IEP RSI Chart
Last 7 days
6.6%
Last 30 days
7.7%
Last 90 days
-3.8%
Trailing 12 Months
-45.8%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 10.7B | 0 | 0 | 0 |
2023 | 12.6B | 11.7B | 11.3B | 10.8B |
2022 | 12.0B | 12.6B | 13.3B | 14.1B |
2021 | 8.6B | 8.9B | 10.8B | 11.3B |
2020 | 9.6B | 9.7B | 7.9B | 7.1B |
2019 | 11.1B | 10.3B | 10.2B | 10.0B |
2018 | 13.2B | 12.3B | 11.5B | 11.8B |
2017 | 15.6B | 15.6B | 14.1B | 12.6B |
2016 | 13.9B | 13.3B | 14.9B | 16.3B |
2015 | 18.7B | 17.3B | 16.1B | 15.3B |
2014 | 20.3B | 22.0B | 20.7B | 19.2B |
2013 | 18.4B | 18.8B | 20.1B | 20.7B |
2012 | 11.5B | 12.6B | 14.7B | 15.8B |
2011 | 10.2B | 11.5B | 11.1B | 11.8B |
2010 | 0 | 8.7B | 8.9B | 9.1B |
2009 | 0 | 0 | 0 | 8.5B |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Apr 18, 2024 | icahn carl c | acquired | 312,880,000 | 17.3667 | 18,016,100 | - |
Dec 27, 2023 | icahn carl c | acquired | 280,819,000 | 16.4599 | 17,060,800 | - |
Sep 30, 2023 | icahn brett | sold (taxes) | -588,448 | 20.1482 | -29,206 | - |
Sep 27, 2023 | icahn carl c | acquired | 334,494,000 | 20.4903 | 16,324,500 | - |
Jun 30, 2023 | icahn carl c | acquired | 622,955,000 | 27.0651 | 23,016,900 | - |
Apr 19, 2023 | icahn carl c | acquired | 599,995,000 | 52.2642 | 11,480,000 | - |
Dec 21, 2022 | icahn carl c | acquired | 577,112,000 | 50.4407 | 11,441,400 | - |
Sep 30, 2022 | icahn brett | sold (taxes) | -891,878 | 49.77 | -17,920 | - |
Jun 29, 2022 | icahn carl c | acquired | 533,266,000 | 48.3868 | 11,020,900 | - |
Apr 27, 2022 | icahn carl c | acquired | 514,094,000 | 53.6324 | 9,585,520 | - |
Which funds bought or sold IEP recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 07, 2024 | OPPENHEIMER & CO INC | unchanged | - | -3,234 | 305,602 | -% |
May 07, 2024 | Beacon Harbor Wealth Advisors, Inc. | unchanged | - | -2,000 | 193,000 | 0.05% |
May 07, 2024 | Cornerstone Planning Group LLC | added | 6.25 | 37.00 | 584 | -% |
May 06, 2024 | HighTower Advisors, LLC | sold off | -100 | -517,000 | - | -% |
May 06, 2024 | Parallel Advisors, LLC | unchanged | - | -361 | 34,123 | -% |
May 06, 2024 | Merit Financial Group, LLC | sold off | -100 | -1,011,980 | - | -% |
May 06, 2024 | Advisory Services Network, LLC | added | 10.51 | 79,549 | 929,842 | 0.02% |
May 03, 2024 | EMFO, LLC | reduced | -8.47 | -19,134 | 183,708 | 0.17% |
May 03, 2024 | GSA CAPITAL PARTNERS LLP | sold off | -100 | -943,000 | - | -% |
May 03, 2024 | HUNTINGTON NATIONAL BANK | unchanged | - | -95.00 | 8,913 | -% |
Unveiling Icahn Enterprises LP's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Icahn Enterprises LP)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
XOM | 458.0B | 341.1B | 13.96 | 1.34 | ||||
CVX | 300.2B | 198.9B | 14.79 | 1.51 | ||||
OXY | 56.4B | 27.7B | 13.06 | 2.04 | ||||
MRO | 15.2B | 6.6B | 10.61 | 2.3 | ||||
CHK | 11.6B | 6.4B | 10.97 | 1.8 | ||||
MID-CAP | ||||||||
RRC | 9.0B | 2.2B | 18.61 | 4.08 | ||||
HP | 3.8B | 2.7B | 10.75 | 1.38 | ||||
CNX | 3.6B | 2.5B | 3.55 | 1.42 | ||||
KOS | 2.8B | 1.7B | 12.77 | 1.64 | ||||
CPE | 2.4B | 2.1B | 5.93 | 1.13 | ||||
