Tortoise Capital Financials
| TPZ Etf | USD 20.92 0.07 0.34% |
Tortoise |
The data published in Tortoise Capital's official financial statements typically reflect Tortoise Capital's business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving Tortoise Capital's quantitative information. For example, before you start analyzing numbers published by Tortoise accountants, it's essential to understand Tortoise Capital's liquidity, profitability, and earnings quality within the context of the Financial Services space in which it operates.
Please note, the imprecision that can be found in Tortoise Capital's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Tortoise Capital Series. Check Tortoise Capital's Beneish M Score to see the likelihood of Tortoise Capital's management manipulating its earnings.
Tortoise Capital Etf Summary
Tortoise Capital competes with Ecofin Sustainable, Rivernorth Opportunistic, Tortoise Energy, John Hancock, and MFS High. Tortoise Power and Energy Infrastructure Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Tortoise Capital Advisors, LLC. The fund invests in the fixed income and public equity markets of the United States. It invests in securities of companies operating in the power and energy infrastructure sectors. The fund employs a fundamental analysis with a bottom up stock picking approach with focus on factors like comparison of quantitative, qualitative, and relative value factors to create its portfolio. It was formerly known as Tortoise Power and Energy Income Company. Tortoise Power and Energy Infrastructure Fund, Inc. was formed on July 5, 2007 and is domiciled in the United States.Specialization | null, Energy Limited Partnership |
| Instrument | USA Etf View All |
| Exchange | New York Stock Exchange |
| ISIN | US89147X1046 |
| CUSIP | 89147X104 890930100 |
| Region | North America |
| Investment Issuer | Tortoise |
| Location | Kansas; U.S.A |
| Business Address | 6363 College Boulevard |
| Etf Family | Financial Services |
| Fund Category | Sector |
| Portfolio Concentration | Energy |
| Benchmark | Dow Jones Industrial |
| Website | www.tortoiseadvisors.com/tpz.cfm |
| Phone | 913 981 1020 |
| Currency | USD - US Dollar |
Tortoise Capital Key Financial Ratios
Tortoise Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Tortoise Capital's current stock value. Our valuation model uses many indicators to compare Tortoise Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Tortoise Capital competition to find correlations between indicators driving Tortoise Capital's intrinsic value. More Info.Tortoise Capital Series is rated fifth largest ETF in price to earning as compared to similar ETFs. It also is rated fifth largest ETF in beta as compared to similar ETFs totaling about 0.08 of Beta per Price To Earning. The ratio of Price To Earning to Beta for Tortoise Capital Series is roughly 13.00 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Tortoise Capital's earnings, one of the primary drivers of an investment's value.Tortoise Capital Series Systematic Risk
Tortoise Capital's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Tortoise Capital volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Tortoise Capital Series correlated with the market. If Beta is less than 0 Tortoise Capital generally moves in the opposite direction as compared to the market. If Tortoise Capital Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Tortoise Capital Series is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Tortoise Capital is generally in the same direction as the market. If Beta > 1 Tortoise Capital moves generally in the same direction as, but more than the movement of the benchmark.
Steps to analyze company Financials for Investing
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Tortoise Capital is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Tortoise has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it. In summary, you can determine if Tortoise Capital's financials are consistent with your investment objective using the following steps:- Review Tortoise Capital's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
- Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
- Study the cash flow inflows and outflows to understand Tortoise Capital's liquidity and solvency.
- Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
- Compare Tortoise Capital's financials to those of its peers to see how it stacks up and identify any potential red flags.
- Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if Tortoise Capital's stock is overvalued or undervalued.
Tortoise Capital Thematic Clasifications
Tortoise Capital Series is part of several thematic ideas from Energy ETFs to Sector ETFs. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasTortoise Capital March 21, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Tortoise Capital help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Tortoise Capital Series. We use our internally-developed statistical techniques to arrive at the intrinsic value of Tortoise Capital Series based on widely used predictive technical indicators. In general, we focus on analyzing Tortoise Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Tortoise Capital's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.41 | |||
| Information Ratio | 0.0994 | |||
| Maximum Drawdown | 7.38 | |||
| Value At Risk | (1.92) | |||
| Potential Upside | 1.76 |
Other Information on Investing in Tortoise Etf
Tortoise Capital financial ratios help investors to determine whether Tortoise Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Tortoise with respect to the benefits of owning Tortoise Capital security.