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Managed Portfolio Series - Tortoise Energy Evolution Fund TOPTX

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Price alert · TOPTX

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6.79 USD 0.00 -0.00%

At close · Dec 29

Day range unavailable

4.33 52-week range 7.98
Open
—
Prev close
6.79
Mkt cap
9.46M
Vol
0
Avg vol
0
EPS
0.00
P/E
0.00
Div yield
0.00%
More statistics
Low
—
High
—
Forward P/E
0.00
Beta
0.00
Short ratio
0.00
Dividend
0.00
Ex-div date
50-d avg
6.79
200-d avg
6.53

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Financial health

Altman Z-Score

2.54 Grey zone

Bankruptcy-risk model: below 1.81 distress, above 2.99 safe.

Piotroski F-Score

7 / 9 Strong

Nine pass/fail tests of profitability, leverage and efficiency.

Valuation

P/E 6.5×
FY 2013: 81.8×FY 2014: 56.6×FY 2015: 10.1×FY 2016: 35.0×FY 2017: 12.5×FY 2018: 17.6×FY 2019: 33.9×FY 2020: -13.6×FY 2021: 7.1×FY 2022: 6.5×
FY 2013 5y median 7.1× FY 2022
P/S 1.8×
FY 2013: 13.5×FY 2014: 8.7×FY 2015: 9.2×FY 2016: 7.1×FY 2017: 6.0×FY 2018: 6.2×FY 2019: 6.8×FY 2020: 6.8×FY 2021: 2.1×FY 2022: 1.8×
FY 2013 5y median 6.2× FY 2022
P/B 2.4×
FY 2013: 4.6×FY 2014: 5.0×FY 2015: 3.2×FY 2016: 3.6×FY 2017: 3.2×FY 2018: 3.4×FY 2019: 2.7×FY 2020: 4.1×FY 2021: 3.0×FY 2022: 2.4×
FY 2013 5y median 3.0× FY 2022
P/FCF 5.1×
FY 2013: 35.3×FY 2014: 46.8×FY 2015: 25.3×FY 2016: 38.6×FY 2017: 14.5×FY 2018: 15.5×FY 2019: 151×FY 2020: -15.8×FY 2021: -93.7×FY 2022: 5.1×
FY 2013 5y median 5.1× FY 2022
EV/EBITDA 3.6×
FY 2013: 21.9×FY 2014: 16.9×FY 2015: 17.9×FY 2016: 11.8×FY 2017: 9.8×FY 2018: 9.9×FY 2019: 19.3×FY 2020: 24.8×FY 2021: 4.4×FY 2022: 3.6×
FY 2013 5y median 9.9× FY 2022
EV/Sales 1.7×
FY 2013: 12.2×FY 2014: 8.0×FY 2015: 7.9×FY 2016: 6.4×FY 2017: 5.4×FY 2018: 5.5×FY 2019: 6.2×FY 2020: 6.6×FY 2021: 2.0×FY 2022: 1.7×
FY 2013 5y median 5.5× FY 2022
FCF Yield 19.6%
FY 2013: 2.8%FY 2014: 2.1%FY 2015: 3.9%FY 2016: 2.6%FY 2017: 6.9%FY 2018: 6.4%FY 2019: 0.7%FY 2020: -6.3%FY 2021: -1.1%FY 2022: 19.6%
FY 2013 5y median 0.7% FY 2022

Profitability

Gross Margin 53.7%
FY 2013: 93.2%FY 2014: 66.4%FY 2015: 65.3%FY 2016: 68.6%FY 2017: 71.3%FY 2018: 67.0%FY 2019: 54.4%FY 2020: 49.3%FY 2021: 55.3%FY 2022: 53.7%
FY 2013 5y median 54.4% FY 2022
Operating Margin 35.5%
FY 2013: 48.2%FY 2014: 34.1%FY 2015: 24.1%FY 2016: 37.4%FY 2017: 39.8%FY 2018: 40.8%FY 2019: 12.5%FY 2020: 10.9%FY 2021: 38.2%FY 2022: 35.5%
FY 2013 5y median 35.5% FY 2022
Net Margin 27.0%
FY 2013: 16.5%FY 2014: 15.5%FY 2015: 91.0%FY 2016: 19.7%FY 2017: 48.1%FY 2018: 35.6%FY 2019: 20.1%FY 2020: -50.5%FY 2021: 29.3%FY 2022: 27.0%
FY 2013 5y median 27.0% FY 2022
ROE 37.6%
FY 2013: 5.6%FY 2014: 8.9%FY 2015: 31.4%FY 2016: 9.9%FY 2017: 25.4%FY 2018: 19.2%FY 2019: 8.0%FY 2020: -30.2%FY 2021: 42.3%FY 2022: 37.6%
FY 2013 5y median 19.2% FY 2022
ROIC 30.8%
FY 2013: 9.0%FY 2014: 9.3%FY 2015: 5.2%FY 2016: 9.4%FY 2017: 18.2%FY 2018: 15.5%FY 2019: 4.2%FY 2020: 3.9%FY 2021: 28.2%FY 2022: 30.8%
FY 2013 5y median 15.5% FY 2022
ROA 27.0%
FY 2013: 4.5%FY 2014: 6.2%FY 2015: 24.6%FY 2016: 7.7%FY 2017: 20.9%FY 2018: 16.1%FY 2019: 6.4%FY 2020: -21.5%FY 2021: 21.6%FY 2022: 27.0%
FY 2013 5y median 16.1% FY 2022

