Carl Icahn (Icahn Capital)
Market Value
US$17.74b
Holdings (11)
Portfolio Summary
Carl Icahn (Icahn Capital) is a USD portfolio that has returned -21.46% since inception.
Portfolio Snowflake
Fundamentals
A value Portfolio which also pays a dividend.
Returns since Inception
-26.79%
Capital Gain
-US$6.49b
5.34%
Dividend Income
US$1.29b
-21.46%
Total Return
-US$5.20b
News
The latest Simply Wall St News coverage
Simply Wall St News
14 hours ago | Simply Wall St
Why We're Not Concerned About Occidental Petroleum Corporation's (NYSE:OXY) Share Price14 hours ago | Simply Wall St
Herc Holdings (NYSE:HRI) Has A Somewhat Strained Balance Sheet1 day ago | Simply Wall St
Newell Brands Insiders Sold US$5.4m Of Shares Suggesting HesitancyReturns
Portfolio volatility and the main contributors to returns
1.352
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
12.69x
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
-10.30%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
9.70%
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
149.70%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
7.45%
Equivalent to US$1,322,194,710 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Icahn Enterprises | 23.0% | US$820,254,747 |
| SandRidge Energy | 12.9% | US$9,348,564 |
| CVR Energy | 12.8% | US$320,393,436 |
| Xerox Holdings | 5.9% | US$23,456,233 |
| Newell Brands | 3.8% | US$12,237,234 |
| Delek US Holdings | 3.1% | US$10,329,159 |
| Herc Holdings | 1.6% | US$11,956,019 |
| Occidental Petroleum | 1.3% | US$77,993,691 |
| Cheniere Energy | 1.1% | US$36,225,626 |