Budny TechEnergy

Watchlist Analysis

Holdings (6)

Portfolio Summary

Budny TechEnergy is a USD watchlist that has returned 70.48% in the past year.

Portfolio Snowflake

Fundamentals

A past performer with growth potential.

Actions


1 Year Returns

67.63%

Capital Gain

1.22%

Dividend Income

1.63%

Currency Gain

70.48%

Total Return

Returns

Portfolio volatility and the main contributors to returns

1.166

Portfolio Beta / Volatility


Portfolio Volatility vs Market

Budny TechEnergy
GOOG.L
CSCO
FB
IPGP
TSLA
KNOS
Market Avg

Contributors to Returns

Diversification

The Portfolio diversification across companies and industries


Diversification Across Industries

Valuation

The value of the Portfolio based on future cash flows (where available) and price relative to the market

178.99x

Price Based on Earnings (PE)


Intrinsic Value based on Free Cash Flows


Price Based on Earnings

PE Ratio
portfolio179x
market21.3x

Price Based on Expected Growth

PEG Ratio
portfolio7.9x
market1.7x

Price Based on Value of Assets

PB Ratio
portfolio12.7x
market2.5x

Future Growth

The expected growth in revenue and earnings over the next 1 to 3 years

15.60%

Expected Annual Earnings Growth


Future Annual Growth Analysis

earnings growth

revenue growth

Past Peformance

The average performance ratios and growth over the past 5 years

12.27%

Historical Annual Earnings Growth


Return on Equity

ROE
portfolio20.5%
market10.1%

Return on Assets

ROA
portfolio12.3%
market4.1%

Return on Capital Employed

ROCE
portfolio21.2%

Financial Health

The average Portfolio debt to equity ratio ignoring financial institutions

13.85%

Portfolio Debt to Equity


Portfolio Debt Level

Dividends

The average annual dividend yield and top payers

0.71%

Estimated Dividend Yield


List of Dividend Payers

CompanyAnnual Yield
Cisco Systems3.2%
Kainos Group1.0%
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.