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Permian Basin Royalty Trust (PBT) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Permian Basin Royalty Trust

PBTMarket cap $1.56BPrice $33.5

Country🇺🇸United States

SectorEnergy

IndustryOil & Gas

Collects royalty income from oil and gas wells across West Texas's Permian Basin without operating a single rig. Investors get direct exposure to crude prices, but payouts swing wildly since it owns no equipment, hires no employees, and simply cashes checks.

In Bastion Portfolios?

52W Return+100%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-33%1

Revenue Forecast

Rev CAGR (1y)0%3

Rev CAGR (3y)na1

Rev CAGR (5y)na1

Earnings Forecast

EPS Growth Y+1-10%3

EPS Growth Y+20%4

EPS Growth Y+30%4

Quality

Margins

EBIT Margin92%10

Net Income Margin92%10

Free Cash Flow Marginna–

Debt

Net Debt/EBITDAna–

Efficiency

ROE9977%10

ROA757%10

Earnings Stability44

GEAR+VERY WEAK11

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)1171

P/E Ratio (Forward 3y)1211

P/BV9669.31

EV Multiples

EV/EBITDA Fwd1171

EV/EBIT Fwd1171

Yield

Free Cash Flow Yieldna–

Dividend Yield0.7%2

Momentum

Short term

1 month return-2%7

3 month return+29%10

YTD return+99%10

Mid term

Price vs 52wHigh91%8

1 year return+99%10

Long term

3 year return+81%7

5 year return+551%10

Risk Shield

Price Risk

Beta0.67

Volatility44%4

Free Cash Flow

Free Cash Flow Marginna–

Free Cash Flow Yieldna–

Quality

ROCE1284%10

Earnings Stability44

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

PBTPermian Basin Royalty Trust

Revenue FY25$16M

GROWTH RATING↗

VERY WEAK3 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-33%1

Revenue, next 1Y0%3

Revenue, next 3Y, CAGRna1

Revenue, next 5Y, CAGRna1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-10%3

EPS growth, FY27E0%4

EPS growth, FY28E0%4

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

After shrinking over the last 3 years, revenue is set to hold flat from here.

WEAKNESSES

Growth is the weak spot here, trailing 97% of companies worldwide.

Revenue fell 33%/yr over the last 3 years, behind 90% of companies worldwide.1/10

Revenue is set to hold flat over the next 3 years, behind most of the market.2/10

Over five years revenue is set to hold flat, behind 90% of companies worldwide.1/10

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 0%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG94 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-2%7

3-month return+29%10

YTD return+99%10

MID & LONG-TERM▾SCORE

% of 52-week high91%8

1-year return+99%10

3-year return+81%7

5-year return+551%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +81% over three years and +551% over five, ahead of 80% of the market.

It's up 99% over the past year, but 9% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (-2%), over three months (+29%) and so far this year (+99%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Permian Basin Royalty Trust. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

PBTPermian Basin Royalty Trust

Revenue FY25$16M

GROWTH RATING↗

VERY WEAK3 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-33%1

Revenue, next 1Y0%3

Revenue, next 3Y, CAGRna1

Revenue, next 5Y, CAGRna1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-10%3

EPS growth, FY27E0%4

EPS growth, FY28E0%4

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

After shrinking over the last 3 years, revenue is set to hold flat from here.

WEAKNESSES

Growth is the weak spot here, trailing 97% of companies worldwide.

Revenue fell 33%/yr over the last 3 years, behind 90% of companies worldwide.1/10

Revenue is set to hold flat over the next 3 years, behind most of the market.2/10

Over five years revenue is set to hold flat, behind 90% of companies worldwide.1/10

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 0%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG94 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-2%7

3-month return+29%10

YTD return+99%10

MID & LONG-TERM▾SCORE

% of 52-week high91%8

1-year return+99%10

3-year return+81%7

5-year return+551%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +81% over three years and +551% over five, ahead of 80% of the market.

It's up 99% over the past year, but 9% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (-2%), over three months (+29%) and so far this year (+99%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Permian Basin Royalty Trust. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community