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Upturn AI SWOT - About
San Juan Basin Royalty Trust (SJT)
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Upturn Advisory Summary
10/10/2025: SJT (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.
Analysis of Past Performance
Type Stock | Historic Profit -45.84% | 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 10/10/2025 |
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 and commenced operations in 1981. The Trust holds an overriding royalty interest in 75% of the net proceeds from the production of gas from properties in the San Juan Basin of New Mexico.
Core Business Areas
- Oil and Gas Royalty: Receives royalty income from gas production in the San Juan Basin.
Leadership and Structure
The Trust is passively managed by The Bank of New York Mellon Trust Company, N.A., as Trustee. There is no management team in the traditional sense.
Top Products and Market Share
Key Offerings
- Natural Gas Royalty Income: The Trust's sole source of income is derived from its royalty interest in gas production. Market share data is not directly applicable as the Trust's income is based on the production volume and commodity prices, not direct sales. Competitors are oil and gas producers operating in the San Juan Basin.
Market Dynamics
Industry Overview
The natural gas industry is cyclical and subject to commodity price volatility. Production levels in the San Juan Basin are influenced by factors such as drilling activity, infrastructure availability, and environmental regulations.
Positioning
SJT is a passive royalty trust, meaning it doesn't actively explore or produce gas. Its performance is directly tied to the production levels and gas prices achieved by the underlying properties operated by Hilcorp Energy.
Total Addressable Market (TAM)
The TAM is the total revenue generated from natural gas sales in the San Juan Basin. SJT's positioning is that of a royalty recipient, capturing a fixed percentage of the revenue generated from the sale of this natural gas.
Upturn SWOT Analysis
Strengths
- Passive income stream
- No operational expenses
- Established royalty interest
Weaknesses
- Dependence on gas production and prices
- No control over operations
- Depleting asset base
Opportunities
- Increased gas prices
- Technological advancements in extraction
- New drilling activities
Threats
- Decreased gas prices
- Reduced production
- Regulatory changes
- Environmental concerns
- Depletion of gas reserves
Competitors and Market Share
Key Competitors
- COG
- DVN
- EOG
- XOM
Competitive Landscape
SJT is not directly comparable to its competitors, as it's a royalty trust and not an operating company. Its performance is directly tied to the activities of Hilcorp Energy, while its competitors are actively involved in exploration and production.
Growth Trajectory and Initiatives
Historical Growth: Historically, growth has been driven by natural gas price increases. Production volumes have generally declined over time.
Future Projections: Future projections are difficult to make accurately. Analyst estimates vary depending on gas price forecasts and production expectations. It's important to consult recent analyst reports for the most up-to-date estimates.
Recent Initiatives: The Trust itself doesn't undertake strategic initiatives. Hilcorp's drilling and operational activities impact the Trust's income.
Summary
San Juan Basin Royalty Trust is a unique investment vehicle highly sensitive to natural gas prices and production in the San Juan Basin. Its lack of operational control presents both advantages (no expenses) and disadvantages (dependence on Hilcorp). Declining production is a major concern and the value of the Trust's distributions is heavily impacted by external factors. Investors should carefully consider the risks and rewards associated with commodity price volatility and the Trust's depleting asset base.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q), Company Website, Analyst Reports (where available)
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual due diligence and consultation with a financial professional. Market share data is an estimation for illustrative purposes, as SJT is a passive trust and doesn't directly compete in the same manner as exploration and production companies. Actual financial performance may vary.
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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