IEP vs. ZIM
Compare and contrast key facts about Icahn Enterprises L.P. (IEP) and ZIM Integrated Shipping Services Ltd. (ZIM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IEP or ZIM.
Correlation
The correlation between IEP and ZIM is 0.17, 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.
Maximize Your Portfolio’s Potential
Does your portfolio have the optimal asset allocation aligned with your goals? Find it out with our portfolio optimizer
Try portfolio optimization nowPerformance
IEP vs. ZIM - Performance Comparison
Key characteristics
IEP:
-0.92
ZIM:
0.95
IEP:
-1.26
ZIM:
1.64
IEP:
0.83
ZIM:
1.21
IEP:
-0.53
ZIM:
0.95
IEP:
-1.54
ZIM:
4.51
IEP:
26.15%
ZIM:
16.26%
IEP:
43.63%
ZIM:
76.87%
IEP:
-84.21%
ZIM:
-84.68%
IEP:
-76.28%
ZIM:
-54.92%
Fundamentals
IEP:
$4.31B
ZIM:
$1.51B
IEP:
-$0.94
ZIM:
$17.82
IEP:
$7.37B
ZIM:
$6.87B
IEP:
$607.00M
ZIM:
$2.56B
IEP:
$221.00M
ZIM:
$3.33B
Returns By Period
In the year-to-date period, IEP achieves a 0.16% return, which is significantly higher than ZIM's -29.07% return.
IEP
0.16%
-11.66%
-33.87%
-40.26%
-15.51%
-9.58%
ZIM
-29.07%
-19.51%
-3.68%
72.80%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
IEP vs. ZIM — Risk-Adjusted Performance Rank
IEP
ZIM
IEP vs. ZIM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Icahn Enterprises L.P. (IEP) and ZIM Integrated Shipping Services Ltd. (ZIM). 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. ZIM - Dividend Comparison
IEP's dividend yield for the trailing twelve months is around 36.36%, less than ZIM's 63.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEP Icahn Enterprises L.P. | 36.36% | 40.37% | 34.90% | 15.79% | 16.13% | 15.79% | 13.01% | 12.26% | 11.32% | 10.01% | 9.79% | 6.49% |
ZIM ZIM Integrated Shipping Services Ltd. | 63.74% | 22.40% | 64.84% | 160.27% | 7.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IEP vs. ZIM - Drawdown Comparison
The maximum IEP drawdown since its inception was -84.21%, roughly equal to the maximum ZIM drawdown of -84.68%. Use the drawdown chart below to compare losses from any high point for IEP and ZIM. For additional features, visit the drawdowns tool.
Volatility
IEP vs. ZIM - Volatility Comparison
The current volatility for Icahn Enterprises L.P. (IEP) is 12.76%, while ZIM Integrated Shipping Services Ltd. (ZIM) has a volatility of 25.48%. This indicates that IEP experiences smaller price fluctuations and is considered to be less risky than ZIM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
IEP vs. ZIM - Financials Comparison
This section allows you to compare key financial metrics between Icahn Enterprises L.P. and ZIM Integrated Shipping Services Ltd.. 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
User Portfolios with IEP or ZIM
Recent discussions
Does Portfolio Performance Consider Historical Composition?
When I see the past performance of a particular portfolio, does it mean the performance of the current composition, or do I get the performance by weighting the portfolio against all its old compositions?
It is very important to learn about the success of the portfolio.
MOTTY
Transactional Portfolio Use
I am trying to understand how to make the best use of transactional portfolios. At first I thought it is useful when tracking the performance of a self-managed fund. You add cash to it, transact in equities, adding each transaction to the portfolio. It then shows you its performance wrt. to a benchmark. The broker does this for you anyway, but the whole reason I started evaluating Portfolioslab is so that I can separate my single broker account into thematic baskets ("thematic funds") and track their performance individually.
The transactional portfolio in Portfolioslab does not seem to work that way. It does not consider the changes in cash position, ie. any profit/loss made on equity transactions. It does not seem to be suited for track the assets of a fund, so to speak. What good is transactional portfolio then?
EG
Screener
michael