PERMIAN BASIN ROYALTY TRUST (PBT) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:PBT - US7142361069
17.3 USD
+0.57 (+3.41%)
We assign a fundamental rating of 5 out of 10 to PBT. PBT was compared to 210 industry peers in the Oil, Gas & Consumable Fuels industry. PBT scores excellent on profitability, but there are some minor concerns on its financial health. PBT does not seem to be growing, but still is valued expensively.
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.
PBT had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
PBT's Return On Assets of 229.71% is amongst the best of the industry. PBT outperforms 99.05% of its industry peers.
Looking at the Return On Equity, with a value of 9414.16%, PBT belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.
The Return On Invested Capital of PBT (956.75%) is better 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 21.09%.
The last Return On Invested Capital (956.75%) 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 Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 229.71% | ||
| ROE | 9414.16% | ||
| ROIC | 956.75% |
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
With an excellent Profit Margin value of 88.55%, PBT belongs to the best of the industry, outperforming 98.57% of the companies in the same industry.
PBT's Profit Margin has been stable in the last couple of years.
PBT has a better Operating Margin (88.55%) than 98.57% of its industry peers.
PBT's Operating Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 88.55% | ||
| PM (TTM) | 88.55% | ||
| 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
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.
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 1.20 indicates that PBT should not have too much problems paying its short term obligations.
PBT has a Current ratio (1.20) which is comparable to the rest of the industry.
PBT has a Quick Ratio of 1.20. This is a normal value and indicates that PBT is financially healthy and should not expect problems in meeting its short term obligations.
PBT's Quick ratio of 1.20 is fine compared to the rest of the industry. PBT outperforms 62.86% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.2 | ||
| Quick Ratio | 1.2 |
3. Growth
3.1 Past
PBT shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -57.84%.
PBT shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 5.36% yearly.
PBT shows a very negative growth in Revenue. In the last year, the Revenue has decreased by -54.24%.
PBT shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 5.75% yearly.
EPS 1Y (TTM)-57.84%
EPS 3Y33.34%
EPS 5Y5.36%
EPS Q2Q%-14.81%
Revenue 1Y (TTM)-54.24%
Revenue growth 3Y31.92%
Revenue growth 5Y5.75%
Sales Q2Q%-13.63%
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.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 52.42, which means the current valuation is very expensive for PBT.
PBT's Price/Earnings ratio is a bit more expensive when compared to the industry. PBT is more expensive than 65.24% of the companies in the same industry.
The average S&P500 Price/Earnings ratio is at 26.61. PBT is valued rather expensively when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 52.42 | ||
| Fwd PE | N/A |
4.2 Price Multiples
PBT's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 52.82 | ||
| 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)9.78
EPS Next 2YN/A
EPS Next 3YN/A
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 3.95, PBT has a dividend in line with its industry peers.
PBT's Dividend Yield is rather good when compared to the S&P500 average which is at 1.87.
| 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
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
NYSE:PBT (12/22/2025, 8:07:45 PM)
17.3
+0.57 (+3.41%)
Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)
Earnings (Next)
Inst Owners41.73%
Inst Owner Change1.05%
Ins Owners10.03%
Ins Owner ChangeN/A
Market Cap806.35M
Revenue(TTM)17.27M
Net Income(TTM)15.29M
Analysts0
Price TargetN/A
Short Float %0.42%
Short Ratio1.84
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-Date
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 | 52.42 | ||
| Fwd PE | N/A | ||
| P/S | 46.7 | ||
| P/FCF | 52.82 | ||
| P/OCF | 52.82 | ||
| P/B | 4965.23 | ||
| P/tB | 4965.23 | ||
| EV/EBITDA | N/A |
EPS(TTM)0.33
EY1.91%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)0.33
FCFY1.89%
OCF(TTM)0.33
OCFY1.89%
SpS0.37
BVpS0
TBVpS0
PEG (NY)N/A
PEG (5Y)9.78
Graham Number0.16
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 229.71% | ||
| ROE | 9414.16% | ||
| ROCE | 1211.07% | ||
| ROIC | 956.75% | ||
| ROICexc | N/A | ||
| ROICexgc | N/A | ||
| OM | 88.55% | ||
| PM (TTM) | 88.55% | ||
| GM | N/A | ||
| FCFM | 88.41% |
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%
ROICexgc growth 3YN/A
ROICexgc 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-Score3
Asset Turnover2.59
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 | 99.85% | ||
| Current Ratio | 1.2 | ||
| Quick Ratio | 1.2 | ||
| Altman-Z | N/A |
F-Score3
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)-57.84%
EPS 3Y33.34%
EPS 5Y5.36%
EPS Q2Q%-14.81%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-54.24%
Revenue growth 3Y31.92%
Revenue growth 5Y5.75%
Sales Q2Q%-13.63%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-57.83%
EBIT growth 3Y33.33%
EBIT growth 5Y5.55%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-47.01%
FCF growth 3Y33.36%
FCF growth 5Y5.5%
OCF growth 1Y-47.01%
OCF growth 3Y33.36%
OCF growth 5Y5.5%
PERMIAN BASIN ROYALTY TRUST / PBT FAQ
What is the fundamental rating for PBT stock?
ChartMill assigns a fundamental rating of 5 / 10 to PBT.
What is the valuation status of PERMIAN BASIN ROYALTY TRUST (PBT) stock?
ChartMill assigns a valuation rating of 1 / 10 to PERMIAN BASIN ROYALTY TRUST (PBT). This can be considered as Overvalued.
Can you provide the profitability details for PERMIAN BASIN ROYALTY TRUST?
PERMIAN BASIN ROYALTY TRUST (PBT) has a profitability rating of 8 / 10.
What are the PE and PB ratios of PERMIAN BASIN ROYALTY TRUST (PBT) stock?
The Price/Earnings (PE) ratio for PERMIAN BASIN ROYALTY TRUST (PBT) is 52.42 and the Price/Book (PB) ratio is 4965.23.
How financially healthy is PERMIAN BASIN ROYALTY TRUST?
The financial health rating of PERMIAN BASIN ROYALTY TRUST (PBT) is 6 / 10.