Energy Sector Overview

Key Metrics

*Weighted by Market Cap Last updated: Aug 23, 2026

Avg P/E Ratio 21.3

Profitable Companies 100%

Avg Growth 57.2%

Avg Dividend Yield 2.50%

Historical Return

Last updated: Aug 15, 2026

1 Year +25.6% +2.5% Div

3 Years Ø +7.7% +2.5% Div

5 Years Ø +13.0% +2.5% Div

1 Year +3.4% +2.5% Div

3 Years Ø +2.2% +2.5% Div

5 Years Ø +4.7% +2.5% Div

Risk & Analysis Metrics

Last updated: Aug 23, 2026

Volatility

24.80% 1 Year

23.13% 3 Years

26.47% 5 Years

75.46% 10 Years

Max Drawdown

-21.34% 1 Year

-24.33% 3 Years

-24.33% 5 Years

-63.52% 10 Years

Sharpe Ratio

1.04 1 Year

0.32 3 Years

0.65 5 Years

0.47 10 Years

Volatility

70.14% 1 Year

118.76% 3 Years

123.67% 5 Years

924.50% 10 Years

Max Drawdown

-52.78% 1 Year

-36.15% 3 Years

-49.08% 5 Years

-61.83% 10 Years

Sharpe Ratio

-0.05 1 Year

0.69 3 Years

0.67 5 Years

0.49 10 Years

Return Triangle (Heatmap)

Last updated: Aug 15, 2026

	2025
2025	0.0%

	2025
2025	-1.8%

Distributions

Last updated: Aug 15, 2026

Profit Margin Distribution

< 0%

1y 3y N/A N/A

0 - 5%

1y 3y N/A N/A

5 - 10%

97%

1y 3y N/A N/A

10 - 15%

1y 3y N/A N/A

15 - 20%

1y 3y N/A N/A

20 - 30%

1y 3y N/A N/A

30 - 40%

1y 3y N/A N/A

> 40%

1y 3y N/A N/A

< 0%

30%

1y 3y N/A N/A

0 - 5%

13%

1y 3y N/A N/A

5 - 10%

17%

1y 3y N/A N/A

10 - 15%

1y 3y N/A N/A

15 - 20%

1y 3y N/A N/A

20 - 30%

1y 3y N/A N/A

30 - 40%

1y 3y N/A N/A

> 40%

13%

1y 3y N/A N/A

P/E Ratio Distribution

< 0

1y 3y N/A N/A

0 - 10

1y 3y N/A N/A

10 - 15

86%

1y 3y N/A N/A

15 - 20

1y 3y N/A N/A

20 - 25

1y 3y N/A N/A

25 - 35

1y 3y N/A N/A

35 - 50

1y 3y N/A N/A

> 50

1y 3y N/A N/A

< 0

42%

1y 3y N/A N/A

0 - 10

26%

1y 3y N/A N/A

10 - 15

1y 3y N/A N/A

15 - 20

1y 3y N/A N/A

20 - 25

1y 3y N/A N/A

25 - 35

1y 3y N/A N/A

35 - 50

1y 3y N/A N/A

> 50

1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation

N/A

Undervalued

> 60%

1y 3y N/A N/A

45 - 60%

1y 3y N/A N/A

30 - 45%

1y 3y N/A N/A

15 - 30%

1y 3y N/A N/A

Fair (±15%)

1y 3y N/A N/A

Overvalued

15 - 30%

1y 3y N/A N/A

30 - 45%

1y 3y N/A N/A

45 - 60%

1y 3y N/A N/A

> 60%

1y 3y N/A N/A

Equal Weight Average Undervaluation

N/A

Undervalued

> 60%

1y 3y N/A N/A

45 - 60%

1y 3y N/A N/A

30 - 45%

1y 3y N/A N/A

15 - 30%

1y 3y N/A N/A

Fair (±15%)

1y 3y N/A N/A

Overvalued

15 - 30%

1y 3y N/A N/A

30 - 45%

1y 3y N/A N/A

45 - 60%

1y 3y N/A N/A

> 60%

1y 3y N/A N/A

Portfolio Concentration

*by Market Cap Last updated: Aug 15, 2026

98.5% Top 5 Holdings

99.7% Top 10 Holdings

100.0% Top 50 Holdings

100.0% Top 100 Holdings

Top 5 Companies

XOM.MX Exxon Mobil Corporation

74.0%

TOTB.DE TotalEnergies SE

22.3%

APC ARKO Petroleum Corp. Class A Common Stock

1.4%

TDW-WT Tidewater Inc.

0.5%

SUNC SunocoCorp LLC

0.4%

Market Cap Size Distribution

Micro Cap

0.1%

1y 3y N/A N/A

Small Cap

0.6%

1y 3y N/A N/A

Mid Cap

1.4%

1y 3y N/A N/A

Large Cap

22.9%

1y 3y N/A N/A

Mega Cap

75.0%

1y 3y N/A N/A

Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Micro Cap

64.7%

1y 3y N/A N/A

Small Cap

14.7%

1y 3y N/A N/A

Mid Cap

11.8%

1y 3y N/A N/A

Large Cap

5.9%

1y 3y N/A N/A

Mega Cap

2.9%

1y 3y N/A N/A

Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Latest News

View all news →

8 days ago • Seeking Alpha

Chord Energy: Q2 Strengthens The Buyback And FCF-Per-Share Thesis

Chord Energy demonstrates disciplined capital allocation, prioritizing free cash flow per share through operational efficiency, aggressive buybacks...

8 days ago • Newsfile Corp

Euro Manganese Signs Offtake Term Sheet with 6K Energy Following Preliminary Qualification of High-Purity Manganese

Term sheet supports EMN's project development as a secure, traceable Western source of high-purity manganese for North American battery supply chai...

8 days ago • Seeking Alpha

Valeura Energy: Low Debt, Healthy Oil Pricing

Valeura Energy achieved standout realized oil prices and cash flow in Q2, driven by Gulf of Thailand production priced off Dubai benchmarks. Q2 res...

Average metrics of all companies in sector Last updated: Aug 23, 2026

Compare to
Market

Market Cap The average market value of companies in this sector.	$11.6T
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price.	2.5 %
Beta Indicates the relationship between the price performance of a share and the market.	0.17
P/E Ratio Ratio between share price and earnings per share. A low ratio could indicate that the stock is undervalued or investors aren't expecting high growth. A high ratio could indicate that the stock is overvalued or investors are expecting high growth.	21.25
Negative P/E Ratio A negative P/E ratio shows that the company is not profitable, and it shows how many years it would take the company to lose its entire market capitalisation if it did not change anything.	-
Profitable Companies	100%
PEG The ratio between the P/E ratio and the growth rate of the company's earnings per share in the last twelve months. A lower PEG could mean that a stock is undervalued.	37.15
Price to Sales Ratio Market cap divided by the revenue in the most recent year.	31.05
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company.	43.37

Compare to
Market

Enterprise Value to EBIT Enterprise Value divided by EBIT.	-
Enterprise Value to Revenue Enterprise value divided by revenue.	31.36
Total Debt to Enterprise Value Total debt divided by enterprise value.	0.0
Debt to Equity A higher ratio indicates a higher risk. However, the ratio is difficult to compare between industries where common amounts of debt vary.	0.16
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability.	9.13%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago.	+57.2%
Return on Equity Equity divided by market cap.	13.06%
Return on Assets Indicates a company's profitability in relation to its total assets.	7.29%
Return on Invested Capital Return on invested capital (ROIC) is net income after dividends divided by the sum of debt and equity. It shows how effective a company is at turning capital invested by shareholders and other debtholders into profits.	11.80%