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IEP vs VVV
Revenue, margins, valuation, and 5-year total return — side by side.
Oil & Gas Refining & Marketing
IEP vs VVV — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Conglomerates | Oil & Gas Refining & Marketing |
| Market Cap | $5.00B | $4.13B |
| Revenue (TTM) | $9.74B | $1.76B |
| Net Income (TTM) | $-385M | $86M |
| Gross Margin | 10.1% | 38.6% |
| Operating Margin | 1.6% | 17.6% |
| Forward P/E | 18.9x | 19.1x |
| Total Debt | $8.71B | $1.67B |
| Cash & Equiv. | $4.34B | $52M |
IEP vs VVV — 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% |
| Valvoline Inc. (VVV) | 100 | 176.7 | +76.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: IEP vs VVV
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
VVV is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 5.6%, EPS growth 1.9%, 3Y rev CAGR 11.4%
- 51.2% 10Y total return vs IEP's 21.4%
- 5.6% revenue growth vs IEP's -14.7%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 5.6% revenue growth vs IEP's -14.7% | |
| Value | Lower P/E (18.9x vs 19.1x) | |
| Quality / Margins | 4.9% margin vs IEP's -4.0% | |
| Stability / Safety | Beta 0.60 vs VVV's 0.86, lower leverage | |
| Dividends | 10.1% yield; 3-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +16.6% vs VVV's -5.9% | |
| Efficiency (ROA) | 2.5% ROA vs IEP's -2.6%, ROIC 12.5% vs 1.1% |
IEP vs VVV — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
IEP vs VVV — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
VVV leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
IEP is the larger business by revenue, generating $9.7B annually — 5.5x VVV's $1.8B. VVV is the more profitable business, keeping 4.9% of every revenue dollar as net income compared to IEP's -4.0%. On growth, VVV holds the edge at +11.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $9.7B | $1.8B |
| EBITDAEarnings before interest/tax | $689M | $434M |
| Net IncomeAfter-tax profit | -$385M | $86M |
| Free Cash FlowCash after capex | -$2M | $58M |
| Gross MarginGross profit ÷ Revenue | +10.1% | +38.6% |
| Operating MarginEBIT ÷ Revenue | +1.6% | +17.6% |
| Net MarginNet income ÷ Revenue | -4.0% | +4.9% |
| FCF MarginFCF ÷ Revenue | -0.0% | +3.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +0.7% | +11.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +9.6% | -136.6% |
Valuation Metrics
IEP leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
On an enterprise value basis, VVV's 13.4x EV/EBITDA is more attractive than IEP's 14.1x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $5.0B | $4.1B |
| Enterprise ValueMkt cap + debt − cash | $9.4B | $5.7B |
| Trailing P/EPrice ÷ TTM EPS | -8.86x | 19.77x |
| Forward P/EPrice ÷ next-FY EPS est. | 18.93x | 19.08x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 14.14x | 13.41x |
| Price / SalesMarket cap ÷ Revenue | 0.49x | 2.41x |
| Price / BookPrice ÷ Book value/share | 0.84x | 12.32x |
| Price / FCFMarket cap ÷ FCF | 9.06x | 108.56x |
Profitability & Efficiency
VVV leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
VVV delivers a 28.1% return on equity — every $100 of shareholder capital generates $28 in annual profit, vs $-11 for IEP. IEP carries lower financial leverage with a 1.89x debt-to-equity ratio, signaling a more conservative balance sheet compared to VVV's 4.93x. On the Piotroski fundamental quality scale (0–9), VVV scores 7/9 vs IEP's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -11.3% | +28.1% |
| ROA (TTM)Return on assets | -2.6% | +2.5% |
| ROICReturn on invested capital | +1.1% | +12.5% |
| ROCEReturn on capital employed | +1.0% | +14.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | 1.89x | 4.93x |
| Net DebtTotal debt minus cash | $4.4B | $1.6B |
| Cash & Equiv.Liquid assets | $4.3B | $52M |
| Total DebtShort + long-term debt | $8.7B | $1.7B |
| Interest CoverageEBIT ÷ Interest expense | 0.03x | 3.05x |
Total Returns (Dividends Reinvested)
VVV leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in VVV five years ago would be worth $10,411 today (with dividends reinvested), compared to $5,965 for IEP. Over the past 12 months, IEP leads with a +16.6% total return vs VVV's -5.9%. The 3-year compound annual growth rate (CAGR) favors VVV at -1.8% vs IEP's -21.7% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +18.0% | +12.3% |
| 1-Year ReturnPast 12 months | +16.6% | -5.9% |
| 3-Year ReturnCumulative with dividends | -51.9% | -5.2% |
