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Upturn AI SWOT - About
VOC 
VOC Energy Trust (VOC)
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Upturn Advisory Summary
10/15/2025: VOC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -34.66% | Avg. Invested days 26 | Today’s Advisory Consider higher Upturn Star rating |
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 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 by VOC Acquisition LLC in 2011. It holds royalty interests in oil and natural gas properties in the United States, with the revenues distributed to unitholders.
Core Business Areas
- Royalty Interests: VOC Energy Trust owns royalty interests in oil and natural gas producing properties. Its revenue depends on production volumes and commodity prices.
Leadership and Structure
VOC Energy Trust operates as a grantor trust. Management is handled by an administrative trustee.
Top Products and Market Share
Key Offerings
- Royalty Income: VOC Energy Trust's primary offering is the distribution of royalty income derived from oil and gas production. Market share is dependent on the production of underlying properties and commodity prices. Competitors are other royalty trusts and direct oil/gas investments.
Market Dynamics
Industry Overview
The oil and gas royalty trust industry is driven by commodity prices and production volumes. Uncertainty regarding future production, regulatory changes, and commodity price fluctuations impact profitability.
Positioning
VOC Energy Trust's position depends on the production of properties which it holds royalty interests. Its advantages are limited overhead and direct pass-through of income.
Total Addressable Market (TAM)
TAM is difficult to quantify precisely but equates to total royalty income from all US oil and gas production. VOC's position within the TAM is relatively small and dependent on its specific assets.
Upturn SWOT Analysis
Strengths
- Direct income pass-through to unitholders
- Low operational overhead
- Exposure to oil and gas commodity prices
Weaknesses
- Dependent on production volumes of underlying properties
- Exposure to commodity price fluctuations
- Limited control over operations
- Depleting assets
Opportunities
- Potential for new acquisitions of royalty interests
- Increased oil and gas prices
- Technological advancements improving production
Threats
- Declining production volumes
- Lower oil and gas prices
- Increased operating costs
- Regulatory changes impacting oil and gas industry
- Environmental concerns and regulations
Competitors and Market Share
Key Competitors
- CRT
- BCEI
- PVL
Competitive Landscape
VOC Energy Trust operates in a competitive landscape where other oil and gas royalty trusts compete for investor capital. VOCu2019s advantages are its management and underlying production.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is limited due to the nature of royalty trusts and depleting assets. Organic growth is unlikely.
Future Projections: Future projections are uncertain and reliant on commodity price forecasts and expected production. Analyst estimates can vary widely.
Recent Initiatives: VOC Energy Trust's activities primarily involve managing existing royalty interests. Recent initiatives may include cost-saving measures or minor acquisitions.
Summary
VOC Energy Trust is a royalty trust, its performance is directly tied to oil and gas prices and production volumes of its underlying properties. Its income pass-through structure is appealing to some investors. However, declining production and volatile commodity prices pose risks. VOC's future depends on its ability to manage its existing portfolio effectively and potentially acquire new assets. The business is not strong and is highly exposed to changes in the commodity prices of oil and gas.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Press Releases
- Financial News Outlets
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual due diligence.
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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