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Black Stone Minerals, L.P. (BSM)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US09225M1018

CUSIP

09225M101

Sector

Energy

IPO Date

May 1, 2015

Highlights

Market Cap

$2.98B

EPS (TTM)

$1.62

PE Ratio

8.73

PEG Ratio

1.22

Total Revenue (TTM)

$394.47M

Gross Profit (TTM)

$279.63M

EBITDA (TTM)

$420.45M

Year Range

$13.25 - $15.72

Target Price

$14.00

Short %

1.65%

Short Ratio

6.30

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
BSM vs. KRP BSM vs. SILJ BSM vs. DMLP BSM vs. VOC BSM vs. AM BSM vs. ABR BSM vs. BTC-USD BSM vs. DIVO BSM vs. XOM BSM vs. SBR
Popular comparisons:
BSM vs. KRP BSM vs. SILJ BSM vs. DMLP BSM vs. VOC BSM vs. AM BSM vs. ABR BSM vs. BTC-USD BSM vs. DIVO BSM vs. XOM BSM vs. SBR

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Black Stone Minerals, L.P., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-5.03%
9.35%
BSM (Black Stone Minerals, L.P.)
Benchmark (^GSPC)

Returns By Period

Black Stone Minerals, L.P. had a return of -1.66% year-to-date (YTD) and -0.91% in the last 12 months.


BSM

YTD

-1.66%

1M

-8.06%

6M

-5.03%

1Y

-0.91%

5Y*

12.02%

10Y*

N/A

^GSPC (Benchmark)

YTD

25.18%

1M

-0.47%

6M

9.35%

1Y

24.83%

5Y*

13.03%

10Y*

11.14%

Monthly Returns

The table below presents the monthly returns of BSM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.76%-4.27%4.92%-0.19%3.34%-2.73%-4.02%1.80%1.21%-2.25%7.77%-1.66%
2023-3.50%-1.71%0.90%5.42%-4.09%3.64%11.22%0.43%-0.69%4.47%0.15%-9.06%5.85%
202210.45%7.90%11.89%17.68%4.56%-15.07%13.81%4.17%-0.76%17.38%4.44%-10.03%80.82%
202127.70%6.58%-2.35%17.77%-1.92%8.59%-0.93%-3.87%20.50%3.82%-8.76%-7.60%67.42%
2020-21.07%-9.27%-47.12%30.34%5.20%2.52%7.84%1.77%-12.16%-1.47%18.48%-4.84%-42.98%
20199.43%7.53%-1.12%2.78%-8.00%-5.08%-3.23%-2.57%0.00%-8.22%-6.57%7.16%-9.53%
20182.34%-5.00%-3.44%7.31%4.23%1.59%-7.25%9.95%-1.67%-6.42%0.49%-7.58%-7.05%
2017-1.28%-3.95%-5.77%-3.33%4.10%-3.49%5.52%5.55%0.64%4.27%1.17%-0.11%2.50%
2016-4.64%-7.55%12.71%19.49%-6.65%0.85%0.71%5.68%9.94%-1.69%8.28%0.70%40.19%
2015-0.82%-4.81%-17.94%12.07%-11.88%-0.51%19.32%-10.26%-18.50%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BSM is 39, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BSM is 3939
Overall Rank
The Sharpe Ratio Rank of BSM is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of BSM is 3434
Sortino Ratio Rank
The Omega Ratio Rank of BSM is 3434
Omega Ratio Rank
The Calmar Ratio Rank of BSM is 4242
Calmar Ratio Rank
The Martin Ratio Rank of BSM is 4242
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Black Stone Minerals, L.P. (BSM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for BSM, currently valued at -0.12, compared to the broader market-4.00-2.000.002.00-0.121.98
The chart of Sortino ratio for BSM, currently valued at -0.04, compared to the broader market-4.00-2.000.002.004.00-0.042.65
The chart of Omega ratio for BSM, currently valued at 0.99, compared to the broader market0.501.001.502.001.001.37
The chart of Calmar ratio for BSM, currently valued at -0.12, compared to the broader market0.002.004.006.00-0.122.93
The chart of Martin ratio for BSM, currently valued at -0.38, compared to the broader market0.005.0010.0015.0020.0025.00-0.3812.73
BSM
^GSPC

The current Black Stone Minerals, L.P. Sharpe ratio is -0.12. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Black Stone Minerals, L.P. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.12
1.98
BSM (Black Stone Minerals, L.P.)
Benchmark (^GSPC)

Dividends

Dividend History

Black Stone Minerals, L.P. provided a 11.31% dividend yield over the last twelve months, with an annual payout of $1.60 per share. The company has been increasing its dividends for 3 consecutive years.


2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.50$2.00201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM202320222021202020192018201720162015
Dividend$1.60$1.90$1.54$0.85$0.68$1.48$1.33$1.20$1.10$0.43

Dividend yield

11.31%11.90%9.13%8.23%10.18%11.64%8.62%6.70%5.87%2.95%

Monthly Dividends

The table displays the monthly dividend distributions for Black Stone Minerals, L.P.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.48$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.38$0.00$1.60
2023$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$0.00$1.90
2022$0.00$0.27$0.00$0.00$0.40$0.00$0.00$0.42$0.00$0.00$0.45$0.00$1.54
2021$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.85
2020$0.00$0.30$0.00$0.00$0.08$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.68
2019$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.37$0.00$1.48
2018$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.34$0.00$0.00$0.37$0.00$1.33
2017$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.31$0.00$0.00$0.31$0.00$1.20
2016$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.29$0.00$0.00$0.29$0.00$1.10
2015$0.16$0.00$0.00$0.26$0.00$0.43

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%11.3%
Black Stone Minerals, L.P. has a dividend yield of 11.31%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%98.8%
Black Stone Minerals, L.P. has a payout ratio of 98.77%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-12.19%
-1.96%
BSM (Black Stone Minerals, L.P.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Black Stone Minerals, L.P.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Black Stone Minerals, L.P. was 75.58%, occurring on Mar 19, 2020. Recovery took 519 trading sessions.

The current Black Stone Minerals, L.P. drawdown is 12.19%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-75.58%May 8, 2019219Mar 19, 2020519Apr 8, 2022738
-39.06%May 4, 2015196Feb 10, 2016143Sep 2, 2016339
-25.52%Nov 9, 202286Mar 15, 2023147Oct 13, 2023233
-23.22%Jun 9, 202218Jul 6, 202263Oct 4, 202281
-18.48%Dec 22, 201691May 4, 2017152Dec 8, 2017243

Volatility

Volatility Chart

The current Black Stone Minerals, L.P. volatility is 5.29%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
5.29%
4.07%
BSM (Black Stone Minerals, L.P.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Black Stone Minerals, L.P. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Black Stone Minerals, L.P. compared to its peers in the Oil & Gas E&P industry.


PE Ratio
20.040.060.08.7
The chart displays the price to earnings (P/E) ratio for BSM in comparison to other companies of the Oil & Gas E&P industry. Currently, BSM has a PE value of 8.7. This PE ratio falls in the average range for the industry.
PEG Ratio
-20.0-10.00.010.020.030.01.2
The chart displays the price to earnings to growth (PEG) ratio for BSM in comparison to other companies of the Oil & Gas E&P industry. Currently, BSM has a PEG value of 1.2. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Black Stone Minerals, L.P..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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