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PERMIAN BASIN ROYALTY TRUST (PBT) Stock Fundamental Analysis

NYSE:PBT - New York Stock Exchange, Inc. - US7142361069 - Currency: USD

12.95  +0.14 (+1.09%)

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 has outstanding health and profitabily ratings, belonging to the best of the industry. This is a solid base for any company. PBT is valued expensive and it does not seem to be growing.


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.
In the past 5 years PBT always reported a positive cash flow from operatings.
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

With an excellent Return On Assets value of 1066.06%, PBT belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.
PBT has a Return On Equity of 13748.11%. 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 1407.69%, 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 23.79%.
The last Return On Invested Capital (1407.69%) for PBT is well below the 3 year average (2108.99%), which needs to be investigated, but indicates that PBT had better years and this may not be a problem.
Industry RankSector Rank
ROA 1066.06%
ROE 13748.11%
ROIC 1407.69%
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

PBT has a Profit Margin of 93.28%. This is amongst the best in the industry. PBT outperforms 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.
Looking at the Operating Margin, with a value of 93.28%, PBT belongs to the top of the industry, outperforming 99.05% of the companies in the same industry.
In the last couple of years the Operating Margin of PBT has remained more or less at the same level.
Industry RankSector Rank
OM 93.28%
PM (TTM) 93.28%
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

PBT has about the same amout of shares outstanding than it did 1 year ago.
PBT has about the same amout of shares outstanding than it did 5 years ago.
PBT has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the 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

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.
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

A Current Ratio of 2.30 indicates that PBT has no problem at all paying its short term obligations.
PBT's Current ratio of 2.30 is amongst the best of the industry. PBT outperforms 80.57% of its industry peers.
A Quick Ratio of 2.30 indicates that PBT has no problem at all paying its short term obligations.
The Quick ratio of PBT (2.30) is better than 81.99% of its industry peers.
Industry RankSector Rank
Current Ratio 2.3
Quick Ratio 2.3
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

PBT shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -21.61%.
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 -19.32%.
PBT shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 5.75% yearly.
EPS 1Y (TTM)-21.61%
EPS 3Y33.34%
EPS 5Y5.36%
EPS Q2Q%-52.72%
Revenue 1Y (TTM)-19.32%
Revenue growth 3Y31.92%
Revenue growth 5Y5.75%
Sales Q2Q%-49.19%

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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2

4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 26.98, which means the current valuation is very expensive for PBT.
PBT's Price/Earnings is on the same level as the industry average.
When comparing the Price/Earnings ratio of PBT to the average of the S&P500 Index (27.30), we can say PBT is valued inline with the index average.
Industry RankSector Rank
PE 26.98
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 26.86
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 0.4 0.5

4.3 Compensation for Growth

PBT has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)5.03
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%. Purely for dividend investing, there may be better candidates out there.
Compared to an average industry Dividend Yield of 6.51, PBT has a dividend in line with its industry peers.
PBT's Dividend Yield is a higher than the S&P500 average which is at 2.37.
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 (7/11/2025, 8:04:00 PM)

12.95

+0.14 (+1.09%)

Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)05-07 2025-05-07
Earnings (Next)08-06 2025-08-06
Inst Owners31.81%
Inst Owner Change0%
Ins Owners10%
Ins Owner ChangeN/A
Market Cap603.60M
Analysts0
Price TargetN/A
Short Float %0.62%
Short Ratio1.42
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-Date06-30 2025-06-30 (0.012976)
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 26.98
Fwd PE N/A
P/S 25
P/FCF 26.86
P/OCF 26.86
P/B 3684.98
P/tB 3684.98
EV/EBITDA N/A
EPS(TTM)0.48
EY3.71%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)0.48
FCFY3.72%
OCF(TTM)0.48
OCFY3.72%
SpS0.52
BVpS0
TBVpS0
PEG (NY)N/A
PEG (5Y)5.03
Profitability
Industry RankSector Rank
ROA 1066.06%
ROE 13748.11%
ROCE 1781.88%
ROIC 1407.69%
ROICexc N/A
ROICexgc N/A
OM 93.28%
PM (TTM) 93.28%
GM N/A
FCFM 93.09%
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 Turnover11.43
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 99.8%
Current Ratio 2.3
Quick Ratio 2.3
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)-21.61%
EPS 3Y33.34%
EPS 5Y5.36%
EPS Q2Q%-52.72%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-19.32%
Revenue growth 3Y31.92%
Revenue growth 5Y5.75%
Sales Q2Q%-49.19%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-21.62%
EBIT growth 3Y33.33%
EBIT growth 5Y5.55%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-58.73%
FCF growth 3Y33.36%
FCF growth 5Y5.5%
OCF growth 1Y-58.73%
OCF growth 3Y33.36%
OCF growth 5Y5.5%