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PERMIAN BASIN ROYALTY TRUST (PBT) Stock Fundamental Analysis

USA - NYSE:PBT - US7142361069

18.49 USD
+1.28 (+7.44%)
Last: 10/23/2025, 8:24:29 PM
18.49 USD
0 (0%)
After Hours: 10/23/2025, 8:24:29 PM
Fundamental Rating

5

PBT gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 211 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 has a expensive valuation and it also scores bad on growth.


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.
In the past 5 years PBT has always been profitable.
PBT had a positive operating cash flow in each of the past 5 years.
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

Looking at the Return On Assets, with a value of 882.27%, PBT belongs to the top of the industry, outperforming 99.53% of the companies in the same industry.
PBT's Return On Equity of 10104.23% is amongst the best of the industry. PBT outperforms 100.00% of its industry peers.
PBT has a Return On Invested Capital of 1030.73%. This is amongst the best in the industry. PBT outperforms 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 21.53%.
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 RankSector 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%
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

The Profit Margin of PBT (89.50%) is better than 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.
PBT has a better Operating Margin (89.50%) than 99.05% of its industry peers.
PBT's Operating Margin has been stable in the last couple of years.
Industry RankSector 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
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.
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

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

PBT has a Current Ratio of 2.82. This indicates that PBT is financially healthy and has no problem in meeting its short term obligations.
The Current ratio of PBT (2.82) is better than 82.94% of its industry peers.
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's Quick ratio of 2.82 is amongst the best of the industry. PBT outperforms 84.83% of its industry peers.
Industry RankSector Rank
Current Ratio 2.82
Quick Ratio 2.82
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 -47.52%.
The Earnings Per Share has been growing slightly by 5.36% on average over the past years.
The Revenue for PBT has decreased by -43.61% in the past year. This is quite bad
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.
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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1

4. Valuation

4.1 Price/Earnings Ratio

With a Price/Earnings ratio of 52.83, PBT can be considered very expensive at the moment.
Compared to the rest of the industry, the Price/Earnings ratio of PBT indicates a slightly more expensive valuation: PBT is more expensive than 64.93% of the companies listed in the same industry.
The average S&P500 Price/Earnings ratio is at 27.67. PBT is valued rather expensively when compared to this.
Industry RankSector Rank
PE 52.83
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 52.4
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

4.3 Compensation for Growth

The excellent profitability rating of PBT may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)9.86
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 6.30, 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 2.35.
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.
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 (10/23/2025, 8:24:29 PM)

After market: 18.49 0 (0%)

18.49

+1.28 (+7.44%)

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 Owners41.31%
Inst Owner Change0.2%
Ins Owners10%
Ins Owner ChangeN/A
Market Cap861.82M
Revenue(TTM)18.41M
Net Income(TTM)16.48M
Analysts0
Price TargetN/A
Short Float %0.64%
Short Ratio1.85
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-Date09-30 2025-09-30 (0.115493)
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 52.83
Fwd PE N/A
P/S 46.8
P/FCF 52.4
P/OCF 52.4
P/B 5283.99
P/tB 5283.99
EV/EBITDA N/A
EPS(TTM)0.35
EY1.89%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)0.35
FCFY1.91%
OCF(TTM)0.35
OCFY1.91%
SpS0.4
BVpS0
TBVpS0
PEG (NY)N/A
PEG (5Y)9.86
Graham Number0.17
Profitability
Industry RankSector 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%
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-Score6
Asset Turnover9.86
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 99.79%
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%