PBT Fundamental Analysis - PERMIAN BASIN ROYALTY TRUST

Fundamental Rating

Overall PBT gets a fundamental rating of 5 out of 10. We evaluated PBT against 213 industry peers in the Oil, Gas & Consumable Fuels industry. PBT scores excellent points on both the profitability and health parts. This is a solid base for a good stock. PBT has a expensive valuation and it also scores bad on growth.

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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.

Each year in the past 5 years PBT had a positive operating cash flow.

1.2 Ratios

The Return On Assets of PBT (1066.06%) is better than 100.00% of its industry peers.

PBT has a better Return On Equity (13748.11%) than 100.00% of its industry peers.

PBT has a better Return On Invested Capital (1407.69%) 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 23.55%.

The 3 year average ROIC (2108.99%) for PBT is well above the current ROIC(1407.69%). The reason for the recent decline needs to be investigated.

		Industry Rank	Sector 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%

1.3 Margins

The Profit Margin of PBT (93.28%) is better than 99.06% of its industry peers.

In the last couple of years the Profit Margin of PBT has remained more or less at the same level.

PBT's Operating Margin of 93.28% is amongst the best of the industry. PBT outperforms 99.06% of its industry peers.

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

		Industry Rank	Sector 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

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ROA

ROE

ROIC

Operating and Profit Margin

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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

PBT has a Current Ratio of 2.30. This indicates that PBT is financially healthy and has no problem in meeting its short term obligations.

PBT's Current ratio of 2.30 is amongst the best of the industry. PBT outperforms 80.75% of its industry peers.

A Quick Ratio of 2.30 indicates that PBT has no problem at all paying its short term obligations.

With an excellent Quick ratio value of 2.30, PBT belongs to the best of the industry, outperforming 82.16% of the companies in the same industry.

		Industry Rank	Sector Rank
Current Ratio	2.3
Quick Ratio	2.3

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WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

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3. Growth

3.1 Past

The earnings per share for PBT have decreased strongly by -21.61% in the last year.

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

The Revenue for PBT has decreased by -19.32% in the past year. This is quite bad

The Revenue has been growing slightly by 5.75% on average over the past years.

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.

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4. Valuation

4.1 Price/Earnings Ratio

A Price/Earnings ratio of 24.88 indicates a rather expensive valuation of PBT.

Compared to the rest of the industry, the Price/Earnings ratio of PBT is on the same level as its industry peers.

When comparing the Price/Earnings ratio of PBT to the average of the S&P500 Index (26.35), we can say PBT is valued inline with the index average.

		Industry Rank	Sector Rank
PE	24.88
Fwd PE	N/A

4.2 Price Multiples

The rest of the industry has a similar Price/Free Cash Flow ratio as PBT.

		Industry Rank	Sector Rank
P/FCF	24.76
EV/EBITDA	N/A

4.3 Compensation for Growth

The excellent profitability rating of PBT may justify a higher PE ratio.

PEG (NY)N/A

PEG (5Y)4.64

EPS Next 2YN/A

EPS Next 3YN/A

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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 6.47, 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 2.42.

		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 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

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

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PERMIAN BASIN ROYALTY TRUST

NYSE:PBT (6/20/2025, 8:04:00 PM)

After market: 11.94 0 (0%)

11.94

-0.13 (-1.08%)

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 Change3.43%

Ins Owners10%

Ins Owner ChangeN/A

Market Cap556.52M

Analysts0

Price TargetN/A

Short Float %0.77%

Short Ratio1.73

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-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 Rank	Sector Rank
PE	24.88
Fwd PE	N/A
P/S	23.05
P/FCF	24.76
P/OCF	24.76
P/B	3397.58
P/tB	3397.58
EV/EBITDA	N/A

EPS(TTM)0.48

EY4.02%

EPS(NY)N/A

Fwd EYN/A

FCF(TTM)0.48

FCFY4.04%

OCF(TTM)0.48

OCFY4.04%

SpS0.52

BVpS0

TBVpS0

PEG (NY)N/A

PEG (5Y)4.64

Profitability

		Industry Rank	Sector 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 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	99.8%
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%

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

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5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

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