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Upturn AI SWOT - About
MTR 
Mesa Royalty Trust (MTR)
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Upturn Advisory Summary
06/30/2025: MTR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -50.45% | Avg. Invested days 22 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Mesa Royalty Trust
Company Overview
History and Background
Mesa Royalty Trust (MTR) was formed in 1979 by Mesa Petroleum Co. It is a grantor trust that receives royalty income from oil and gas properties in the Hugoton Field of Kansas and Oklahoma.
Core Business Areas
- Royalty Income: MTR's core business is receiving and distributing royalty income generated from oil and gas production. It does not directly operate the wells.
Leadership and Structure
MTR is a grantor trust; therefore, it does not have a traditional leadership team or organizational structure. Bank of Oklahoma acts as the trustee.
Top Products and Market Share
Key Offerings
- Royalty Income Distribution: MTR distributes royalty income to its unitholders, derived from overriding royalty interests in producing oil and gas properties. The market share is difficult to quantify as it depends on oil and gas production and pricing relative to other royalty trusts. Competitors are other royalty trusts in the oil and gas sector.
Market Dynamics
Industry Overview
The royalty trust industry is sensitive to commodity prices (oil and gas), production rates, and operating expenses of underlying properties. It is also impacted by depletion of reserves.
Positioning
MTR's position is based on its legacy assets in the Hugoton Field. Its competitive advantage is its established royalty interests. However, its disadvantage is the declining production from these mature assets.
Total Addressable Market (TAM)
The TAM is related to the value of royalty interests in oil and gas producing properties and fluctuates with commodity prices. MTR holds a niche position dependent on legacy assets.
Upturn SWOT Analysis
Strengths
- Established royalty interests
- Cash flow generation
- Simple trust structure
Weaknesses
- Declining production from mature assets
- Dependence on commodity prices
- Limited control over operations
Opportunities
- Potential for increased production efficiency
- Strategic acquisitions of new royalty interests (unlikely)
- Favorable commodity price environment
Threats
- Declining oil and gas prices
- Increased operating expenses
- Environmental regulations
Competitors and Market Share
Key Competitors
- CRT
- BCEI
- PVL
Competitive Landscape
MTR's competitive landscape is focused on providing royalties. Smaller market share, and diminishing returns compared to competitors CRT, BCEI and PVL
Growth Trajectory and Initiatives
Historical Growth: MTR has generally experienced declining royalty income due to depletion of reserves.
Future Projections: Future projections depend on commodity prices and production rates from existing properties. Analyst estimates would be speculative given the mature nature of the assets.
Recent Initiatives: MTR has limited initiatives as it is a passive royalty trust.
Summary
Mesa Royalty Trust is a passive royalty trust dependent on mature oil and gas assets. Declining production poses a challenge, while commodity prices dictate its financial performance. Dividends have been inconsistent, and there is little room for growth. Investors should carefully consider commodity price risks and depletion rates.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Financial News Sources
- Market Analysis 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 financial professional. Data accuracy 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 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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