WallStSmart

Icahn Enterprises LP (IEP)vsSunoco LP (SUN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sunoco LP generates 168% more annual revenue ($25.20B vs $9.41B). SUN leads profitability with a 2.1% profit margin vs -3.1%. IEP earns a higher WallStSmart Score of 57/100 (C).

IEP

Buy

57

out of 100

Grade: C

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

SUN

Hold

50

out of 100

Grade: D+

Growth: 4.7Profit: 4.5Value: 5.7Quality: 6.0
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for IEP.

SUNSignificantly Overvalued (-285.6%)

Margin of Safety

-285.6%

Fair Value

$15.50

Current Price

$65.50

$50.00 premium

UndervaluedFair: $15.50Overvalued

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

SUN2 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
63.2%10/10

Revenue surging 63.2% year-over-year

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

SUN4 concerns · Avg: 3.3/10
P/E RatioValuation
28.7x4/10

Moderate valuation

Profit MarginProfitability
2.1%3/10

2.1% margin — thin

Operating MarginProfitability
2.7%3/10

Operating margin of 2.7%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

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 : SUN

The strongest argument for SUN centers on Price/Book, Revenue Growth. Revenue growth of 63.2% demonstrates continued momentum.

Bear Case : IEP

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

Bear Case : SUN

The primary concerns for SUN are P/E Ratio, Profit Margin, Operating Margin. Thin 2.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

IEP profiles as a turnaround stock while SUN is a hypergrowth play — different risk/reward profiles.

IEP carries more volatility with a beta of 0.78 — expect wider price swings.

SUN is growing revenue faster at 63.2% — sustainability is the question.

SUN generates stronger free cash flow (246M), providing more financial flexibility.

Bottom Line

IEP scores higher overall (57/100 vs 50/100). Both earn "Buy" and "Hold" 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.

Sunoco LP

ENERGY · OIL & GAS REFINING & MARKETING · USA

Sunoco LP, distributes and sells motor fuels in the United States. The company is headquartered in Dallas, Texas.

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