SMALL-CAP | ||||||||
AMPY | 283.6M | 304.0M | 9.27 | 0.93 | ||||
AMTX | 176.4M | 186.7M | -3.8 | 0.94 | ||||
BATL | 93.1M | 220.8M | -30.56 | 0.42 | ||||
AE | 71.6M | 2.8B | 41.81 | 0.03 | ||||
BRN | 28.7M | 23.9M | -10.57 | 1.2 |
Icahn Enterprises LP News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | -7.8% | 2,468,000,000 | 2,677,000,000 | 2,989,000,000 | 2,540,000,000 | 2,641,000,000 | 3,101,000,000 | 3,404,000,000 | 3,503,000,000 | 4,093,000,000 | 2,316,000,000 | 2,649,000,000 | 2,988,000,000 | 3,384,000,000 | 1,791,000,000 | 723,000,000 | 2,709,000,000 | 1,860,000,000 | 2,621,000,000 | 2,484,000,000 | 2,588,000,000 | 2,300,000,000 |
Costs and Expenses | -13.5% | 2,487,000,000 | 2,874,000,000 | 2,923,000,000 | 2,957,000,000 | 3,015,000,000 | 3,568,000,000 | 3,626,000,000 | 3,788,000,000 | 3,110,000,000 | 3,277,000,000 | 2,879,000,000 | 2,991,000,000 | 2,768,000,000 | 2,375,000,000 | 2,189,000,000 | 1,717,000,000 | 2,426,000,000 | 2,740,000,000 | 2,719,000,000 | 2,761,000,000 | 2,513,000,000 |
S&GA Expenses | -3.0% | 193,000,000 | 199,000,000 | 209,000,000 | 215,000,000 | 229,000,000 | 329,000,000 | 305,000,000 | 315,000,000 | 301,000,000 | 305,000,000 | 316,000,000 | 304,000,000 | 316,000,000 | 303,000,000 | 290,000,000 | 290,000,000 | 308,000,000 | 348,000,000 | 352,000,000 | 339,000,000 | 336,000,000 |
EBITDA Margin | 242.8% | 0.05 | 0.01 | -0.01 | -0.03 | -0.02 | 0.08 | 0.05 | 0.05 | 0.08 | 0.05 | 0.18 | 0.08 | - | - | - | - | - | - | - | - | - |
Interest Expenses | 6.3% | 136,000,000 | 128,000,000 | 148,000,000 | 136,000,000 | 142,000,000 | 144,000,000 | 139,000,000 | 151,000,000 | 134,000,000 | 155,000,000 | 158,000,000 | 158,000,000 | 195,000,000 | 171,500,000 | 171,000,000 | 174,000,000 | 171,000,000 | 162,000,000 | 153,000,000 | 151,000,000 | 139,000,000 |
Income Taxes | -12.5% | 7,000,000 | 8,000,000 | 96,000,000 | 2,000,000 | -16,000,000 | -59,000,000 | -7,000,000 | 2,000,000 | 98,000,000 | -135,000,000 | -19,000,000 | 59,000,000 | 17,000,000 | 2,000,000 | -66,000,000 | 128,000,000 | -180,000,000 | 32,000,000 | -26,000,000 | 8,000,000 | 6,000,000 |
Earnings Before Taxes | 90.4% | -19,000,000 | -197,000,000 | 66,000,000 | -417,000,000 | -374,000,000 | -467,000,000 | -222,000,000 | -285,000,000 | 983,000,000 | -961,000,000 | -230,000,000 | -3,000,000 | 616,000,000 | 376,000,000 | -1,466,000,000 | 992,000,000 | -2,486,000,000 | -117,000,000 | -399,000,000 | -565,000,000 | -658,000,000 |
EBT Margin | 37.5% | -0.05 | -0.08 | -0.11 | -0.13 | -0.11 | 0.00 | -0.04 | -0.04 | -0.02 | -0.05 | 0.07 | -0.05 | - | - | - | - | - | - | - | - | - |
Net Income | -90.0% | -38,000,000 | -20,000,000 | -6,000,000 | -419,000,000 | -358,000,000 | -456,500,000 | -123,000,000 | -287,000,000 | 885,000,000 | -651,500,000 | -148,000,000 | -62,000,000 | 599,000,000 | 324,500,000 | -714,000,000 | 864,000,000 | -2,306,000,000 | -157,000,000 | -49,000,000 | -597,000,000 | -664,000,000 |
Net Income Margin | 38.9% | -0.05 | -0.07 | -0.11 | -0.12 | -0.10 | 0.00 | -0.01 | -0.02 | 0.00 | -0.02 | 0.07 | 0.02 | - | - | - | - | - | - | - | - | - |
