ZIM vs. IEP
ZIM (ZIM Integrated Shipping Services Ltd.) and IEP (Icahn Enterprises L.P.) are both stocks. Both are in the Industrials sector — ZIM in Marine Shipping, IEP in Conglomerates. Over the past 5 years, ZIM returned 18.83%/yr vs -19.53%/yr for IEP. At a 0.17 correlation, their price movements are largely independent.
Performance
ZIM vs. IEP - Performance Comparison
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Returns By Period
In the year-to-date period, ZIM achieves a 23.05% return, which is significantly higher than IEP's 8.54% return.
ZIM
- 1D
- 3.82%
- 1M
- 0.12%
- YTD
- 23.05%
- 6M
- 31.40%
- 1Y
- 61.18%
- 3Y*
- 52.37%
- 5Y*
- 18.83%
- 10Y*
- —
IEP
- 1D
- -0.96%
- 1M
- -4.37%
- YTD
- 8.54%
- 6M
- 11.19%
- 1Y
- 10.33%
- 3Y*
- -20.40%
- 5Y*
- -19.53%
- 10Y*
- -4.09%
ZIM vs. IEP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ZIM ZIM Integrated Shipping Services Ltd. | 23.05% | 28.11% | 176.93% | -21.06% | -52.70% | 463.11% |
IEP Icahn Enterprises L.P. | 8.54% | 8.23% | -37.79% | -58.78% | 18.76% | 2.51% |
Correlation
The correlation between ZIM and IEP is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Jan 28, 2021 | 0.17 |
Fundamentals
ZIM:
$0.81
IEP:
-$1.15
ZIM:
0.48
IEP:
0.30
ZIM:
$6.29B
IEP:
$10.18B
ZIM:
$676.00M
IEP:
$1.33B
ZIM:
$1.73B
IEP:
$1.17B
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Return for Risk
ZIM vs. IEP — Risk / Return Rank
ZIM
IEP
ZIM vs. IEP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ZIM Integrated Shipping Services Ltd. (ZIM) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ZIM | IEP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.76 | ||
| Sortino ratioReturn per unit of downside risk | +1.41 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.10 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.06 | 0.65 | +1.41 |
| Martin ratioReturn relative to average drawdown | 5.18 | 1.37 | +3.81 |
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Drawdowns
ZIM vs. IEP - Drawdown Comparison
The maximum ZIM drawdown since its inception was -84.68%, roughly equal to the maximum IEP drawdown of -84.21%. Use the drawdown chart below to compare losses from any high point for ZIM and IEP.
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Drawdown Indicators
| ZIM | IEP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.68% | -84.21% | -0.47% |
Max Drawdown (1Y)Largest decline over 1 year | -29.84% | -16.06% | -13.78% |
Max Drawdown (3Y)Largest decline over 3 years | -57.12% | -67.83% | +10.71% |
Max Drawdown (5Y)Largest decline over 5 years | -84.68% | -77.56% | -7.12% |
Max Drawdown (10Y)Largest decline over 10 years | — | -77.56% | — |
Current DrawdownCurrent decline from peak | -11.49% | -72.18% | +60.69% |
Average DrawdownAverage peak-to-trough decline | -39.77% | -30.62% | -9.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.85% | 7.56% | +4.29% |
Volatility
ZIM vs. IEP - Volatility Comparison
ZIM Integrated Shipping Services Ltd. (ZIM) has a higher volatility of 11.94% compared to Icahn Enterprises L.P. (IEP) at 4.81%. This indicates that ZIM'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
| ZIM | IEP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.94% | 4.81% | +7.13% |
Volatility (6M)Calculated over the trailing 6-month period | 36.70% | 16.07% | +20.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 52.54% | 25.12% | +27.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 65.74% | 41.02% | +24.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 67.49% | 36.36% | +31.13% |
Dividends
ZIM vs. IEP - Dividend Comparison
ZIM's dividend yield for the trailing twelve months is around 4.95%, less than IEP's 27.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEP Icahn Enterprises L.P. | 27.70% | 26.49% | 40.37% | 34.90% | 15.79% | 16.13% | 15.79% | 13.01% | 12.26% | 11.32% | 10.01% | 9.79% |
ZIM ZIM Integrated Shipping Services Ltd. | 4.95% | 20.16% | 22.40% | 64.84% | 160.27% | 7.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
ZIM vs. IEP - Financials Comparison
This section allows you to compare key financial metrics between ZIM Integrated Shipping Services Ltd. 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.
Total Revenue: Total amount of money received from sales and other business activities
ZIM vs. IEP - Profitability Comparison
ZIM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, ZIM Integrated Shipping Services Ltd. reported a gross profit of 46.80M and revenue of 1.40B. Therefore, the gross margin over that period was 3.4%.
IEP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Icahn Enterprises L.P. reported a gross profit of 0.00 and revenue of 2.31B. Therefore, the gross margin over that period was 0.0%.
ZIM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, ZIM Integrated Shipping Services Ltd. reported an operating income of -39.00M and revenue of 1.40B, resulting in an operating margin of -2.8%.
IEP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Icahn Enterprises L.P. reported an operating income of 0.00 and revenue of 2.31B, resulting in an operating margin of 0.0%.
ZIM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, ZIM Integrated Shipping Services Ltd. reported a net income of -86.00M and revenue of 1.40B, resulting in a net margin of -6.2%.
IEP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Icahn Enterprises L.P. reported a net income of -612.00M and revenue of 2.31B, resulting in a net margin of -26.5%.
Frequently Asked Questions
ZIM and IEP have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ZIM has higher volatility (11.94%) compared to IEP (4.81%). In terms of maximum drawdown, ZIM dropped -84.68% vs IEP's -84.21%.
ZIM currently has the higher Sharpe Ratio (1.17 vs 0.41), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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