| 5-Year ReturnCumulative with dividends | -40.3% | +4.1% |
| 10-Year ReturnCumulative with dividends | +21.4% | +51.2% |
| CAGR (3Y)Annualised 3-year return | -21.7% | -1.8% |
Risk & Volatility
IEP leads this category, winning 2 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 VVV's 0.86 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. IEP currently trades 83.4% from its 52-week high vs VVV's 78.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.60x | 0.86x |
| 52-Week HighHighest price in past year | $9.99 | $41.33 |
| 52-Week LowLowest price in past year | $7.08 | $28.50 |
| % of 52W HighCurrent price vs 52-week peak | +83.4% | +78.5% |
| RSI (14)Momentum oscillator 0–100 | 71.8 | 41.2 |
| Avg Volume (50D)Average daily shares traded | 931K | 1.8M |
Analyst Outlook
IEP leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates IEP as "Buy" and VVV as "Buy". IEP is the only dividend payer here at 10.07% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | — | $41.40 |
| # AnalystsCovering analysts | 2 | 23 |
| Dividend YieldAnnual dividend ÷ price | +10.1% | — |
| Dividend StreakConsecutive years of raises | 3 | 0 |
| Dividend / ShareAnnual DPS | $0.84 | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.9% |
VVV leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). IEP leads in 3 (Valuation Metrics, Risk & Volatility).
IEP vs VVV: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is IEP or VVV a better buy right now?
For growth investors, Valvoline Inc.
(VVV) is the stronger pick with 5. 6% revenue growth year-over-year, versus -14. 7% for Icahn Enterprises L. P. (IEP). Valvoline Inc. (VVV) offers the better valuation at 19. 8x trailing P/E (19. 1x forward), making it the more compelling value choice. 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 has the better valuation — IEP or VVV?
On forward P/E, Icahn Enterprises L.
P. is actually cheaper at 18. 9x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — IEP or VVV?
Over the past 5 years, Valvoline Inc.
(VVV) delivered a total return of +4. 1%, compared to -40. 3% for Icahn Enterprises L. P. (IEP). Over 10 years, the gap is even starker: VVV returned +51. 2% 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.
04Which is safer — IEP or VVV?
By beta (market sensitivity over 5 years), Icahn Enterprises L.
P. (IEP) is the lower-risk stock at 0. 60β versus Valvoline Inc. 's 0. 86β — meaning VVV is approximately 43% more volatile than IEP relative to the S&P 500. On balance sheet safety, Icahn Enterprises L. P. (IEP) carries a lower debt/equity ratio of 189% versus 5% for Valvoline Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — IEP or VVV?
By revenue growth (latest reported year), Valvoline Inc.
(VVV) is pulling ahead at 5. 6% 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 1. 9% for Valvoline Inc.. Over a 3-year CAGR, VVV leads at 11. 4% 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.
06Which has better profit margins — IEP or VVV?
Valvoline Inc.
(VVV) is the more profitable company, earning 12. 3% net margin versus -4. 3% for Icahn Enterprises L. P. — meaning it keeps 12. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: VVV leads at 18. 0% versus 1. 5% for IEP. At the gross margin level — before operating expenses — VVV leads at 38. 5%, 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.
07Is IEP or VVV more undervalued right now?
On forward earnings alone, Icahn Enterprises L.
P. (IEP) trades at 18. 9x forward P/E versus 19. 1x for Valvoline Inc. — 0. 1x cheaper on a one-year earnings basis.
08Which pays a better dividend — IEP or VVV?
In this comparison, IEP (10.
1% yield) pays a dividend. VVV does not pay a meaningful dividend and should not be held primarily for income.
09Is IEP or VVV 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). Both have compounded well over 10 years (IEP: +21. 4%, VVV: +51. 2%), 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.
10What are the main differences between IEP and VVV?
These companies operate in different sectors (IEP (Industrials) and VVV (Energy)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: IEP is a small-cap income-oriented stock; VVV is a small-cap quality compounder stock. IEP pays a dividend while VVV does not, making them suitable for different income and tax situations. 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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