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Upturn AI Summary - About
Cross Timbers Royalty Trust(CRT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CRT
11/06/2026: CRT (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Cross Timbers Royalty Trust is a passive investment vehicle that provides monthly cash distributions derived from net profits interests in oil and gas properties. Its primary strength lies in its straightforward structure, offering direct exposure to energy commodity prices without operational or administrative overhead. The main investment story centers on the cyclical potential for high yields during favorable energy pricing environments. However, the Trust faces significant risks, including the inherent geological depletion of its mature assets, extreme commodity price volatility, and dependence on third-party operators. It is best suited for income-focused investors who understand the risks of depleting assets and should be monitored for energy market trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This is a depleting asset trust rather than a growth-oriented business. |
| Momentum investor | Mixed fit | Momentum can occur during strong oil price cycles, but it is highly volatile. |
| Value investor | Mixed fit | Valuation is complex as it requires estimating the net present value of remaining reserves. |
| Dividend investor | Strong fit | The Trust is specifically designed to pay out monthly income from energy production. |
| Low-risk investor | Weak fit | Commodity price volatility and asset depletion represent significant inherent risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The Trust's distributions are directly tied to the volatile market prices of oil and gas. |
| Valuation risk | Medium / high | It is difficult to determine an accurate valuation due to the unpredictable rate of reserve depletion. |
| Competition risk (commodity price dependence) | Medium | The trust competes for capital with other energy investments and is subject to broader energy market trends. |
| Business quality | Medium | It is a passive vehicle dependent entirely on the operational decisions of third-party operators. |
| Dividend income | High | Distributions are not guaranteed and can fluctuate to near zero during low price environments. |
| Execution risk | Medium | The Trust relies on the operator's ability to efficiently manage and maintain mature production wells. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -10.46% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 76.32M USD | Price to earnings Ratio 24 | 1Y Target Price - |
Price to earnings Ratio 24 | 1Y Target Price - | ||
Volume (30-day avg) 19.6K shares | Beta - | 52 Weeks Range 6.80 - 14.34 | Updated Date 11/07/2026 |
52 Weeks Range 6.80 - 14.34 | Updated Date 11/07/2026 | ||
Dividends yield (FY) 4.27% | Basic EPS (TTM) 0.53 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Net Profits Interests | Revenue generated from oil and natural gas production royalties in Texas and Oklahoma. | You receive a share of profits from oil and gas sales without having to manage the wells yourself. |
Valuation
Trailing PE 24 | Forward PE 16.5 | Enterprise Value 74.56M | Price to Sales(TTM) 17.72 |
Enterprise Value 74.56M | Price to Sales(TTM) 17.72 | ||
Enterprise Value to Revenue 17.08 | Enterprise Value to EBITDA 23.24 | Shares Outstanding 6.00M | Shares Floating 4.98M |
Shares Outstanding 6.00M | Shares Floating 4.98M | ||
Percent Insiders - | Percent Institutions 24.25 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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