IEP or SAP or SAR
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
IEP’s FA Score shows that 1 FA rating(s) are green whileSAP’s FA Score has 2 green FA rating(s), and SAR’s FA Score reflects 3 green FA rating(s).
- IEP’s FA Score: 1 green, 4 red.
- SAP’s FA Score: 2 green, 3 red.
- SAR’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
IEP’s TA Score shows that 5 TA indicator(s) are bullish while SAP’s TA Score has 5 bullish TA indicator(s), and SAR’s TA Score reflects 6 bullish TA indicator(s).
- IEP’s TA Score: 5 bullish, 5 bearish.
- SAP’s TA Score: 5 bullish, 4 bearish.
- SAR’s TA Score: 6 bullish, 3 bearish.
Price Growth
IEP (@Oil Refining/Marketing) experienced а +1.75% price change this week, while SAP (@Packaged Software) price change was +13.89% , and SAR (@Investment Managers) price fluctuated +5.45% for the same time period.
The average weekly price growth across all stocks in the @Oil Refining/Marketing industry was +3.14%. For the same industry, the average monthly price growth was -4.21%, and the average quarterly price growth was -6.60%.
The average weekly price growth across all stocks in the @Packaged Software industry was +8.12%. For the same industry, the average monthly price growth was +2.77%, and the average quarterly price growth was +9.64%.
The average weekly price growth across all stocks in the @Investment Managers industry was +4.19%. For the same industry, the average monthly price growth was -1.61%, and the average quarterly price growth was -1.81%.
Reported Earning Dates
IEP is expected to report earnings on Aug 01, 2025.
SAP is expected to report earnings on Jul 22, 2025.
SAR is expected to report earnings on Jul 09, 2025.
Industries' Descriptions
@Oil Refining/Marketing (+3.14% weekly)The Oil Refining/Marketing segment includes companies that refine crude oil into a number of petroleum products, including gasoline, jet fuel and diesel, and then sell the usable products to the end users. These companies are involved in what’s called downstream operations in the oil business. They also engage in the marketing and distribution of crude oil and natural gas products. In other words, the downstream oil and gas business is focused on post-production processes of crude oil and natural gas. When oil prices slump, downstream businesses are hurt less or in some cases even benefit, since their purchase cost of crude oil goes down. Some of the biggest U.S. oil refining/marketing companies include Phillips 66, Marathon Petroleum Corporation and Valero Energy Corp.
@Packaged Software (+8.12% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
@Investment Managers (+4.19% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| IEP | SAP | SAR | |
| Capitalization | 7.28B | 227B | 317M |
| EBITDA | 150M | 7.5B | N/A |
| Gain YTD | 5.627 | 15.897 | 7.006 |
| P/E Ratio | 169.49 | 58.94 | 12.23 |
| Revenue | 11.8B | 31.2B | 34.6M |
| Total Cash | 5.96B | 11.5B | N/A |
| Total Debt | 7.21B | 8.79B | 794M |
IEP | SAP | SAR | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 4 | 90 | 26 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 50 Fair valued | 50 Fair valued | 50 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | 14 | 6 | |
SMR RATING 1..100 | 92 | 79 | 13 | |
PRICE GROWTH RATING 1..100 | 82 | 42 | 48 | |
P/E GROWTH RATING 1..100 | 51 | 90 | 73 | |
SEASONALITY SCORE 1..100 | n/a | n/a | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
IEP's Valuation (50) in the Industrial Conglomerates industry is in the same range as SAP (50) in the Packaged Software industry, and is in the same range as SAR (50) in the null industry. This means that IEP's stock grew similarly to SAP’s and similarly to SAR’s over the last 12 months.
SAR's Profit vs Risk Rating (6) in the null industry is in the same range as SAP (14) in the Packaged Software industry, and is significantly better than the same rating for IEP (100) in the Industrial Conglomerates industry. This means that SAR's stock grew similarly to SAP’s and significantly faster than IEP’s over the last 12 months.
SAR's SMR Rating (13) in the null industry is significantly better than the same rating for SAP (79) in the Packaged Software industry, and is significantly better than the same rating for IEP (92) in the Industrial Conglomerates industry. This means that SAR's stock grew significantly faster than SAP’s and significantly faster than IEP’s over the last 12 months.
SAP's Price Growth Rating (42) in the Packaged Software industry is in the same range as SAR (48) in the null industry, and is somewhat better than the same rating for IEP (82) in the Industrial Conglomerates industry. This means that SAP's stock grew similarly to SAR’s and somewhat faster than IEP’s over the last 12 months.
