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Upturn AI SWOT - About
MV Oil Trust (MVO)
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Upturn Advisory Summary
06/30/2025: MVO (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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $43
1 Year Target Price $43
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -23.3% | Avg. Invested days 34 | Today’s Advisory PASS |
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 66.12M USD | Price to earnings Ratio 4.39 | 1Y Target Price 43 |
Price to earnings Ratio 4.39 | 1Y Target Price 43 | ||
Volume (30-day avg) - | Beta -0.19 | 52 Weeks Range 4.42 - 9.26 | Updated Date 06/29/2025 |
52 Weeks Range 4.42 - 9.26 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 21.83% | Basic EPS (TTM) 1.31 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 94.1% | Operating Margin (TTM) 92.22% |
Management Effectiveness
Return on Assets (TTM) 227.92% | Return on Equity (TTM) 36.47% |
Valuation
Trailing PE 4.39 | Forward PE - | Enterprise Value 65001490 | Price to Sales(TTM) 4.13 |
Enterprise Value 65001490 | Price to Sales(TTM) 4.13 | ||
Enterprise Value to Revenue 4.06 | Enterprise Value to EBITDA 4.31 | Shares Outstanding 11500000 | Shares Floating 7608860 |
Shares Outstanding 11500000 | Shares Floating 7608860 | ||
Percent Insiders 25.22 | Percent Institutions 10.32 |
Analyst Ratings
Rating - | Target Price 43 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
MV Oil Trust
Company Overview
History and Background
MV Oil Trust was formed in 2007 by MV Partners, LLC. The trust was created to acquire and hold net profits interests in oil and natural gas properties located primarily in Kansas and Oklahoma. It's a passive entity designed to distribute income to unit holders.
Core Business Areas
- Net Profits Interest: MV Oil Trust holds a net profits interest in oil and natural gas properties. It does not operate the properties directly but receives a percentage of the net profits generated from their production and sale.
Leadership and Structure
MV Oil Trust is a passive entity and does not have a traditional leadership team or organizational structure. Bank of Oklahoma Trust Services acts as the trustee.
Top Products and Market Share
Key Offerings
- Net Profits Distributions: MV Oil Trust's 'product' is the distribution of net profits generated from the underlying oil and gas properties to its unit holders. Market share is not directly applicable as it's a passive trust. Competitors are other royalty trusts and oil and gas investment vehicles.
Market Dynamics
Industry Overview
The oil and gas industry is cyclical and influenced by global supply and demand, geopolitical events, and technological advancements. Currently, the industry is navigating energy transition and price volatility.
Positioning
MV Oil Trust is a passive entity and does not directly compete within the oil and gas industry. Its position is dependent on the performance of the underlying oil and gas properties.
Total Addressable Market (TAM)
The TAM for oil and gas investments is vast, representing the total global value of oil and gas production. MV Oil Trust's positioning is niche, focused on a specific set of properties, and its performance is a function of their production and profitability, not directly tied to overall TAM size.
Upturn SWOT Analysis
Strengths
- Established production history
- Passive income stream for unit holders
- Relatively low operating expenses
Weaknesses
- Dependence on oil and gas prices
- Declining production rates of underlying properties
- Limited control over operations
- Finite life of the trust
Opportunities
- Potential for increased production through enhanced oil recovery techniques
- Rising oil and gas prices
- Acquisition of additional net profits interests
Threats
- Declining oil and gas prices
- Increased operating costs
- Environmental regulations
- Depletion of reserves
Competitors and Market Share
Key Competitors
- CRT
- BBEP
- SJT
Competitive Landscape
MV Oil Trust's competitive advantage, if any, lies in its established production history and low operating expenses. However, its dependence on oil and gas prices and declining production rates are significant disadvantages.
Growth Trajectory and Initiatives
Historical Growth: MV Oil Trust's historical growth is limited by the finite nature of its underlying assets. Production and distributions have generally declined over time.
Future Projections: Future projections are uncertain due to the dependence on oil and gas prices and the declining production rates of the underlying properties. Analyst estimates are scarce due to the trust's passive nature and predictable lifespan.
Recent Initiatives: MV Oil Trust has not undertaken any recent strategic initiatives, as it's a passive entity with limited management control.
Summary
MV Oil Trust is a passive entity designed to distribute income from oil and gas properties. Its performance is heavily reliant on oil and gas prices and production volumes, both of which are subject to market volatility. Declining production rates pose a significant challenge. The trust offers a stream of income but with a finite lifespan and inherent risks tied to the energy market. Given these dependencies and constraints, its investment viability hinges on oil prices remaining favorable.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Earnings Releases
- Analyst Reports (where available)
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and 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 MV Oil Trust
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 2007-01-19 | CEO - | ||
Sector Energy | Industry Oil & Gas E&P | Full time employees - | |
Full time employees - | |||
MV Oil Trust acquires and holds term net profits interests in the oil and natural gas properties of MV Partners, LLC. Its properties are located in the Mid-Continent region in the states of Kansas and Colorado. MV Oil Trust was incorporated in 2006 and is based in Houston, Texas.
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