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39

IEP

🏭 Industrials

Icahn Enterprises L.P.

Conservative #880Aggressive #1103Low RiskHigh 98
$7.97+3.04%
Day High$8.10
Day Low$7.71
Volume1.2M
Mkt Cap$4.8B
52W Low $752W High $11
Market Cap
$4.7B
P/E Ratio
N/A
Rev Growth
-14.7%
Sector avg: 19.0%
Earnings Growth
34.9%
Profit Margin
-4.0%
Sector avg: -48.2%
Debt/Equity
3.15

Why This Score

IEP scores 39.0 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Low volatility (6.0% annualized) — well-suited for risk-averse portfolios.
  • High conviction (98/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 2-point penalty for execution risk.
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.
  • Elevated leverage (D/E 3.15) increases financial risk in a rising-rate environment.

Moderate penalties (-3.6 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score39.0
Fundamental Score43.8
ML Score18.0

Score by Horizon

3 Month
35.1
6 Month
39.2
Primary
1 Year
41.3

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns
Quality Flags
Extreme leverage: D/E ratio of 3.1x — balance sheet risk

Position Sizing

Suggested Allocation
5%
Confidence
medium

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
0
Declining
Sentiment (2.5%)
39
Negative
Analyst (6.4%)
50
Neutral
Tradability (post-hoc)
75
Grade B
Base
36.6
SHAP
+2.1
Conviction
+1.9
Divergence
-1.6
Final
39.0
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)38.0
Technical (Momentum, Weinstein, Volatility)66.0
External (Sentiment, Analyst, Macro)60.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
-15.5% to -6.7%
Medium-term
-20.3% to -7.8%
Long-term
-25.1% to -8.9%

ML Model Core Features100 trained inputs → ML Score: 18

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score50.0/100
Target Upside+0.0%
Coverage2 analysts
Market Sentiment
Sentiment Score38.5/100
News Volume1 articles
Technical Stage
Weinstein Stage4 — Declining
12M Momentum-0.0%
6M Momentum+0.1%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration-7.3%
Momentum ConsistencyDivergent (-0.11)
Relative Strength vs Sector-12.4%
Trend Strength (ADX Proxy)Weak (0.1)
Momentum Quality-0.007
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
15%
Moderate — watch growth
Sector RevGr Rank
P2
Revenue growth vs Industrials peers
Sector PE Rank
P72
Valuation vs Industrials peers
Sector FCF Rank
P22
Free cash flow vs Industrials peers
Growth Deviation
-0.3σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 46 relative to sector peers46/100
Machine learning model ranks this stock at the 45th percentileP45
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +3.8pt (features align with model priorities)
Blend: 91% fund (45.9) + 9% ML (43.8) + SHAP(+3.8) = 49.5
Risk assessment: low. Annualized volatility 6.0%. Stability bonus of +10.1 pointsLow
Market cap adjustment: +0.5 points ($4.7B market cap)+0.5 pts
Conviction bonus: +3.4pt (conviction=98)
Risk Factors
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -14 pointsGrade B
Quality concern: High accrual ratio (173.3%) — earnings quality concern; Extreme leverage: D/E ratio of 3.1x — balance sheet riskFlag

Sector Peer Comparison(Industrials — Rank #88 of 135 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
IEP39.0N/A-14.7%-4.0%$4.7B
FER83.712.27.4%35.3%$51.9B
NDSN76.335.13.8%17.4%$16.6B
OMAB76.120.14.3%32.7%$6.2B
ODFL75.839.8-0.9%20.4%$40.6B
FAST72.742.68.7%15.3%$53.3B
WWD70.947.87.3%12.4%$22.8B
CSX70.926.5-3.1%20.5%$76.0B
LECO70.931.5-4.4%11.6%$16.2B
CTAS70.441.97.7%17.5%$77.7B
PCAR70.428.2-4.2%12.4%$66.7B
RYAAY69.713.03.8%11.6%$34.3B
CPRT69.123.09.7%33.4%$36.3B
FELE68.535.5-2.1%8.9%$4.8B
AEIS67.881.221.4%8.3%$11.9B
IESC67.730.916.9%9.1%$10.3B
Sector Average45.264.519.0%-48.2%

Market Sentimentvia FMP

Analyst Consensus
Buy2 analysts
Buy: 1Sell: 1

Company Overviewvia FMP

Icahn Enterprises L.P., through its subsidiaries, operates in investment, energy, automotive, food packaging, real estate, home fashion, and pharma businesses in the United States and Internationally. Its Investment segment invests its proprietary capital through various private investment funds. The company's Energy segment refines and markets transportation fuels; and produces and markets nitrogen fertilizers in the form of urea ammonium nitrate and ammonia. Its Automotive segment is involved in the retail and wholesale distribution of automotive parts; and offers automotive repair and maintenance services. The company's Food Packaging segment produces and sells cellulosic, fibrous, and plastic casings that are used for preparing processed meat products. Its Real Estate segment is involved in the rental of retail, office, and industrial properties; construction and sale of single-family homes and residential units; and golf and club operations. This segment also engages in hotel and timeshare resort operations. The company's Home Fashion segment manufactures, sources, markets, distributes, and sells home fashion consumer products. Its Pharma segment offers pharmaceutical products and services. The company was incorporated in 1987 and is headquartered in Sunny Isles Beach, Florida.

CEO
Andrew Teno
Employees
15,037
Beta
0.76
Industry
Conglomerates
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
49.6
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-25%
High: $10.62
From 52W Low
+12.6%
Low: $7.08
Moving Averages
10-Day
$8.00
Below
20-Day
$7.90
Above
50-Day
$7.80
Above
200-Day
$8.30
Below
60-Day Support
$7.08
60-Day Resistance
$8.29
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 4 — DecliningScore: 7/100

Stock is in a downtrend below the 200-day moving average. Price is below both the 50-day and 200-day SMAs, indicating sustained selling pressure.

Unfavorable technical position; wait for Stage 1 basing
Price vs 200 SMA
-4%
200 SMA Slope (60d)
-4.69%
Falling
Volume Ratio
0.76x
10d avg vs 50d avg
Days in Stage
70
Confidence: 90%
Key Reversal Detected (2026-02-12)

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$2.3B$2.7B$2.4B$2.0B
Gross Profit$154M$756M$151M$-141M
Operating Income$-198M$538M$-56M$-342M
Net Income$315M$287M$-162M$-414M
EPS (Diluted)$-0.72$0.49$-0.30$-0.79
Gross Margin6.6%27.7%6.2%-7.0%
Operating Margin-8.5%19.7%-2.3%-17.0%
Net Margin13.5%10.5%-6.7%-20.6%

Why This Stock

IndustrialsValuation below sector median

Tradability FilterGrade B — 75/100Score impact: +2.1pt

Volume
100
1.0M avg/day
Dollar Vol
56
$8M/day
Float
60
0K shares
Mkt Cap
67
$4.7B
Range
85
50% spread
Composite Liquidity Score75/100
FDCBA

Multi-Year Range Analysis

Sideways: 6/100
YearLowHighRangeStatus
2021$48.93$69.1034.2%Moderate
2022$47.17$55.7316.6%Narrow
2023$15.00$54.48113.6%Wide
2024$8.53$22.5990.4%Wide
2025$7.08$10.7441.1%Wide
3-Year Range
154%
Narrow Years
1 / 5
Sideways Penalty
None

Growth Projection Adjustment

0.35x dampening
weinstein basingrevenue decline

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
0.0%
Outstanding Shares
0M
Bid-Ask Spread
50.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.