IEP Fundamental Analysis - IEP INVEST

Fundamental Rating

We assign a fundamental rating of 4 out of 10 to IEP. IEP was compared to 75 industry peers in the Real Estate Management & Development industry. IEP has an excellent financial health rating, but there are some minor concerns on its profitability. IEP has a expensive valuation and it also scores bad on growth.

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1. Profitability

1.1 Basic Checks

IEP had positive earnings in the past year.

IEP had a positive operating cash flow in the past year.

IEP had positive earnings in 4 of the past 5 years.

IEP had a positive operating cash flow in each of the past 5 years.

1.2 Ratios

With a Return On Assets value of 1.36%, IEP perfoms like the industry average, outperforming 54.67% of the companies in the same industry.

IEP's Return On Equity of 2.24% is in line compared to the rest of the industry. IEP outperforms 53.33% of its industry peers.

IEP has a Return On Invested Capital of 3.26%. This is in the better half of the industry: IEP outperforms 72.00% of its industry peers.

Measured over the past 3 years, the Average Return On Invested Capital for IEP is in line with the industry average of 3.75%.

		Industry Rank	Sector Rank
ROA	1.36%
ROE	2.24%
ROIC	3.26%

ROA(3y)0.23%

ROA(5y)2.23%

ROE(3y)0.32%

ROE(5y)3.7%

ROIC(3y)3.49%

ROIC(5y)3.8%

1.3 Margins

IEP's Profit Margin of 18.24% is fine compared to the rest of the industry. IEP outperforms 65.33% of its industry peers.

IEP's Profit Margin has declined in the last couple of years.

The Operating Margin of IEP (54.56%) is better than 78.67% of its industry peers.

IEP's Operating Margin has been stable in the last couple of years.

		Industry Rank	Sector Rank
OM	54.56%
PM (TTM)	18.24%
GM	N/A

OM growth 3Y-0.06%

OM growth 5Y1.37%

PM growth 3Y-35.91%

PM growth 5Y-3.66%

GM growth 3YN/A

GM growth 5YN/A

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ROA

ROE

ROIC

Operating and Profit Margin

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2. Health

2.1 Basic Checks

The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so IEP is destroying value.

The number of shares outstanding for IEP remains at a similar level compared to 1 year ago.

Compared to 5 years ago, IEP has less shares outstanding

IEP has a better debt/assets ratio than last year.

2.2 Solvency

An Altman-Z score of 2.09 indicates that IEP is not a great score, but indicates only limited risk for bankruptcy at the moment.

IEP's Altman-Z score of 2.09 is amongst the best of the industry. IEP outperforms 84.00% of its industry peers.

IEP has a debt to FCF ratio of 4.00. This is a good value and a sign of high solvency as IEP would need 4.00 years to pay back of all of its debts.

IEP has a Debt to FCF ratio of 4.00. This is amongst the best in the industry. IEP outperforms 90.67% of its industry peers.

IEP has a Debt/Equity ratio of 0.18. This is a healthy value indicating a solid balance between debt and equity.

The Debt to Equity ratio of IEP (0.18) is better than 80.00% of its industry peers.

		Industry Rank	Sector Rank
Debt/Equity	0.18
Debt/FCF	4
Altman-Z	2.09

ROIC/WACC0.45

WACC7.28%

2.3 Liquidity

IEP has a Current Ratio of 11.34. This indicates that IEP is financially healthy and has no problem in meeting its short term obligations.

IEP has a Current ratio of 11.34. This is amongst the best in the industry. IEP outperforms 94.67% of its industry peers.

IEP has a Quick Ratio of 11.34. This indicates that IEP is financially healthy and has no problem in meeting its short term obligations.

The Quick ratio of IEP (11.34) is better than 96.00% of its industry peers.

		Industry Rank	Sector Rank
Current Ratio	11.34
Quick Ratio	11.34

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WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

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3. Growth

3.1 Past

IEP shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -14.92%.

IEP shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -14.45% yearly.

Looking at the last year, IEP shows a decrease in Revenue. The Revenue has decreased by -2.40% in the last year.

