WallStSmart

Icahn Enterprises LP (IEP)vsExxon Mobil Corp (XOM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Exxon Mobil Corp generates 3234% more annual revenue ($326.01B vs $9.78B). XOM leads profitability with a 7.8% profit margin vs -3.4%. IEP appears more attractively valued with a PEG of 1.15. IEP earns a higher WallStSmart Score of 54/100 (C-).

IEP

Buy

54

out of 100

Grade: C-

Growth: 6.7Profit: 2.5Value: 7.0Quality: 5.8
Piotroski: 5/9

XOM

Buy

50

out of 100

Grade: C-

Growth: 2.7Profit: 5.5Value: 4.7Quality: 6.5
Piotroski: 1/9Altman Z: 3.44
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IEPUndervalued (+38.3%)

Margin of Safety

+38.3%

Fair Value

$13.33

Current Price

$7.41

$5.92 discount

UndervaluedFair: $13.33Overvalued
XOMSignificantly Overvalued (-73.1%)

Margin of Safety

-73.1%

Fair Value

$81.96

Current Price

$149.92

$67.96 premium

UndervaluedFair: $81.96Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IEP3 strengths · Avg: 8.7/10
EPS GrowthGrowth
960.0%10/10

Earnings expanding 960.0% YoY

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
19.8%8/10

19.8% revenue growth

XOM5 strengths · Avg: 9.0/10
Market CapQuality
$584.11B10/10

Mega-cap, among the largest globally

Altman Z-ScoreHealth
3.4410/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$2.23B8/10

Generating 2.2B in free cash flow

Areas to Watch

IEP4 concerns · Avg: 1.3/10
Return on EquityProfitability
-16.6%2/10

ROE of -16.6% — below average capital efficiency

Profit MarginProfitability
-3.4%1/10

Currently unprofitable

Operating MarginProfitability
-20.2%1/10

Operating margin of -20.2%

Debt/EquityHealth
3.281/10

Elevated debt levels

XOM4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.6%4/10

2.6% revenue growth

Profit MarginProfitability
7.8%3/10

7.8% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

EPS GrowthGrowth
-43.4%2/10

Earnings declined 43.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : IEP

The strongest argument for IEP centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 19.8% demonstrates continued momentum. PEG of 1.15 suggests the stock is reasonably priced for its growth.

Bull Case : XOM

The strongest argument for XOM centers on Market Cap, Altman Z-Score, Debt/Equity. PEG of 1.22 suggests the stock is reasonably priced for its growth.

Bear Case : IEP

The primary concerns for IEP are Return on Equity, Profit Margin, Operating Margin. Debt-to-equity of 3.28 is elevated, increasing financial risk.

Bear Case : XOM

The primary concerns for XOM are Revenue Growth, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

IEP profiles as a growth stock while XOM is a value play — different risk/reward profiles.

IEP carries more volatility with a beta of 0.75 — expect wider price swings.

IEP is growing revenue faster at 19.8% — sustainability is the question.

XOM generates stronger free cash flow (2.2B), providing more financial flexibility.

Bottom Line

IEP scores higher overall (54/100 vs 50/100) and 19.8% revenue growth. Both earn "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.

Exxon Mobil Corp

ENERGY · OIL & GAS INTEGRATED · USA

Exxon Mobil Corporation, stylized as ExxonMobil, is an American multinational oil and gas corporation headquartered in Irving, Texas. It is the largest direct descendant of John D. Rockefeller's Standard Oil, and was formed on November 30, 1999 by the merger of Exxon (formerly the Standard Oil Company of New Jersey) and Mobil (formerly the Standard Oil Company of New York). ExxonMobil's primary brands are Exxon, Mobil, Esso, and ExxonMobil Chemical. ExxonMobil is incorporated in New Jersey.

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