Free Cashflow | -2553.8% | -319,000,000 | 13,000,000 | 1,574,000,000 | 1,657,000,000 | 189,000,000 | -2,369,000,000 | 611,000,000 | 610,000,000 | 1,865,000,000 | 189,000,000 | 349,000,000 | 76,000,000 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | -3.8% | 20,064 | 20,858 | 21,757 | 22,214 | 26,269 | 27,914 | 27,520 | 26,895 | 27,829 | 27,746 | 27,973 | 27,901 | 28,297 | 24,989 | 22,824 | 24,706 | 24,306 | 24,639 | 23,257 | 24,348 | 23,824 |
Cash Equivalents | 70.6% | 5,033 | 2,951 | 2,890 | 2,488 | 2,608 | 2,337 | 7,210 | 6,669 | 5,961 | 4,436 | 3,692 | 3,463 | 3,076 | 3,291 | 4,549 | 2,771 | 3,257 | 4,945 | 3,879 | 4,672 | 5,063 |
Inventory | -0.8% | 1,039 | 1,047 | 1,085 | 1,015 | 1,097 | 1,531 | 1,674 | 1,787 | 1,720 | 1,478 | 1,590 | 1,568 | 1,559 | 1,580 | 1,536 | 1,564 | 1,583 | 1,795 | 1,817 | 1,851 | 1,852 |
Net PPE | -0.7% | 3,940 | 3,969 | 3,937 | 3,959 | 3,986 | 4,038 | 4,057 | 4,043 | 4,067 | 4,085 | 4,194 | 4,235 | 4,231 | 4,228 | 4,297 | 4,354 | 4,416 | 4,454 | 4,592 | 4,630 | 4,682 |
Goodwill | 0% | 288 | 288 | 288 | 288 | 288 | 288 | 286 | 288 | 288 | 290 | 294 | 294 | 294 | 294 | 284 | 283 | 281 | 282 | 281 | 277 | 255 |
Liabilities | -2.3% | 14,439 | 14,785 | 15,129 | 15,027 | 17,773 | 18,356 | 17,653 | 16,737 | 18,071 | 18,403 | 17,966 | 17,876 | 18,715 | 15,731 | 13,951 | 14,441 | 14,889 | 13,697 | 12,109 | 12,902 | 12,172 |
Long Term Debt | -8.4% | 6,600 | 7,207 | 7,075 | 7,078 | 7,091 | 7,096 | 7,127 | 7,134 | 7,126 | 7,692 | 7,712 | 8,065 | 8,056 | 8,059 | 8,146 | 8,162 | 8,227 | 8,192 | 7,449 | 8,658 | 7,392 |
Shareholder's Equity | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 5,691 | 11,652 |
Minority Interest | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 5,755 | 5,813 |
Float | - | - | - | - | 1,712 | - | - | - | 2,170 | - | - | - | 1,478 | - | - | - | 860 | - | - | - | 1,174 | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | -318.3% | -251 | 115 | 1,644 | 1,730 | 247 | -2,285 | 711 | 709 | 1,920 | 255 | 430 | 187 | -551 | -1,140 | 1,862 | 235 | -1,373 | 408 | -56.00 | -1,524 | -288 |
Cashflow From Investing | 64.1% | -75.00 | -209 | 75.00 | -111 | -45.00 | -89.00 | -102 | -107 | 38.00 | 308 | -26.00 | 130 | 116 | -30.00 | -45.00 | -182 | -324 | -45.00 | 384 | -67.00 | 314 |
Cashflow From Financing | -726.8% | -587 | -71.00 | -693 | -1,622 | 1.00 | 59.00 | -70.00 | 102 | -435 | 183 | -174 | 70.00 | 214 | -85.00 | -36.00 | -539 | 7.00 | 703 | -1,108 | 1,243 | -272 |
Dividend Payments | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 29.00 | 28.00 | - | - |
CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) shares in Millions, $ in Millions | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |
Revenues: | |||
Net sales | $ 11,077 | $ 13,378 | $ 10,304 |
Other revenues from operations | 770 | 748 | 647 |
Net (loss) gain from investment activities | (1,575) | (168) | 193 |
Interest and dividend income | 636 | 328 | 137 |
Gain (loss) on disposition of assets, net | 8 | (8) | 141 |
Other loss, net | (69) | (177) | (84) |