The Revenue for IEP have been decreasing by -13.18% on average. This is quite bad

EPS 1Y (TTM)-14.92%

EPS 3Y-50.98%

EPS 5Y-14.45%

EPS Q2Q%-1.88%

Revenue 1Y (TTM)-2.4%

Revenue growth 3Y-23.51%

Revenue growth 5Y-13.18%

Sales Q2Q%-3.62%

3.2 Future

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.

No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.

EPS Next YN/A

EPS Next 2YN/A

EPS Next 3YN/A

EPS Next 5YN/A

Revenue Next YearN/A

Revenue Next 2YN/A

Revenue Next 3YN/A

Revenue Next 5YN/A

3.3 Evolution

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.

No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.

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4. Valuation

4.1 Price/Earnings Ratio

With a Price/Earnings ratio of 33.13, IEP can be considered very expensive at the moment.

Compared to the rest of the industry, the Price/Earnings ratio of IEP is on the same level as its industry peers.

Compared to an average S&P500 Price/Earnings ratio of 27.91, IEP is valued at the same level.

		Industry Rank	Sector Rank
PE	33.13
Fwd PE	N/A

4.2 Price Multiples

The rest of the industry has a similar Price/Free Cash Flow ratio as IEP.

		Industry Rank	Sector Rank
P/FCF	17.76
EV/EBITDA	N/A

4.3 Compensation for Growth

PEG (NY)N/A

PEG (5Y)N/A

EPS Next 2YN/A

EPS Next 3YN/A

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5. Dividend

5.1 Amount

IEP has a Yearly Dividend Yield of 66.04%, which is a nice return.

IEP's Dividend Yield is rather good when compared to the industry average which is at 7.71. IEP pays more dividend than 100.00% of the companies in the same industry.

IEP's Dividend Yield is rather good when compared to the S&P500 average which is at 2.44.

		Industry Rank	Sector Rank
Dividend Yield	66.04%

5.2 History

Dividend Growth(5Y)N/A

Div Incr Years0

Div Non Decr Years0

5.3 Sustainability

DP0%

EPS Next 2YN/A

EPS Next 3YN/A

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IEP INVEST

EBR:IEP (10/9/2025, 11:57:50 AM)

5.3

-0.2 (-3.64%)

Chartmill FA Rating

GICS SectorReal Estate

GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)

GICS IndustryReal Estate Management & Development

Earnings (Last)N/A N/A

Earnings (Next)N/A N/A

Inst OwnersN/A

Inst Owner ChangeN/A

Ins OwnersN/A

Ins Owner ChangeN/A

Market Cap48.60M

AnalystsN/A

Price TargetN/A

Short Float %N/A

Short RatioN/A

Dividend

		Industry Rank	Sector Rank
Dividend Yield	66.04%

Yearly Dividend0

Dividend Growth(5Y)N/A

DP0%

Div Incr Years0

Div Non Decr Years0

Ex-DateN/A

Surprises & Revisions

EPS beat(2)N/A

Avg EPS beat(2)N/A

Min EPS beat(2)N/A

Max EPS beat(2)N/A

EPS beat(4)N/A

Avg EPS beat(4)N/A

Min EPS beat(4)N/A

Max EPS beat(4)N/A

EPS beat(8)N/A

Avg EPS beat(8)N/A

EPS beat(12)N/A

Avg EPS beat(12)N/A

EPS beat(16)N/A

Avg EPS beat(16)N/A

Revenue beat(2)N/A

Avg Revenue beat(2)N/A

Min Revenue beat(2)N/A

Max Revenue beat(2)N/A

Revenue beat(4)N/A

Avg Revenue beat(4)N/A

Min Revenue beat(4)N/A

Max Revenue beat(4)N/A

Revenue beat(8)N/A

Avg Revenue beat(8)N/A

Revenue beat(12)N/A

Avg Revenue beat(12)N/A

Revenue beat(16)N/A

Avg Revenue beat(16)N/A

PT rev (1m)N/A

PT rev (3m)N/A

EPS NQ rev (1m)N/A

EPS NQ rev (3m)N/A

EPS NY rev (1m)N/A

EPS NY rev (3m)N/A

Revenue NQ rev (1m)N/A

Revenue NQ rev (3m)N/A

Revenue NY rev (1m)N/A

Revenue NY rev (3m)N/A

Valuation

		Industry Rank	Sector Rank
PE	33.13
Fwd PE	N/A
P/S	8.14
P/FCF	17.76
P/OCF	13.76
P/B	1
P/tB	1
EV/EBITDA	N/A

