IEP INVEST (IEP.BR) Fundamental Analysis & Valuation

EBR:IEP • BE0003748622

Current stock price

5.05 EUR
0 (0%)
Last:

This IEP.BR fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

5

1. IEP.BR Profitability Analysis

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.
IEP.BR Yearly Net Income VS EBIT VS OCF VS FCFIEP.BR Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5M 10M

1.2 Ratios

  • IEP's Return On Assets of 1.60% is in line compared to the rest of the industry. IEP outperforms 56.52% of its industry peers.
  • IEP has a Return On Equity of 2.60%. This is comparable to the rest of the industry: IEP outperforms 50.72% of its industry peers.
  • IEP has a better Return On Invested Capital (4.21%) than 79.71% of its industry peers.
  • IEP had an Average Return On Invested Capital over the past 3 years of 3.26%. This is in line with the industry average of 4.21%.
  • The 3 year average ROIC (3.26%) for IEP is below the current ROIC(4.21%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 1.6%
ROE 2.6%
ROIC 4.21%
ROA(3y)1.25%
ROA(5y)1.73%
ROE(3y)2.11%
ROE(5y)2.75%
ROIC(3y)3.26%
ROIC(5y)3.44%
IEP.BR Yearly ROA, ROE, ROICIEP.BR Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5 10

1.3 Margins

  • With a decent Profit Margin value of 14.93%, IEP is doing good in the industry, outperforming 60.87% of the companies in the same industry.
  • In the last couple of years the Profit Margin of IEP has declined.
  • With a decent Operating Margin value of 50.21%, IEP is doing good in the industry, outperforming 78.26% of the companies in the same industry.
  • In the last couple of years the Operating Margin of IEP has declined.
Industry RankSector Rank
OM 50.21%
PM (TTM) 14.93%
GM N/A
OM growth 3Y0.46%
OM growth 5Y-7.98%
PM growth 3YN/A
PM growth 5Y-29.15%
GM growth 3YN/A
GM growth 5YN/A
IEP.BR Yearly Profit, Operating, Gross MarginsIEP.BR Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 -20 40 60 80

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8

2. IEP.BR Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so IEP is destroying value.
  • IEP has about the same amout of shares outstanding than it did 1 year ago.
  • Compared to 5 years ago, IEP has less shares outstanding
  • The debt/assets ratio for IEP has been reduced compared to a year ago.
IEP.BR Yearly Shares OutstandingIEP.BR Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2M 4M 6M 8M 10M
IEP.BR Yearly Total Debt VS Total AssetsIEP.BR Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M

2.2 Solvency

  • An Altman-Z score of 2.14 indicates that IEP is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • Looking at the Altman-Z score, with a value of 2.14, IEP belongs to the top of the industry, outperforming 86.96% of the companies in the same industry.
  • IEP has a debt to FCF ratio of 3.90. This is a good value and a sign of high solvency as IEP would need 3.90 years to pay back of all of its debts.
  • With an excellent Debt to FCF ratio value of 3.90, IEP belongs to the best of the industry, outperforming 88.41% of the companies in the same industry.
  • IEP has a Debt/Equity ratio of 0.16. This is a healthy value indicating a solid balance between debt and equity.
  • Looking at the Debt to Equity ratio, with a value of 0.16, IEP is in the better half of the industry, outperforming 79.71% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.16
Debt/FCF 3.9
Altman-Z 2.14
ROIC/WACC0.56
WACC7.52%
IEP.BR Yearly LT Debt VS Equity VS FCFIEP.BR Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20M 40M 60M 80M 100M

2.3 Liquidity

  • A Current Ratio of 12.74 indicates that IEP has no problem at all paying its short term obligations.
  • IEP's Current ratio of 12.74 is amongst the best of the industry. IEP outperforms 98.55% of its industry peers.
  • IEP has a Quick Ratio of 12.74. This indicates that IEP is financially healthy and has no problem in meeting its short term obligations.
  • IEP has a better Quick ratio (12.74) than 98.55% of its industry peers.
Industry RankSector Rank
Current Ratio 12.74
Quick Ratio 12.74
IEP.BR Yearly Current Assets VS Current LiabilitesIEP.BR Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M 80M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

2

3. IEP.BR Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an impressive 41.37% over the past year.
  • The earnings per share for IEP have been decreasing by -31.32% on average. This is quite bad
  • Looking at the last year, IEP shows a very strong growth in Revenue. The Revenue has grown by 38.22%.
  • The Revenue for IEP have been decreasing by -15.79% on average. This is quite bad
EPS 1Y (TTM)41.37%
EPS 3YN/A
EPS 5Y-31.32%
EPS Q2Q%257.14%
Revenue 1Y (TTM)38.22%
Revenue growth 3Y-6.26%
Revenue growth 5Y-15.79%
Sales Q2Q%78.65%

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.
IEP.BR Yearly Revenue VS EstimatesIEP.BR Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5M 10M

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1

4. IEP.BR Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 21.96 indicates a rather expensive valuation of IEP.
  • IEP's Price/Earnings ratio is in line with the industry average.
  • Compared to an average S&P500 Price/Earnings ratio of 27.42, IEP is valued at the same level.
Industry RankSector Rank
PE 21.96
Fwd PE N/A
IEP.BR Price Earnings VS Forward Price EarningsIEP.BR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 0 0 0 0

