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IEP vs OTF

Comparison between Icahn Enterprises L P (IEP, Company) and Blue Owl Technology Finance Corp (OTF, Company).

IEP is from the Energy sector, while OTF is from the Financial Services sector.

IEP vs OTF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
IEP
$4.69B
OTF
$4.68B
Max Drawdown
IEP
95.17%
Winner
OTF
38.71%
Sharpe Ratio
Winner
IEP
0.34
OTF
-0.89
5Y Beta
Winner
IEP
0.68
OTF
0.69
Industry
IEP
Oil & Gas Refining & Marketing
OTF
Asset Management
P/E Ratio
Winner
IEP
-5.51
OTF
11.23
Forward P/E
IEP
28.82
Winner
OTF
8.44
PEG Ratio
IEP
-0.12
OTF
N/A
Dividend Yield
Winner
IEP
27.40%
OTF
14.10%
5Y Dividends CAGR
IEP
-20.76%
OTF
N/A
5Y EPS CAGR
IEP
-29.24%
OTF
N/A
Debt to Equity
Winner
IEP
0.00%
OTF
90.78%
Free Cash Flow Yield
Winner
IEP
-2.75%
OTF
-35.37%
P/S Ratio
Winner
IEP
0.50
OTF
3.64
P/B Ratio
IEP
4.24
Winner
OTF
0.64

IEP vs OTF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IEP
+1.49%
OTF
-6.16%
3M
Winner
IEP
+3.79%
OTF
-5.74%
6M
Winner
IEP
+8.09%
OTF
-22.05%
1Y
Winner
IEP
+8.15%
OTF
-26.63%
5Y(CAGR)
IEP
-18.88%
OTF
N/A
10Y(CAGR)
IEP
-3.67%
OTF
N/A
Max(CAGR)
Winner
IEP
+7.55%
OTF
-26.96%

IEP vs OTF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIEPOTF
2026+13.87%-23.04%
2025+5.36%-5.02%
2024-39.28%N/A
2023-59.36%N/A
2022+12.95%N/A
2021+9.84%N/A
2020-5.13%N/A
2019+14.34%N/A
2018+16.21%N/A
2017-3.90%N/A
2016+4.53%N/A
2015-29.12%N/A
2014-13.63%N/A
2013+141.40%N/A
2012+24.62%N/A
2011+2.55%N/A
2010-6.65%N/A
2009+29.11%N/A
2008-79.36%N/A
2007+49.54%N/A
2006+127.25%N/A
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 OTF Drawdown Comparison

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

The maximum drawdown for OTF was -30.75%, occurring on Jun 24, 2026. This drawdown has not yet recovered.

The current IEP drawdown is -70.64%. The current OTF drawdown is -28.62%.

RankIEPOTF
#1-84.22%
Dec 19, 2007 - Nov 5, 2013		-30.75%
Jun 12, 2025 - Jun 24, 2026
#2-77.36%
Apr 17, 2023 - Apr 8, 2025		N/A
#3-65.96%
Dec 9, 2013 - Feb 2, 2023		N/A
#4-34.09%
Mar 12, 2007 - Oct 15, 2007		N/A
#5-26.80%
Aug 3, 2005 - Feb 9, 2006		N/A
#6-23.47%
Apr 7, 2006 - Aug 10, 2006		N/A
#7-20.56%
Jun 4, 2001 - Jan 22, 2003		N/A
#8-15.77%
Feb 26, 2007 - Mar 12, 2007		N/A
#9-15.14%
Jul 7, 2004 - Aug 27, 2004		N/A
#10-14.29%
Dec 23, 2003 - May 5, 2004		N/A
#11-12.50%
Mar 10, 2005 - Jul 11, 2005		N/A
#12-12.27%
Jan 3, 2005 - Feb 11, 2005		N/A
#13-11.76%
Jul 24, 2003 - Nov 18, 2003		N/A
#14-11.71%
Jan 23, 2001 - May 29, 2001		N/A
#15-11.62%
Sep 8, 2004 - Nov 12, 2004		N/A

Correlation

Correlation between IEP and OTF is -0.73 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.73
-101

Dividend Comparison (2005 - 2026)

IEP vs OTF dividend yield comparison.

YearIEPOTF
202613.33%7.85%
202526.49%7.91%
202440.37%0.00%
202334.90%0.00%
202215.79%0.00%
202116.13%0.00%
202015.79%0.00%
201913.01%0.00%
201812.26%0.00%
201711.32%0.00%
201610.01%0.00%
20159.79%0.00%
20146.49%0.00%
20134.11%0.00%
20121.27%0.00%
20112.65%0.00%
20102.84%0.00%
20092.50%0.00%
20083.78%0.00%
20070.42%0.00%
20060.47%0.00%
20050.52%0.00%

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