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Upturn AI SWOT - About
San Juan Basin Royalty Trust (SJT)
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Upturn Advisory Summary
08/28/2025: 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 08/28/2025 |
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 created in 1980. It holds an overriding royalty interest in oil and natural gas production from properties located in the San Juan Basin of New Mexico. The Trust's primary purpose is to distribute net proceeds from these royalties to its unit holders.
Core Business Areas
- Overriding Royalty Interest: SJT owns an overriding royalty interest in approximately 120,000 net producing acres of oil and natural gas properties in the San Juan Basin.
Leadership and Structure
The Trust is managed by u0938u093fu092eu094bu0928u093fu0938 u0938u094du091fu094bu0930u094du092e u090fu0902u0921 u092cu0930u094du0928u094du0938, LLC, as trustee. There is no operational management team in the traditional corporate sense; decisions primarily concern distribution of royalty income.
Top Products and Market Share
Key Offerings
- Natural Gas Royalty: SJT's primary income is derived from royalties on natural gas production. Market share is not directly applicable as SJT is a royalty trust, not an operating company. Competitors are other royalty trusts, and direct gas producers.
Market Dynamics
Industry Overview
The natural gas industry is influenced by factors such as supply and demand, price fluctuations, and regulatory changes. Royalty trusts are dependent on the production and pricing achieved by the underlying operators.
Positioning
SJT is a passive royalty trust, dependent on the production decisions and efficiency of the operator, Hilcorp Energy Company. Its competitive advantage lies in its established royalty interest in a productive basin.
Total Addressable Market (TAM)
The TAM would be the total revenue generated from gas and oil production in San Juan basin. SJT is positioned to receive a fixed royalty percentage of this TAM.
Upturn SWOT Analysis
Strengths
- Passive income stream
- Established royalty interest
- No operational expenses
Weaknesses
- Dependence on operator's performance
- Vulnerability to commodity price fluctuations
- Limited control over production
- Depleting asset base
Opportunities
- Potential for increased production by the operator
- Higher natural gas prices
- Technological advancements improving extraction efficiency
Threats
- Decline in natural gas prices
- Increased operating costs for the operator
- Regulatory changes impacting production
- Environmental concerns restricting drilling
Competitors and Market Share
Key Competitors
Competitive Landscape
As a royalty trust, SJT does not directly compete with other energy companies in the traditional sense. Its performance is relative to other royalty trusts with differing asset bases and royalty structures. Direct gas producers compete for market share in gas sales.
Growth Trajectory and Initiatives
Historical Growth: SJT's growth is tied to the production profile of the San Juan Basin properties and natural gas prices.
Future Projections: Future performance is uncertain and dependent on factors outside of SJT's control.
Recent Initiatives: SJT itself does not undertake strategic initiatives; its performance hinges on the operator's activities.
Summary
San Juan Basin Royalty Trust is a passive investment vehicle highly dependent on natural gas prices and the production activities of Hilcorp Energy. It offers a variable income stream but carries significant risks associated with commodity price volatility and the depletion of its underlying assets. The Trust's future performance hinges on the sustained productivity of the San Juan Basin properties. Investors should consider the inherent risks and uncertainties before investing in SJT.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q)
- Company Website
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation 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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