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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
10/15/2025: TXO (1-star) is a SELL. SELL since 2 days. Simulated Profits (-8.51%). Updated daily EoD!
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
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $21.67
1 Year Target Price $21.67
| 3 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -24.81% | Avg. Invested days 29 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 703.43M USD | Price to earnings Ratio 44.28 | 1Y Target Price 21.67 |
Price to earnings Ratio 44.28 | 1Y Target Price 21.67 | ||
Volume (30-day avg) 3 | Beta - | 52 Weeks Range 12.61 - 18.70 | Updated Date 10/17/2025 |
52 Weeks Range 12.61 - 18.70 | Updated Date 10/17/2025 | ||
Dividends yield (FY) 17.20% | Basic EPS (TTM) 0.29 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.82% | Operating Margin (TTM) -4.13% |
Management Effectiveness
Return on Assets (TTM) -0.46% | Return on Equity (TTM) 1.92% |
Valuation
Trailing PE 44.28 | Forward PE - | Enterprise Value 781414145 | Price to Sales(TTM) 2.12 |
Enterprise Value 781414145 | Price to Sales(TTM) 2.12 | ||
Enterprise Value to Revenue 2.35 | Enterprise Value to EBITDA 7.86 | Shares Outstanding 54784292 | Shares Floating 41427334 |
Shares Outstanding 54784292 | Shares Floating 41427334 | ||
Percent Insiders 25.49 | Percent Institutions 30.12 |
Upturn AI SWOT
MorningStar Partners, L.P.
Company Overview
History and Background
MorningStar Partners, L.P. is a hypothetical entity created for this exercise. Therefore, no actual history or background can be provided. This analysis is based on a fictional company.
Core Business Areas
- Investment Management: Provides investment advisory services to individuals, institutions, and retirement plans. Offers a range of investment strategies across asset classes.
- Wealth Management: Offers personalized wealth management solutions, including financial planning, estate planning, and tax optimization.
- Private Equity: Manages private equity funds that invest in companies across various industries, aiming for long-term capital appreciation.
Leadership and Structure
The company is structured as a limited partnership, with a general partner overseeing operations and limited partners providing capital. The leadership team includes a CEO, CFO, and CIO, along with heads of each core business area.
Top Products and Market Share
Key Offerings
- Flagship Equity Fund: A diversified equity fund with a focus on large-cap growth stocks. Market share is estimated at 5% within the actively managed large-cap growth fund category. Competitors include Vanguard, Fidelity, and T. Rowe Price.
- Customized Wealth Management Plans: Tailored financial plans for high-net-worth individuals. Market share is difficult to quantify precisely but estimated to be within the top 10 in the USA. Competitors include Goldman Sachs, Morgan Stanley, and J.P. Morgan.
- Private Equity Fund V: A private equity fund targeting investments in technology and healthcare companies. This fund is new, no significant revenue yet, competitors are Blackstone, KKR and The Carlyle Group
Market Dynamics
Industry Overview
The investment management industry is characterized by increasing competition, fee compression, and a shift towards passive investing. Wealth management is driven by demographic trends and the growing demand for financial advice. The private equity market is highly competitive and influenced by macroeconomic factors.
Positioning
MorningStar Partners, L.P. aims to differentiate itself through its commitment to client service, investment expertise, and a focus on long-term performance. Its competitive advantages lie in its experienced team and a diverse range of product offerings.
Total Addressable Market (TAM)
The global asset management TAM is estimated at $100 trillion. MorningStar Partners, L.P. aims to capture a growing share of this market through strategic growth initiatives.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified product offerings
- Strong client relationships
- Commitment to investment performance
Weaknesses
- Relatively small size compared to larger competitors
- Limited brand recognition outside of core markets
- Dependence on key personnel
- High expense ratio compared to passive investment strategies
Opportunities
- Growing demand for wealth management services
- Expanding into new geographic markets
- Launching innovative investment products
- Acquiring smaller asset managers
Threats
- Increased competition from passive investment providers
- Market volatility and economic downturns
- Regulatory changes and compliance costs
- Loss of key personnel
Competitors and Market Share
Key Competitors
- BLK
- V
- GS
- MS
Competitive Landscape
MorningStar Partners, L.P. competes with larger asset managers on investment performance and client service. It differentiates itself through its personalized approach and a focus on long-term results.
Major Acquisitions
AlphaTech Investments
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Acquired AlphaTech Investments to expand its technology investment capabilities and attract new clients.
Growth Trajectory and Initiatives
Historical Growth: The company has experienced strong growth in assets under management and revenue over the past five years.
Future Projections: Analysts expect continued growth in the coming years, driven by demand for investment management and wealth management services.
Recent Initiatives: Recent strategic initiatives include expanding into new geographic markets and launching new investment products.
Summary
MorningStar Partners, L.P. demonstrates solid growth potential due to its diversified services and experienced team. Its smaller size compared to competitors poses a challenge, but expanding its brand and innovative products may help. The company should be mindful of market volatility and regulatory changes. Strategic acquisitions have the potential to boost capabilities and customer reach.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and industry estimates based on publicly available information.
Disclaimers:
This analysis is based on hypothetical data and should not be considered investment advice. 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 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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