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Energy

Free Cash Flow & FCF Yield
August 25, 20210Comments

S&P 500 & Sectors: Free Cash Flow Yield Through 2Q21

This report analyzes free cash flow, enterprise value, and the FCF yield for the S&P 500 and each of its sectors.
by Alex Sword
ROIC vs. WACC
August 25, 20210Comments

S&P 500 & Sectors: ROIC vs. WACC Through 2Q21

Nine of eleven S&P 500 sectors saw an improvement in ROIC year-over-year (YoY) based on 2Q21 financial data.
by Matt Shuler, Investment Analyst II
Core vs. GAAP Earnings
August 25, 20210Comments

S&P 500 & Sectors: Core Earnings Vs. GAAP Earnings Through 2Q21

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
Best & Worst Sector Funds
July 13, 20210Comments

Energy Sector 3Q21: Best and Worst

The Energy sector ranks tenth out of the 11 sectors as detailed in our 3Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
June 8, 20210Comments

All Cap Index & Sectors: Price to Economic Book Value Through 1Q21

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
June 7, 20210Comments

All Cap Index & Sectors: Free Cash Flow Yield Through 1Q21

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
June 7, 20210Comments

All Cap Index & Sectors: ROIC Vs. WACC Through 1Q21

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
June 7, 20210Comments

All Cap Index & Sectors: Core Earnings Vs. GAAP Earnings Through 1Q21

Within the NC 2000, all but three sectors, (Consumer Cyclicals, Industrials, and Energy) saw a year-over-year (YoY) rise in Core Earnings in 1Q21.
by Matt Shuler, Investment Analyst II
S&P 500 PEBV Ratio Analysis
May 28, 20210Comments

S&P 500 & Sectors: Price-to-Economic Book Value Through 1Q21

This report analyzes market cap, economic book value, and the price-to-economic book value (PEBV) ratio for the S&P 500 and each of its sectors.
by Matt Shuler, Investment Analyst II
Free Cash Flow & FCF Yield
May 27, 20210Comments

S&P 500 & Sectors: Free Cash Flow Yield Through 1Q21

This report analyzes free cash flow, enterprise value, and the FCF yield for the S&P 500 and each of its sectors.
by Alex Sword
Most Likely to Beat Earnings
May 25, 20210Comments

S&P 500 & Sectors: ROIC vs. WACC Through 1Q21

The Technology, Basic Materials, Consumer Non-cyclicals, and Healthcare sectors saw an improvement in ROIC year-over-year (YoY) based on 1Q21 financial data.
by Kyle Guske II, Senior Investment Analyst, MBA
April 20, 20210Comments

All Cap Index & Sectors: Price to Economic Book Value Through 4Q20

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
April 19, 20210Comments

All Cap Index & Sectors: Free Cash Flow Yield Through 4Q20

This report analyzes free cash flow (FCF), enterprise value, and the trailing FCF yield for the NC 2000 and each of its sectors.
by Alex Sword
PEBV Ratio Analysis
April 15, 20212Comments

All Cap Index & Sectors: ROIC Vs. WACC Through 4Q20

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 Kyle Guske II, Senior Investment Analyst, MBA
S&P 500 PEBV Ratio Analysis
April 15, 20210Comments

S&P 500 & Sectors: Price-to-Economic Book Value Through 4Q20

This report analyzes market cap, economic book value, and the price-to-economic book value (PEBV) ratio for the S&P 500 and each of its sectors.
by Alex Sword
April 15, 20210Comments

S&P 500 & Sectors: Free Cash Flow Yield Through 4Q20

This report analyzes free cash flow, enterprise value, and the FCF yield for the S&P 500 and each of its sectors.
by Alex Sword
Most Likely to Beat Earnings
April 15, 20210Comments

S&P 500 & Sectors: ROIC vs. WACC Through 4Q20

This report analyzes the drivers of economic earnings (ROIC, NOPAT margin, invested capital turns, and WACC) for the S&P 500 and each of its sectors.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
April 14, 20210Comments

Energy Sector 2Q21: Best and Worst

The Energy sector ranks tenth out of the 11 sectors as detailed in our 2Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 12, 20210Comments

Energy Sector 1Q21: Best and Worst

The Energy sector ranks ninth out of the 11 sectors as detailed in our 1Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
December 18, 20200Comments

All Cap Analysis: Price to Economic Book Value Rises in 2020

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