4.2 Price Multiples

  • IEP's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 18.22
EV/EBITDA N/A
IEP.BR Per share dataIEP.BR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 1 2 3 4 5

4.3 Compensation for Growth

PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2YN/A
EPS Next 3YN/A

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

6

5. IEP.BR Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 66.04%, IEP is a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 4.13, IEP pays a better dividend. On top of this IEP pays more dividend than 100.00% of the companies listed in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.81, IEP pays a better dividend.
Industry RankSector Rank
Dividend Yield 66.04%

5.2 History

Dividend Growth(5Y)N/A
Div Incr Years0
Div Non Decr Years0
IEP.BR Yearly Dividends per shareIEP.BR Yearly Dividends per shareYearly Dividends per share 2021 2022 1 2 3 4 5

5.3 Sustainability

DP0%
EPS Next 2YN/A
EPS Next 3YN/A
IEP.BR Yearly Income VS Free CF VS DividendIEP.BR Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10M 20M 30M 40M

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IEP.BR Fundamentals: All Metrics, Ratios and Statistics

IEP INVEST

EBR:IEP (4/23/2026, 7:00:00 PM)

5.05

0 (0%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryReal Estate Management & Development
Earnings (Last)N/A
Earnings (Next)N/A
Inst OwnersN/A
Inst Owner ChangeN/A
Ins OwnersN/A
Ins Owner ChangeN/A
Market Cap46.31M
Revenue(TTM)8.40M
Net Income(TTM)1.25M
AnalystsN/A
Price TargetN/A
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 66.04%
Yearly DividendN/A
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 RankSector Rank
PE 21.96
Fwd PE N/A
P/S 5.51
P/FCF 18.22
P/OCF 18.05
P/B 0.96
P/tB 0.96
EV/EBITDA N/A
EPS(TTM)0.23
EY4.55%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)0.28
FCFY5.49%
OCF(TTM)0.28
OCFY5.54%
SpS0.92
BVpS5.26
TBVpS5.26
PEG (NY)N/A
PEG (5Y)N/A
Graham Number5.2151 (3.27%)
Profitability
Industry RankSector Rank
ROA 1.6%
ROE 2.6%
ROCE 5.6%
ROIC 4.21%
ROICexc 7.78%
ROICexgc 7.78%
OM 50.21%
PM (TTM) 14.93%
GM N/A
FCFM 30.25%
ROA(3y)1.25%
ROA(5y)1.73%
ROE(3y)2.11%
ROE(5y)2.75%
ROIC(3y)3.26%
ROIC(5y)3.44%
ROICexc(3y)5.62%
ROICexc(5y)6.08%
ROICexgc(3y)5.62%
ROICexgc(5y)6.08%
ROCE(3y)4.33%
ROCE(5y)4.58%
ROICexgc growth 3Y1.09%
ROICexgc growth 5Y2.81%
ROICexc growth 3Y1.09%
ROICexc growth 5Y2.81%
OM growth 3Y0.46%
OM growth 5Y-7.98%
PM growth 3YN/A
PM growth 5Y-29.15%
GM growth 3YN/A
GM growth 5YN/A
F-Score6
Asset Turnover0.11
Health
Industry RankSector Rank
Debt/Equity 0.16
Debt/FCF 3.9
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales 0.29%
Interest Coverage 5.97
Cash Conversion N/A
Profit Quality 202.63%
Current Ratio 12.74
Quick Ratio 12.74
Altman-Z 2.14
F-Score6
WACC7.52%
ROIC/WACC0.56
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)6.5%
Cap/Sales(5y)7.34%
Profit Quality(3y)339.28%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)41.37%
EPS 3YN/A
EPS 5Y-31.32%
EPS Q2Q%257.14%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)38.22%
Revenue growth 3Y-6.26%
Revenue growth 5Y-15.79%
Sales Q2Q%78.65%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y19.42%
EBIT growth 3Y-5.83%
EBIT growth 5Y-22.51%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-17.5%
FCF growth 3Y80.1%
FCF growth 5Y-13.63%
OCF growth 1Y-36.84%
OCF growth 3Y26.27%
OCF growth 5Y-22.97%

IEP INVEST / IEP.BR Fundamental Analysis FAQ

What is the ChartMill fundamental rating of IEP INVEST (IEP.BR) stock?

ChartMill assigns a fundamental rating of 5 / 10 to IEP.BR.


What is the valuation status for IEP stock?

ChartMill assigns a valuation rating of 1 / 10 to IEP INVEST (IEP.BR). This can be considered as Overvalued.


How profitable is IEP INVEST (IEP.BR) stock?

IEP INVEST (IEP.BR) has a profitability rating of 5 / 10.


What is the valuation of IEP INVEST based on its PE and PB ratios?

The Price/Earnings (PE) ratio for IEP INVEST (IEP.BR) is 21.96 and the Price/Book (PB) ratio is 0.96.


What is the financial health of IEP INVEST (IEP.BR) stock?

The financial health rating of IEP INVEST (IEP.BR) is 8 / 10.