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Upturn AI SWOT - About
Permian Basin Royalty Trust (PBT)
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Upturn Advisory Summary
08/14/2025: PBT (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 -15.58% | Avg. Invested days 26 | Today’s Advisory Consider higher Upturn Star rating |
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 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 (PBT) was formed in 1980 to receive and distribute net profits from oil and gas production on specific properties in the Permian Basin. It operates as a grantor trust, with its assets consisting primarily of net overriding royalty interests in hydrocarbon production.
Core Business Areas
- Net Profits Interest: PBT receives 75% of the net profits from production on Waddell Ranch properties and 95% of the net profits from Block 11 properties. These profits are derived from oil and natural gas sales.
Leadership and Structure
PBT is a passive entity. The trustee is Bank of New York Mellon. The operations and management are handled by third-party operators who own and operate the underlying properties.
Top Products and Market Share
Key Offerings
- Oil and Natural Gas Royalty Payments: PBT's primary product is the distribution of royalty payments derived from the sale of oil and natural gas produced from its underlying properties. Market share data is not directly applicable as PBT is a royalty trust and not an operating company. Competitors are other royalty trusts, but they are not directly competing for market share in the same way as operating companies.
Market Dynamics
Industry Overview
The oil and gas industry is highly cyclical and dependent on global supply and demand, geopolitical events, and economic conditions. Prices are volatile and can significantly impact royalty revenues.
Positioning
PBT is a passive royalty trust, offering investors exposure to Permian Basin oil and gas production. Its competitive advantage lies in its long-lived assets and potential for consistent royalty income, though this is entirely dependent on the operator and oil/gas prices.
Total Addressable Market (TAM)
The TAM is vast, encompassing the entire global oil and gas market. PBT is positioned to capture a fraction of the revenue derived from the Permian Basin properties related to the overriding royalty interests. The total market value of oil and gas production in the Permian Basin is billions of dollars annually.
Upturn SWOT Analysis
Strengths
- Established production history
- Exposure to the Permian Basin, a prolific oil and gas region
- Passive income stream for investors
- High distribution yield potential in favorable commodity price environments
Weaknesses
- Dependence on third-party operators for production and cost control
- Vulnerability to commodity price fluctuations
- Declining production rates over time as reserves deplete
- Limited control over operating expenses and capital expenditures
- Finite life of the trust
Opportunities
- Potential for increased production through enhanced oil recovery techniques
- Rising oil and natural gas prices
- Acquisition of additional royalty interests (though rare)
- Exploration and development of new wells on existing properties
Threats
- Declining oil and natural gas prices
- Increased operating expenses by the operator
- Regulatory changes affecting oil and gas production
- Environmental concerns and restrictions
- Litigation or disputes with operators
Competitors and Market Share
Key Competitors
- BCEI
- EVGN
- PVAC
- LTRX
Competitive Landscape
PBT's competitive landscape involves other royalty trusts and energy companies operating in the Permian Basin. PBT's advantage is its established production history, while its disadvantage is its lack of control over operations.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been dependent on commodity prices and production rates from the underlying properties. Decline in production has been observed overall.
Future Projections: Future projections are highly uncertain, dependent on commodity prices and production rates. Analyst estimates vary widely.
Recent Initiatives: PBT is a passive entity, so there are no strategic initiatives. The initiatives are driven by the operator of the underlying properties.
Summary
Permian Basin Royalty Trust is a passive entity offering exposure to oil and gas production in the Permian Basin. Its performance is highly dependent on commodity prices and the operator's activities. Declining production and commodity price volatility pose significant risks. It offers potentially high yields in favorable conditions but carries inherent risks associated with the energy sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Financial news sources
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share are estimates. Real time market data needed.
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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