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Upturn AI SWOT - About
MTR 
Mesa Royalty Trust (MTR)
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Upturn Advisory Summary
09/15/2025: 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 -47.08% | Avg. Invested days 31 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
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 (MTR) was formed in 1979 by Mesa Petroleum Co. It's designed to distribute royalty income from specific oil and gas properties to its unitholders. Its primary purpose is to provide income based on the production of those properties.
Core Business Areas
- Oil and Gas Royalties: MTR receives royalty income from oil and gas production on properties held in the Hugoton Field and other areas. The Trust does not operate these properties; they are operated by third parties. Its revenue is solely derived from these royalty interests.
Leadership and Structure
Mesa Royalty Trust operates with a trustee overseeing the management of the trust's assets and distribution of income. There isn't a traditional corporate structure with a CEO or board of directors.
Top Products and Market Share
Key Offerings
- Oil and Gas Royalty Income: Mesa Royalty Trust provides royalty income to its unitholders derived from oil and gas production. Market share data is not directly applicable as the trust doesn't sell a product. It distributes income based on production volumes and commodity prices. Competitors are other royalty trusts, mineral rights holders, and income-generating assets.
Market Dynamics
Industry Overview
The royalty trust industry is influenced by commodity prices (oil and gas), production rates from underlying properties, and operational costs of the operators. It is subject to depletion as the reserves are extracted over time.
Positioning
Mesa Royalty Trust is positioned as a passive income generator. Its competitive advantage lies in providing direct exposure to oil and gas prices and production without operational risk, although it's highly dependent on the performance of the underlying assets.
Total Addressable Market (TAM)
The TAM for royalty trusts can be roughly estimated based on the total market capitalization of all publicly traded royalty trusts, which changes based on market conditions. MTR's positioning is specific to its underlying assets and their production levels.
Upturn SWOT Analysis
Strengths
- Passive Income Generation
- Direct Exposure to Oil and Gas Prices
- No Operational Responsibilities
- Relatively Simple Business Model
Weaknesses
- Dependence on Commodity Prices
- Depletion of Underlying Assets
- Limited Control Over Production Rates
- Susceptibility to Operator Performance
- Potential Tax Complexities
Opportunities
- Acquisition of Additional Royalty Interests (unlikely)
- Increase in Commodity Prices
- Improved Production Techniques by Operators
- Favorable Regulatory Changes
Threats
- Decline in Commodity Prices
- Decreasing Production Rates
- Increased Operating Costs for Operators
- Unfavorable Regulatory Changes
- Increased Interest Rates
Competitors and Market Share
Key Competitors
- CRT
- PVL
- BCEI
Competitive Landscape
Mesa Royalty Trust competes for investor capital seeking income-generating assets. Its advantages and disadvantages depend on the specific characteristics of its underlying assets compared to other royalty trusts.
Growth Trajectory and Initiatives
Historical Growth: Growth is dependent on the production of the underlying properties. In general, these types of royalty trusts do not have high growth potential and are meant to be income-producing
Future Projections: Future projections are challenging due to the inherent uncertainties in oil and gas production and commodity prices. Analyst estimates will vary.
Recent Initiatives: Mesa Royalty Trust's activities are limited to managing its existing royalty interests; major strategic initiatives are uncommon.
Summary
Mesa Royalty Trust is an income-generating vehicle tied to oil and gas production. Its strength lies in providing passive income and direct exposure to commodity prices, but its performance is heavily dependent on production volumes and market prices. Depletion of reserves and fluctuations in commodity prices pose significant risks, requiring careful monitoring of production rates and market conditions for potential shifts. This trust does not provide substantial growth potential.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Financial News Outlets
- Industry 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 qualified financial advisor. Financial data is based on publicly available information and may not be perfectly accurate or up-to-date.
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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