(TYG) Tortoise Energy - Overview

Sector: Financial ServicesIndustry: Asset Management | Exchange NYSE (USA) | Currency USD | Market Cap: 1.030m | Total Return 27.2% in 12m

Stock: Energy Pipelines, Storage, Distribution, Processing

Total Rating 68

Risk 82

Buy Signal -0.16

Asset Management +7.6
Asset Management & Custody Banks +9.0

Market Cap: 1,030m
Avg Trading Vol: 4.55M USD

ATR: 2.43%
Peers RS (IBD): 87.8

Risk 5d forecast
Volatility	24.1%
Relative Tail Risk	-4.03%

Reward TTM
Sharpe Ratio	1.01
Alpha	16.80

Character TTM
Beta	0.684
Beta Downside	0.594

Drawdowns 3y
Max DD	25.08%
CAGR/Max DD	1.35

EPS (Earnings per Share)

EPS CAGR: 14.45%
EPS Trend: -2.3%

Last SUE: 0.58
Qual. Beats: 0

Revenue

Rev. CAGR: -63.46%
Rev. Trend: -12.8%

Qual. Beats: 0

Description: TYG Tortoise Energy March 05, 2026

TYG is a US-based closed-end fund investing in energy infrastructure. The fund focuses on companies involved in the transportation, processing, storage, distribution, and marketing of natural gas, crude oil, and refined petroleum products. This sector typically involves significant capital expenditure and long-term contracts.

TYG primarily invests in Master Limited Partnerships (MLPs) and companies with market capitalizations exceeding $100 million. MLPs offer pass-through income and are a common structure in energy infrastructure due to their tax advantages.

Further research on ValueRay can provide detailed performance metrics and risk assessments.

Headlines to watch out for

Midstream energy asset performance impacts fund value
Commodity price volatility affects underlying holdings
Interest rate changes influence MLP valuations
Regulatory shifts in energy infrastructure sector
Global demand for oil and gas drives asset utilization

Piotroski VR‑10 (Strict, 0-10) 5.0

Net Income: 230.3m TTM > 0 and > 6% of Revenue
FCF/TA: 0.06 > 0.02 and ΔFCF/TA -14.32 > 1.0
NWC/Revenue: 6.63% < 20% (prev -142.0%; Δ 148.6% < -1%)
CFO/TA 0.06 > 3% & CFO 78.4m > Net Income 230.3m
Net Debt (278.5m) to EBITDA (162.2m): 1.72 < 3
Current Ratio: 1.77 > 1.5 & < 3
Outstanding Shares: last quarter (18.1m) vs 12m ago 68.06% < -2%
Gross Margin: 41.77% > 18% (prev 0.50%; Δ 4.13k% > 0.5%)
Asset Turnover: 2.65% > 50% (prev 4.00%; Δ -1.36% > 0%)
Interest Coverage Ratio: 14.58 > 6 (EBITDA TTM 162.2m / Interest Expense TTM 11.6m)

Altman Z'' 1.87

A: 0.00 (Total Current Assets 3.72m - Total Current Liabilities 2.10m) / Total Assets 1.29b
B: 0.08 (Retained Earnings 106.4m / Total Assets 1.29b)
C: 0.18 (EBIT TTM 168.9m / Avg Total Assets 926.0m)
D: 0.35 (Book Value of Equity 106.4m / Total Liabilities 304.7m)
Altman-Z'' Score: 1.87 = BBB

Beneish M

DSRI: 0.23 (Receivables 2.20m/8.92m, Revenue 24.5m/22.6m)
GMI: 1.21 (GM 41.77% / 50.37%)
AQI: none (AQ_t none / AQ_t-1 none)
SGI: 1.09 (Revenue 24.5m / 22.6m)
TATA: 0.12 (NI 230.3m - CFO 78.4m) / TA 1.29b)
Beneish M-Score: cannot calculate (missing components)

What is the price of TYG shares?

