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Upturn AI SWOT - About
BPT 
BP Prudhoe Bay Royalty Trust (BPT)
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Upturn Advisory Summary
07/11/2025: BPT (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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -50.44% | Avg. Invested days 18 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/11/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 11.00M USD | Price to earnings Ratio - | 1Y Target Price 2.52 |
Price to earnings Ratio - | 1Y Target Price 2.52 | ||
Volume (30-day avg) - | Beta 0.2 | 52 Weeks Range 0.40 - 2.52 | Updated Date 06/29/2025 |
52 Weeks Range 0.40 - 2.52 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.06 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) -1166.67% |
Management Effectiveness
Return on Assets (TTM) -19.57% | Return on Equity (TTM) -36.05% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 7330600 | Price to Sales(TTM) 52.13 |
Enterprise Value 7330600 | Price to Sales(TTM) 52.13 | ||
Enterprise Value to Revenue 2.99 | Enterprise Value to EBITDA 3.06 | Shares Outstanding 21400000 | Shares Floating 21398930 |
Shares Outstanding 21400000 | Shares Floating 21398930 | ||
Percent Insiders - | Percent Institutions 6.24 |
Upturn AI SWOT
BP Prudhoe Bay Royalty Trust
Company Overview
History and Background
BP Prudhoe Bay Royalty Trust (BPT) was formed in 1989. It is a grantor trust that owns royalty interests in BP's Prudhoe Bay oil field in Alaska. The trust receives royalty income from BP's net profits from Prudhoe Bay oil production.
Core Business Areas
- Royalty Interest: BPT's sole business is owning royalty interests in BP's Prudhoe Bay oil field. It receives royalty income based on the volume of oil produced and prices received, less permitted costs.
Leadership and Structure
BPT is a passive entity with no employees or active management. The trustee, Comerica Bank & Trust, N.A., manages the administrative functions. BP Exploration (Alaska) Inc. is responsible for the operation of the Prudhoe Bay field.
Top Products and Market Share
Key Offerings
- Royalty Income: BPT does not sell a product or service, it sells royalty interest. Its sole 'product' is the royalty income it generates from BP's oil production. Market share isn't directly applicable as it's a royalty trust. Competitors are other royalty trusts focused on different assets or geographies. Revenue depends on oil prices and production volumes.
Market Dynamics
Industry Overview
The industry is mature oil production in Alaska. Decline in production and volatility in oil prices are key factors.
Positioning
BPT is a passive royalty trust dependent on BP's Prudhoe Bay operations. Its competitive 'advantage' is its established royalty rights, but it's highly vulnerable to production declines and price fluctuations.
Total Addressable Market (TAM)
The total market value is dependent on the oil price, and production levels. BP Prudhoe Bay Royalty Trust is positioned on the total production and royalty for the location they are allowed to extract.
Upturn SWOT Analysis
Strengths
- Established royalty rights
- Simple business model
- High dividend yields in favorable market conditions
Weaknesses
- Dependence on BP's operations
- Declining production at Prudhoe Bay
- Sensitivity to oil prices
- High operating costs impact royalty payments
- Terminates when cumulative production reaches 1.777 billion barrels
Opportunities
- Increased oil prices
- New technologies to improve oil recovery at Prudhoe Bay
Threats
- Continued decline in oil production
- Lower oil prices
- Increased operating costs at Prudhoe Bay
- Adverse regulatory changes
- BP deciding to reduce or cease Prudhoe Bay operations
Competitors and Market Share
Key Competitors
Competitive Landscape
BPT is unique as a royalty trust tied to a specific oil field operated by BP. It does not directly compete with other oil companies in the traditional sense.
Growth Trajectory and Initiatives
Historical Growth: BPT's growth potential is limited due to the declining production at Prudhoe Bay. Royalty income has generally declined over time.
Future Projections: Future projections are uncertain and depend heavily on oil prices and BP's ability to maintain production levels. Production is forecast to decline.
Recent Initiatives: BPT is a passive entity. BP may implement initiatives at Prudhoe Bay to maintain or improve production, but these are independent of the Trust itself.
Summary
BP Prudhoe Bay Royalty Trust is a highly specialized investment vehicle tied to the Prudhoe Bay oil field. Its value is largely dependent on oil prices and production levels, both of which are uncertain. Declining production poses a significant risk. Dividend payouts are variable, and the Trust will terminate once it reaches its production target.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BP Prudhoe Bay Royalty Trust SEC filings
- BP annual reports
- Energy Information Administration (EIA) data
- Analyst reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Past performance is not indicative of future results. The information provided is believed to be accurate but is not guaranteed.
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 BP Prudhoe Bay Royalty Trust
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 1989-05-24 | CEO - | ||
Sector Energy | Industry Oil & Gas Midstream | Full time employees - | |
Full time employees - | |||
BP Prudhoe Bay Royalty Trust operates as a grantor trust in the United States. It is involved in holding overriding royalty interest in the Prudhoe Bay oil field located on the North Slope of Alaska. The Prudhoe Bay field extends approximately 12 miles by 27 miles and contains approximately 150,000 gross productive acres. BP Prudhoe Bay Royalty Trust was incorporated in 1989 and is based in Houston, Texas.
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