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PERMIAN BASIN ROYALTY TRUST (PBT) Stock Fundamental Analysis

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

11.26  +0.05 (+0.45%)

After market: 11.26 0 (0%)

Fundamental Rating

5

We assign a fundamental rating of 5 out of 10 to PBT. PBT was compared to 213 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

PBT had positive earnings in the past year.
In the past year PBT had a positive cash flow from operations.
Each year in the past 5 years PBT has been profitable.
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

PBT has a better Return On Assets (1111.30%) than 100.00% of its industry peers.
PBT has a better Return On Equity (15459.49%) than 100.00% of its industry peers.
PBT has a better Return On Invested Capital (1587.96%) than 100.00% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for PBT is significantly above the industry average of 25.73%.
The last Return On Invested Capital (1587.96%) 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 1111.3%
ROE 15459.49%
ROIC 1587.96%
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 better Profit Margin (93.73%) than 99.06% of its industry peers.
PBT's Profit Margin has been stable in the last couple of years.
PBT has a better Operating Margin (93.73%) than 99.06% of its industry peers.
PBT's Operating Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 93.73%
PM (TTM) 93.73%
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

The number of shares outstanding for PBT remains at a similar level compared to 1 year ago.
Compared to 5 years ago, PBT has about the same amount of shares outstanding.
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

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

A Current Ratio of 2.08 indicates that PBT has no problem at all paying its short term obligations.
PBT has a better Current ratio (2.08) than 77.93% of its industry peers.
PBT has a Quick Ratio of 2.08. This indicates that PBT is financially healthy and has no problem in meeting its short term obligations.
With an excellent Quick ratio value of 2.08, PBT belongs to the best of the industry, outperforming 80.28% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 2.08
Quick Ratio 2.08
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 slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -9.16%.
The Earnings Per Share has been growing slightly by 5.36% on average over the past years.
The Revenue has decreased by -6.81% in the past year.
The Revenue has been growing slightly by 5.75% on average over the past years.
EPS 1Y (TTM)-9.16%
EPS 3Y33.34%
EPS 5Y5.36%
EPS Q2Q%-75.94%
Revenue 1Y (TTM)-6.81%
Revenue growth 3Y31.92%
Revenue growth 5Y5.75%
Sales Q2Q%-73.57%

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

With a Price/Earnings ratio of 20.47, PBT is valued on the expensive side.
Compared to the rest of the industry, the Price/Earnings ratio of PBT is on the same level as its industry peers.
PBT's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 26.17.
Industry RankSector Rank
PE 20.47
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

The rest of the industry has a similar Price/Free Cash Flow ratio as PBT.
Industry RankSector Rank
P/FCF 20.7
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)3.82
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.
PBT's Dividend Yield is comparable with the industry average which is at 6.81.
Compared to an average S&P500 Dividend Yield of 2.40, PBT pays a bit more dividend than the S&P500 average.
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 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
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.
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
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 (5/28/2025, 8:04:00 PM)

After market: 11.26 0 (0%)

11.26

+0.05 (+0.45%)

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 Owners30.74%
Inst Owner Change3.43%
Ins Owners10%
Ins Owner ChangeN/A
Market Cap524.83M
Analysts0
Price TargetN/A
Short Float %0.69%
Short Ratio2.53
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-Date05-30 2025-05-30 (0.018841)
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 20.47
Fwd PE N/A
P/S 19.36
P/FCF 20.7
P/OCF 20.7
P/B 3192.39
P/tB 3192.39
EV/EBITDA N/A
EPS(TTM)0.55
EY4.88%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)0.54
FCFY4.83%
OCF(TTM)0.54
OCFY4.83%
SpS0.58
BVpS0
TBVpS0
PEG (NY)N/A
PEG (5Y)3.82
Profitability
Industry RankSector Rank
ROA 1111.3%
ROE 15459.49%
ROCE 2010.08%
ROIC 1587.96%
ROICexc N/A
ROICexgc N/A
OM 93.73%
PM (TTM) 93.73%
GM N/A
FCFM 93.52%
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 Turnover11.86
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 99.78%
Current Ratio 2.08
Quick Ratio 2.08
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)-9.16%
EPS 3Y33.34%
EPS 5Y5.36%
EPS Q2Q%-75.94%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-6.81%
Revenue growth 3Y31.92%
Revenue growth 5Y5.75%
Sales Q2Q%-73.57%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-9.16%
EBIT growth 3Y33.33%
EBIT growth 5Y5.55%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-9.18%
FCF growth 3Y33.36%
FCF growth 5Y5.5%
OCF growth 1Y-9.18%
OCF growth 3Y33.36%
OCF growth 5Y5.5%