Icahn Enterprises Lp Stock Performance
| IEP Stock | USD 16.67 0.33 1.94% |
The company retains a Market Volatility (i.e., Beta) of 0.42, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Icahn Enterprises' returns are expected to increase less than the market. However, during the bear market, the loss of holding Icahn Enterprises is expected to be smaller as well. Icahn Enterprises right now retains a risk of 2.05%. Please check out Icahn Enterprises standard deviation, expected short fall, period momentum indicator, as well as the relationship between the maximum drawdown and rate of daily change , to decide if Icahn Enterprises will be following its current trending patterns.
Risk-Adjusted Performance
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Over the last 90 days Icahn Enterprises LP has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable technical and fundamental indicators, Icahn Enterprises is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
Actual Historical Performance (%)
One Day Return 1.32 | Five Day Return (0.82) | Year To Date Return (4.31) | Ten Year Return (83.10) | All Time Return 23.19 |
Forward Dividend Yield 0.24 | Last Split Factor 10059:1000 | Forward Dividend Rate 4 | Dividend Date 2024-04-18 | Ex Dividend Date 2024-03-08 |
1 | Illumina, already facing pressure from Icahn, saw other activists at year end - Marketscreener.com | 02/14/2024 |
2 | Icahn Enterprises L.P. Plans Quarterly Dividend of 1.00 | 03/06/2024 |
3 | Icahn Enterprises LPs Dividend Analysis | 03/08/2024 |
4 | Carl Icahn Drops Plans for New Proxy Fight at Illumina | 03/12/2024 |
5 | JetBlue cuts flights to focus on bread and butter routes | 03/19/2024 |
6 | Acquisition by Carl Icahn of 10902568 shares of Icahn Enterprises at 50.9336 subject to Rule 16b-3 | 03/22/2024 |
7 | Raymond James Financial Services Advisors Inc. Sells 14653 Shares of Icahn Enterprises L.P. - Defense World | 04/11/2024 |
8 | Insider Trading | 04/12/2024 |
| Icahn Enterprises dividend paid on 18th of April 2024 | 04/18/2024 |
| Begin Period Cash Flow | 3.9 B |
Icahn |
Icahn Enterprises Relative Risk vs. Return Landscape
If you would invest 1,675 in Icahn Enterprises LP on January 24, 2024 and sell it today you would lose (8.00) from holding Icahn Enterprises LP or give up 0.48% of portfolio value over 90 days. Icahn Enterprises LP is generating 0.0134% of daily returns assuming volatility of 2.0527% on return distribution over 90 days investment horizon. In other words, 18% of stocks are less volatile than Icahn, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Icahn Enterprises Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Icahn Enterprises' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Icahn Enterprises LP, and traders can use it to determine the average amount a Icahn Enterprises' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0065
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| Negative Returns | IEP |
Estimated Market Risk
| 2.05 actual daily | 18 82% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Icahn Enterprises is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Icahn Enterprises by adding Icahn Enterprises to a well-diversified portfolio.
Icahn Enterprises Fundamentals Growth
Icahn Stock prices reflect investors' perceptions of the future prospects and financial health of Icahn Enterprises, and Icahn Enterprises fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Icahn Stock performance.
| Return On Equity | -0.13 | ||||
| Return On Asset | 3.0E-4 | ||||
| Profit Margin | (0.06) % | ||||
| Operating Margin | (0.03) % | ||||
| Current Valuation | 14.04 B | ||||
| Shares Outstanding | 429.03 M | ||||
| Price To Earning | 579.57 X | ||||
| Price To Book | 2.31 X | ||||
| Price To Sales | 0.69 X | ||||
| Revenue | 11.92 B | ||||
| Gross Profit | 1.91 B | ||||
| EBITDA | 1.61 B | ||||
| Net Income | (698 M) | ||||
| Cash And Equivalents | 2.43 B | ||||
| Cash Per Share | 7.21 X | ||||
| Total Debt | 11.21 B | ||||
| Debt To Equity | 0.77 % | ||||
| Current Ratio | 1.72 X | ||||
| Book Value Per Share | 9.25 X | ||||
| Cash Flow From Operations | 3.74 B | ||||
| Earnings Per Share | (1.75) X | ||||
| Market Capitalization | 7.15 B | ||||
| Total Asset | 20.86 B | ||||
| Retained Earnings | (183 M) | ||||
| Working Capital | 12.11 B | ||||
| Current Asset | 3.52 B | ||||
| Current Liabilities | 580.34 M | ||||
About Icahn Enterprises Performance
To evaluate Icahn Enterprises Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Icahn Enterprises generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Icahn Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Icahn Enterprises market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Icahn's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 38.31 | 36.40 | |
| Return On Tangible Assets | (0.03) | (0.03) | |
| Return On Capital Employed | 0.07 | 0.1 | |
| Return On Assets | (0.03) | (0.03) | |
| Return On Equity | (0.18) | (0.17) |
Things to note about Icahn Enterprises performance evaluation
Checking the ongoing alerts about Icahn Enterprises for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Icahn Enterprises help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The company reported the last year's revenue of 11.92 B. Reported Net Loss for the year was (698 M) with profit before taxes, overhead, and interest of 1.91 B. | |
| Icahn Enterprises has a poor financial position based on the latest SEC disclosures | |
| Over 87.0% of the company shares are owned by institutional investors | |
| On 18th of April 2024 Icahn Enterprises paid $ 1.0 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Acquisition by Carl Icahn of 18016077 shares of Icahn Enterprises at 17.3667 subject to Rule 16b-3 |
- Analyzing Icahn Enterprises' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Icahn Enterprises' stock is overvalued or undervalued compared to its peers.
- Examining Icahn Enterprises' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Icahn Enterprises' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Icahn Enterprises' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Icahn Enterprises' stock. These opinions can provide insight into Icahn Enterprises' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Icahn Enterprises LP. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the Icahn Enterprises information on this page should be used as a complementary analysis to other Icahn Enterprises' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
Complementary Tools for Icahn Stock analysis
When running Icahn Enterprises' price analysis, check to measure Icahn Enterprises' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Icahn Enterprises is operating at the current time. Most of Icahn Enterprises' value examination focuses on studying past and present price action to predict the probability of Icahn Enterprises' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Icahn Enterprises' price. Additionally, you may evaluate how the addition of Icahn Enterprises to your portfolios can decrease your overall portfolio volatility.
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Is Icahn Enterprises' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Icahn Enterprises. If investors know Icahn will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Icahn Enterprises listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.631 | Dividend Share 6 | Earnings Share (1.75) | Revenue Per Share 28.359 | Quarterly Revenue Growth (0.14) |
The market value of Icahn Enterprises is measured differently than its book value, which is the value of Icahn that is recorded on the company's balance sheet. Investors also form their own opinion of Icahn Enterprises' value that differs from its market value or its book value, called intrinsic value, which is Icahn Enterprises' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Icahn Enterprises' market value can be influenced by many factors that don't directly affect Icahn Enterprises' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Icahn Enterprises' value and its price as these two are different measures arrived at by different means. Investors typically determine if Icahn Enterprises is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Icahn Enterprises' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.