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PERMIAN BASIN ROYALTY TRUST (PBT) Stock Fundamental Analysis

USA - NYSE:PBT - US7142361069

17.26 USD
-0.29 (-1.65%)
Last: 10/15/2025, 8:04:00 PM
17.03 USD
-0.23 (-1.33%)
After Hours: 10/8/2025, 8:07:43 PM
Fundamental Rating

5

Taking everything into account, PBT scores 5 out of 10 in our fundamental rating. PBT was compared to 211 industry peers in the Oil, Gas & Consumable Fuels industry. PBT gets an excellent profitability rating and is at the same time showing great financial health properties. PBT does not seem to be growing, but still is valued expensively.


Dividend Valuation Growth Profitability Health

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8

1. Profitability

1.1 Basic Checks

In the past year PBT was profitable.
PBT had a positive operating cash flow in the past year.
PBT had positive earnings in each of the past 5 years.
Each year in the past 5 years PBT had a positive operating cash flow.
PBT Yearly Net Income VS EBIT VS OCF VS FCFPBT Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10M 20M 30M 40M 50M

1.2 Ratios

The Return On Assets of PBT (882.27%) is better than 99.53% of its industry peers.
PBT has a Return On Equity of 10104.23%. This is amongst the best in the industry. PBT outperforms 100.00% of its industry peers.
Looking at the Return On Invested Capital, with a value of 1030.73%, PBT belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.
Measured over the past 3 years, the Average Return On Invested Capital for PBT is significantly above the industry average of 21.53%.
The 3 year average ROIC (2108.99%) for PBT is well above the current ROIC(1030.73%). The reason for the recent decline needs to be investigated.
Industry RankSector Rank
ROA 882.27%
ROE 10104.23%
ROIC 1030.73%
ROA(3y)1088.44%
ROA(5y)839.77%
ROE(3y)15751.6%
ROE(5y)10637.9%
ROIC(3y)2108.99%
ROIC(5y)1499.44%
PBT Yearly ROA, ROE, ROICPBT Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 5K 10K 15K

1.3 Margins

The Profit Margin of PBT (89.50%) is better than 99.05% of its industry peers.
In the last couple of years the Profit Margin of PBT has remained more or less at the same level.
With an excellent Operating Margin value of 89.50%, PBT belongs to the best of the industry, outperforming 99.05% of the companies in the same industry.
PBT's Operating Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 89.5%
PM (TTM) 89.5%
GM N/A
OM growth 3Y1.07%
OM growth 5Y-0.19%
PM growth 3Y1.07%
PM growth 5Y-0.19%
GM growth 3YN/A
GM growth 5YN/A
PBT Yearly Profit, Operating, Gross MarginsPBT Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 20 40 60 80

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7

2. Health

2.1 Basic Checks

Compared to 1 year ago, PBT has about the same amount of shares outstanding.
Compared to 5 years ago, PBT has about the same amount of shares outstanding.
There is no outstanding debt for PBT. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
PBT Yearly Shares OutstandingPBT Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10M 20M 30M 40M
PBT Yearly Total Debt VS Total AssetsPBT Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2M 4M 6M

2.2 Solvency

PBT has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z N/A
ROIC/WACCN/A
WACCN/A
PBT Yearly LT Debt VS Equity VS FCFPBT Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10M 20M 30M 40M 50M

2.3 Liquidity

PBT has a Current Ratio of 2.82. This indicates that PBT is financially healthy and has no problem in meeting its short term obligations.
PBT has a better Current ratio (2.82) than 82.94% of its industry peers.
A Quick Ratio of 2.82 indicates that PBT has no problem at all paying its short term obligations.
PBT's Quick ratio of 2.82 is amongst the best of the industry. PBT outperforms 84.83% of its industry peers.
Industry RankSector Rank
Current Ratio 2.82
Quick Ratio 2.82
PBT Yearly Current Assets VS Current LiabilitesPBT Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2M 4M 6M

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1

3. Growth

3.1 Past

The earnings per share for PBT have decreased strongly by -47.52% in the last year.
Measured over the past 5 years, PBT shows a small growth in Earnings Per Share. The EPS has been growing by 5.36% on average per year.
PBT shows a very negative growth in Revenue. In the last year, the Revenue has decreased by -43.61%.
PBT shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 5.75% yearly.
EPS 1Y (TTM)-47.52%
EPS 3Y33.34%
EPS 5Y5.36%
EPS Q2Q%-71.6%
Revenue 1Y (TTM)-43.61%
Revenue growth 3Y31.92%
Revenue growth 5Y5.75%
Sales Q2Q%-64.84%

3.2 Future

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
PBT Yearly Revenue VS EstimatesPBT Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10M 20M 30M 40M 50M

