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Upturn AI Summary - About
PermRock Royalty Trust(PRT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PRT
10/30/2026: PRT (1-star) is currently NOT-A-BUY. Pass it for now.
PermRock Royalty Trust is a publicly traded trust that offers investors passive exposure to oil and gas production in the Permian Basin. Its main strength is a simple structure that distributes nearly all net profits from these assets directly to unitholders. The primary investment story centers on the potential for high cash yields during periods of elevated energy prices. However, investors face significant risks, including commodity price volatility, the natural production decline of the underlying wells, and a finite asset lifespan. This stock is best suited for income-focused investors who understand commodity markets and should be monitored for changes in energy prices and production reports.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | PRT is an income-focused vehicle and does not offer the capital appreciation potential sought by growth investors. |
| Momentum investor | Mixed fit | Momentum may occur during energy price rallies, but the stock generally follows commodity trends rather than technical momentum. |
| Value investor | Mixed fit | Valuation is complex due to the finite life of the underlying assets and commodity price uncertainty. |
| Dividend investor | Strong fit | The trust is designed specifically to distribute net profits as income to unitholders. |
| Low-risk investor | Weak fit | High sensitivity to commodity price volatility creates significant risk for the principal investment. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Distributions are directly tied to the highly volatile market prices of oil and natural gas. |
| Valuation risk | Medium / high | Estimating the fair value of a finite-life asset with unpredictable production is inherently difficult. |
| Competition risk (commodity price sensitivity) | Medium | The trust competes for capital against other energy income vehicles that may offer more stability. |
| Business quality | Medium | While the assets are in the prolific Permian Basin, the passive structure limits any ability to pivot or improve operations. |
| Dividend income | Medium / high | The amount of income is uncertain and fluctuates monthly based on production and prices. |
| Execution risk | Low | The trust is passive, so there is no execution risk for the trust itself, only for the third-party operator. |
Analysis of Past Performance
Type Stock | Historic Profit -24.62% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/30/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 17.28M USD | Price to earnings Ratio 5.92 | 1Y Target Price 2 |
Price to earnings Ratio 5.92 | 1Y Target Price 2 | ||
Volume (30-day avg) 35.5K shares | Beta 0.46 | 52 Weeks Range 1.36 - 3.69 | Updated Date 10/30/2026 |
52 Weeks Range 1.36 - 3.69 | Updated Date 10/30/2026 | ||
Dividends yield (FY) 16.62% | Basic EPS (TTM) 0.24 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Royalty Interest Collections | Net profits from oil and gas production in the Permian Basin. | You receive a share of the profits from oil and gas produced by wells, meaning your income rises and falls with energy prices. |
Valuation
Trailing PE 5.92 | Forward PE 9.55 | Enterprise Value 16.03M | Price to Sales(TTM) 4.68 |
Enterprise Value 16.03M | Price to Sales(TTM) 4.68 | ||
Enterprise Value to Revenue 4.34 | Enterprise Value to EBITDA 5.61 | Shares Outstanding 12.17M | Shares Floating 7.27M |
Shares Outstanding 12.17M | Shares Floating 7.27M | ||
Percent Insiders 40.23 | Percent Institutions 3.56 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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