WallStSmart

Icahn Enterprises LP (IEP)vsPhillips 66 (PSX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Phillips 66 generates 1307% more annual revenue ($132.38B vs $9.41B). PSX leads profitability with a 3.3% profit margin vs -3.1%. PSX appears more attractively valued with a PEG of 0.57. PSX earns a higher WallStSmart Score of 66/100 (B-).

IEP

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 3.0Value: 6.7Quality: 6.5
Piotroski: 5/9

PSX

Strong Buy

66

out of 100

Grade: B-

Growth: 5.3Profit: 5.5Value: 10.0Quality: 6.5
Piotroski: 5/9Altman Z: 3.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for IEP.

PSXUndervalued (+68.0%)

Margin of Safety

+68.0%

Fair Value

$504.50

Current Price

$181.29

$323.21 discount

UndervaluedFair: $504.50Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IEP1 strengths · Avg: 8.0/10
Price/BookValuation
1.8x8/10

Reasonable price relative to book value

PSX6 strengths · Avg: 8.8/10
EPS GrowthGrowth
2427.3%10/10

Earnings expanding 2427.3% YoY

Altman Z-ScoreHealth
3.2010/10

Safe zone — low bankruptcy risk

Market CapQuality
$73.78B9/10

Large-cap with strong market position

PEG RatioValuation
0.578/10

Growing faster than its price suggests

P/E RatioValuation
17.1x8/10

Attractively priced relative to earnings

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Areas to Watch

IEP3 concerns · Avg: 1.7/10
Return on EquityProfitability
-8.1%2/10

ROE of -8.1% — below average capital efficiency

Free Cash FlowQuality
$-496.00M2/10

Negative free cash flow — burning cash

Profit MarginProfitability
-3.1%1/10

Currently unprofitable

PSX3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
1.3%4/10

1.3% revenue growth

Profit MarginProfitability
3.3%3/10

3.3% margin — thin

Operating MarginProfitability
2.8%3/10

Operating margin of 2.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : IEP

The strongest argument for IEP centers on Price/Book. PEG of 1.15 suggests the stock is reasonably priced for its growth.

Bull Case : PSX

The strongest argument for PSX centers on EPS Growth, Altman Z-Score, Market Cap. PEG of 0.57 suggests the stock is reasonably priced for its growth.

Bear Case : IEP

The primary concerns for IEP are Return on Equity, Free Cash Flow, Profit Margin.

Bear Case : PSX

The primary concerns for PSX are Revenue Growth, Profit Margin, Operating Margin. Thin 3.3% margins leave little buffer for downturns.

Key Dynamics to Monitor

IEP profiles as a turnaround stock while PSX is a value play — different risk/reward profiles.

PSX carries more volatility with a beta of 0.87 — expect wider price swings.

IEP is growing revenue faster at 5.9% — sustainability is the question.

PSX generates stronger free cash flow (2.1B), providing more financial flexibility.

Bottom Line

PSX scores higher overall (66/100 vs 57/100). Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Icahn Enterprises LP

ENERGY · OIL & GAS REFINING & MARKETING · USA

Icahn Enterprises LP, operates in investment, energy, automotive, food packaging, metals, real estate, home fashion and pharmaceutical businesses in the United States and internationally. The company is headquartered in Sunny Isles Beach, Florida.

Phillips 66

ENERGY · OIL & GAS REFINING & MARKETING · USA

The Phillips 66 Company is an American multinational energy company headquartered in Westchase, Houston, Texas.

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