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

Performance

RIO vs. IEP - Performance Comparison

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

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RIO vs. IEP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RIO
Rio Tinto Group
21.78%44.47%-15.36%11.06%18.48%-3.67%36.22%33.18%-2.93%44.87%
IEP
Icahn Enterprises L.P.
7.84%8.23%-37.79%-58.78%18.76%12.87%-3.55%20.44%18.98%-1.17%

Fundamentals

EPS

RIO:

$13.11

IEP:

$0.07

PE Ratio

RIO:

7.23

IEP:

109.70

PS Ratio

RIO:

1.39

IEP:

0.30

Total Revenue (TTM)

RIO:

$111.41B

IEP:

$9.49B

Gross Profit (TTM)

RIO:

$31.10B

IEP:

$920.00M

EBITDA (TTM)

RIO:

$40.42B

IEP:

$685.00M

Returns By Period

In the year-to-date period, RIO achieves a 21.78% return, which is significantly higher than IEP's 7.84% return. Over the past 10 years, RIO has outperformed IEP with an annualized return of 20.89%, while IEP has yielded a comparatively lower -5.35% annualized return.


RIO

1D
1.63%
1M
-2.16%
YTD
21.78%
6M
47.02%
1Y
65.74%
3Y*
18.46%
5Y*
11.95%
10Y*
20.89%

IEP

1D
1.19%
1M
0.39%
YTD
7.84%
6M
2.80%
1Y
5.99%
3Y*
-34.41%
5Y*
-18.66%
10Y*
-5.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

RIO vs. IEP — Risk / Return Rank

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

RIO
RIO Risk / Return Rank: 9191
Overall Rank
RIO Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
RIO Sortino Ratio Rank: 9090
Sortino Ratio Rank
RIO Omega Ratio Rank: 8989
Omega Ratio Rank
RIO Calmar Ratio Rank: 9191
Calmar Ratio Rank
RIO Martin Ratio Rank: 9494
Martin Ratio Rank

IEP
IEP Risk / Return Rank: 4646
Overall Rank
IEP Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
IEP Sortino Ratio Rank: 4141
Sortino Ratio Rank
IEP Omega Ratio Rank: 4141
Omega Ratio Rank
IEP Calmar Ratio Rank: 5050
Calmar Ratio Rank
IEP Martin Ratio Rank: 4949
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.

RIO vs. IEP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rio Tinto Group (RIO) 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.


RIOIEPDifference

Sharpe ratio

Return per unit of total volatility

2.35

0.20

+2.15

Sortino ratio

Return per unit of downside risk

2.92

0.51

+2.41

Omega ratio

Gain probability vs. loss probability

1.39

1.06

+0.32

Calmar ratio

Return relative to maximum drawdown

4.36

0.38

+3.98

Martin ratio

Return relative to average drawdown

14.45

0.73

+13.72

RIO vs. IEP - Sharpe Ratio Comparison

The current RIO Sharpe Ratio is 2.35, which is higher than the IEP Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of RIO 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


RIOIEPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.35

0.20

+2.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.41

-0.46

+0.87

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.68

-0.15

+0.82

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.15

+0.18

Correlation

The correlation between RIO and IEP is 0.16, 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

RIO vs. IEP - Dividend Comparison

RIO's dividend yield for the trailing twelve months is around 4.24%, less than IEP's 26.18% yield.


TTM20252024202320222021202020192018201720162015
RIO
Rio Tinto Group
4.24%4.66%7.40%5.40%10.48%10.23%5.13%7.68%6.32%4.47%3.93%7.58%
IEP
Icahn Enterprises L.P.
26.18%26.49%40.37%34.90%15.79%16.13%15.79%13.01%12.26%11.32%10.01%9.79%

Drawdowns

RIO vs. IEP - Drawdown Comparison

The maximum RIO drawdown since its inception was -88.97%, which is greater than IEP's maximum drawdown of -84.21%. Use the drawdown chart below to compare losses from any high point for RIO and IEP.


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Drawdown Indicators


RIOIEPDifference

Max Drawdown

Largest peak-to-trough decline

-88.97%

-84.21%

-4.76%

Max Drawdown (1Y)

Largest decline over 1 year

-15.19%

-16.06%

+0.87%

Max Drawdown (5Y)

Largest decline over 5 years

-36.97%

-77.56%

+40.59%

Max Drawdown (10Y)

Largest decline over 10 years

-37.47%

-77.56%

+40.09%

Current Drawdown

Current decline from peak

-3.29%

-72.36%

+69.07%

Average Drawdown

Average peak-to-trough decline

-23.88%

-30.39%

+6.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.58%

8.38%

-3.80%

Volatility

RIO vs. IEP - Volatility Comparison

Rio Tinto Group (RIO) has a higher volatility of 10.28% compared to Icahn Enterprises L.P. (IEP) at 5.60%. This indicates that RIO'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


RIOIEPDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.28%

5.60%

+4.68%

Volatility (6M)

Calculated over the trailing 6-month period

20.88%

18.79%

+2.09%

Volatility (1Y)

Calculated over the trailing 1-year period

28.16%

30.64%

-2.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.07%

40.97%

-11.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.93%

36.53%

-5.60%

Financials

RIO vs. IEP - Financials Comparison

This section allows you to compare key financial metrics between Rio Tinto Group 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


0.005.00B10.00B15.00B20.00B25.00B30.00B35.00B20212022202320242025
30.65B
2.34B
(RIO) Total Revenue
(IEP) Total Revenue
Values in USD except per share items

RIO vs. IEP - Profitability Comparison

The chart below illustrates the profitability comparison between Rio Tinto Group 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%50.0%20212022202320242025
26.6%
6.6%
Portfolio components
RIO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Rio Tinto Group reported a gross profit of 8.15B and revenue of 30.65B. Therefore, the gross margin over that period was 26.6%.

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%.

RIO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Rio Tinto Group reported an operating income of 8.15B and revenue of 30.65B, resulting in an operating margin of 26.6%.

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%.

RIO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Rio Tinto Group reported a net income of 5.42B and revenue of 30.65B, resulting in a net margin of 17.7%.

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%.