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IEP vs REZI
Revenue, margins, valuation, and 5-year total return — side by side.
Security & Protection Services
IEP vs REZI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Conglomerates | Security & Protection Services |
| Market Cap | $5.00B | $6.05B |
| Revenue (TTM) | $9.74B | $7.47B |
| Net Income (TTM) | $-385M | $-527M |
| Gross Margin | 10.1% | 29.4% |
| Operating Margin | 1.6% | 8.1% |
| Forward P/E | 18.9x | 13.1x |
| Total Debt | $8.71B | $3.17B |
| Cash & Equiv. | $4.34B | $661M |
IEP vs REZI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Icahn Enterprises L… (IEP) | 100 | 16.7 | -83.3% |
| Resideo Technologie… (REZI) | 100 | 571.4 | +471.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: IEP vs REZI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
IEP carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 3 yrs, beta 0.60, yield 10.1%
- Lower volatility, beta 0.60, current ratio 3.41x
- Beta 0.60, yield 10.1%, current ratio 3.41x
REZI is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 10.5%, EPS growth -7.2%, 3Y rev CAGR 5.5%
- 39.1% 10Y total return vs IEP's 21.4%
- 10.5% revenue growth vs IEP's -14.7%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 10.5% revenue growth vs IEP's -14.7% | |
| Value | Lower P/E (13.1x vs 18.9x) | |
| Quality / Margins | -4.0% margin vs REZI's -7.1% | |
| Stability / Safety | Beta 0.60 vs REZI's 2.27 | |
| Dividends | 10.1% yield, 3-year raise streak, vs REZI's 0.6% | |
| Momentum (1Y) | +129.1% vs IEP's +16.6% | |
| Efficiency (ROA) | -2.6% ROA vs REZI's -6.2%, ROIC 1.1% vs 9.0% |
IEP vs REZI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
IEP vs REZI — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
REZI leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
IEP and REZI operate at a comparable scale, with $9.7B and $7.5B in trailing revenue. Profitability is closely matched — net margins range from -4.0% (IEP) to -7.1% (REZI).
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $9.7B | $7.5B |
| EBITDAEarnings before interest/tax | $689M | $802M |
| Net IncomeAfter-tax profit | -$385M | -$527M |
| Free Cash FlowCash after capex | -$2M | -$1.3B |
| Gross MarginGross profit ÷ Revenue | +10.1% | +29.4% |
| Operating MarginEBIT ÷ Revenue | +1.6% | +8.1% |
| Net MarginNet income ÷ Revenue | -4.0% | -7.1% |
| FCF MarginFCF ÷ Revenue | -0.0% | -16.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +0.7% | +2.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +9.6% | +11.4% |
Valuation Metrics
REZI leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, REZI's 10.7x EV/EBITDA is more attractive than IEP's 14.1x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $5.0B | $6.0B |
| Enterprise ValueMkt cap + debt − cash | $9.4B | $8.6B |
| Trailing P/EPrice ÷ TTM EPS | -8.86x | -10.70x |
| Forward P/EPrice ÷ next-FY EPS est. | 18.93x | 13.10x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 14.14x | 10.66x |
| Price / SalesMarket cap ÷ Revenue | 0.49x | 0.81x |
| Price / BookPrice ÷ Book value/share | 0.84x | 2.06x |
| Price / FCFMarket cap ÷ FCF | 9.06x | — |
Profitability & Efficiency
REZI leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
IEP delivers a -11.3% return on equity — every $100 of shareholder capital generates $-11 in annual profit, vs $-18 for REZI. REZI carries lower financial leverage with a 1.09x debt-to-equity ratio, signaling a more conservative balance sheet compared to IEP's 1.89x. On the Piotroski fundamental quality scale (0–9), IEP scores 6/9 vs REZI's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -11.3% | -18.1% |
| ROA (TTM)Return on assets | -2.6% | -6.2% |
| ROICReturn on invested capital | +1.1% | +9.0% |
| ROCEReturn on capital employed | +1.0% | +9.3% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 4 |
| Debt / EquityFinancial leverage | 1.89x | 1.09x |
| Net DebtTotal debt minus cash | $4.4B | $2.5B |
| Cash & Equiv.Liquid assets | $4.3B | $661M |
| Total DebtShort + long-term debt | $8.7B | $3.2B |
| Interest CoverageEBIT ÷ Interest expense | 0.03x | -2.36x |
Total Returns (Dividends Reinvested)
REZI leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in REZI five years ago would be worth $13,638 today (with dividends reinvested), compared to $5,965 for IEP. Over the past 12 months, REZI leads with a +129.1% total return vs IEP's +16.6%. The 3-year compound annual growth rate (CAGR) favors REZI at 35.7% vs IEP's -21.7% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +18.0% | +14.7% |
| 1-Year ReturnPast 12 months | +16.6% | +129.1% |
| 3-Year ReturnCumulative with dividends | -51.9% | +149.9% |
| 5-Year ReturnCumulative with dividends | -40.3% | +36.4% |
| 10-Year ReturnCumulative with dividends | +21.4% | +39.1% |
| CAGR (3Y)Annualised 3-year return | -21.7% | +35.7% |
Risk & Volatility
Evenly matched — IEP and REZI each lead in 1 of 2 comparable metrics.