Growth (YoY)

Revenue 18.0%
FY 2013: -17.2%FY 2014: 57.5%FY 2015: -5.4%FY 2016: 30.9%FY 2017: 18.2%FY 2018: 6.0%FY 2019: -31.5%FY 2020: 10.5%FY 2021: 233.1%FY 2022: 18.0%
FY 2013 FY 2022
Operating Income 9.6%
FY 2013: -20.4%FY 2014: 11.3%FY 2015: -32.9%FY 2016: 103.0%FY 2017: 25.5%FY 2018: 8.8%FY 2019: -79.1%FY 2020: -3.0%FY 2021: 1062.8%FY 2022: 9.6%
FY 2013 FY 2022
EPS (diluted) 8.3%
FY 2013: -52.7%FY 2014: 44.8%FY 2015: 461.5%FY 2016: -71.2%FY 2017: 181.0%FY 2018: -22.0%FY 2019: -60.9%FY 2020: -377.8%FY 2021: 292.0%FY 2022: 8.3%
FY 2013 FY 2022
Free Cash Flow 1935.1%
FY 2013: -3.5%FY 2014: -23.5%FY 2015: 84.5%FY 2016: -34.0%FY 2017: 167.3%FY 2018: 2.7%FY 2019: -92.3%FY 2020: -1152.1%FY 2021: 82.8%FY 2022: 1935.1%
FY 2013 FY 2022

Financial Health

Current Ratio 1.7×
FY 2013: 8.8×FY 2014: 2.5×FY 2015: 4.3×FY 2016: 9.6×FY 2017: 7.3×FY 2018: 12.8×FY 2019: 5.9×FY 2020: 2.7×FY 2021: 1.2×FY 2022: 1.7×
FY 2013 5y median 2.7× FY 2022
Quick Ratio 1.7×
FY 2013: 8.8×FY 2014: 2.5×FY 2015: 4.3×FY 2016: 9.6×FY 2017: 7.3×FY 2018: 12.8×FY 2019: 5.9×FY 2020: 2.7×FY 2021: 1.2×FY 2022: 1.7×
FY 2013 5y median 2.7× FY 2022
Debt / Equity 0.0×
FY 2013: 0.0×FY 2014: 0.0×FY 2015: 0.0×FY 2016: 0.0×FY 2017: 0.0×FY 2018: 0.0×FY 2019: 0.0×FY 2020: 0.0×FY 2021: 0.0×FY 2022: 0.0×
FY 2013 5y median 0.0× FY 2022
Net Debt / EBITDA -0.2×
FY 2013: -2.4×FY 2014: -1.5×FY 2015: -2.9×FY 2016: -1.2×FY 2017: -1.1×FY 2018: -1.3×FY 2019: -2.1×FY 2020: -0.6×FY 2021: -0.2×FY 2022: -0.2×
FY 2013 5y median -0.6× FY 2022
Interest Coverage 0.0×
FY 2013: 0.0×FY 2014: 0.0×FY 2015: 0.0×FY 2016: 0.0×FY 2017: 0.0×FY 2018: 0.0×FY 2019: 0.0×FY 2020: 0.0×FY 2021: 0.0×FY 2022: 0.0×
FY 2013 5y median 0.0× FY 2022

Dividends

Dividend Yield 7.1%
FY 2013: 4.3%FY 2014: 4.3%FY 2015: 3.0%FY 2016: 3.6%FY 2017: 0.0%FY 2018: 4.9%FY 2019: 5.3%FY 2020: 2.0%FY 2021: 5.2%FY 2022: 7.1%
FY 2013 5y median 5.2% FY 2022
Payout Ratio 46.5%
FY 2013: 355.7%FY 2014: 243.4%FY 2015: 30.2%FY 2016: 127.9%FY 2017: 0.0%FY 2018: 86.3%FY 2019: 180.9%FY 2020: -26.3%FY 2021: 36.9%FY 2022: 46.5%
FY 2013 5y median 46.5% FY 2022

Annual · latest fiscal year ends 2023-06-30