IEP's P/E Growth Rating (51) in the Industrial Conglomerates industry is in the same range as SAR (73) in the null industry, and is somewhat better than the same rating for SAP (90) in the Packaged Software industry. This means that IEP's stock grew similarly to SAR’s and somewhat faster than SAP’s over the last 12 months.
| IEP | SAP | SAR | |
|---|---|---|---|
| RSI ODDS (%) | 4 days ago 80% | 4 days ago 75% | 4 days ago 56% |
| Stochastic ODDS (%) | 4 days ago 55% | 4 days ago 49% | 4 days ago 45% |
| Momentum ODDS (%) | 4 days ago 53% | 4 days ago 63% | 4 days ago 52% |
| MACD ODDS (%) | 4 days ago 67% | 4 days ago 57% | 4 days ago 63% |
| TrendWeek ODDS (%) | 4 days ago 51% | 4 days ago 60% | 4 days ago 54% |
| TrendMonth ODDS (%) | 4 days ago 48% | 4 days ago 48% | 4 days ago 39% |
| Advances ODDS (%) | 7 days ago 56% | 4 days ago 59% | 4 days ago 56% |
| Declines ODDS (%) | 4 days ago 51% | 8 days ago 45% | 21 days ago 43% |
| BollingerBands ODDS (%) | 4 days ago 70% | 4 days ago 64% | 4 days ago 38% |
| Aroon ODDS (%) | 4 days ago 39% | 4 days ago 64% | N/A |
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RSPH | 28.29 | 0.12 | +0.43% |
| Invesco S&P 500® Equal Wt Hlth Care ETF | |||
| MEDI | 25.90 | 0.10 | +0.38% |
| Harbor Health Care ETF | |||
| JNK | 95.03 | 0.01 | +0.01% |
| SPDR® Blmbg High Yield Bd ETF | |||
| BSMP | 24.46 | -0.01 | -0.04% |
| Invesco BulletShares 2025 Muncpl Bd ETF | |||
| JDST | 12.86 | -0.19 | -1.46% |
| Direxion Daily Jr Gld Mnrs Bear 2X ETF | |||
IEP and
Correlation & Price change
A.I.dvisor indicates that over the last year, IEP has been loosely correlated with CVI. These tickers have moved in lockstep 47% of the time. This A.I.-generated data suggests there is some statistical probability that if IEP jumps, then CVI could also see price increases.
| Ticker / NAME | Correlation To IEP | 1D Price Change % | ||
|---|---|---|---|---|
| IEP | 100% | +2.23% | ||
| CVI - IEP | 47% Loosely correlated | +1.63% | ||
| CODI - IEP | 43% Loosely correlated | +1.82% | ||
| DINO - IEP | 40% Loosely correlated | +0.56% | ||
| PSX - IEP | 39% Loosely correlated | +1.74% | ||
| PBF - IEP | 33% Loosely correlated | +4.79% | ||
More | ||||
SAP and
Correlation & Price change
A.I.dvisor indicates that over the last year, SAP has been closely correlated with SAPGF. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if SAP jumps, then SAPGF could also see price increases.
| Ticker / NAME | Correlation To SAP | 1D Price Change % | ||
|---|---|---|---|---|
| SAP | 100% | +2.66% | ||
| SAPGF - SAP | 76% Closely correlated | +3.34% | ||
| DSGX - SAP | 58% Loosely correlated | +0.26% | ||
| ADSK - SAP | 57% Loosely correlated | +0.57% | ||
| ANSS - SAP | 57% Loosely correlated | -0.84% | ||
| NOW - SAP | 57% Loosely correlated | -0.83% | ||
More | ||||
SAR and
Correlation & Price change
A.I.dvisor indicates that over the last year, SAR has been closely correlated with FSK. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if SAR jumps, then FSK could also see price increases.
| Ticker / NAME | Correlation To SAR | 1D Price Change % | ||
|---|---|---|---|---|
| SAR | 100% | +1.24% | ||
| FSK - SAR | 67% Closely correlated | +0.50% | ||
| NMFC - SAR | 66% Loosely correlated | +1.04% | ||
| BCSF - SAR | 66% Loosely correlated | +0.06% | ||
| GLAD - SAR | 66% Loosely correlated | +0.67% | ||
| SLRC - SAR | 65% Loosely correlated | +0.51% | ||
More | ||||