TYG Stock Analysis: Tortoise Energy | NYSE

Asset Management | NYSE, USA | Market Cap: 1.027m USD | 12M Return: 5.8% | US89147L8862 | Charts, Fundamentals & Technical Analysis

Natural Gas, Crude Oil, MLPs, Energy Infrastructure
Total Rating 33
Safety 23
Buy Signal -0.81
Asset Management
Industry Rotation: -3.3
Market Cap: 1.03B
Avg Turnover: 5.50M
Risk 3d forecast
Volatility23.6%
VaR 5th Pctl4.13%
VaR vs Median6.19%
Reward TTM
Sharpe Ratio0.17
Rel. Str. IBD30.2
Rel. Str. Peer Group33.8
Character TTM
Beta0.513
Beta Downside0.621
Hurst Exponent0.441
Drawdowns 3y
Max DD25.08%
CAGR/Max DD0.97
CAGR/Mean DD4.90
EPS (Earnings per Share) EPS (Earnings per Share) of TYG over the last years for every Quarter: "2021-08": 0, "2021-11": 1.3, "2022-02": 0, "2022-05": 7.9, "2022-08": 0, "2022-11": 0.84, "2023-02": 0, "2023-05": 0, "2023-08": 0, "2023-11": 0, "2024-02": 0, "2024-05": 0, "2024-08": 0, "2024-11": 13.04, "2025-05": -2.96, "2025-11": 2.81, "2026-05": null,
Last SUE: 0.58
Qual. Beats: 0
Revenue Revenue of TYG over the last years for every Quarter: 2021-08: 1.824534, 2021-11: 3.649, 2022-02: 3.573002, 2022-05: 7.146, 2022-08: 2.988077, 2022-11: 5.976154, 2023-02: 4.255783, 2023-05: 8.511566, 2023-08: 3.623995, 2023-11: 7.24799, 2024-02: 3.185129, 2024-05: 6.370258, 2024-08: null, 2024-11: 7.305, 2025-05: 10.785438, 2025-11: 0.049735, 2026-05: 8.154332,
Rev. CAGR: 13.23%
Rev. Trend: 86.0%
Qual. Beats: 0

Warnings

Strong Share Dilution
Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 11.7 years of data

Jan +4.5% 55
Feb -1.4% 8
Mar -0.1% 7
Apr -0.4% 12
May +0.0% 7
Jun +0.3% 7
Jul +0.0% 7
Aug -0.3% 5
Sep -2.1% 15
Oct -1.8% 11
Nov +1.6% 14
Dec -1.3% 16

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: TYG Tortoise Energy

Tortoise Energy Infrastructure Corporation (TYG) is a U.S.-domiciled, closed-end equity mutual fund managed by Tortoise Capital Advisors L.L.C. Launched in February 2004, the fund focuses on the energy infrastructure sector, targeting publicly traded Master Limited Partnerships (MLPs) and companies with market capitalizations above $100 million involved in the transportation, processing, storage, distribution, and marketing of natural gas, natural gas liquids (primarily propane), coal, crude oil, and refined petroleum products, as well as exploration, development, and production of these commodities. Classified under the GICS Financials sector as an asset management vehicle, TYG offers investors equity exposure to midstream and downstream energy operations through a listed fund structure.

Headlines to Watch Out For
  • Oil and natural gas price swings impact midstream MLP distributions
  • Interest rate hikes pressure yield-sensitive energy infrastructure valuations
  • Pipeline operators face capex headwinds and distribution coverage pressure
Piotroski VR-10 (Strict) 3.5
Net Income: 138.2m TTM > 0 and > 6% of Revenue
FCF/TA: 0.02 > 0.02 and ΔFCF/TA -3.39 > 1.0
NWC/Revenue: -2.07k% < 20% (prev -9.88%; Δ -2.06k% < -1%)
CFO/TA 0.02 > 3% & CFO 30.5m > Net Income 138.2m
Net Debt (358.5m) to EBITDA (117.9m): 3.04 < 3
Current Ratio: 0.01 > 1.5 & < 3
Outstanding Shares: last quarter (21.1m) vs 12m ago 96.28% < -2%
Gross Margin: -51.39% > 18% (prev 100.0%; Δ -151.4% > 0.5%)
Asset Turnover: 0.70% > 50% (prev 1.87%; Δ -1.17% > 0%)
Interest Coverage Ratio: 9.50 > 6 (EBIT TTM 117.9m / Interest Expense TTM 12.4m)
Altman Z'' 2.87
A: -0.12 (Total Current Assets 1.57m - Total Current Liabilities 171.4m) / Total Assets 1.37b
B: 0.09 (Retained Earnings 123.1m / Total Assets 1.37b)
C: 0.10 (EBIT TTM 117.9m / Avg Total Assets 1.17b)
D: 2.59 (Book Value of Equity 991.2m / Total Liabilities 383.3m)
Altman-Z'' = 2.87 = A
What is the price of TYG shares?

