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Upturn AI SWOT - About
VOC 
VOC Energy Trust (VOC)
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Upturn Advisory Summary
06/20/2025: VOC (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
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $4
1 Year Target Price $4
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -29.71% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/20/2025 |
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 |
Analyst Ratings
Rating - | Target Price 4 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
VOC Energy Trust
Company Overview
History and Background
VOC Energy Trust was formed by VOC Holdings LLC to own overriding royalty interests in oil and natural gas properties. It commenced operations on January 30, 2014.
Core Business Areas
- Overriding Royalty Interests: VOC Energy Trust owns net overriding royalty interests in oil and natural gas properties located primarily in the states of Texas and Oklahoma. These royalties entitle the trust to a percentage of the revenue generated from the sale of production from these properties, net of certain expenses.
Leadership and Structure
VOC Energy Trust operates under a trust agreement. The trustee is Argent Trust Company. The Trust does not have employees and relies on the operators of the underlying properties.
Top Products and Market Share
Key Offerings
- Overriding Royalty Interests: VOC Energy Trust's primary 'product' is the revenue stream derived from its overriding royalty interests in oil and natural gas production. Market share data is not directly applicable as the Trust is a passive royalty holder, not an active producer. Competitors are other royalty trusts and energy investment vehicles.
Market Dynamics
Industry Overview
The oil and gas royalty trust industry is sensitive to commodity prices and production volumes. Demand for oil and gas fluctuates based on global economic conditions, technological advancements, and geopolitical events.
Positioning
VOC Energy Trust is positioned as a passive royalty holder. Its competitive advantage, if any, lies in the specific properties covered by its royalty interests and the efficiency of the underlying operators. Since the Trust doesn't operate assets, its TAM and share within are tied directly to production from the source assets.
Total Addressable Market (TAM)
The TAM for oil and gas royalties is vast and dependent on overall production from oil and gas wells. VOC Energy Trust's portion is a small fraction tied to the output from its specific assets.
Upturn SWOT Analysis
Strengths
- Passive income stream
- Diversified properties across multiple operators
- No direct operating expenses
Weaknesses
- Dependence on commodity prices
- Lack of control over production volumes
- Depleting assets with no mechanism for replacement
- High sensitivity to interest rate hikes
Opportunities
- Potential for increased production from existing wells
- Acquisition of additional royalty interests (unlikely due to Trust structure)
- Favorable changes in commodity prices
Threats
- Decline in commodity prices
- Decreased production volumes
- Increased operating costs for underlying operators
- Regulatory changes impacting oil and gas production
- Operator bankruptcies
Competitors and Market Share
Key Competitors
- CRT
- PVL
- BCEI
Competitive Landscape
VOC Energy Trust operates in a competitive landscape characterized by numerous royalty trusts and energy investment vehicles. Its performance is primarily driven by the productivity of the specific wells underlying its royalty interests. VOC is one of the smaller players. It is important to note that the market share, in this instance, is extremely low for all players given the massive number of oil and gas companies in the US
Growth Trajectory and Initiatives
Historical Growth: VOC Energy Trust does not exhibit traditional growth trends. Its revenue stream generally declines as the underlying oil and gas properties are depleted.
Future Projections: Future projections are uncertain and highly dependent on commodity prices and production rates. Analyst estimates are not readily available given the Trust's nature.
Recent Initiatives: VOC Energy Trust does not typically undertake strategic initiatives.
Summary
VOC Energy Trust is a passive royalty trust highly sensitive to commodity prices and production volumes from its underlying oil and gas properties. Its financial performance and dividend payouts fluctuate significantly. The trust is depleting assets with no mechanism for replacement. The trust is therefore a relatively weak company given commodity dependency.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings
- Company press releases
- Financial news sources
Disclaimers:
This analysis is for informational purposes only and does not constitute 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 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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