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Upturn AI SWOT - About
MTR 
Mesa Royalty Trust (MTR)
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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
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 Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| 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 |
Upturn AI SWOT
Mesa Royalty Trust
Company Overview
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.
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 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
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
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
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.
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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