Compass Diversified vs Icahn Enterprises L.p.
Icahn Enterprises L.p. is the larger business, with $9.66bn of revenue in fiscal 2025 against $1.87bn for Compass Diversified (5.2 times as much). Compass Diversified grew faster (4.8% against -3.6%). Icahn Enterprises L.p. kept more of each dollar of sales as profit: a net margin of -3.1% against -12.1%.
| Latest fiscal year | Compass DiversifiedCODI, 2025 | Icahn Enterprises L.p.IEP, 2025 |
|---|---|---|
| Revenue | $1.87bn | $9.66bn |
| Revenue growth | 4.8% | -3.6% |
| Net income | −$226m | −$299m |
| Operating margin | 0.6% | — |
| Net margin | -12.1% | -3.1% |
| Return on equity | -40.4% | — |
| Free cash flow | −$51.1m | −$654m |
| Cash | $68.0m | $1.45bn |
| Total debt | $1.89bn | $6.62bn |
| Debt to equity | 427.7% | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $0 | — |
| Employees | — | — |
| Market value | $878m | $3.67bn |
| Price vs our value range | — | Below our value range |
| Moat score | 28 (Weak) | 22 (Weak) |
| Insider trades, 12 months | 10 buys, 0 sales | 0 buys, 0 sales |