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Upturn AI SWOT - About
MV Oil Trust (MVO)
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Upturn Advisory Summary
08/14/2025: MVO (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
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -24.42% | Avg. Invested days 32 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 |
Upturn AI SWOT
MV Oil Trust
Company Overview
History and Background
MV Oil Trust was formed in 2007 by MV Partners, LLC. It's a grantor trust that holds net profits interests in oil and natural gas properties located primarily in Kansas and Oklahoma. The trust distributes income to its unitholders from the production and sale of these resources. Its structure is designed to provide income rather than reinvest for growth, with a finite lifespan based on the economic viability of the underlying assets.
Core Business Areas
- Net Profits Interest in Oil and Natural Gas Properties: MV Oil Trust holds a net profits interest in oil and natural gas properties. This means it receives a percentage of the net profits from the production and sale of oil and gas after certain expenses are deducted.
Leadership and Structure
MV Oil Trust is passively managed, meaning it does not have employees or a traditional corporate structure. Its administration is handled by The Bank of New York Mellon Trust Company, N.A., the trustee, who is responsible for collecting income and distributing it to unitholders.
Top Products and Market Share
Key Offerings
- Net Profits from Oil and Natural Gas: MV Oil Trust's primary 'product' is the income derived from the net profits interest in its oil and natural gas properties. It doesn't have a direct market share in the traditional sense. Its revenue is dependent on commodity prices and production volumes from its underlying properties. Competitors are those with similar properties and net profit interests, such as San Juan Basin Royalty Trust (SJT) and Permian Basin Royalty Trust (PBT).
Market Dynamics
Industry Overview
The oil and gas industry is highly cyclical and influenced by global supply and demand, geopolitical events, and regulatory factors. Production levels, commodity prices, and technological advancements are key drivers. The industry faces increasing pressure related to environmental concerns and the transition to renewable energy sources.
Positioning
MV Oil Trust is a royalty trust, which represents a small segment of the broader oil and gas industry. Its competitive advantage, if any, lies in the specific properties it holds and the efficiency of the operators extracting resources from those properties. The Trust doesn't actively compete but passively receives royalties from existing holdings.
Total Addressable Market (TAM)
The total addressable market for oil and gas is trillions of dollars globally. MV Oil Trust's positioning is tied to its royalty interest, and as such, they are not trying to capture a growing part of this TAM but instead are a derivative of it.
Upturn SWOT Analysis
Strengths
- Established net profits interest
- Passively managed, reducing operating costs
- Regular income distribution to unitholders
Weaknesses
- Dependence on commodity prices
- Declining production from existing properties
- No control over operations or capital expenditures
- Limited lifespan
Opportunities
- Increase in commodity prices
- Potential for new drilling or enhanced recovery methods on existing properties
- Acquisition of new net profit interests (unlikely given the nature of the trust)
Threats
- Decline in commodity prices
- Increased operating costs for underlying properties
- Regulatory changes impacting oil and gas production
- Environmental concerns limiting drilling activities
- Depletion of reserves
Competitors and Market Share
Key Competitors
- SJT
- PBT
Competitive Landscape
MV Oil Trust's performance is closely correlated with that of other royalty trusts like SJT and PBT. The biggest driver of the competitive performance comes down to the nature of their reserve asset (which oil and gas is cheaper to extract for greater profit.)
Growth Trajectory and Initiatives
Historical Growth: MV Oil Trust has not exhibited traditional growth. Production has generally declined over time as reserves deplete.
Future Projections: Future projections are pessimistic. Analysts expect declining production and distributions as reserves deplete. No significant growth is anticipated.
Recent Initiatives: MV Oil Trust has not undertaken any significant strategic initiatives recently, as its function is largely passive.
Summary
MV Oil Trust is a high-risk, high-reward investment tied directly to oil and natural gas prices and the production of its underlying assets. Its financial health fluctuates significantly with the volatility of commodity prices, making it more suitable for investors seeking short-term income and willing to bear significant risk. Investors should look out for the rate of depletion of its reserves and the long-term downward trend in oil prices. The trust distributes the majority of net profit to its unitholders.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Financial News Outlets
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in royalty trusts involves significant risks, including commodity price volatility and reserve depletion. Consult with a financial advisor before making any investment decisions.
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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