(EMO) ClearBridge Energy MLP - Ratings and Ratios
Energy, Oil, Gas, Partnership, Investments
Description: EMO ClearBridge Energy MLP
The ClearBridge Energy MLP Opportunity Closed Fund (NYSE:EMO) is a US-based investment fund with a focus on Energy Limited Partnerships. As an Energy MLP fund, EMO invests in master limited partnerships that operate in the energy sector, providing exposure to energy infrastructure, transportation, and storage.
To evaluate EMOs performance, key metrics to consider include its distribution yield, which is a crucial KPI for income-focused investors. A higher distribution yield indicates a more attractive income stream. Additionally, the funds expense ratio, which is the cost of managing the fund, is another important metric to assess its overall cost-effectiveness.
EMOs investment strategy and portfolio composition are also critical in understanding its potential for long-term growth. The funds allocation to different energy sub-sectors, such as midstream, upstream, or downstream, can significantly impact its performance. Furthermore, the funds management teams experience and track record in navigating the energy MLP landscape are essential in evaluating its potential for success.
To gauge EMOs relative performance, comparing its returns to those of its peers and the broader energy sector can provide valuable insights. Key performance indicators such as the funds Sharpe ratio, which measures risk-adjusted returns, and its correlation with the overall energy market can help investors understand its risk profile and potential for diversification.
Additional Sources for EMO Fund
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
EMO Fund Overview
Market Cap in USD | 396m |
Style | Energy Limited Partnership |
TER | 1.78% |
IPO / Inception | 2011-06-10 |
EMO Fund Ratings
Growth Rating | 87.8 |
Fundamental | - |
Dividend Rating | 80.2 |
Rel. Strength | 16.7 |
Analysts | - |
Fair Price Momentum | 57.94 USD |
Fair Price DCF | - |
EMO Dividends
Dividend Yield 12m | 10.32% |
Yield on Cost 5y | 43.93% |
Annual Growth 5y | 9.40% |
Payout Consistency | 89.9% |
Payout Ratio | % |
EMO Growth Ratios
Growth Correlation 3m | 76.6% |
Growth Correlation 12m | 55.4% |
Growth Correlation 5y | 97.4% |
CAGR 5y | 33.93% |
CAGR/Max DD 5y | 1.00 |
Sharpe Ratio 12m | 0.86 |
Alpha | 2.30 |
Beta | 0.775 |
Volatility | 17.91% |
Current Volume | 38.9k |
Average Volume 20d | 47k |
Stop Loss | 45.7 (-3%) |
As of July 17, 2025, the stock is trading at USD 47.13 with a total of 38,935 shares traded.
Over the past week, the price has changed by -0.70%, over one month by +1.70%, over three months by +6.70% and over the past year by +12.46%.
Yes. Based on ValueRay's Analyses, ClearBridge Energy MLP (NYSE:EMO) is currently (July 2025) a good stock to buy. It has a ValueRay Growth Rating of 87.75 and therefor a clear technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of EMO is around 57.94 USD . This means that EMO is currently undervalued and has a potential upside of +22.94% (Margin of Safety).
ClearBridge Energy MLP has no consensus analysts rating.
According to our own proprietary Forecast Model, EMO ClearBridge Energy MLP will be worth about 65.4 in July 2026. The stock is currently trading at 47.13. This means that the stock has a potential upside of +38.85%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 65.4 | 38.8% |