Permian Basin Royalty Trust (PBT) Fundamental Analysis: Revenue, Earnings & Valuation

4.37 / 10

Netural

PBT's fundamental score of 4.4/10 reflects a neutral stance; strengths lie in Profit-MV and Cash-MV factors, yet Asset-MV and net cash-flow ratios temper enthusiasm. Historical quartile analysis shows moderate one-month returns (e.g., 2.24% for PB-ROE Group 4), indicating limited upside without clear downside protection. Investors should weigh the trust's royalty-driven cash flows against its high equity multiplier and leverage metrics.

Analysis Checks(7/10)

Revenue-MV

Value-0.26

Score2/3

Weight9.99%

1M Return3.29%

Net profit attributable to parent company shareholders / Net profit (%)

Value100.00

Score2/3

Weight8.44%

1M Return2.86%

Equity multiplier

Value40.98

Score1/3

Weight6.63%

1M Return2.22%

Profit-MV

Value0.46

Score3/3

Weight19.35%

1M Return7.04%

Net income-Revenue

Value1.46

Score2/3

Weight11.50%

1M Return3.02%

PB-ROE

Value1.24

Score2/3

Weight6.53%

1M Return2.24%

Net cash flow from operating activities / Total liabilities (%)

Value-0.24

Score0/3

Weight2.42%

1M Return0.90%

Long-term debt to working capital ratio (%)

Value27.19

Score2/3

Weight8.49%

1M Return2.66%

Asset-MV

Value-0.50

Score0/3

Weight3.09%

1M Return1.08%

Cash-MV

Value-0.07

Score3/3

Weight23.57%

1M Return8.73%

Is PBT undervalued or overvalued?

PBT scores 4.37/10 on fundamentals and holds a Fair valuation at present. Backed by its 7254.75% ROE, 88.54% net margin, 52.10 P/E ratio, 5285.79 P/B ratio, and -57.69% earnings growth, these metrics solidify its Netural investment rating.