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Icahn Enterprises L.P. (IEP) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Icahn Enterprises L.P.

IEPMarket cap $4.73BPrice $6.7

Country🇺🇸United States

SectorIndustrials

IndustryConglomerates

Runs a sprawling holding company across energy, auto parts, real estate, and pharma, all steered by activist investor Carl Icahn's bets. Pays a massive dividend yield that's made it a favorite—and a warning sign—for income-hungry retail traders.

In Bastion Portfolios?

52W Return-3%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-13%1

Revenue Forecast

Rev CAGR (1y)+2%3

Rev CAGR (3y)+4%3

Rev CAGR (5y)+3%3

Earnings Forecast

EPS Growth Y+1Loss1

EPS Growth Y+20%5

EPS Growth Y+3+4%5

Quality

Margins

EBIT Margin-1%1

Net Income Margin-5%1

Free Cash Flow Margin-2%2

Debt

Net Debt/EBITDA7.91

Efficiency

ROE-24%1

ROA-4%1

Earnings Stabilityna–

GEAR+VERY WEAK6

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)610

P/E Ratio (Forward 3y)010

P/BV2.65

EV Multiples

EV/EBITDA Fwd163

EV/EBIT Fwdna–

Yield

Free Cash Flow Yield-5.2%1

Dividend Yield30.1%10

Momentum

Short term

1 month return-4%6

3 month return-3%5

YTD return+7%6

Mid term

Price vs 52wHigh89%8

1 year return+4%5

Long term

3 year return-31%1

5 year return-67%1

Risk Shield

Price Risk

Beta0.76

Volatility24%9

Free Cash Flow

Free Cash Flow Margin-2%2

Free Cash Flow Yield-5.2%1

Quality

ROCE-1%1

Earnings Stabilityna–

Net Debt/EBITDA7.91

02Growth

Is it actually growing, and how fast?

IEPIcahn Enterprises L.P.

Revenue FY25$9.4B

GROWTH RATING↗

VERY WEAK14 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-13%1

Revenue, next 1Y+2%3

Revenue, next 3Y, CAGR+4%3

Revenue, next 5Y, CAGR+3%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26ELoss1

EPS growth, FY27E0%5

EPS growth, FY28E+4%5

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

After shrinking over the last 3 years, revenue is set to grow 4%/yr from here.

WEAKNESSES

Growth is the weak spot here, trailing 86% of companies worldwide.

Revenue fell 13%/yr over the last 3 years, behind 90% of companies worldwide.1/10

Revenue is set to grow 4%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 3%/yr, behind 70% of companies worldwide.3/10

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK33 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return-3%5

YTD return+7%6

MID & LONG-TERM▾SCORE

% of 52-week high89%8

1-year return+4%5

3-year return-31%1

5-year return-67%1

MOMENTUM ASSESSMENT

STRENGTHS

It's up 4% over the past year, but 11% below its 52-week high. That is clearly ahead of the market.

WATCH

Returns sit at the market level over the past month (-4%), over three months (-3%) and so far this year (+7%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-31% over three years and -67% over five), behind 90% of the market.

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Icahn Enterprises. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

IEPIcahn Enterprises L.P.

Revenue FY25$9.4B

GROWTH RATING↗

VERY WEAK14 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-13%1

Revenue, next 1Y+2%3

Revenue, next 3Y, CAGR+4%3

Revenue, next 5Y, CAGR+3%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26ELoss1

EPS growth, FY27E0%5

EPS growth, FY28E+4%5

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

After shrinking over the last 3 years, revenue is set to grow 4%/yr from here.

WEAKNESSES

Growth is the weak spot here, trailing 86% of companies worldwide.

Revenue fell 13%/yr over the last 3 years, behind 90% of companies worldwide.1/10

Revenue is set to grow 4%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 3%/yr, behind 70% of companies worldwide.3/10

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK33 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return-3%5

YTD return+7%6

MID & LONG-TERM▾SCORE

% of 52-week high89%8

1-year return+4%5

3-year return-31%1

5-year return-67%1

MOMENTUM ASSESSMENT

STRENGTHS

It's up 4% over the past year, but 11% below its 52-week high. That is clearly ahead of the market.

WATCH

Returns sit at the market level over the past month (-4%), over three months (-3%) and so far this year (+7%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-31% over three years and -67% over five), behind 90% of the market.

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Icahn Enterprises. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community