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Upturn AI SWOT - About
BPT 
BP Prudhoe Bay Royalty Trust (BPT)
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Upturn Advisory Summary
08/29/2025: 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.
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 08/29/2025 |
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 created in 1989 when BP Alaska assigned to the Trust a royalty interest in BP's Prudhoe Bay oil production. The Trust has no employees, and its function is solely to collect and distribute royalties to unit holders. Its future is limited by the anticipated decline and eventual cessation of production from the Prudhoe Bay field.
Core Business Areas
- Royalty Collection and Distribution: The Trust's sole activity is receiving royalty income based on BP's net production of crude oil from the Prudhoe Bay field and distributing that income to unit holders, less administrative expenses.
Leadership and Structure
The Trust is managed by a trustee, currently The Bank of New York Mellon. The trustee is responsible for collecting and distributing royalty payments and for managing the Trust's administrative affairs. The Trust has no employees.
Top Products and Market Share
Key Offerings
- Royalty Income: The Trust does not offer a product. It generates royalty income from BP's oil production. Market share isn't applicable as the Trust is a passive royalty recipient. Competitors are other royalty trusts (e.g., CRT) and direct investments in oil and gas companies.
Market Dynamics
Industry Overview
The Trust operates within the oil and gas royalty trust sector, which is driven by oil prices and production volumes from specific oil fields. The industry is subject to fluctuations in commodity prices, regulatory changes, and production declines.
Positioning
BPT's position is unique as it is tied specifically to the Prudhoe Bay field. Its competitive advantage is its fixed royalty interest. Its disadvantage is its dependence on a single, mature oil field.
Total Addressable Market (TAM)
The TAM is difficult to quantify precisely for a royalty trust. BPT's income is directly proportional to the price of West Texas Intermediate (WTI) crude oil and the production rate of the Prudhoe Bay field. BPT captures a fixed percentage of that revenue.
Upturn SWOT Analysis
Strengths
- Fixed royalty interest
- Simple structure with minimal operating expenses
- High dividend yield (dependent on oil prices and production)
Weaknesses
- Dependence on a single oil field (Prudhoe Bay)
- Declining production rates
- Limited lifespan (production will eventually cease)
- Vulnerability to oil price fluctuations
- Taxation at unit holder level
Opportunities
- Increased oil prices boosting royalty income
- Technological advancements potentially extending Prudhoe Bay production
- Potential for BP to invest further in Prudhoe Bay field
Threats
- Declining oil production from Prudhoe Bay
- Lower oil prices reducing royalty income
- Increased operating costs at Prudhoe Bay
- Changes in tax laws impacting royalty income
- BP's decision to discontinue production.
Competitors and Market Share
Key Competitors
- CRT
Competitive Landscape
BPT's competitive advantage is its specific royalty interest. However, its disadvantages are its dependence on Prudhoe Bay and declining production.
Growth Trajectory and Initiatives
Historical Growth: BPT has exhibited negative growth due to declining production at Prudhoe Bay.
Future Projections: Future projections are negative, anticipating further declines in Prudhoe Bay production and an eventual cessation of royalty income.
Recent Initiatives: The Trust itself has no initiatives. BP's actions in Prudhoe Bay are the only relevant factor. Any improvements in production technology or enhanced oil recovery could positively impact the Trust, but this is speculative.
Summary
BP Prudhoe Bay Royalty Trust is a high-risk investment due to its reliance on a single, declining oil field. Its high dividend yield is attractive, but variable and unsustainable in the long term. The trust's future is limited by the eventual cessation of production. Investors should be cautious and aware of the risks before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BP Prudhoe Bay Royalty Trust SEC filings
- BP Annual Reports
- Energy Information Administration (EIA) data
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investing in royalty trusts involves significant risks, including the risk of losing your entire investment. Consult with a financial advisor before making any investment decisions.
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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