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Carl Icahn (Icahn Capital)
Market Value
US$16.85b
Holdings (12)
Portfolio Summary
Carl Icahn (Icahn Capital) is a USD portfolio that has returned -30.69% since inception.
Portfolio Snowflake
Fundamentals
A value Portfolio with an acceptable track record.
Returns since Inception
-37.66%
Capital Gain
-US$10.18b
6.97%
Dividend Income
US$1.89b
-30.69%
Total Return
-US$8.30b
News
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1 week ago | Simply Wall St
Is Conduent (NASDAQ:CNDT) A Risky Investment?1 week ago | Simply Wall St
Investors in CVR Energy (NYSE:CVI) have seen enviable returns of 359% over the past three yearsReturns
Portfolio volatility and the main contributors to returns
1.382
Portfolio Beta / Volatility
Portfolio Volatility vs Market
Historical Portfolio Value
Contributors to Returns
Diversification
The Portfolio diversification across companies and industries
Diversification By Company
Diversification Across Industries
Valuation
The value of the Portfolio based on future cash flows (where available) and price relative to the market
7.29x
Price Based on Earnings (PE)
Intrinsic Value based on Free Cash Flows
Price Based on Earnings
Price Based on Expected Growth
Price Based on Value of Assets
Future Growth
The expected growth in revenue and earnings over the next 1 to 3 years
24.00%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
10.11%
Historical Annual Earnings Growth
Return on Equity
Return on Assets
Return on Capital Employed
Financial Health
The average Portfolio debt to equity ratio ignoring financial institutions
168.34%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
7.06%
Equivalent to US$1,189,458,111 per year
List of Dividend Payers
Company | Annual Yield | Annual Contribution |
---|---|---|
Icahn Enterprises | 23.8% | US$820,253,154 |
CVR Energy | 9.5% | US$213,595,691 |
Xerox Holdings | 8.2% | US$23,456,204 |
Newell Brands | 4.0% | US$12,237,311 |
Delek US Holdings | 3.7% | US$9,907,521 |
SandRidge Energy | 2.6% | US$1,927,525 |
Herc Holdings | 2.3% | US$11,371,904 |
Occidental Petroleum | 1.2% | US$63,811,391 |
Cheniere Energy | 0.9% | US$32,897,409 |