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Upturn AI SWOT - About
Permian Basin Royalty Trust (PBT)
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Upturn Advisory Summary
10/15/2025: PBT (1-star) is a SELL. SELL since 3 days. Simulated Profits (68.91%). Updated daily EoD!
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 -4.25% | Avg. Invested days 33 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 580.75M USD | Price to earnings Ratio 25.43 | 1Y Target Price 13 |
Price to earnings Ratio 25.43 | 1Y Target Price 13 | ||
Volume (30-day avg) - | Beta 0.56 | 52 Weeks Range 7.98 - 14.08 | Updated Date 06/29/2025 |
52 Weeks Range 7.98 - 14.08 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 1.25% | Basic EPS (TTM) 0.49 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 93.28% | Operating Margin (TTM) 84.53% |
Management Effectiveness
Return on Assets (TTM) 526.24% | Return on Equity (TTM) 120.62% |
Valuation
Trailing PE 25.43 | Forward PE - | Enterprise Value 577281984 | Price to Sales(TTM) 24.06 |
Enterprise Value 577281984 | Price to Sales(TTM) 24.06 | ||
Enterprise Value to Revenue 23.91 | Enterprise Value to EBITDA 25.63 | Shares Outstanding 46608800 | Shares Floating 37520081 |
Shares Outstanding 46608800 | Shares Floating 37520081 | ||
Percent Insiders 10 | Percent Institutions 32.05 |
Upturn AI SWOT
Permian Basin Royalty Trust
Company Overview
History and Background
Permian Basin Royalty Trust was formed in 1980, conveying net overriding royalty interests in oil and gas properties owned by ConocoPhillips. It's a passive entity distributing income generated from these properties.
Core Business Areas
- Oil and Gas Royalty Income: Receives royalty income from the sale of oil and natural gas produced from properties located in the Permian Basin of Texas.
Leadership and Structure
The Trust is a passive entity managed by a trustee, The Bank of New York Mellon Trust Company, N.A., which distributes income to unitholders. There is no leadership team in the traditional sense.
Top Products and Market Share
Key Offerings
- Royalty Income: The Trust's 'product' is the royalty income generated from oil and gas production. Market share is not applicable as the Trust does not directly operate in the oil and gas market, it is based on the production of the underlying properties. Competitors are other Royalty Trusts.
Market Dynamics
Industry Overview
The oil and gas industry is cyclical and influenced by global supply and demand, geopolitical events, and technological advancements.
Positioning
The Trust is passively positioned, benefiting from ConocoPhillips' operational expertise in the Permian Basin. Its competitive advantage lies in its established royalty interests.
Total Addressable Market (TAM)
The TAM is essentially the total revenue generated from the oil and gas extracted from the underlying ConocoPhillips' operated properties. Permian Basin Royalty Trust's share of this TAM is determined by its royalty interest.
Upturn SWOT Analysis
Strengths
- Established royalty interests
- Passive income stream
- Exposure to Permian Basin production
- Minimal operating expenses
Weaknesses
- Dependence on ConocoPhillips' operations
- Vulnerability to oil and gas price fluctuations
- Limited control over production levels
- Depleting assets over time
Opportunities
- Potential for increased production from existing properties
- Expansion of royalty interests
- Development of new technologies to enhance production
- Favorable regulatory changes
Threats
- Decline in oil and gas prices
- Increased operating costs for ConocoPhillips
- Environmental regulations
- Geopolitical risks affecting oil and gas supply
Competitors and Market Share
Key Competitors
- BCEI
- PVL
- CRT
Competitive Landscape
The trust competes with other royalty trusts. PBTu2019s performance is tied directly to the output from the underlying properties managed by ConocoPhillips. Competitors' performance can be affected by multiple sources and multiple locations.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dictated by production from underlying properties and commodity prices.
Future Projections: Future growth depends on production forecasts from ConocoPhillips and price estimates. No projections provided without real time data retrieval.
Recent Initiatives: The Trust itself doesn't undertake initiatives; the focus is on the operation and management of the underlying properties by ConocoPhillips.
Summary
Permian Basin Royalty Trust is a passive entity dependent on ConocoPhillips' operations and oil and gas prices. Its strength lies in its established royalty interests, but its vulnerability to price fluctuations is significant. The Trust needs to monitor price trends and ConocoPhillips' production activities closely. Future performance hinges on both these factors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Financial News Outlets
- Industry Reports
- SEC.gov
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a financial advisor. Market share percentages are estimates and not definitive. Financial figures are subject to change.
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 Permian Basin Royalty Trust
Exchange NYSE | Headquaters Dallas, TX, United States | ||
IPO Launch date 1987-12-30 | CEO - | ||
Sector Energy | Industry Oil & Gas Midstream | Full time employees - | Website https://www.pbt-permian.com |
Full time employees - | Website https://www.pbt-permian.com | ||
Permian Basin Royalty Trust holds royalty interests in various oil and gas properties in the United States. The company holds a 75% net overriding royalty interest in Waddell Ranch properties, including Dune, Sand Hills (Judkins), Sand Hills (McKnight), Sand Hills (Tubb), University-Waddell (Devonian), and Waddell fields in Crane County, Texas. In addition, it holds a 95% net overriding royalty interest in Texas Royalty properties, having fields, such as Yates, Wasson, Sand Hills, East Texas, Kelly-Snyder, Panhandle Regular, N. Cowden, Todd, Keystone, Kermit, McElroy, Howard-Glasscock, Seminole, and others located in 33 counties across Texas. Its Texas Royalty properties comprise approximately 125 separate royalty interests containing approximately 51,000 net-producing acres. The company was founded in 1980 and is based in Dallas, Texas.
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