Total revenues | 10,847 | 14,101 | 11,338 |
Expenses: | |||
Cost of goods sold | 9,327 | 11,689 | 9,485 |
Other expenses from operations | 643 | 583 | 522 |
Selling, general and administrative | 852 | 1,250 | 1,238 |
Restructuring, net | 1 | 2 | 5 |
Impairment | 7 | ||
Credit loss on related party note receivable | 139 | ||
Loss on deconsolidation of subsidiary | 246 | ||
Interest expense | 554 | 568 | 666 |
Total Expenses | 11,769 | 14,092 | 11,916 |
(Loss) income before income tax benefit (expense) | (922) | 9 | (578) |
Income tax (expense) benefit | (90) | (34) | 78 |
Net loss | (1,012) | (25) | (500) |
Less: net (loss) income attributable to non-controlling interests | (328) | 158 | 18 |
Net loss attributable to Icahn Enterprises | (684) | (183) | (518) |
Net (loss) income attributable to Icahn Enterprises allocated to: | |||
Limited partners | (670) | (179) | (604) |
General partner | (14) | (4) | 86 |
Net Income (Loss) | $ (684) | $ (183) | $ (518) |
Basic (loss) income per LP unit: | |||
Basic loss per LP unit (in dollars per share) | $ (1.75) | $ (0.57) | $ (2.32) |
Basic weighted average LP units outstanding (in shares) | 382 | 316 | 260 |
Diluted (loss) income per LP unit: | |||
Diluted loss per LP unit (in dollars per share) | $ (1.75) | $ (0.57) | $ (2.32) |
Diluted weighted average LP units outstanding (in shares) | 382 | 316 | 260 |
Distributions declared per LP unit (in dollars per share) | $ 6.00 | $ 8.00 | $ 8.00 |
CONSOLIDATED BALANCE SHEETS - USD ($) $ in Millions | Dec. 31, 2023 | Dec. 31, 2022 |
---|---|---|
ASSETS | ||
Cash and cash equivalents | $ 2,951 | $ 2,337 |
Cash held at consolidated affiliated partnerships and restricted cash | 2,995 | 2,549 |
Investments | 3,012 | 6,809 |
Due from brokers | 4,367 | 7,051 |
Accounts receivable, net | 485 | 606 |
Related party notes receivable, net | 11 | |
Inventories | 1,047 | 1,531 |
Property, plant and equipment, net | 3,969 | 4,038 |
Deferred tax asset | 184 | 127 |
Derivative assets, net | 64 | 805 |
Goodwill | 288 | 288 |
Intangible assets, net | 466 | 533 |
Other assets | 1,019 | 1,240 |
Total Assets | 20,858 | 27,914 |
LIABILITIES AND EQUITY | ||
Accounts payable | 830 | 870 |
Accrued expenses and other liabilities | 1,596 | 1,981 |
Deferred tax liabilities | 399 | 338 |
Derivative liabilities, net | 979 | 691 |
Securities sold, not yet purchased, at fair value | 3,473 | 6,495 |
Due to brokers | 301 | 885 |
Debt | 7,207 | 7,096 |
Total liabilities | 14,785 | 18,356 |
Commitments and contingencies (Note 19) | ||
Equity: | ||
Limited partners: Depositary units: 429,033,241 units issued and outstanding at December 31, 2023 and 353,572,182 units issued and outstanding at December 31, 2022 | 3,969 | 4,647 |
General partner | (761) | (747) |
Equity attributable to Icahn Enterprises | 3,208 | 3,900 |
Equity attributable to non-controlling interests | 2,865 | 5,658 |
Total equity | 6,073 | 9,558 |
Total Liabilities and Equity | $ 20,858 | $ 27,914 |
 | Mr. David P. Willetts |
---|---|
 | ielp.com |
 | Oil - E&P |
 | 20041 |