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Upturn AI SWOT - About
San Juan Basin Royalty Trust (SJT)
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Upturn Advisory Summary
09/11/2025: 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 -44.56% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/11/2025 |
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. It holds an overriding royalty interest in oil and natural gas production from properties in the San Juan Basin of New Mexico. The trust has no employees; its operations are managed by Hilcorp San Juan L.P.
Core Business Areas
- Overriding Royalty Interest: SJT's core business is deriving income from an overriding royalty interest in net profits from specific oil and gas properties in the San Juan Basin. It does not operate any properties directly.
Leadership and Structure
The Trust is administered by The Bank of New York Mellon Trust Company, N.A., as Trustee. Hilcorp San Juan L.P. operates the underlying properties.
Top Products and Market Share
Key Offerings
- Natural Gas & Oil: SJT derives revenue from the production and sale of natural gas and oil from its royalty interest. Market share data is not directly applicable as SJT is a royalty trust, not an operating company. Revenue fluctuates based on commodity prices and production volumes. Competitors are all producers of oil and gas in the region.
Market Dynamics
Industry Overview
The oil and natural gas industry is driven by global supply and demand, geopolitical factors, and economic cycles. Natural gas prices are affected by regional demand, weather patterns, and storage levels.
Positioning
SJT is a passive royalty holder and depends on the operational efficiency and financial performance of Hilcorp. Its returns are directly tied to commodity prices and production volumes. It is subject to the risks of the energy market without the ability to directly control production or costs.
Total Addressable Market (TAM)
TAM is related to the total value of oil and gas produced in San Juan Basin. SJT is positioned to receive a percentage of that value through overriding royalties.
Upturn SWOT Analysis
Strengths
- Passive income stream
- No operational responsibilities
- Long-lived assets (oil and gas reserves)
Weaknesses
- Dependence on Hilcorp's operational efficiency
- Vulnerability to commodity price fluctuations
- Depleting asset base
- Lack of control over production volumes
Opportunities
- Increased production from existing wells
- Higher commodity prices
- New drilling technologies to enhance production
- Acquisition of additional royalty interests
Threats
- Lower commodity prices
- Increased operating costs by Hilcorp
- Environmental regulations
- Decreasing production volumes
- Decline in drilling activity in the San Juan Basin
Competitors and Market Share
Key Competitors
- EPD
- VNOM
- BCEI
Competitive Landscape
SJT's competitive position differs since it's a royalty trust, lacking operational control. Its returns are tied to Hilcorp's success and commodity prices, setting it apart from operating companies.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on oil and gas prices and production volume, which fluctuates.
Future Projections: Future projections rely heavily on commodity price forecasts and production estimates from Hilcorp,unavailable in this context.
Recent Initiatives: SJT is a passive entity, so it does not undertake strategic initiatives itself. Hilcorp's initiatives would affect SJT's future.
Summary
San Juan Basin Royalty Trust's performance is strongly linked to natural gas and oil prices and production volumes managed by Hilcorp. SJT benefits from being a royalty trust with minimal operational responsibilities; however, its returns are susceptible to price volatility. A significant risk is the potential decline in production over time. The trust's future depends heavily on efficient operation of the underlying properties.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC.gov)
- Financial news sources
- Analyst reports
Disclaimers:
This analysis is based on publicly available information and does not constitute financial advice. Market conditions can change rapidly, and past performance is not indicative of future results.
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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