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SR vs IEP

Comparison between Spire Inc (SR, Company) and Icahn Enterprises L P (IEP, Company).

SR is from the Utilities sector, while IEP is from the Energy sector.

5-Year PerformanceSR has outperformed IEP, delivering a return of +6.7% compared to -18.9%

SR vs IEP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SR
$4.72B
IEP
$4.69B
Max Drawdown
Winner
SR
46.00%
IEP
95.17%
Sharpe Ratio
Winner
SR
0.56
IEP
0.34
5Y Beta
Winner
SR
0.14
IEP
0.68
Industry
SR
Utilities - Regulated Gas
IEP
Oil & Gas Refining & Marketing
P/E Ratio
SR
13.17
Winner
IEP
-5.51
Forward P/E
Winner
SR
17.83
IEP
28.82
PEG Ratio
SR
0.32
Winner
IEP
-0.12
Dividend Yield
SR
3.97%
Winner
IEP
27.40%
5Y Dividends CAGR
Winner
SR
9.47%
IEP
-20.76%
5Y EPS CAGR
Winner
SR
41.43%
IEP
-29.24%
Debt to Equity
SR
225.79%
Winner
IEP
0.00%
Free Cash Flow Yield
SR
-4.72%
Winner
IEP
-2.75%
P/S Ratio
SR
1.81
Winner
IEP
0.50
P/B Ratio
Winner
SR
1.36
IEP
4.24

SR vs IEP - Historical Returns

Returns include dividend reinvestment.

1M
SR
+1.48%
Winner
IEP
+1.49%
3M
SR
-14.45%
Winner
IEP
+3.79%
6M
SR
+0.00%
Winner
IEP
+8.09%
1Y
Winner
SR
+13.31%
IEP
+8.15%
5Y(CAGR)
Winner
SR
+6.71%
IEP
-18.88%
10Y(CAGR)
Winner
SR
+5.39%
IEP
-3.67%
Max(CAGR)
Winner
SR
+9.68%
IEP
+7.55%

SR vs IEP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSRIEP
2026-1.24%+13.87%
2025+26.00%+5.36%
2024+11.62%-39.28%
2023-6.07%-59.36%
2022+9.79%+12.95%
2021+6.88%+9.84%
2020-19.39%-5.13%
2019+18.47%+14.34%
2018+3.18%+16.21%
2017+20.26%-3.90%
2016+13.51%+4.53%
2015+15.50%-29.12%
2014+23.01%-13.63%
2013+21.41%+141.40%
2012-1.00%+24.62%
2011+13.89%+2.55%
2010+11.23%-6.65%
2009-24.50%+29.11%
2008+42.32%-79.36%
2007+0.83%+49.54%
2006+22.70%+127.25%
2005+0.56%+32.57%
2004+13.31%+71.26%
2003+23.02%+81.82%
2002+2.79%+2.11%
2001+7.56%+1.03%
2000+16.58%+12.57%
1999+2.69%-1.61%

SR vs IEP Drawdown Comparison

The maximum drawdown for SR was -44.98%, occurring on May 27, 2009. Recovery took 1122 trading sessions.

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

The current SR drawdown is -14.45%. The current IEP drawdown is -70.64%.

RankSRIEP
#1-44.98%
Nov 3, 2008 - Apr 22, 2013
-84.22%
Dec 19, 2007 - Nov 5, 2013
#2-39.52%
Feb 18, 2020 - Nov 22, 2024
-77.36%
Apr 17, 2023 - Apr 8, 2025
#3-24.95%
Nov 30, 2017 - Nov 19, 2018
-65.96%
Dec 9, 2013 - Feb 2, 2023
#4-23.79%
Oct 1, 2008 - Oct 30, 2008
-34.09%
Mar 12, 2007 - Oct 15, 2007
#5-20.54%
Nov 18, 1999 - Aug 30, 2000
-26.80%
Aug 3, 2005 - Feb 9, 2006
#6-20.30%
May 3, 2002 - Aug 19, 2002
-23.47%
Apr 7, 2006 - Aug 10, 2006
#7-19.38%
Apr 9, 2026 - Jun 22, 2026
-20.56%
Jun 4, 2001 - Jan 22, 2003
#8-19.06%
Nov 15, 2006 - Dec 6, 2007
-15.77%
Feb 26, 2007 - Mar 12, 2007
#9-16.24%
Apr 2, 2004 - Nov 3, 2004
-15.14%
Jul 7, 2004 - Aug 27, 2004
#10-15.59%
Sep 12, 2005 - Feb 22, 2006
-14.29%
Dec 23, 2003 - May 5, 2004
#11-15.10%
Mar 7, 2005 - Jun 28, 2005
-12.50%
Mar 10, 2005 - Jul 11, 2005
#12-14.72%
Jun 30, 2016 - Apr 12, 2017
-12.27%
Jan 3, 2005 - Feb 11, 2005
#13-14.14%
Dec 27, 2000 - Mar 13, 2001
-11.76%
Jul 24, 2003 - Nov 18, 2003
#14-13.66%
Jun 28, 2001 - Jan 2, 2002
-11.71%
Jan 23, 2001 - May 29, 2001
#15-13.41%
Sep 30, 2019 - Feb 5, 2020
-11.62%
Sep 8, 2004 - Nov 12, 2004

Correlation

Correlation between SR and IEP is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60
-101

Dividend Comparison (1999 - 2026)

SR vs IEP dividend yield comparison.

YearSRIEP
20262.05%13.33%
20253.85%26.49%
20244.50%40.37%
20234.68%34.90%
20224.03%15.79%
20214.04%16.13%
20203.93%15.79%
20192.88%13.01%
20183.08%12.26%
20172.84%11.32%
20163.09%10.01%
20153.15%9.79%
20143.35%6.49%
20133.77%4.11%
20124.33%1.27%
20114.03%2.65%
20104.35%2.84%
20094.59%2.50%
20083.22%3.78%
20074.29%0.42%
20064.08%0.47%
20054.72%0.52%
20044.37%0.00%
20034.69%0.00%
20025.54%0.00%
20015.61%0.00%
20005.73%0.00%
19991.55%0.00%

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