EQH-P-C vs IEP

Comparison between Equitable Holdings Inc (EQH-P-C, Company) and Icahn Enterprises L P (IEP, Company).

5-Year PerformanceEQH-P-C has outperformed IEP, delivering a return of -2.5% compared to -18.7%

EQH-P-C vs IEP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQH-P-C(COMPANY)	IEP(COMPANY)
Market Cap	$4.68B	$4.67B
Max Drawdown	45.74%	95.15%
Sharpe Ratio	0.36	0.23
5Y Beta	0.25	0.68
Industry	N/A	Oil & Gas Refining & Marketing
P/E Ratio	-3.50	-5.49
Forward P/E	N/A	28.82
PEG Ratio	N/A	-0.12
Dividend Yield	N/A	27.30%
5Y Dividends CAGR	23.43%	-20.76%
5Y EPS CAGR	25.02%	-29.24%
Debt to Equity	-5216.22%	0.00%
Free Cash Flow Yield	15.27%	-2.76%

Market Cap

Winner

EQH-P-C

$4.68B

IEP

$4.67B

Max Drawdown

Winner

EQH-P-C

45.74%

IEP

95.15%

Sharpe Ratio

Winner

EQH-P-C

0.36

IEP

0.23

5Y Beta

Winner

EQH-P-C

0.25

IEP

0.68

Industry

EQH-P-C

N/A

IEP

Oil & Gas Refining & Marketing

P/E Ratio

EQH-P-C

-3.50

Winner

IEP

-5.49

Forward P/E

EQH-P-C

N/A

IEP

28.82

PEG Ratio

EQH-P-C

N/A

IEP

-0.12

Dividend Yield

EQH-P-C

N/A

IEP

27.30%

5Y Dividends CAGR

Winner

EQH-P-C

23.43%

IEP

-20.76%

5Y EPS CAGR

Winner

EQH-P-C

25.02%

IEP

-29.24%

Debt to Equity

Winner

EQH-P-C

-5216.22%

IEP

0.00%

Free Cash Flow Yield

Winner

EQH-P-C

15.27%

IEP

-2.76%

EQH-P-C vs IEP - Historical Returns

Returns include dividend reinvestment.

Period	EQH-P-C	IEP
1 month	+2.68%	-4.46%
3 months	+4.03%	+1.54%
6 months	+4.48%	+8.22%
1 year	+5.62%	+8.94%
5 years(CAGR)	-2.55%	-18.68%
10 years(CAGR)	N/A	-3.90%
Max(CAGR)	-1.97%	+7.46%

Winner

EQH-P-C

+2.68%

IEP

-4.46%

Winner

EQH-P-C

+4.03%

IEP

+1.54%

EQH-P-C

+4.48%

Winner

IEP

+8.22%

EQH-P-C

+5.62%

Winner

IEP

+8.94%

5Y(CAGR)

Winner

EQH-P-C

-2.55%

IEP

-18.68%

10Y(CAGR)

EQH-P-C

N/A

IEP

-3.90%

Max(CAGR)

EQH-P-C

-1.97%

Winner

IEP

+7.46%

EQH-P-C vs IEP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EQH-P-C	IEP
2026	+3.02%	+10.68%
2025	-3.07%	+5.36%
2024	+11.09%	-39.28%
2023	-0.91%	-59.36%
2022	-25.50%	+12.95%
2021	+5.15%	+9.84%
2020	N/A	-5.13%
2019	N/A	+14.34%
2018	N/A	+16.21%
2017	N/A	-3.90%
2016	N/A	+4.53%
2015	N/A	-29.12%
2014	N/A	-13.63%
2013	N/A	+141.40%
2012	N/A	+24.62%
2011	N/A	+2.55%
2010	N/A	-6.65%
2009	N/A	+29.11%
2008	N/A	-79.36%
2007	N/A	+49.54%
2006	N/A	+127.25%
2005	N/A	+32.57%
2004	N/A	+71.26%
2003	N/A	+81.82%
2002	N/A	+2.11%
2001	N/A	+1.03%
2000	N/A	+12.57%
1999	N/A	-1.61%

EQH-P-C vs IEP Drawdown Comparison

The maximum drawdown for EQH-P-C was -38.69%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for IEP was -84.22%, occurring on Nov 20, 2008. Recovery took 1480 trading sessions.

The current EQH-P-C drawdown is -14.67%. The current IEP drawdown is -71.47%.

Rank	EQH-P-C	IEP
#1	-38.69% Dec 31, 2021 - Oct 19, 2023	-84.22% Dec 19, 2007 - Nov 5, 2013
#2	-4.90% Feb 10, 2021 - Jun 9, 2021	-77.36% Apr 17, 2023 - Apr 8, 2025
#3	-2.99% Nov 4, 2021 - Dec 31, 2021	-65.96% Dec 9, 2013 - Feb 2, 2023
#4	-2.17% Sep 16, 2021 - Nov 4, 2021	-34.09% Mar 12, 2007 - Oct 15, 2007
#5	-1.72% Jan 6, 2021 - Feb 1, 2021	-26.80% Aug 3, 2005 - Feb 9, 2006
#6	-0.87% Jun 30, 2021 - Sep 2, 2021	-23.47% Apr 7, 2006 - Aug 10, 2006
#7	-0.79% Jun 9, 2021 - Jun 30, 2021	-20.56% Jun 4, 2001 - Jan 22, 2003
#8	-0.16% Sep 3, 2021 - Sep 8, 2021	-15.77% Feb 26, 2007 - Mar 12, 2007
#9	-0.16% Feb 2, 2021 - Feb 8, 2021	-15.14% Jul 7, 2004 - Aug 27, 2004
#10	-0.12% Sep 10, 2021 - Sep 14, 2021	-14.29% Dec 23, 2003 - May 5, 2004
#11	N/A	-12.50% Mar 10, 2005 - Jul 11, 2005
#12	N/A	-12.27% Jan 3, 2005 - Feb 11, 2005
#13	N/A	-11.76% Jul 24, 2003 - Nov 18, 2003
#14	N/A	-11.71% Jan 23, 2001 - May 29, 2001
#15	N/A	-11.62% Sep 8, 2004 - Nov 12, 2004

Correlation

Correlation between EQH-P-C and IEP is 0.09 which considered as a very weak or no correlation - the stocks move independently of each other.

0.09

-101

Dividend Comparison (2005 - 2026)

EQH-P-C vs IEP dividend yield comparison.

Year	EQH-P-C	IEP
2026	3.28%	13.72%
2025	6.61%	26.49%
2024	6.17%	40.37%
2023	6.49%	34.90%
2022	6.08%	15.79%
2021	3.99%	16.13%
2020	0.00%	15.79%
2019	0.00%	13.01%
2018	0.00%	12.26%
2017	0.00%	11.32%
2016	0.00%	10.01%
2015	0.00%	9.79%
2014	0.00%	6.49%
2013	0.00%	4.11%
2012	0.00%	1.27%
2011	0.00%	2.65%
2010	0.00%	2.84%
2009	0.00%	2.50%
2008	0.00%	3.78%
2007	0.00%	0.42%
2006	0.00%	0.47%
2005	0.00%	0.52%