Icahn Enterprises Lp Stock Performance

IEP Stock  USD 17.16  0.31  1.77%   
On a scale of 0 to 100, Icahn Enterprises holds a performance score of 8. The company retains a Market Volatility (i.e., Beta) of 0.34, 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 on holding Icahn Enterprises will be expected to be smaller as well. Although it is vital to follow Icahn Enterprises current price history, it is good to be conservative about what you can do with the information regarding equity current price movements. Please utilizes Icahn Enterprises standard deviation, expected short fall, relative strength index, as well as the relationship between the maximum drawdown and rate of daily change to make a quick decision on whether Icahn Enterprises LP current trending patterns will revert.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Icahn Enterprises LP are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Even with relatively unfluctuating technical and fundamental indicators, Icahn Enterprises reported solid returns over the last few months and may actually be approaching a breakup point. ...more

Actual Historical Performance (%)

One Day Return
(1.77)
Five Day Return
(1.94)
Year To Date Return
(2.78)
Ten Year Return
(83.21)
All Time Return
25.16
Forward Dividend Yield
0.2288
Payout Ratio
25
Last Split Factor
10059:1000
Forward Dividend Rate
4
Dividend Date
2024-04-18
 
Icahn Enterprises dividend paid on 27th of December 2023
12/27/2023
1
Acquisition or disposition of Icahn Enterprises securities by Carl Icahn
12/29/2023
2
Billionaire Carl Icahns Top Stock Offers a Mind-Boggling Dividend Yield of 22 percent -- and Wall Street Thinks It Will Skyrocket 45 percent in 2024
01/12/2024
3
JetBlue Agrees to Give Activist Investor Icahn Two Board Seats
02/16/2024
4
Tirios, Real Estate Investment Platform, Files With the SEC Under Regulation A
02/23/2024
5
Icahn Enterprises earnings missed by 0.54, revenue topped estimates
02/28/2024
6
Icahn Enterprises L.P. Q4 2023 Earnings Call Transcript
02/29/2024
7
Earnings call Icahn Enterprises reports Q4 financials
03/05/2024
8
Icahn Enterprises Stock Buy, Sell, or Hold
03/08/2024
9
Commodity Roundup Gold firm after record run as markets brace for CPI print
03/11/2024
10
Integrated Advisors Network LLC Acquires Shares of 10000 Icahn Enterprises L.P. - Defense World
03/14/2024
11
High-Yield Dividend Stocks to Avoid 3 Dangerous Picks
03/18/2024
Begin Period Cash Flow3.9 B
  

Icahn Enterprises Relative Risk vs. Return Landscape

If you would invest  1,493  in Icahn Enterprises LP on December 20, 2023 and sell it today you would earn a total of  223.00  from holding Icahn Enterprises LP or generate 14.94% return on investment over 90 days. Icahn Enterprises LP is generating 0.2638% of daily returns assuming volatility of 2.5219% on return distribution over 90 days investment horizon. In other words, 22% of stocks are less volatile than Icahn, and above 95% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Icahn Enterprises is expected to generate 4.47 times more return on investment than the market. However, the company is 4.47 times more volatile than its market benchmark. It trades about 0.1 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 per unit of 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 = 0.1046

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Estimated Market Risk

 2.52
  actual daily
22
78% of assets are more volatile

Expected Return

 0.26
  actual daily
5
95% of assets have higher returns

Risk-Adjusted Return

 0.1
  actual daily
8
92% of assets perform better
Based on monthly moving average Icahn Enterprises is performing at about 8% of its full potential. 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 it 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.

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 ReportedProjected for 2024
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
Latest headline from investorplace.com: High-Yield Dividend Stocks to Avoid 3 Dangerous Picks
Evaluating Icahn Enterprises' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Icahn Enterprises' stock performance include:
  • 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.
It's essential to remember that evaluating Icahn Enterprises' stock performance is not an exact science, and many factors can impact Icahn Enterprises' stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether Icahn Enterprises is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Icahn Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Icahn Enterprises Lp Stock. Highlighted below are key reports to facilitate an investment decision about Icahn Enterprises Lp Stock:
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 Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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.