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San Juan Basin Royalty Trust (SJT)
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Upturn Advisory Summary
12/26/2025: SJT (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 -54.8% | Avg. Invested days 24 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/26/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 270.80M USD | Price to earnings Ratio 290.5 | 1Y Target Price 20.5 |
Price to earnings Ratio 290.5 | 1Y Target Price 20.5 | ||
Volume (30-day avg) - | Beta 0.7 | 52 Weeks Range 3.21 - 7.22 | Updated Date 06/29/2025 |
52 Weeks Range 3.21 - 7.22 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.02 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 55.17% | Operating Margin (TTM) -6098.54% |
Management Effectiveness
Return on Assets (TTM) 4.52% | Return on Equity (TTM) 39.61% |
Valuation
Trailing PE 290.5 | Forward PE - | Enterprise Value 270538583 | Price to Sales(TTM) 140.18 |
Enterprise Value 270538583 | Price to Sales(TTM) 140.18 | ||
Enterprise Value to Revenue 145.85 | Enterprise Value to EBITDA 273.6 | Shares Outstanding 46608800 | Shares Floating 43563377 |
Shares Outstanding 46608800 | Shares Floating 43563377 | ||
Percent Insiders - | Percent Institutions 32.64 |
Upturn AI SWOT
San Juan Basin Royalty Trust
Company Overview
History and Background
San Juan Basin Royalty Trust (SJT) was formed in 1980 as a Delaware statutory trust. It was created to hold overriding royalty interests in oil and gas producing properties located in the San Juan Basin of New Mexico. The trust's primary function is to distribute the net proceeds from the sale of these interests to its unit holders. Its evolution has been tied to the production levels of the underlying oil and gas wells.
Core Business Areas
- Oil and Gas Royalties: The Trust holds overriding royalty interests in oil and gas leases, primarily in the San Juan Basin. It does not engage in exploration, drilling, or production activities. Its revenue is derived from the production and sale of oil and natural gas from these properties.
Leadership and Structure
As a statutory trust, San Juan Basin Royalty Trust does not have a traditional corporate leadership team or organizational structure with officers and a board of directors. Its operations are managed by a trustee, which is typically a corporate entity appointed to administer the trust's assets and distribute proceeds. Currently, the trustee is an affiliate of ConocoPhillips.
Top Products and Market Share
Key Offerings
- Oil and Gas Royalties: The Trust's sole 'product' is the royalty income generated from the sale of oil and natural gas produced from its underlying mineral and royalty interests. Market share for this type of entity is not directly comparable to operating oil and gas companies. Competitors would be other royalty trusts and individual mineral owners in the same geological basins.
Market Dynamics
Industry Overview
San Juan Basin Royalty Trust operates within the oil and gas royalty sector, which is heavily influenced by commodity prices (crude oil and natural gas), production volumes from its underlying reserves, and operational costs associated with the producing wells. The San Juan Basin is a mature producing region with a significant history of both conventional and unconventional (coalbed methane) production.
Positioning
SJT is a passive income vehicle that benefits from production and commodity prices. Its competitive advantage lies in its established royalty interests, which provide a stream of income without the capital expenditure and operational risks of exploration and production companies. However, it is vulnerable to declining production and price volatility.
Total Addressable Market (TAM)
The TAM for royalty trusts is indirectly linked to the overall oil and gas production in their respective basins and the broader energy market. For SJT, the TAM is the total value of oil and gas that can be economically extracted from the San Juan Basin properties in which it holds royalty interests. SJT's positioning is to capture a portion of this value as a royalty holder, rather than to produce it.
Upturn SWOT Analysis
Strengths
- Established, long-term royalty interests in a historically productive basin.
- Passive income generation with no direct operational or capital expenditure risks.
- Beneficiary of rising oil and gas prices.
- Simplicity of business model.
Weaknesses
- Dependence on the production levels of third-party operators.
- Vulnerability to declining well productivity and reserve depletion.
- Sensitivity to commodity price fluctuations.
- Lack of diversification beyond its existing royalty interests.
Opportunities
- Potential for increased production from enhanced recovery techniques on existing wells.
- Favorable price environments for oil and natural gas.
- Acquisition of additional royalty interests if opportunities arise (though less common for trusts).
- Potential for higher natural gas prices due to increased demand for LNG exports and industrial use.
Threats
- Sustained low oil and natural gas prices.
- Significant decline in production from existing wells.
- Increased regulatory burdens or environmental liabilities associated with production.
- Changes in tax policies affecting royalty income.
- Aging infrastructure and increased operating costs by third-party operators.
Competitors and Market Share
Key Competitors
- Permian Basin Royalty Trust (PBT)
- Sabine Royalty Trust (SBR)
- Black Stone Minerals, L.P. (BSM)
Competitive Landscape
SJT competes indirectly with other royalty trusts and, more broadly, with other energy income-generating assets. Its advantage is its specific exposure to the San Juan Basin, which may have different production characteristics and cost structures than other basins where competitors operate. However, its smaller scale compared to some larger mineral and royalty companies like Black Stone Minerals can be a disadvantage in terms of influence and potential diversification.
Growth Trajectory and Initiatives
Historical Growth: The historical 'growth' of SJT is not organic in the sense of expanding operations but rather a reflection of the productivity of its underlying assets and prevailing commodity prices. Over decades, the natural decline in production from mature wells has been a counteracting force to any potential 'growth' from price increases.
Future Projections: Future projections for SJT are inherently speculative and highly dependent on future commodity prices and production levels in the San Juan Basin. Analyst estimates, if available, would focus on the expected cash flows from the royalty interests.
Recent Initiatives: As a trust, SJT does not undertake strategic initiatives in the traditional sense. Its 'activities' are limited to administering the royalty interests and distributing proceeds. Any 'initiatives' would be related to the management of the trust itself, such as potential terminations or mergers, which are rare.
Summary
San Juan Basin Royalty Trust (SJT) is a passive income vehicle whose strength lies in its established royalty interests. Its performance is intrinsically linked to volatile oil and gas prices and production volumes from the San Juan Basin. While it offers direct income to unitholders without operational risk, it faces threats from declining production and price downturns, and lacks growth potential beyond commodity price appreciation.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings (e.g., 10-K, 10-Q)
- Financial data providers (e.g., Yahoo Finance, Bloomberg)
- Industry analysis reports
Disclaimers:
This JSON output is for informational purposes only and does not constitute financial advice. Data accuracy is subject to the sources used and may change over time. Investment decisions should be made after consulting with a qualified financial advisor.
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 San Juan Basin Royalty Trust
Exchange NYSE | Headquaters Dallas, TX, United States | ||
IPO Launch date 1987-10-29 | CEO - | ||
Sector Energy | Industry Oil & Gas E&P | Full time employees - | Website https://www.sjbrt.com |
Full time employees - | Website https://www.sjbrt.com | ||
San Juan Basin Royalty Trust operates as an express trust in Texas. The company has a 75% net overriding royalty interest in Southland's oil and natural gas interests in properties located in the San Juan Basin in northwestern New Mexico. It also owns subject interests consist of working interests, royalty interests, overriding royalty interests, and other contractual rights in 119,000 net-producing acres in San Juan, Rio Arriba, and Sandoval Counties of northwestern New Mexico. San Juan Basin Royalty Trust was incorporated in 1980 and is based in Dallas, Texas.
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