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Upturn AI SWOT - About
PermRock Royalty Trust (PRT)
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Upturn Advisory Summary
10/17/2025: PRT (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.
Analysis of Past Performance
Type Stock | Historic Profit -11.5% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 51.58M USD | Price to earnings Ratio 9.42 | 1Y Target Price 2 |
Price to earnings Ratio 9.42 | 1Y Target Price 2 | ||
Volume (30-day avg) - | Beta 0.99 | 52 Weeks Range 3.08 - 4.48 | Updated Date 06/29/2025 |
52 Weeks Range 3.08 - 4.48 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 10.38% | Basic EPS (TTM) 0.45 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 85.62% | Operating Margin (TTM) 85.08% |
Management Effectiveness
Return on Assets (TTM) 4.62% | Return on Equity (TTM) 7.42% |
Valuation
Trailing PE 9.42 | Forward PE 10.28 | Enterprise Value 50095798 | Price to Sales(TTM) 8.02 |
Enterprise Value 50095798 | Price to Sales(TTM) 8.02 | ||
Enterprise Value to Revenue 7.79 | Enterprise Value to EBITDA 9.1 | Shares Outstanding 12165700 | Shares Floating 7272066 |
Shares Outstanding 12165700 | Shares Floating 7272066 | ||
Percent Insiders 40.23 | Percent Institutions 2.04 |
Upturn AI SWOT
PermRock Royalty Trust
Company Overview
History and Background
PermRock Royalty Trust (NYSE: PRT) was formed in 2017 to acquire and hold net profits interests (NPIs) in oil and natural gas properties in the Permian Basin of West Texas. It is a passive entity that distributes substantially all of its cash available for distribution to unit holders.
Core Business Areas
- Net Profits Interests: PermRock Royalty Trust owns net profits interests in oil and natural gas properties. Its revenue is derived from these interests, making it a pure-play royalty trust.
Leadership and Structure
PermRock Royalty Trust is managed by Argent Trust Company, acting as the trustee. As a royalty trust, it does not have a traditional management team.
Top Products and Market Share
Key Offerings
- Net Profits Interests: PermRock Royalty Trust generates revenue from net profits interests in oil and gas production. Revenue fluctuates based on production volumes and commodity prices. The market is primarily defined by oil and gas production in the Permian Basin. Competitors are other royalty trusts and mineral rights owners operating in the Permian basin.
Market Dynamics
Industry Overview
The oil and gas industry is cyclical and influenced by global supply and demand, geopolitical events, and economic conditions. Royalty trusts are dependent on the production of the underlying properties. The Permian Basin is a key production area in the US.
Positioning
PermRock Royalty Trust is a passive income vehicle, offering investors exposure to Permian Basin oil and gas production. Its competitive advantage is its pure-play focus on royalties. It lacks operational control.
Total Addressable Market (TAM)
The TAM is the total value of oil and gas production in the Permian Basin. PRT is positioned to receive a small portion of net profits interests from specific properties within this TAM.
Upturn SWOT Analysis
Strengths
- Pure-play royalty trust
- Exposure to Permian Basin production
- High dividend yield (variable)
- Simple business model
Weaknesses
- No operational control
- Dependent on commodity prices
- Depleting asset base
- Fluctuating distributions
Opportunities
- Acquisition of additional royalty interests
- Increased production from existing properties
- Higher commodity prices
Threats
- Decline in oil and gas prices
- Decreased production from existing properties
- Increased operating costs
- Regulatory changes impacting oil and gas production
Competitors and Market Share
Key Competitors
- VOC
- BCEI
- PVL
Competitive Landscape
PRT competes with other royalty trusts and mineral rights owners. Lacks operational advantages, but offers pure royalty exposure.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on the oil and gas production of the underlying assets.
Future Projections: Future growth depends on continued production and potentially the acquisition of further assets. These are difficult to accurately project.
Recent Initiatives: There are no reported strategic initiatives as the trust is passively managed.
Summary
PermRock Royalty Trust is a passive investment vehicle tied directly to the performance of oil and gas production in the Permian Basin. It offers a high dividend yield, but this is variable and depends on commodity prices. The trust lacks operational control, making it vulnerable to price fluctuations and production declines. Prospective investors should be aware that the asset base is depleting and distributions will likely decline over time. PermRock's key strength is its Permian Basin oil and gas royalties.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Financial News Outlets
- Industry Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a financial advisor. Data is subject to change without notice.
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 PermRock Royalty Trust
Exchange NYSE | Headquaters Dallas, TX, United States | ||
IPO Launch date 2018-05-02 | CEO - | ||
Sector Energy | Industry Oil & Gas E&P | Full time employees - | Website https://www.permrock.com |
Full time employees - | Website https://www.permrock.com | ||
PermRock Royalty Trust operates as a statutory trust in the United States. The company owns interests in the oil and natural gas producing properties. Its underlying properties consist of 22,394 net acres located in the Permian Basin. The company was incorporated in 2017 and is based in Dallas, Texas.
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