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MTR 
Mesa Royalty Trust (MTR)
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Upturn Advisory Summary
11/28/2025: MTR (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 -48.13% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/28/2025 |
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 |
Upturn AI SWOT
Mesa Royalty Trust
Company Overview
History and Background
Mesa Royalty Trust was formed in 1979 by Mesa Petroleum Co. to hold net overriding royalty interests in oil and gas properties. Its main purpose is to distribute income generated from these properties to its unit holders.
Core Business Areas
- Net Overriding Royalty Interests: The Trust holds royalty interests in oil and gas properties, entitling it to a percentage of the revenue generated from the production of these reserves. The royalty payments are based on actual production and prevailing oil and gas prices.
Leadership and Structure
The Trust operates passively through a trustee, currently Bank of Oklahoma, N.A. There are no employees. The trustee is responsible for managing the Trust's assets and distributing income to unitholders.
Top Products and Market Share
Key Offerings
- Royalty Income: Mesa Royalty Trust's primary product is the distribution of royalty income from oil and gas production to its unitholders. The trust receives revenue from oil and gas properties in the Hugoton field and other locations. Market share is not directly applicable to a royalty trust; its performance depends on the production and price of the underlying oil and gas. Competitors are other royalty trusts or direct investments in oil and gas.
Market Dynamics
Industry Overview
The oil and gas royalty trust industry is influenced by energy prices, production levels, and regulatory changes. Demand for oil and natural gas has fluctuated due to global economic factors.
Positioning
Mesa Royalty Trust is a passive entity that derives income from existing oil and gas production. Its competitive advantage lies in its established royalty interests, but its performance is highly dependent on external factors.
Total Addressable Market (TAM)
The TAM for royalty trusts is tied to the overall market capitalization of oil and gas production in the regions where they hold royalty interests. Mesa's position is tied to its underlying royalty interests with limited ability to expand its market reach.
Upturn SWOT Analysis
Strengths
- Established royalty interests
- Passive income stream for unitholders
- Low operating expenses
Weaknesses
- Dependence on oil and gas prices
- Declining production from existing properties
- Limited control over production activities
- No active management of assets to acquire new properties
Opportunities
- Potential for increased production due to technological advancements
- Acquisition of additional royalty interests
- Higher oil and gas prices
Threats
- Decline in oil and gas prices
- Increased operating costs
- Regulatory changes impacting production
- Environmental regulations
Competitors and Market Share
Key Competitors
- CRT
- SJT
- BBEP
Competitive Landscape
Mesa Royalty Trust faces competition from other royalty trusts and direct investments in oil and gas properties. Its advantages are its established royalty interests and low operating costs. Disadvantages include dependence on commodity prices and declining production.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been limited due to the declining production of the underlying properties.
Future Projections: Future projections are uncertain and depend on commodity prices and production volumes. Analyst estimates are often based on these factors.
Recent Initiatives: There are no recent initiatives for Mesa Royalty Trust, as it is a passive entity with no active management.
Summary
Mesa Royalty Trust is a passive income vehicle whose success is solely dependent on the production and prices of oil and gas. Its declining production and the volatile nature of commodity prices represent significant risks. The Trust's strength lies in its established royalty interests, yet it lacks the ability to actively acquire new properties. Its continued viability hinges on favorable commodity market conditions and sustained production from its existing assets.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q)
- Company Website
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual risk tolerance and thorough due diligence. Market conditions can change rapidly and affect the accuracy of this information.
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 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.
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