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Energy

December 3, 20210Comments

All Cap Index & Sectors: Core Earnings Vs. GAAP Earnings Through 3Q21

Within the NC 2000, all eleven sectors saw a year-over-year (YoY) rise in Core Earnings in 3Q21.
by Matt Shuler, Investment Analyst II
December 2, 20210Comments

All Cap Index & Sectors: Price to Economic Book Value Through 3Q21

This report analyzes market cap, economic book value, and the trailing price-to-economic book value (PEBV) ratio for the NC 2000 and each of its sectors.
by Matt Shuler, Investment Analyst II
Most Likely to Beat Earnings
December 2, 20210Comments

All Cap Index & Sectors: ROIC Vs. WACC Through 3Q21

This report analysis the return on invested capital (ROIC), NOPAT margin, invested capital turns, and weighted average cost of capital (WACC) for the NC 2000.
by Matt Shuler, Investment Analyst II
December 1, 20210Comments

All Cap Index & Sectors: Free Cash Flow Yield Through 3Q21

This report analyzes free cash flow (FCF), enterprise value, and the trailing FCF yield for the NC 2000.
by Kyle Guske II, Senior Investment Analyst, MBA
PEBV Ratio Analysis
November 24, 20210Comments

S&P 500 & Sectors: Price-to-Economic Book Value Through 3Q21 (Free, Abridged)

This report is an abridged and free version of  S&P 500 & Sectors: Price-to-Economic Book Value Through 3Q21.
by Kyle Guske II, Senior Investment Analyst, MBA
November 24, 20210Comments

S&P 500 & Sectors: Free Cash Flow Yield Through 3Q21 (Free, Abridged)

This report is an abridged and free version of S&P 500 & Sectors: Free Cash Flow Yield Through 3Q21.
by Matt Shuler, Investment Analyst II
November 24, 20210Comments

S&P 500 & Sectors: ROIC vs. WACC Through 3Q21 (Free, Abridged)

This report is an abridged and free version of S&P 500 & Sectors: ROIC vs. WACC Through 3Q21.
by Kyle Guske II, Senior Investment Analyst, MBA
S&P 500 PEBV Ratio Analysis
November 24, 20210Comments

S&P 500 & Sectors: Price-to-Economic Book Value Through 3Q21

This report analyzes market cap, economic book value, and the trailing price-to-economic book value (PEBV) ratio for the S&P 500 and each of its sectors.
by Kyle Guske II, Senior Investment Analyst, MBA
Free Cash Flow & FCF Yield
November 24, 20210Comments

S&P 500 & Sectors: Free Cash Flow Yield Through 3Q21

This report analyzes free cash flow, enterprise value, and the FCF yield for the S&P 500 and each of its sectors.
by Matt Shuler, Investment Analyst II
ROIC vs. WACC
November 24, 20210Comments

S&P 500 & Sectors: ROIC vs. WACC Through 3Q21

Ten of eleven S&P 500 sectors saw an improvement in return on invested capital (ROIC) year-over-year (YoY) based on 3Q21 financial data.
by Kyle Guske II, Senior Investment Analyst, MBA
Core vs. GAAP Earnings
November 23, 20210Comments

S&P 500 & Sectors: Core Earnings Vs. GAAP Earnings Through 3Q21

This report analyzes the Core Earnings and GAAP earnings of the S&P 500 and each of its sectors.
by Kyle Guske II, Senior Investment Analyst, MBA
October 21, 20210Comments

Analyzing Today’s Market Environment – CNBC

We joined CNBC's Power Lunch on Wednesday October 20, 2021.
by Alex Sword
Best & Worst Sector Funds
October 11, 20210Comments

Energy Sector 4Q21: Best and Worst

The Energy sector ranks eleventh out of the 11 sectors as detailed in our 4Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
S&P 500 PEBV Ratio Analysis
September 2, 20210Comments

All Cap Index & Sectors: Price to Economic Book Value Through 2Q21 (Free, Abridged)

This report is an abridged and free version of All Cap Index & Sectors: Price to Economic Book Value Through 2Q21, one of the reports in our quarterly series on fundamental market and sector trends.
by Alex Sword
September 2, 20210Comments

All Cap Index & Sectors: Price to Economic Book Value Through 2Q21

This report analyzes market cap, economic book value, and the trailing price-to-economic book value (PEBV) ratio for the NC 2000 and each of its sectors.
by Alex Sword
September 2, 20210Comments

All Cap Index & Sectors: Free Cash Flow Yield Through 2Q21 (Free, Abridged)

This report is an abridged and free version of All Cap Index & Sectors: Free Cash Flow Yield Through 2Q21, one of the reports in our quarterly series on fundamental market and sector trends.
by Kyle Guske II, Senior Investment Analyst, MBA
Economic Earnings
September 2, 20210Comments

All Cap Index & Sectors: ROIC Vs. WACC Through 2Q21 (Free, Abridged)

This report is an abridged and free version of All Cap Index & Sectors: ROIC vs. WACC Through 2Q21, one of the reports in our quarterly series on fundamental market and sector trends.
by Alex Sword
Most Likely to Beat Earnings
September 2, 20210Comments

All Cap Index & Sectors: ROIC Vs. WACC Through 2Q21

This report presents the drivers of economic earnings (ROIC, NOPAT margin, invested capital turns, and WACC) for our All Cap Index and each of its sectors.
by Alex Sword
September 1, 20210Comments

All Cap Index & Sectors: Core Earnings Vs. GAAP Earnings Through 2Q21 (Free, Abridged)

The Basic Materials sector had the most overstated YoY change in GAAP earnings for 2Q21.
by Kyle Guske II, Senior Investment Analyst, MBA
September 1, 20210Comments

All Cap Index & Sectors: Free Cash Flow Yield Through 2Q21

This report analyzes free cash flow (FCF), enterprise value, and the trailing FCF yield for the NC 2000.
by Kyle Guske II, Senior Investment Analyst, MBA
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