IEP Fundamental Analysis - IEP INVEST

Fundamental Rating

Overall IEP gets a fundamental rating of 4 out of 10. We evaluated IEP against 70 industry peers in the Real Estate Management & Development industry. IEP is in great health and has no worries on liquidiy or solvency at all, but the profibility rating is only average. IEP has a expensive valuation and it also scores bad on growth.

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1. Profitability

1.1 Basic Checks

In the past year IEP was profitable.

In the past year IEP had a positive cash flow from operations.

Of the past 5 years IEP 4 years were profitable.

Each year in the past 5 years IEP had a positive operating cash flow.

1.2 Ratios

The Return On Assets of IEP (1.60%) is comparable to the rest of the industry.

IEP's Return On Equity of 2.67% is in line compared to the rest of the industry. IEP outperforms 55.71% of its industry peers.

IEP's Return On Invested Capital of 3.55% is fine compared to the rest of the industry. IEP outperforms 72.86% 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 4.15%.

The last Return On Invested Capital (3.55%) for IEP is above the 3 year average (3.49%), which is a sign of increasing profitability.

		Industry Rank	Sector Rank
ROA	1.6%
ROE	2.67%
ROIC	3.55%

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 has a Profit Margin of 20.96%. This is in the better half of the industry: IEP outperforms 68.57% of its industry peers.

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

The Operating Margin of IEP (58.11%) is better than 81.43% of its industry peers.

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

		Industry Rank	Sector Rank
OM	58.11%
PM (TTM)	20.96%
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

With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), 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 2.00 indicates that IEP is not a great score, but indicates only limited risk for bankruptcy at the moment.

IEP has a better Altman-Z score (2.00) than 82.86% of its industry peers.

IEP has a debt to FCF ratio of 3.87. This is a good value and a sign of high solvency as IEP would need 3.87 years to pay back of all of its debts.

With an excellent Debt to FCF ratio value of 3.87, IEP belongs to the best of the industry, outperforming 90.00% of the companies in the same industry.

IEP has a Debt/Equity ratio of 0.21. This is a healthy value indicating a solid balance between debt and equity.

IEP has a Debt to Equity ratio of 0.21. This is in the better half of the industry: IEP outperforms 78.57% of its industry peers.

		Industry Rank	Sector Rank
Debt/Equity	0.21
Debt/FCF	3.87
Altman-Z	2

ROIC/WACC0.49

WACC7.26%

2.3 Liquidity

A Current Ratio of 10.44 indicates that IEP has no problem at all paying its short term obligations.

With an excellent Current ratio value of 10.44, IEP belongs to the best of the industry, outperforming 94.29% of the companies in the same industry.

IEP has a Quick Ratio of 10.44. This indicates that IEP is financially healthy and has no problem in meeting its short term obligations.

Looking at the Quick ratio, with a value of 10.44, IEP belongs to the top of the industry, outperforming 94.29% of the companies in the same industry.

		Industry Rank	Sector Rank
Current Ratio	10.44
Quick Ratio	10.44

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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 slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -5.80%.

Measured over the past years, IEP shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -14.45% on average per year.

Looking at the last year, IEP shows a decrease in Revenue. The Revenue has decreased by -4.15% in the last year.

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

EPS 1Y (TTM)-5.8%

EPS 3Y-50.98%

EPS 5Y-14.45%

EPS Q2Q%-48.45%

Revenue 1Y (TTM)-4.15%

Revenue growth 3Y-23.51%

Revenue growth 5Y-13.18%

Sales Q2Q%-1.25%

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

The Price/Earnings ratio is 34.38, which means the current valuation is very expensive for IEP.

IEP's Price/Earnings is on the same level as the industry average.

IEP's Price/Earnings ratio indicates a valuation a bit more expensive than the S&P500 average which is at 27.06.

		Industry Rank	Sector Rank
PE	34.38
Fwd PE	N/A

4.2 Price Multiples

IEP's Price/Free Cash Flow ratio is in line with the industry average.

		Industry Rank	Sector Rank
P/FCF	16.37
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 8.05. 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 2.41.

		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 (9/5/2025, 7:00:00 PM)

5.5

+0.1 (+1.85%)

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 Cap50.44M

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	34.38
Fwd PE	N/A
P/S	8.3
P/FCF	16.37
P/OCF	12.42
P/B	1.06
P/tB	1.06
EV/EBITDA	N/A

EPS(TTM)0.16

EY2.91%

EPS(NY)N/A

Fwd EYN/A

FCF(TTM)0.34

FCFY6.11%

OCF(TTM)0.44

OCFY8.05%

SpS0.66

BVpS5.21

TBVpS5.21

PEG (NY)N/A

PEG (5Y)N/A

Profitability

		Industry Rank	Sector Rank
ROA	1.6%
ROE	2.67%
ROCE	4.63%
ROIC	3.55%
ROICexc	5.78%
ROICexgc	5.78%
OM	58.11%
PM (TTM)	20.96%
GM	N/A
FCFM	50.67%

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-Score6

Asset Turnover0.08

Health

		Industry Rank	Sector Rank
Debt/Equity	0.21
Debt/FCF	3.87
Debt/EBITDA	N/A
Cap/Depr	N/A
Cap/Sales	16.14%
Interest Coverage	4.25
Cash Conversion	N/A
Profit Quality	241.76%
Current Ratio	10.44
Quick Ratio	10.44
Altman-Z	2

F-Score6

WACC7.26%

ROIC/WACC0.49

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)-5.8%

EPS 3Y-50.98%

EPS 5Y-14.45%

EPS Q2Q%-48.45%

EPS Next YN/A

EPS Next 2YN/A

EPS Next 3YN/A

EPS Next 5YN/A

Revenue 1Y (TTM)-4.15%

Revenue growth 3Y-23.51%

Revenue growth 5Y-13.18%

Sales Q2Q%-1.25%

Revenue Next YearN/A

Revenue Next 2YN/A

Revenue Next 3YN/A

Revenue Next 5YN/A

EBIT growth 1Y-1.62%

EBIT growth 3Y-23.56%

EBIT growth 5Y-11.98%

EBIT Next YearN/A

EBIT Next 3YN/A

EBIT Next 5YN/A

FCF growth 1Y27.91%

FCF growth 3Y8.3%

FCF growth 5YN/A

OCF growth 1Y56.55%

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

More info and screens

5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

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