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Mesa Royalty Trust (MTR)

Upturn stock ratingUpturn stock rating
$5.55
Last Close (24-hour delay)
Profit since last BUY-13.95%
upturn advisory
WEAK BUY
BUY since 51 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
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Upturn Advisory Summary

08/28/2025: MTR (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 -47.24%
Avg. Invested days 29
Today’s Advisory WEAK BUY
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 9.84M USD
Price to earnings Ratio 22.96
1Y Target Price -
Price to earnings Ratio 22.96
1Y Target Price -
Volume (30-day avg) -
Beta 0.41
52 Weeks Range 4.67 - 10.42
Updated Date 06/29/2025
52 Weeks Range 4.67 - 10.42
Updated Date 06/29/2025
Dividends yield (FY) 3.85%
Basic EPS (TTM) 0.23

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 63.09%
Operating Margin (TTM) 61.98%

Management Effectiveness

Return on Assets (TTM) 9.19%
Return on Equity (TTM) 13.61%

Valuation

Trailing PE 22.96
Forward PE -
Enterprise Value 7886731
Price to Sales(TTM) 14.71
Enterprise Value 7886731
Price to Sales(TTM) 14.71
Enterprise Value to Revenue 13.68
Enterprise Value to EBITDA 23.93
Shares Outstanding 1863590
Shares Floating 1863590
Shares Outstanding 1863590
Shares Floating 1863590
Percent Insiders -
Percent Institutions 31.9

ai summary icon Upturn AI SWOT

Mesa Royalty Trust

stock logo

Company Overview

overview logo History and Background

Mesa Royalty Trust was formed in 1979 by Mesa Petroleum Co. to convey royalty interests in oil and gas properties located in the United States. It's a passive entity distributing income from these properties.

business area logo Core Business Areas

  • Royalty Income: Mesa Royalty Trust's primary business is collecting and distributing royalty income derived from oil and gas production on specific properties. They do not actively explore or produce.

leadership logo Leadership and Structure

Mesa Royalty Trust is a passive trust with no employees. The trustee, currently Argent Trust Company, manages the distribution of income to unitholders.

Top Products and Market Share

overview logo Key Offerings

  • Royalty Payments: Mesa Royalty Trust provides royalty payments to its unit holders from the oil and gas production properties owned by the trust. As a passive entity, it doesn't directly compete but depends on the performance of the underlying assets and operators. Market share isn't applicable in the traditional sense as the trust distributes income from specific pre-existing assets. Competitors depend on the actual oil and gas operating companies.

Market Dynamics

industry overview logo Industry Overview

The oil and gas industry is cyclical, influenced by global supply and demand, geopolitical events, and regulatory changes. Royalty trusts are affected by commodity prices and production volumes.

Positioning

Mesa Royalty Trust is a passive royalty trust, making it dependent on the production and performance of the underlying oil and gas properties it holds royalty interests in. Its competitive advantage lies in providing a steady stream of income to unit holders, assuming stable production and commodity prices.

Total Addressable Market (TAM)

The TAM for royalty trusts is tied to the overall oil and gas market, which is trillions of dollars globally. Mesa's share is proportional to the production from its specific royalty interests.

Upturn SWOT Analysis

Strengths

  • Predictable Royalty Income (dependent on production)
  • Low Operating Expenses
  • Direct Exposure to Oil and Gas Prices

Weaknesses

  • Dependence on Underlying Asset Production
  • Limited Control over Operations
  • Vulnerability to Commodity Price Fluctuations
  • Depleting Asset Base

Opportunities

  • Potential Acquisition of New Royalty Interests
  • Increased Production from Existing Properties
  • Higher Commodity Prices

Threats

  • Declining Production Rates
  • Lower Commodity Prices
  • Increased Operating Costs for Producers
  • Regulatory Changes Affecting Oil and Gas Production
  • Environmental concerns reducing demand for oil and gas.

Competitors and Market Share

competitor logo Key Competitors

  • CRT
  • PVL
  • BCEI

Competitive Landscape

Mesa Royalty Trust's advantages are its established royalty interests and low operating costs. Disadvantages include limited control and dependence on commodity prices.

Growth Trajectory and Initiatives

Historical Growth: Historical growth has been limited due to the declining nature of oil and gas reserves.

Future Projections: Future projections are uncertain and dependent on commodity prices and production from existing properties. Analyst coverage is limited.

Recent Initiatives: Mesa Royalty Trust has limited initiatives due to its passive nature.

Summary

Mesa Royalty Trust is a passive trust reliant on oil and gas production from specific properties, distributing royalties to unitholders. Its financial performance is dictated by commodity prices and production levels. The trust faces the threat of declining production and volatile commodity markets. A primary focus should be on ensuring efficient cost management and potentially diversifying the underlying assets if possible to combat asset depletion.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • SEC Filings
  • Company Website
  • Industry Reports

Disclaimers:

This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual due diligence.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Mesa Royalty Trust

Exchange NYSE
Headquaters Houston, TX, United States
IPO Launch date 1987-12-30
CEO -
Sector Energy
Industry Oil & Gas E&P
Full time employees -
Full time employees -

Mesa Royalty Trust owns overriding royalty interests in various oil and gas producing properties in the United States. It holds interests in properties located in the Hugoton field of Kansas; and the San Juan Basin field of northwestern New Mexico and southwestern Colorado. Mesa Royalty Trust was founded in 1979 and is based in Houston, Texas.