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Energy

December 14, 20200Comments

All Cap Analysis: Free Cash Flow Yield Falls in 2020

This report analyzes free cash flow (FCF), enterprise value, and the FCF yield for the NC 2000 and each of its sectors.
by Kyle Guske II, Senior Investment Analyst, MBA
PEBV Ratio Analysis
December 14, 20200Comments

All Cap Analysis: Only One Sector Has a Rising ROIC in 2020

This report analyzes the drivers of economic earnings [ROIC, NOPAT margin, invested capital turns, and WACC] for the NC 2000 and each sector since 1998.
by Matt Shuler, Investment Analyst II
S&P 500 PEBV Ratio Analysis
December 7, 20200Comments

Three S&P 500 Sectors Trade Below Their Economic Book Value While S&P 500’s PEBV Regains 2019 Highs

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
December 3, 20200Comments

Four S&P 500 Sectors Have a Rising FCF Yield Through 3Q20

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
Core vs. GAAP Earnings
December 2, 20200Comments

Only Two S&P 500 Sectors Have a Rising ROIC Through 3Q20

Only the Consumer Non-cyclicals sector and the Technology sector have seen an improvement in return on invested capital (ROIC) since the end of 2019.
by Matt Shuler, Investment Analyst II
Best & Worst Sector Funds
October 13, 20200Comments

Energy Sector 4Q20: Best and Worst

The Energy sector ranks ninth out of the 11 sectors as detailed in our 4Q20 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
July 14, 20200Comments

Energy Sector 3Q20: Best and Worst

The Energy sector ranks fifth out of the 11 sectors as detailed in our 3Q20 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
April 16, 20200Comments

Energy Sector 2Q20: Best and Worst

The Energy sector ranks fifth out of the 11 sectors as detailed in our 2Q20 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 15, 20200Comments

Energy Sector 1Q20: Best and Worst

The Energy sector ranks fourth out of the 11 sectors as detailed in our 1Q20 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 14, 20190Comments

Energy Sector 4Q19: Best and Worst

The Energy sector ranks fourth out of the 11 sectors as detailed in our 4Q19 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
July 11, 20190Comments

Energy Sector 3Q19: Best and Worst

The Energy sector ranks eighth out of the 11 sectors as detailed in our 3Q19 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
June 17, 20190Comments

Long-Term Trends Revealed by Our Research on Sector ROIC’s

Our analysis of return on invested capital (ROIC) by sector shows that the market rewards higher ROIC companies with higher valuations.
by Sam McBride
April 24, 20190Comments

GAAP Earnings Underestimate This Industrial Turnaround

This firm has dramatically improved its profitability since adding ROIC to its exec comp plan, has a cheap valuation and significant growth opportunities.
by Sam McBride
Best & Worst Sector Funds
April 11, 20190Comments

Energy Sector 2Q19: Best and Worst

The Energy sector ranks sixth out of the 11 sectors as detailed in our 2Q19 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 15, 20190Comments

Energy Sector 1Q19: Best and Worst

The Energy sector ranks fifth out of the 11 sectors as detailed in our 1Q19 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 15, 20180Comments

Energy Sector 4Q18: Best and Worst

The Energy sector ranks tenth out of the 11 sectors as detailed in our 4Q18 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
July 17, 20180Comments

Energy Sector 3Q18: Best and Worst

The Energy sector ranks eleventh out of the 11 sectors as detailed in our 3Q18 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 8, 20180Comments

Energy Sector 1Q18: Best and Worst

The Energy sector ranks last out of the 11 sectors as detailed in our 1Q18 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 6, 20170Comments

Energy Sector 4Q17: Best and Worst

The Energy sector ranks last out of the 11 sectors as detailed in our 4Q17 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
July 13, 20170Comments

Energy Sector 3Q17: Best and Worst

The Energy sector ranks last out of the ten sectors as detailed in our 3Q17 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Dangerous rating.
by Kyle Guske II, Senior Investment Analyst, MBA
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