IEP vs HRI

Comparison between Icahn Enterprises L P (IEP, Company) and Herc Holdings Inc (HRI, Company).

IEP is from the Energy sector, while HRI is from the Industrials sector.

5-Year PerformanceHRI has outperformed IEP, delivering a return of +6.6% compared to -18.9%

IEP vs HRI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IEP(COMPANY)	HRI(COMPANY)
Market Cap	$4.69B	$4.68B
Max Drawdown	95.17%	94.21%
Sharpe Ratio	0.34	0.28
5Y Beta	0.68	1.63
Industry	Oil & Gas Refining & Marketing	Rental & Leasing Services
P/E Ratio	-5.51	-943.52
Forward P/E	28.82	17.04
PEG Ratio	-0.12	0.06
Dividend Yield	27.40%	2.11%
5Y Dividends CAGR	-20.76%	N/A
5Y EPS CAGR	-29.24%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	-2.75%	21.93%
P/S Ratio	0.50	1.00
P/B Ratio	4.24	2.46

Market Cap

Winner

IEP

$4.69B

HRI

$4.68B

Max Drawdown

IEP

95.17%

Winner

HRI

94.21%

Sharpe Ratio

Winner

IEP

0.34

HRI

0.28

5Y Beta

Winner

IEP

0.68

HRI

1.63

Industry

IEP

Oil & Gas Refining & Marketing

HRI

Rental & Leasing Services

P/E Ratio

IEP

-5.51

Winner

HRI

-943.52

Forward P/E

IEP

28.82

Winner

HRI

17.04

PEG Ratio

Winner

IEP

-0.12

HRI

0.06

Dividend Yield

Winner

IEP

27.40%

HRI

2.11%

5Y Dividends CAGR

IEP

-20.76%

HRI

N/A

5Y EPS CAGR

IEP

-29.24%

HRI

N/A

Debt to Equity

IEP

0.00%

HRI

0.00%

Free Cash Flow Yield

IEP

-2.75%

Winner

HRI

21.93%

P/S Ratio

Winner

IEP

0.50

HRI

1.00

P/B Ratio

IEP

4.24

Winner

HRI

2.46

IEP vs HRI - Historical Returns

Returns include dividend reinvestment.

Period	IEP	HRI
1 month	+1.49%	-3.41%
3 months	+3.79%	+40.79%
6 months	+8.09%	-12.95%
1 year	+8.15%	+2.16%
5 years(CAGR)	-18.88%	+6.61%
10 years(CAGR)	-3.67%	+17.35%
Max(CAGR)	+7.55%	+12.46%

Winner

IEP

+1.49%

HRI

-3.41%

IEP

+3.79%

Winner

HRI

+40.79%

Winner

IEP

+8.09%

HRI

-12.95%

Winner

IEP

+8.15%

HRI

+2.16%

5Y(CAGR)

IEP

-18.88%

Winner

HRI

+6.61%

10Y(CAGR)

IEP

-3.67%

Winner

HRI

+17.35%

Max(CAGR)

IEP

+7.55%

Winner

HRI

+12.46%

IEP vs HRI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IEP	HRI
2026	+13.87%	-4.02%
2025	+5.36%	-18.68%
2024	-39.28%	+30.24%
2023	-59.36%	+15.22%
2022	+12.95%	-13.15%
2021	+9.84%	+147.76%
2020	-5.13%	+34.60%
2019	+14.34%	+77.51%
2018	+16.21%	-58.98%
2017	-3.90%	+55.90%
2016	+4.53%	+186.65%
2015	-29.12%	-43.13%
2014	-13.63%	-13.04%
2013	+141.40%	+70.36%
2012	+24.62%	+36.15%
2011	+2.55%	-20.27%
2010	-6.65%	+21.97%
2009	+29.11%	+124.48%
2008	-79.36%	-66.78%
2007	+49.54%	-8.04%
2006	+127.25%	+10.62%
2005	+32.57%	N/A
2004	+71.26%	N/A
2003	+81.82%	N/A
2002	+2.11%	N/A
2001	+1.03%	N/A
2000	+12.57%	N/A
1999	-1.61%	N/A

IEP vs HRI Drawdown Comparison

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

The maximum drawdown for HRI was -94.21%, occurring on Nov 21, 2008. Recovery took 1519 trading sessions.

The current IEP drawdown is -70.64%. The current HRI drawdown is -37.49%.

Rank	IEP	HRI
#1	-84.22% Dec 19, 2007 - Nov 5, 2013	-94.21% Jun 28, 2007 - Jul 11, 2013
#2	-77.36% Apr 17, 2023 - Apr 8, 2025	-82.20% Mar 9, 2018 - Jan 12, 2021
#3	-65.96% Dec 9, 2013 - Feb 2, 2023	-77.50% Aug 19, 2014 - Jul 1, 2016
#4	-34.09% Mar 12, 2007 - Oct 15, 2007	-60.90% Nov 6, 2024 - Apr 2, 2026
#5	-26.80% Aug 3, 2005 - Feb 9, 2006	-55.56% Nov 9, 2021 - Oct 22, 2024
#6	-23.47% Apr 7, 2006 - Aug 10, 2006	-33.67% Feb 1, 2017 - Nov 8, 2017
#7	-20.56% Jun 4, 2001 - Jan 22, 2003	-22.99% Jul 18, 2013 - Dec 31, 2013
#8	-15.77% Feb 26, 2007 - Mar 12, 2007	-22.02% Aug 5, 2016 - Nov 10, 2016
#9	-15.14% Jul 7, 2004 - Aug 27, 2004	-18.69% Jan 24, 2018 - Mar 6, 2018
#10	-14.29% Dec 23, 2003 - May 5, 2004	-17.73% Apr 10, 2007 - Jun 13, 2007
#11	-12.50% Mar 10, 2005 - Jul 11, 2005	-15.21% Mar 17, 2021 - May 6, 2021
#12	-12.27% Jan 3, 2005 - Feb 11, 2005	-13.05% Jun 5, 2014 - Aug 18, 2014
#13	-11.76% Jul 24, 2003 - Nov 18, 2003	-12.69% Jan 2, 2014 - Feb 27, 2014
#14	-11.71% Jan 23, 2001 - May 29, 2001	-12.62% Jun 1, 2021 - Jul 21, 2021
#15	-11.62% Sep 8, 2004 - Nov 12, 2004	-12.12% Aug 12, 2021 - Sep 22, 2021

Correlation

Correlation between IEP and HRI is 0.19 which considered as a very weak or no correlation - the stocks move independently of each other.

0.19

-101

Dividend Comparison (2005 - 2026)

IEP vs HRI dividend yield comparison.

Year	IEP	HRI
2026	13.33%	0.97%
2025	26.49%	1.89%
2024	40.37%	1.40%
2023	34.90%	1.70%
2022	15.79%	1.75%
2021	16.13%	0.32%
2020	15.79%	0.00%
2019	13.01%	0.00%
2018	12.26%	0.00%
2017	11.32%	0.00%
2016	10.01%	0.00%
2015	9.79%	0.00%
2014	6.49%	0.00%
2013	4.11%	0.00%
2012	1.27%	0.00%
2011	2.65%	0.00%
2010	2.84%	0.00%
2009	2.50%	0.00%
2008	3.78%	0.00%
2007	0.42%	0.00%
2006	0.47%	0.00%
2005	0.52%	0.00%