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OTF vs IEP

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

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

OTF vs IEP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

OTF vs IEP - Historical Returns

Returns include dividend reinvestment.

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

OTF vs IEP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOTFIEP
2026-23.04%+13.87%
2025-5.02%+5.36%
2024N/A-39.28%
2023N/A-59.36%
2022N/A+12.95%
2021N/A+9.84%
2020N/A-5.13%
2019N/A+14.34%
2018N/A+16.21%
2017N/A-3.90%
2016N/A+4.53%
2015N/A-29.12%
2014N/A-13.63%
2013N/A+141.40%
2012N/A+24.62%
2011N/A+2.55%
2010N/A-6.65%
2009N/A+29.11%
2008N/A-79.36%
2007N/A+49.54%
2006N/A+127.25%
2005N/A+32.57%
2004N/A+71.26%
2003N/A+81.82%
2002N/A+2.11%
2001N/A+1.03%
2000N/A+12.57%
1999N/A-1.61%

OTF vs IEP Drawdown Comparison

The maximum drawdown for OTF was -30.75%, occurring on Jun 24, 2026. 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 OTF drawdown is -28.62%. The current IEP drawdown is -70.64%.

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

Correlation

Correlation between OTF and IEP 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)

OTF vs IEP dividend yield comparison.

YearOTFIEP
20267.85%13.33%
20257.91%26.49%
20240.00%40.37%
20230.00%34.90%
20220.00%15.79%
20210.00%16.13%
20200.00%15.79%
20190.00%13.01%
20180.00%12.26%
20170.00%11.32%
20160.00%10.01%
20150.00%9.79%
20140.00%6.49%
20130.00%4.11%
20120.00%1.27%
20110.00%2.65%
20100.00%2.84%
20090.00%2.50%
20080.00%3.78%
20070.00%0.42%
20060.00%0.47%
20050.00%0.52%

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