PBT Fundamental Analysis - PERMIAN BASIN ROYALTY TRUST

Fundamental Rating

Overall PBT gets a fundamental rating of 5 out of 10. We evaluated PBT against 209 industry peers in the Oil, Gas & Consumable Fuels industry. Both the health and profitability get an excellent rating, making PBT a very profitable company, without any liquidiy or solvency issues. PBT has a expensive valuation and it also scores bad on growth.

Quickly go to:

1. Profitability

1.1 Basic Checks

PBT had positive earnings in the past year.

In the past year PBT had a positive cash flow from operations.

In the past 5 years PBT has always been profitable.

PBT had a positive operating cash flow in each of the past 5 years.

1.2 Ratios

With an excellent Return On Assets value of 882.27%, PBT belongs to the best of the industry, outperforming 99.52% of the companies in the same industry.

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.

The Return On Invested Capital of PBT (1030.73%) is better than 100.00% of its industry peers.

PBT had an Average Return On Invested Capital over the past 3 years of 2108.99%. This is significantly above the industry average of 21.91%.

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 Rank	Sector 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%

1.3 Margins

PBT has a better Profit Margin (89.50%) than 99.04% of its industry peers.

PBT's Profit Margin has been stable in the last couple of years.

The Operating Margin of PBT (89.50%) is better than 99.04% of its industry peers.

PBT's Operating Margin has been stable in the last couple of years.

		Industry Rank	Sector 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

More info and screens

ROA

ROE

ROIC

Operating and Profit Margin

Show most profitable peers

2. Health

2.1 Basic Checks

The number of shares outstanding for PBT remains at a similar level compared to 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.

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 Rank	Sector Rank
Debt/Equity	0
Debt/FCF	0
Altman-Z	N/A

ROIC/WACCN/A

WACCN/A

2.3 Liquidity

A Current Ratio of 2.82 indicates that PBT has no problem at all paying its short term obligations.

With an excellent Current ratio value of 2.82, PBT belongs to the best of the industry, outperforming 82.78% of the companies in the same industry.

PBT has a Quick Ratio of 2.82. This indicates that PBT is financially healthy and has no problem in meeting its short term obligations.

PBT has a Quick ratio of 2.82. This is amongst the best in the industry. PBT outperforms 84.69% of its industry peers.

		Industry Rank	Sector Rank
Current Ratio	2.82
Quick Ratio	2.82

More info and screens

WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

Show peers with great health

3. Growth

3.1 Past

PBT shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -47.52%.

PBT shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 5.36% yearly.

Looking at the last year, PBT shows a very negative growth in Revenue. The Revenue has decreased by -43.61% in the last year.

Measured over the past years, PBT shows a small growth in Revenue. The Revenue has been growing by 5.75% on average per year.

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.

More info and screens

Find the best growth stocks

Show best growing peers

4. Valuation

4.1 Price/Earnings Ratio

PBT is valuated quite expensively with a Price/Earnings ratio of 49.46.

Based on the Price/Earnings ratio, PBT is valued a bit more expensive than 65.55% of the companies in the same industry.

Compared to an average S&P500 Price/Earnings ratio of 26.84, PBT is valued quite expensively.

		Industry Rank	Sector Rank
PE	49.46
Fwd PE	N/A

4.2 Price Multiples

PBT's Price/Free Cash Flow is on the same level as the industry average.

		Industry Rank	Sector Rank
P/FCF	49.06
EV/EBITDA	N/A

4.3 Compensation for Growth

PBT has an outstanding profitability rating, which may justify a higher PE ratio.

PEG (NY)N/A

PEG (5Y)9.23

EPS Next 2YN/A

EPS Next 3YN/A

More info and screens

Show best valued peers

5. Dividend

5.1 Amount

With a Yearly Dividend Yield of 2.90%, PBT has a reasonable but not impressive dividend return.

Compared to an average industry Dividend Yield of 6.06, PBT has a dividend in line with its industry peers.

Compared to an average S&P500 Dividend Yield of 2.32, PBT pays a bit more dividend than the S&P500 average.

		Industry Rank	Sector Rank
Dividend Yield	2.9%

5.2 History

The dividend of PBT has a limited annual growth rate of 5.55%.

PBT has paid a dividend for at least 10 years, which is a reliable track record.

Dividend Growth(5Y)5.55%

Div Incr Years0

Div Non Decr Years0

5.3 Sustainability

100.00% of the earnings are spent on dividend by PBT. This is not a sustainable payout ratio.

The dividend of PBT is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.

DP100%

EPS Next 2YN/A

EPS Next 3YN/A

More info and screens

Find the best dividend stocks

Show peers with best dividend

PERMIAN BASIN ROYALTY TRUST

NYSE:PBT (9/3/2025, 8:04:00 PM)

17.31

-0.38 (-2.15%)

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 Owners39.74%

Inst Owner Change29.4%

Ins Owners10%

Ins Owner ChangeN/A

Market Cap806.82M

Analysts0

Price TargetN/A

Short Float %0.63%

Short Ratio1.8

Dividend

		Industry Rank	Sector Rank
Dividend Yield	2.9%

Yearly Dividend0.55

Dividend Growth(5Y)5.55%

DP100%

Div Incr Years0

Div Non Decr Years0

Ex-Date08-29 2025-08-29 (0.016418)

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 Rank	Sector Rank
PE	49.46
Fwd PE	N/A
P/S	43.82
P/FCF	49.06
P/OCF	49.06
P/B	4946.78
P/tB	4946.77
EV/EBITDA	N/A

EPS(TTM)0.35

EY2.02%

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)9.23

Profitability

		Industry Rank	Sector 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 Rank	Sector 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%

PERMIAN BASIN ROYALTY TRUST (PBT) Stock Fundamental Analysis

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

More info and screens

2. Health

2.1 Basic Checks

2.2 Solvency

2.3 Liquidity

More info and screens

3. Growth

3.1 Past

3.2 Future

3.3 Evolution

More info and screens

4. Valuation

4.1 Price/Earnings Ratio

4.2 Price Multiples

4.3 Compensation for Growth

More info and screens

5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

More info and screens