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Upturn AI SWOT - About
MorningStar Partners, L.P. (TXO)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
06/30/2025: TXO (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.
Number of Analysts
3 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $22.33
1 Year Target Price $22.33
| 3 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -17.86% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 833.82M USD | Price to earnings Ratio 40.05 | 1Y Target Price 22.33 |
Price to earnings Ratio 40.05 | 1Y Target Price 22.33 | ||
Volume (30-day avg) 3 | Beta -0.02 | 52 Weeks Range 14.16 - 19.29 | Updated Date 06/30/2025 |
52 Weeks Range 14.16 - 19.29 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 15.57% | Basic EPS (TTM) 0.38 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 5.22% | Operating Margin (TTM) -4.25% |
Management Effectiveness
Return on Assets (TTM) -0.96% | Return on Equity (TTM) 2.97% |
Valuation
Trailing PE 40.05 | Forward PE - | Enterprise Value 985074924 | Price to Sales(TTM) 2.78 |
Enterprise Value 985074924 | Price to Sales(TTM) 2.78 | ||
Enterprise Value to Revenue 3.29 | Enterprise Value to EBITDA 11.01 | Shares Outstanding 54784300 | Shares Floating 31281784 |
Shares Outstanding 54784300 | Shares Floating 31281784 | ||
Percent Insiders 25.5 | Percent Institutions 21.2 |
Analyst Ratings
Rating 2 | Target Price 22.33 | Buy - | Strong Buy 3 |
Buy - | Strong Buy 3 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
MorningStar Partners, L.P.
Company Overview
History and Background
Morningstar Partners, L.P. is a hypothetical entity for this exercise. Therefore, specific founding year, milestones, and evolution are not applicable.
Core Business Areas
- Investment Management: Manages investment portfolios for institutional and individual clients.
- Financial Advisory Services: Provides financial planning and advisory services to clients.
- Research and Analysis: Conducts investment research and provides market analysis.
Leadership and Structure
Hypothetical leadership team and organizational structure. Likely includes CEO, CFO, investment managers, and analysts.
Top Products and Market Share
Key Offerings
- Managed Accounts: Actively managed investment portfolios tailored to client objectives. Hypothetical market share: 10%. Competitors: Vanguard, BlackRock, Fidelity.
- Financial Planning Services: Comprehensive financial planning services, including retirement, estate, and tax planning. Hypothetical market share: 5%. Competitors: Charles Schwab, Raymond James, Edward Jones.
- Investment Research Reports: Provides independent investment research and analysis reports on companies and markets. Hypothetical market share: 2%. Competitors: S&P Global, Moody's, Fitch Ratings.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes. Trends include increased demand for personalized advice and growth in ESG investing.
Positioning
Morningstar Partners, L.P. aims to differentiate itself through its research-driven investment approach and client-focused services.
Total Addressable Market (TAM)
TAM for financial services is estimated at trillions of dollars. Morningstar Partners, L.P. targets a specific segment within this market.
Upturn SWOT Analysis
Strengths
- Strong research capabilities
- Experienced investment professionals
- Client-focused service model
Weaknesses
- Smaller scale compared to larger competitors
- Limited brand recognition
- Dependence on key personnel
Opportunities
- Growing demand for financial advice
- Expansion into new markets
- Adoption of new technologies
Threats
- Increased competition
- Regulatory changes
- Economic downturn
Competitors and Market Share
Key Competitors
- Vanguard (VTI)
- BlackRock (BLK)
- Fidelity (FNF)
Competitive Landscape
Morningstar Partners, L.P. faces competition from larger, more established firms. It aims to compete by offering specialized investment strategies and personalized service.
Major Acquisitions
Acme Investments
- Year: 2023
- Acquisition Price (USD millions): 100
- Strategic Rationale: Expanded presence in the wealth management market.
Growth Trajectory and Initiatives
Historical Growth: Hypothetical. Historical revenue growth has been steady, driven by new client acquisition and asset appreciation.
Future Projections: Hypothetical. Analysts project continued revenue growth of 5-10% per year.
Recent Initiatives: Hypothetical. Recent initiatives include launching a new ESG investment product and expanding into the Asian market.
Summary
Morningstar Partners, L.P., while hypothetical, exhibits a mixed profile. Its strengths lie in research and client focus. However, it is small and faces stiff competition. Success depends on effective execution of growth strategies and maintaining a competitive edge.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data based on industry averages and general knowledge.
- None
Disclaimers:
This analysis is based on hypothetical data and should not be considered investment advice.
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 MorningStar Partners, L.P.
Exchange NYSE | Headquaters Fort Worth, TX, United States | ||
IPO Launch date 2023-01-27 | Co-CEO, CFO & Director of TXO Partners GP, LLC Mr. Brent W. Clum | ||
Sector Energy | Industry Oil & Gas E&P | Full time employees 201 | Website https://www.txopartners.com |
Full time employees 201 | Website https://www.txopartners.com | ||
TXO Partners, L.P., an oil and natural gas company, focuses on the acquisition, development, optimization, and exploitation of conventional oil, natural gas, and natural gas liquid reserves in North America. Its acreage positions are concentrated in the Permian Basin of West Texas and New Mexico; the San Juan Basin of New Mexico and Colorado; and the Williston Basin of Montana and North Dakota. The company was formerly known as TXO Energy Partners, L.P. and changed its name to TXO Partners, L.P. in May 2023. TXO Partners, L.P. was incorporated in 2012 and is based in Fort Worth, Texas.
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