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Upturn AI SWOT - About
VOC 
VOC Energy Trust (VOC)
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Upturn Advisory Summary
08/14/2025: VOC (1-star) is a SELL. SELL since 3 days. Profits (-7.85%). 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
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -35.32% | Avg. Invested days 28 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 46.92M USD | Price to earnings Ratio 4.45 | 1Y Target Price 4 |
Price to earnings Ratio 4.45 | 1Y Target Price 4 | ||
Volume (30-day avg) - | Beta 0.14 | 52 Weeks Range 2.34 - 5.18 | Updated Date 06/29/2025 |
52 Weeks Range 2.34 - 5.18 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 20.83% | Basic EPS (TTM) 0.62 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 89.16% | Operating Margin (TTM) 76.1% |
Management Effectiveness
Return on Assets (TTM) 54.43% | Return on Equity (TTM) 87.09% |
Valuation
Trailing PE 4.45 | Forward PE - | Enterprise Value 45134024 | Price to Sales(TTM) 3.94 |
Enterprise Value 45134024 | Price to Sales(TTM) 3.94 | ||
Enterprise Value to Revenue 3.79 | Enterprise Value to EBITDA 4.25 | Shares Outstanding 17000000 | Shares Floating 12545660 |
Shares Outstanding 17000000 | Shares Floating 12545660 | ||
Percent Insiders 26.2 | Percent Institutions 3.81 |
Upturn AI SWOT
VOC Energy Trust
Company Overview
History and Background
VOC Energy Trust was formed to own and acquire net profits interests in oil and natural gas producing properties. The trust's sole purpose is to distribute to unit holders the net profits it receives from its net profits interests.
Core Business Areas
- Net Profits Interests: VOC Energy Trust holds net profits interests in certain oil and natural gas producing properties located primarily in the Permian Basin. The trust receives a percentage of the net profits generated from these properties after deduction of operating expenses and capital costs.
Leadership and Structure
VOC Energy Trust is managed by its trustee, Argent Trust Company. There is no operational management team as the trust's activities are limited to receiving and distributing net profits.
Top Products and Market Share
Key Offerings
- Net Profits Distributions: VOC Energy Trust's primary offering is the distribution of net profits received from its oil and gas properties to its unit holders. VOC is not a market share leader but rather a passive recipient of net profits based on agreements with the oil and gas companies who are the ones who have market share
Market Dynamics
Industry Overview
The energy industry is influenced by oil and natural gas prices, production levels, and geopolitical events. Demand is driven by global economic growth and technological advancements.
Positioning
VOC Energy Trust is a passive income vehicle for investors seeking exposure to oil and natural gas production. The trust's performance is directly tied to the profitability of the underlying properties.
Total Addressable Market (TAM)
The TAM for oil and gas investments is extremely large; however, VOC's position is only as a passive recipient of profits from specific assets.
Upturn SWOT Analysis
Strengths
- Passive income generation
- Exposure to oil and gas prices
- Simple business model
Weaknesses
- Dependence on oil and gas prices
- Limited control over operations
- Finite life as the properties are depleted
- No diversification; solely focused on energy
Opportunities
- Acquisition of additional net profits interests
- Increase in oil and gas prices
- Development of new technologies to improve production
Threats
- Decline in oil and gas prices
- Increased operating costs
- Regulatory changes impacting the energy industry
- Depletion of underlying reserves
Competitors and Market Share
Key Competitors
Competitive Landscape
VOC Energy Trust operates in a niche segment and doesn't directly compete with exploration and production companies. It's more of a passive investment vehicle linked to oil and gas assets.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on current financial statements. Growth depends on commodity prices and production.
Future Projections: Future projections depend on analyst forecasts. Projections are linked to energy demand and supply.
Recent Initiatives: VOC Energy Trust's primary initiative is managing its existing portfolio. No acquisition activity has occurred in recent times.
Summary
VOC Energy Trust is a passive income stream tied to the profitability of specific oil and gas assets. Its performance is susceptible to commodity price fluctuations. Future growth relies on disciplined cost management and efficient operations by the underlying asset operators. The trust's finite life is a key consideration for investors. VOC Energy Trust has limited operational control and is very reliant on underlying asset health.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances 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 VOC Energy Trust
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 2011-05-05 | CEO - | ||
Sector Energy | Industry Oil & Gas E&P | Full time employees - | |
Full time employees - | |||
VOC Energy Trust acquires and holds a term net profits interest of the net proceeds from production and sale of the interests in oil and natural gas properties in the states of Kansas and Texas. The company has an 80% term net profits interest of the net proceeds on the underlying properties. As of December 31, 2021, its underlying properties had interests in 452.5 net producing wells and 51,147.2 net acres. VOC Energy Trust was incorporated in 2010 and is based in Houston, Texas.
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