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1

4. Valuation

4.1 Price/Earnings Ratio

PBT is valuated quite expensively with a Price/Earnings ratio of 49.31.
Compared to the rest of the industry, the Price/Earnings ratio of PBT indicates a slightly more expensive valuation: PBT is more expensive than 64.93% of the companies listed in the same industry.
Compared to an average S&P500 Price/Earnings ratio of 27.55, PBT is valued quite expensively.
Industry RankSector Rank
PE 49.31
Fwd PE N/A
PBT Price Earnings VS Forward Price EarningsPBT Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 0 0 0 0

4.2 Price Multiples

PBT's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 48.92
EV/EBITDA N/A
PBT Per share dataPBT EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0.1 0.2 0.3

4.3 Compensation for Growth

PBT has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)9.2
EPS Next 2YN/A
EPS Next 3YN/A

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3

5. Dividend

5.1 Amount

PBT has a Yearly Dividend Yield of 2.90%.
PBT's Dividend Yield is comparable with the industry average which is at 6.15.
Compared to an average S&P500 Dividend Yield of 2.43, PBT has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 2.9%

5.2 History

The dividend of PBT has a limited annual growth rate of 5.55%.
PBT has been paying a dividend for at least 10 years, so it has a reliable track record.
Dividend Growth(5Y)5.55%
Div Incr Years0
Div Non Decr Years0
PBT Yearly Dividends per sharePBT Yearly Dividends per shareYearly Dividends per share 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.2 0.4 0.6 0.8 1

5.3 Sustainability

PBT pays out 100.00% of its income as dividend. This is not a sustainable payout ratio.
PBT's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP100%
EPS Next 2YN/A
EPS Next 3YN/A
PBT Yearly Income VS Free CF VS DividendPBT Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10M 20M 30M 40M 50M
PBT Dividend Payout.PBT Dividend Payout, showing the Payout Ratio.PBT Dividend Payout.PayoutRetained Earnings

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PERMIAN BASIN ROYALTY TRUST

NYSE:PBT (10/15/2025, 8:04:00 PM)

After market: 17.03 -0.23 (-1.33%)

17.26

-0.29 (-1.65%)

Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)08-06 2025-08-06
Earnings (Next)11-10 2025-11-10
Inst Owners41.31%
Inst Owner Change0%
Ins Owners10%
Ins Owner ChangeN/A
Market Cap804.49M
Analysts0
Price TargetN/A
Short Float %0.64%
Short Ratio1.85
Dividend
Industry RankSector Rank
Dividend Yield 2.9%
Yearly Dividend0.55
Dividend Growth(5Y)5.55%
DP100%
Div Incr Years0
Div Non Decr Years0
Ex-Date09-30 2025-09-30 (0.115493)
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 49.31
Fwd PE N/A
P/S 43.69
P/FCF 48.92
P/OCF 48.92
P/B 4932.49
P/tB 4932.49
EV/EBITDA N/A
EPS(TTM)0.35
EY2.03%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)0.35
FCFY2.04%
OCF(TTM)0.35
OCFY2.04%
SpS0.4
BVpS0
TBVpS0
PEG (NY)N/A
PEG (5Y)9.2
Profitability
Industry RankSector Rank
ROA 882.27%
ROE 10104.23%
ROCE 1304.73%
ROIC 1030.73%
ROICexc N/A
ROICexgc N/A
OM 89.5%
PM (TTM) 89.5%
GM N/A
FCFM 89.31%
ROA(3y)1088.44%
ROA(5y)839.77%
ROE(3y)15751.6%
ROE(5y)10637.9%
ROIC(3y)2108.99%
ROIC(5y)1499.44%
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)2669.6%
ROCE(5y)1898.02%
ROICexcg growth 3YN/A
ROICexcg growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3Y1.07%
OM growth 5Y-0.19%
PM growth 3Y1.07%
PM growth 5Y-0.19%
GM growth 3YN/A
GM growth 5YN/A
F-Score6
Asset Turnover9.86
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage 250
Cash Conversion N/A
Profit Quality 99.79%
Current Ratio 2.82
Quick Ratio 2.82
Altman-Z N/A
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)99.81%
Profit Quality(5y)99.65%
High Growth Momentum
Growth
EPS 1Y (TTM)-47.52%
EPS 3Y33.34%
EPS 5Y5.36%
EPS Q2Q%-71.6%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-43.61%
Revenue growth 3Y31.92%
Revenue growth 5Y5.75%
Sales Q2Q%-64.84%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-47.53%
EBIT growth 3Y33.33%
EBIT growth 5Y5.55%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-68.87%
FCF growth 3Y33.36%
FCF growth 5Y5.5%
OCF growth 1Y-68.87%
OCF growth 3Y33.36%
OCF growth 5Y5.5%