As of September 27, 2026, the stock is trading at USD 40.02 with a total of 160,282 shares traded. Over the past week, the price has changed by -5.24%, over one month by -6.42%, over three months by -4.14% and over the past year by +5.84%.

Current recommended Stop Loss: 38.80 (which is 3% or 1.5 ATR below the current price).

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?
Analysts Target Price 34 -15%
Tortoise Energy (TYG) - Fundamental Data Overview as of 26 September 2026
Market Cap USD = 1.03b (1.03b USD * 1.0 USD.USD)
P/E Trailing = 5.6217
P/S = 41.766
P/B = 1.0348
Revenue TTM = 8.20m USD
EBIT TTM = 117.9m USD
EBITDA TTM = 117.9m USD
Long Term Debt = 194.3m USD (estimated: total debt 359.0m - short term 164.7m)
Short Term Debt = 164.7m USD (from shortTermDebt, last quarter)
Debt = 359.0m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 358.5m USD (calculated: Debt 359.0m - CCE 469k)
Enterprise Value = 1.39b USD (1.03b + Debt 359.0m - CCE 469k)
Interest Coverage Ratio = 9.50 (Ebit TTM 117.9m / Interest Expense TTM 12.4m)
EV/FCF = 45.44x (Enterprise Value 1.39b / FCF TTM 30.5m)
FCF Yield = 2.20% (FCF TTM 30.5m / Enterprise Value 1.39b)
 FCF Margin = 371.6% (FCF TTM 30.5m / Revenue TTM 8.20m)
 Net Margin = 1.68k% (Net Income TTM 138.2m / Revenue TTM 8.20m)
 Gross Margin = -51.39% ((Revenue TTM 8.20m - Cost of Revenue TTM 12.4m) / Revenue TTM)
Gross Margin QoQ = 19.39% (prev none%)
Tobins Q-Ratio = 1.01 (Enterprise Value 1.39b / Total Assets 1.37b)
Interest Expense / Debt = 3.46% (Interest Expense 12.4m / Debt 359.0m)
Taxrate = 8.27% (12.5m / 150.6m)
NOPAT = 108.2m (EBIT 117.9m * (1 - 8.27%))
Current Ratio = 0.01 (Total Current Assets 1.57m / Total Current Liabilities 171.4m)
Debt / Equity = 0.36 (Debt 359.0m / totalStockholderEquity, last quarter 991.2m)
Debt / EBITDA = 3.04 (Net Debt 358.5m / EBITDA 117.9m)
Debt / FCF = 11.76 (Net Debt 358.5m / FCF TTM 30.5m)
Total Stockholder Equity = 826.5m (last 4 quarters mean from totalStockholderEquity)
RoA = 11.79% (Net Income 138.2m / Total Assets 1.37b)
RoE = 16.72% (Net Income TTM 138.2m / Total Stockholder Equity 826.5m)
RoCE = 11.55% (EBIT 117.9m / Capital Employed (Equity 826.5m + L.T.Debt 194.3m))
RoIC = 7.91% (NOPAT 108.2m / Invested Capital 1.37b)
WACC = 6.59% (E(1.03b)/V(1.39b) * Re(7.79%) + D(359.0m)/V(1.39b) * Rd(3.46%) * (1-Tc(0.08)))
Discount Rate = 7.79% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 78.20 | Cagr: 31.91%
[DCF] Terminal Value 73.10% ; FCFF base≈40.0m ; Y1≈35.1m ; Y5≈28.4m
[DCF] Fair Price = 3.81 (EV 455.4m - Net Debt 358.5m = Equity 96.8m / Shares 25.4m; r=8.35% [WACC [floored]]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: 0.58 | # QB: 0
Revenue Correlation: 85.96 | Revenue CAGR: 13.23% | SUE: N/A | # QB: 0