Contrasting Atmus Filtration Technologies (NYSE:ATMU) & Icahn Enterprises (NASDAQ:IEP)

Atmus Filtration Technologies (NYSE:ATMU) and Icahn Enterprises (NASDAQ:IEP) are both mid-cap industrial products companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, earnings, dividends, profitability, risk, valuation and analyst recommendations.

Insider & Institutional Ownership

32.7% of Atmus Filtration Technologies shares are held by institutional investors. Comparatively, 87.1% of Icahn Enterprises shares are held by institutional investors. 0.4% of Atmus Filtration Technologies shares are held by company insiders. Comparatively, 90.1% of Icahn Enterprises shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Analyst Recommendations

This is a breakdown of current recommendations for Atmus Filtration Technologies and Icahn Enterprises, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Atmus Filtration Technologies	0	0	5	0	3.00
Icahn Enterprises	0	0	1	0	3.00

Atmus Filtration Technologies presently has a consensus price target of $35.80, suggesting a potential upside of 24.39%. Icahn Enterprises has a consensus price target of $27.00, suggesting a potential upside of 63.83%. Given Icahn Enterprises’ higher possible upside, analysts plainly believe Icahn Enterprises is more favorable than Atmus Filtration Technologies.

Profitability

This table compares Atmus Filtration Technologies and Icahn Enterprises’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Atmus Filtration Technologies	10.03%	314.52%	17.61%
Icahn Enterprises	-4.30%	-7.04%	-2.12%

Valuation and Earnings

This table compares Atmus Filtration Technologies and Icahn Enterprises’ revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Atmus Filtration Technologies	$1.63 billion	1.47	$171.30 million	$1.96	14.68
Icahn Enterprises	$11.33 billion	0.66	-$684.00 million	($1.15)	-14.33

Atmus Filtration Technologies has higher earnings, but lower revenue than Icahn Enterprises. Icahn Enterprises is trading at a lower price-to-earnings ratio than Atmus Filtration Technologies, indicating that it is currently the more affordable of the two stocks.

Summary

Atmus Filtration Technologies beats Icahn Enterprises on 8 of the 12 factors compared between the two stocks.

About Atmus Filtration Technologies

Atmus Filtration Technologies Inc. designs, manufactures, and sells filtration products under the Fleetguard brand name in North America, Europe, South America, Asia, Australia, Africa, and internationally. The company offers fuel filters, lube filters, air filters, crankcase ventilation, hydraulic filters, coolants, and fuel additives, as well as other chemicals; and fuel water separators and other filtration systems to original equipment manufacturers, dealers/distributors, and end-users. Its products are used in on-highway commercial vehicles and off-highway agriculture, construction, mining, and power generation vehicles and equipment. The company was founded in 1958 and is headquartered in Nashville, Tennessee.

About Icahn Enterprises

Icahn Enterprises L.P., through its subsidiaries, engages in the investment, energy, automotive, food packaging, real estate, home fashion, and pharma businesses in the United States and Internationally. The Investment segment invests its proprietary capital through various private investment funds. This segment provides investment advisory and other related services. The Energy segment refines and markets transportation fuels in the form of gasoline and diesel fuels, as well as renewable diesel; and manufactures nitrogen fertilizers in the form of urea ammonium nitrate and ammonia. The Automotive segment sells automotive parts and materials, and retailed merchandise; offers automotive repair and maintenance services; and leases real estate properties. The Food Packaging segment produces and sells cellulosic, fibrous, and plastic casings that are used to prepare and package processed meat products. The Real Estate segment is involved in the leasing of land, retail, office, and industrial properties; the development and sale of single-family homes; and the operation of country clubs. The Home Fashion segment manufactures, sources, markets, distributes, and sells home fashion consumer products. The Pharma segment offers pharmaceutical products and services. The company was incorporated in 1987 and is headquartered in Sunny Isles Beach, Florida.