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Upturn AI SWOT - About
Tortoise Energy Infrastructure Closed Fund (TYG)
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Upturn Advisory Summary
03/20/2025: TYG (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 4.47% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/20/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 474.09M USD | Price to earnings Ratio 2.25 | 1Y Target Price 34 |
Price to earnings Ratio 2.25 | 1Y Target Price 34 | ||
Volume (30-day avg) 111583 | Beta 2.13 | 52 Weeks Range 26.92 - 47.60 | Updated Date 03/27/2025 |
52 Weeks Range 26.92 - 47.60 | Updated Date 03/27/2025 | ||
Dividends yield (FY) 9.95% | Basic EPS (TTM) 19.59 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1542.34% | Operating Margin (TTM) 43.65% |
Management Effectiveness
Return on Assets (TTM) 0.67% | Return on Equity (TTM) 44.88% |
Valuation
Trailing PE 2.25 | Forward PE - | Enterprise Value 445686496 | Price to Sales(TTM) 34.67 |
Enterprise Value 445686496 | Price to Sales(TTM) 34.67 | ||
Enterprise Value to Revenue 2.64 | Enterprise Value to EBITDA - | Shares Outstanding 10764900 | Shares Floating - |
Shares Outstanding 10764900 | Shares Floating - | ||
Percent Insiders 0.29 | Percent Institutions 61.67 |
Analyst Ratings
Rating 5 | Target Price 34 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Tortoise Energy Infrastructure Closed Fund
Company Overview
History and Background
Tortoise Energy Infrastructure Closed Fund (TYG) was founded to provide investors with exposure to energy infrastructure assets, primarily through investment in MLPs and other energy companies. It aims to generate current income and long-term capital appreciation.
Core Business Areas
- Investment Management: TYG manages a portfolio of energy infrastructure companies, focusing on those involved in the transportation, storage, and processing of energy commodities.
Leadership and Structure
Information about specific leadership can be found in TYG's public filings. Typically, closed-end funds have a board of directors and a management team overseeing the investment strategy.
Top Products and Market Share
Key Offerings
- Energy Infrastructure Investments: TYG offers investors exposure to a diversified portfolio of energy infrastructure assets. It does not directly sell products but manages investments. Competitors include other closed-end funds and ETFs focused on energy infrastructure.
Market Dynamics
Industry Overview
The energy infrastructure industry involves the transportation, storage, and processing of energy commodities. It is influenced by energy prices, regulatory changes, and infrastructure development.
Positioning
TYG is positioned as a closed-end fund providing access to energy infrastructure investments. Its competitive advantage lies in its management expertise and ability to select attractive investments.
Total Addressable Market (TAM)
The TAM for energy infrastructure investments is substantial, tied to global energy demand. TYGu2019s position relates to the assets held, and a percentage of the TAM would be represented in the AUM of the fund.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio of energy infrastructure assets
- Attractive dividend yield
Weaknesses
- Exposure to energy price volatility
- Reliance on MLP distributions
- Discount to net asset value (NAV)
Opportunities
- Increased demand for energy infrastructure
- Potential for asset appreciation
- Strategic acquisitions
Threats
- Regulatory changes impacting MLPs
- Economic downturn affecting energy demand
- Rising interest rates impacting MLP financing
Competitors and Market Share
Key Competitors
- ENB
- MPLX
- ET
Competitive Landscape
TYG competes with other closed-end funds and ETFs focusing on energy infrastructure. Its advantages and disadvantages depend on its investment strategy, expense ratios, and historical performance.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: TYG's historical growth is tied to the performance of its investments and the overall energy infrastructure market.
Future Projections: Future projections are based on analyst estimates and TYG's investment strategy.
Recent Initiatives: Recent initiatives may include portfolio adjustments, acquisitions, and strategic partnerships.
Summary
Tortoise Energy Infrastructure Closed Fund (TYG) provides investors access to a portfolio of energy infrastructure assets. The fund's strength lies in its dividend yield; however, it is subject to energy price volatility and regulatory risks. Monitoring its NAV discount and adjusting investment strategy accordingly are essential for TYG. Future growth depends on the energy infrastructure sector and the ability to capitalize on strategic opportunities.
Similar Companies
- ENB
- MPLX
- ET
- CEQP
Sources and Disclaimers
Data Sources:
- TYG's official website
- SEC filings
- Financial news sources
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data can fluctuate, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Tortoise Energy Infrastructure Closed Fund
Exchange NYSE | Headquaters Overland Park, KS, United States | ||
IPO Launch date 2004-02-25 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Tortoise Energy Infrastructure Corporation is a closed ended equity mutual fund launched and managed by Tortoise Capital Advisors L.L.C. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating in the energy infrastructure sector, with an emphasis on those companies that are engaged in transporting, processing, storing, distributing or marketing natural gas, natural gas liquids (primarily propane), coal, crude oil or refined petroleum products, or exploring, developing, managing or producing such commodities. The fund primarily invests in securities of publicly traded Master Limited Partnerships and stocks of companies having a market capitalization greater than $100 million. Tortoise Energy Infrastructure Corporation is domiciled in the United States.
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