP and JNJ is 0.10, 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.
Performance
IEP vs. JNJ - Performance Comparison
In the year-to-date period, IEP achieves a 8.10% return, which is significantly higher than JNJ's -7.75% return. Over the past 10 years, IEP has underperformed JNJ with an annualized return of -5.05%, while JNJ has yielded a comparatively higher 6.63% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
IEP vs. JNJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Icahn Enterprises L.P. (IEP) and Johnson & Johnson (JNJ). 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. JNJ - Dividend Comparison
IEP's dividend yield for the trailing twelve months is around 28.34%, more than JNJ's 3.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEP Icahn Enterprises L.P. | 28.34% | 34.90% | 15.79% | 16.13% | 15.79% | 13.01% | 12.26% | 11.32% | 10.01% | 9.79% | 6.52% | 4.11% |
JNJ Johnson & Johnson | 3.29% | 3.00% | 2.52% | 2.45% | 2.53% | 2.57% | 2.74% | 2.38% | 2.73% | 2.87% | 2.64% | 2.83% |
Drawdowns
IEP vs. JNJ - Drawdown Comparison
The maximum IEP drawdown since its inception was -84.21%, which is greater than JNJ's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for IEP and JNJ. For additional features, visit the drawdowns tool.
Volatility
IEP vs. JNJ - Volatility Comparison
Icahn Enterprises L.P. (IEP) has a higher volatility of 4.86% compared to Johnson & Johnson (JNJ) at 4.50%. This indicates that IEP's price experiences larger fluctuations and is considered to be riskier than JNJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
IEP vs. JNJ - Financials Comparison
This section allows you to compare key financial metrics between Icahn Enterprises L.P. and Johnson & Johnson. 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