EPS(TTM)0.16

EY3.02%

EPS(NY)N/A

Fwd EYN/A

FCF(TTM)0.3

FCFY5.63%

OCF(TTM)0.39

OCFY7.27%

SpS0.65

BVpS5.3

TBVpS5.3

PEG (NY)N/A

PEG (5Y)N/A

Profitability

		Industry Rank	Sector Rank
ROA	1.36%
ROE	2.24%
ROCE	4.26%
ROIC	3.26%
ROICexc	5.8%
ROICexgc	5.8%
OM	54.56%
PM (TTM)	18.24%
GM	N/A
FCFM	45.83%

ROA(3y)0.23%

ROA(5y)2.23%

ROE(3y)0.32%

ROE(5y)3.7%

ROIC(3y)3.49%

ROIC(5y)3.8%

ROICexc(3y)5.67%

ROICexc(5y)6.06%

ROICexgc(3y)5.67%

ROICexgc(5y)6.06%

ROCE(3y)4.55%

ROCE(5y)4.95%

ROICexcg growth 3Y-13.01%

ROICexcg growth 5Y13.34%

ROICexc growth 3Y-13.01%

ROICexc growth 5Y13.34%

OM growth 3Y-0.06%

OM growth 5Y1.37%

PM growth 3Y-35.91%

PM growth 5Y-3.66%

GM growth 3YN/A

GM growth 5YN/A

F-Score5

Asset Turnover0.07

Health

		Industry Rank	Sector Rank
Debt/Equity	0.18
Debt/FCF	4
Debt/EBITDA	N/A
Cap/Depr	N/A
Cap/Sales	13.33%
Interest Coverage	4.23
Cash Conversion	N/A
Profit Quality	251.24%
Current Ratio	11.34
Quick Ratio	11.34
Altman-Z	2.09

F-Score5

WACC7.28%

ROIC/WACC0.45

Cap/Depr(3y)N/A

Cap/Depr(5y)N/A

Cap/Sales(3y)10.53%

Cap/Sales(5y)13.64%

Profit Quality(3y)N/A

Profit Quality(5y)N/A

High Growth Momentum

Growth

EPS 1Y (TTM)-14.92%

EPS 3Y-50.98%

EPS 5Y-14.45%

EPS Q2Q%-1.88%

EPS Next YN/A

EPS Next 2YN/A

EPS Next 3YN/A

EPS Next 5YN/A

Revenue 1Y (TTM)-2.4%

Revenue growth 3Y-23.51%

Revenue growth 5Y-13.18%

Sales Q2Q%-3.62%

Revenue Next YearN/A

Revenue Next 2YN/A

Revenue Next 3YN/A

Revenue Next 5YN/A

EBIT growth 1Y-9.98%

EBIT growth 3Y-23.56%

EBIT growth 5Y-11.98%

EBIT Next YearN/A

EBIT Next 3YN/A

EBIT Next 5YN/A

FCF growth 1Y83.5%

FCF growth 3Y8.3%

FCF growth 5YN/A

OCF growth 1Y65.51%

OCF growth 3Y9.92%

OCF growth 5Y-8.63%

IEP INVEST (IEP.BR) Stock Fundamental Analysis

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

More info and screens

2. Health

2.1 Basic Checks

2.2 Solvency

2.3 Liquidity

More info and screens

3. Growth

3.1 Past

3.2 Future

3.3 Evolution

More info and screens

4. Valuation

4.1 Price/Earnings Ratio

4.2 Price Multiples

4.3 Compensation for Growth

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5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

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