As of March 26, 2026, the stock is trading at USD 50.40 with a total of 90,000 shares traded.
Over the past week, the price has changed by +0.62%, over one month by +2.10%, over three months by +27.04% and over the past year by +27.17%.

Is TYG a buy, sell or hold?

Tortoise Energy has received a consensus analysts rating of 5.00. Therefore, it is recommended to buy TYG.

StrongBuy: 1
Buy: 0
Hold: 0
Sell: 0
StrongSell: 0

What are the forecasts/targets for the TYG price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	34	-32.5%
Analysts Target Price	34	-32.5%

TYG Fundamental Data Overview March 24, 2026

P/S = 41.376
P/B = 1.0474
Revenue TTM = 24.5m USD
EBIT TTM = 168.9m USD
EBITDA TTM = 162.2m USD
Long Term Debt = unknown (none)
Short Term Debt = 46.1k USD (from shortTermDebt, two quarters ago)
Debt = 279.1m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 278.5m USD (from netDebt column, last quarter)
Enterprise Value = 1.31b USD (1.03b + Debt 279.1m - CCE 1.10m)
Interest Coverage Ratio = 14.58 (Ebit TTM 168.9m / Interest Expense TTM 11.6m)
EV/FCF = 16.68x (Enterprise Value 1.31b / FCF TTM 78.4m)
FCF Yield = 6.00% (FCF TTM 78.4m / Enterprise Value 1.31b)
FCF Margin = 319.9% (FCF TTM 78.4m / Revenue TTM 24.5m)
Net Margin = 939.5% (Net Income TTM 230.3m / Revenue TTM 24.5m)
Gross Margin = 41.77% ((Revenue TTM 24.5m - Cost of Revenue TTM 14.3m) / Revenue TTM)
Gross Margin QoQ = none% (prev none%)
Tobins Q-Ratio = 1.02 (Enterprise Value 1.31b / Total Assets 1.29b)
Interest Expense / Debt = 1.81% (Interest Expense 5.04m / Debt 279.1m)
Taxrate = 16.19% (13.6m / 83.9m)
NOPAT = 141.6m (EBIT 168.9m * (1 - 16.19%))
Current Ratio = 1.77 (Total Current Assets 3.72m / Total Current Liabilities 2.10m)
Debt / Equity = 0.28 (Debt 279.1m / totalStockholderEquity, last quarter 983.2m)
Debt / EBITDA = 1.72 (Net Debt 278.5m / EBITDA 162.2m)
Debt / FCF = 3.55 (Net Debt 278.5m / FCF TTM 78.4m)
Total Stockholder Equity = 687.6m (last 4 quarters mean from totalStockholderEquity)
RoA = 24.87% (Net Income 230.3m / Total Assets 1.29b)
RoE = 33.49% (Net Income TTM 230.3m / Total Stockholder Equity 687.6m)
RoCE = 13.14% (EBIT 168.9m / Capital Employed (Total Assets 1.29b - Current Liab 2.10m))
RoIC = 17.30% (NOPAT 141.6m / Invested Capital 818.1m)
WACC = 6.92% (E(1.03b)/V(1.31b) * Re(8.39%) + D(279.1m)/V(1.31b) * Rd(1.81%) * (1-Tc(0.16)))
Discount Rate = 8.39% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 29.64%
[DCF] Terminal Value 85.19% ; FCFF base≈93.1m ; Y1≈114.8m ; Y5≈195.9m
[DCF] Fair Price = 191.3 (EV 4.32b - Net Debt 278.5m = Equity 4.04b / Shares 21.1m; r=6.92% [WACC]; 5y FCF grow 25.0% → 3.0% )
EPS Correlation: -2.26 | EPS CAGR: 14.45% | SUE: 0.58 | # QB: 0
Revenue Correlation: -12.82 | Revenue CAGR: -63.46% | SUE: N/A | # QB: 0

Additional Sources for TYG Stock

Fund Manager Positions: Dataroma | Stockcircle