Risk & Volatility
IEP is the less volatile stock with a 0.60 beta — it tends to amplify market swings less than REZI's 2.27 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. REZI currently trades 89.1% from its 52-week high vs IEP's 83.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.60x | 2.27x |
| 52-Week HighHighest price in past year | $9.99 | $45.29 |
| 52-Week LowLowest price in past year | $7.08 | $17.22 |
| % of 52W HighCurrent price vs 52-week peak | +83.4% | +89.1% |
| RSI (14)Momentum oscillator 0–100 | 71.8 | 54.3 |
| Avg Volume (50D)Average daily shares traded | 931K | 1.2M |
Analyst Outlook
IEP leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates IEP as "Buy" and REZI as "Buy". For income investors, IEP offers the higher dividend yield at 10.07% vs REZI's 0.58%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | — | $40.00 |
| # AnalystsCovering analysts | 2 | 7 |
| Dividend YieldAnnual dividend ÷ price | +10.1% | +0.6% |
| Dividend StreakConsecutive years of raises | 3 | 2 |
| Dividend / ShareAnnual DPS | $0.84 | $0.23 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
REZI leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). IEP leads in 1 (Analyst Outlook). 1 tied.
IEP vs REZI: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is IEP or REZI a better buy right now?
For growth investors, Resideo Technologies, Inc.
(REZI) is the stronger pick with 10. 5% revenue growth year-over-year, versus -14. 7% for Icahn Enterprises L. P. (IEP). Analysts rate Icahn Enterprises L. P. (IEP) a "Buy" — based on 2 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — IEP or REZI?
Over the past 5 years, Resideo Technologies, Inc.
(REZI) delivered a total return of +36. 4%, compared to -40. 3% for Icahn Enterprises L. P. (IEP). Over 10 years, the gap is even starker: REZI returned +39. 1% versus IEP's +21. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — IEP or REZI?
By beta (market sensitivity over 5 years), Icahn Enterprises L.
P. (IEP) is the lower-risk stock at 0. 60β versus Resideo Technologies, Inc. 's 2. 27β — meaning REZI is approximately 279% more volatile than IEP relative to the S&P 500. On balance sheet safety, Resideo Technologies, Inc. (REZI) carries a lower debt/equity ratio of 109% versus 189% for Icahn Enterprises L. P. — giving it more financial flexibility in a downturn.
04Which is growing faster — IEP or REZI?
By revenue growth (latest reported year), Resideo Technologies, Inc.
(REZI) is pulling ahead at 10. 5% versus -14. 7% for Icahn Enterprises L. P. (IEP). On earnings-per-share growth, the picture is similar: Icahn Enterprises L. P. grew EPS 46. 4% year-over-year, compared to -718. 0% for Resideo Technologies, Inc.. Over a 3-year CAGR, REZI leads at 5. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — IEP or REZI?
Icahn Enterprises L.
P. (IEP) is the more profitable company, earning -4. 3% net margin versus -7. 1% for Resideo Technologies, Inc. — meaning it keeps -4. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: REZI leads at 8. 1% versus 1. 5% for IEP. At the gross margin level — before operating expenses — REZI leads at 29. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is IEP or REZI more undervalued right now?
On forward earnings alone, Resideo Technologies, Inc.
(REZI) trades at 13. 1x forward P/E versus 18. 9x for Icahn Enterprises L. P. — 5. 8x cheaper on a one-year earnings basis.
07Which pays a better dividend — IEP or REZI?
All stocks in this comparison pay dividends.
Icahn Enterprises L. P. (IEP) offers the highest yield at 10. 1%, versus 0. 6% for Resideo Technologies, Inc. (REZI).
08Is IEP or REZI better for a retirement portfolio?
For long-horizon retirement investors, Icahn Enterprises L.
P. (IEP) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 60), 10. 1% yield). Resideo Technologies, Inc. (REZI) carries a higher beta of 2. 27 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (IEP: +21. 4%, REZI: +39. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between IEP and REZI?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: IEP is a small-cap income-oriented stock; REZI is a small-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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