Icahn Enterprises LP (IEP) — Strategic Asset Allocation Index
Icahn Enterprises LP (IEP) has a Strategic Asset Allocation Index of 49.8% as of September 2023. Strategic assets (PP&E of $- plus long-term investments of $3.30 Billion) total $3.30 Billion, measured against net assets of $6.63 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Icahn Enterprises LP's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Icahn Enterprises LP Strategic Asset Allocation Index (2003–2022)
This chart shows how Icahn Enterprises LP's Strategic Asset Allocation Index has evolved across 20 annual periods from 2003 to 2022. As of September 2023, the index stands at 49.8%, representing strategic assets of $3.30 Billion against net assets of $6.63 Billion USD. For live market cap and overall valuation, see market cap of Icahn Enterprises LP.
Annual Strategic Asset Allocation Index for Icahn Enterprises LP (2003–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Icahn Enterprises LP from 2003 to 2022, covering 20 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See shareholders equity of Icahn Enterprises LP for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 113.5% | $10.85 Billion | $4.04 Billion | $6.81 Billion | $9.56 Billion | ▼ -28.2 pp |
| 2021 | 141.7% | $13.24 Billion | $4.08 Billion | $9.15 Billion | $9.34 Billion | ▼ -0.3 pp |
| 2020 | 142.0% | $13.14 Billion | $4.23 Billion | $8.91 Billion | $9.26 Billion | ▲ +9.6 pp |
| 2019 | 132.4% | $14.49 Billion | $4.54 Billion | $9.95 Billion | $10.94 Billion | ▲ +31.3 pp |
| 2018 | 101.0% | $13.04 Billion | $4.70 Billion | $8.34 Billion | $12.90 Billion | ▼ -75.5 pp |
| 2017 | 176.5% | $20.07 Billion | $9.70 Billion | $10.37 Billion | $11.37 Billion | ▼ -73.0 pp |
| 2016 | 249.5% | $20.00 Billion | $10.12 Billion | $9.88 Billion | $8.02 Billion | ▲ +1.5 pp |
| 2015 | 248.0% | $24.89 Billion | $9.54 Billion | $15.35 Billion | $10.03 Billion | ▲ +58.7 pp |
| 2014 | 189.3% | $23.45 Billion | $8.96 Billion | $14.50 Billion | $12.39 Billion | ▲ +36.5 pp |
| 2013 | 152.8% | $20.34 Billion | $8.08 Billion | $12.26 Billion | $13.31 Billion | ▲ +29.9 pp |
| 2012 | 122.9% | $12.01 Billion | $6.52 Billion | $5.49 Billion | $9.77 Billion | ▼ -35.9 pp |
| 2011 | 158.9% | $12.44 Billion | $3.50 Billion | $8.94 Billion | $7.83 Billion | ▲ +115.1 pp |
| 2010 | 43.8% | $3.46 Billion | $3.46 Billion | $- | $7.89 Billion | ▲ +4.6 pp |
| 2009 | 39.2% | $2.65 Billion | $2.65 Billion | $- | $6.78 Billion | ▼ -6.2 pp |
| 2008 | 45.4% | $2.88 Billion | $2.88 Billion | $- | $6.34 Billion | ▲ +39.7 pp |
| 2007 | 5.7% | $513.30 Million | $513.30 Million | $- | $9.05 Billion | ▼ -29.2 pp |
| 2006 | 34.8% | $907.07 Million | $907.07 Million | $- | $2.60 Billion | ▼ -55.8 pp |
| 2005 | 90.7% | $1.64 Billion | $1.64 Billion | $- | $1.80 Billion | ▲ +55.6 pp |
| 2004 | 35.1% | $495.15 Million | $495.15 Million | $- | $1.41 Billion | ▼ -206.1 pp |
| 2003 | 241.2% | $292.22 Million | $292.22 Million | $- | $121.15 Million | — |