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PHX Minerals Inc. (PHX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US69291A1007

CUSIP

69291A100

Sector

Energy

IPO Date

Aug 18, 1995

Highlights

Market Cap

$148.28M

EPS (TTM)

$0.06

PE Ratio

65.17

Total Revenue (TTM)

$26.70M

Gross Profit (TTM)

$13.57M

EBITDA (TTM)

$9.13M

Year Range

$2.99 - $4.20

Target Price

$5.25

Short %

0.47%

Short Ratio

2.59

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.


Performance

Performance Chart

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


700.00%750.00%800.00%850.00%900.00%950.00%1,000.00%December2025FebruaryMarchAprilMay
863.53%
916.35%
PHX (PHX Minerals Inc.)
Benchmark (^GSPC)

Returns By Period

PHX Minerals Inc. (PHX) returned -1.26% year-to-date (YTD) and 20.63% over the past 12 months. Over the past 10 years, PHX returned -14.01% annually, underperforming the S&P 500 benchmark at 10.57%.


PHX

YTD

-1.26%

1M

8.91%

6M

16.75%

1Y

20.63%

5Y*

3.02%

10Y*

-14.01%

^GSPC (Benchmark)

YTD

-3.31%

1M

12.07%

6M

-0.74%

1Y

10.90%

5Y*

14.73%

10Y*

10.57%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-5.75%7.16%-1.23%-3.04%2.09%-1.26%
2024-0.93%-3.76%12.19%-1.76%-2.10%0.31%0.61%6.74%-2.31%6.80%6.69%4.99%29.52%
2023-7.20%-19.92%-8.71%3.43%5.98%9.47%3.53%8.48%4.60%-4.95%-4.06%-2.13%-14.64%
20229.68%9.51%18.15%14.70%0.30%-13.14%7.90%1.14%-1.82%22.84%-8.79%7.76%83.44%
202119.57%28.02%-18.23%0.70%-0.70%30.07%-18.82%-15.91%20.95%-0.65%-17.78%-12.85%-4.33%
2020-35.50%-7.47%-44.51%17.34%-3.24%-35.88%-17.91%-13.68%-24.34%4.90%16.00%32.95%-79.09%
20193.23%2.89%-4.38%-4.46%-11.67%-1.29%-9.43%-2.87%22.31%1.50%-16.45%-5.16%-26.79%
2018-0.97%-12.10%8.12%0.78%7.20%-8.22%6.81%-8.39%-1.07%-3.58%-7.03%-6.06%-23.93%
2017-6.58%-10.28%-2.54%-1.30%2.59%19.07%-4.76%-3.89%12.80%1.47%-7.90%-7.43%-12.03%
2016-10.71%7.99%11.39%9.13%-14.66%3.67%-1.86%5.98%1.33%2.68%36.36%-3.88%47.09%
2015-10.05%-3.33%-2.08%15.21%-11.19%2.37%-13.87%-1.25%-7.97%13.74%3.21%-14.63%-30.04%
201415.71%-4.19%17.99%0.55%25.48%1.98%14.97%-4.92%-2.40%-31.12%-14.04%31.97%40.33%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PHX is 71, 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 PHX is 7171
Overall Rank
The Sharpe Ratio Rank of PHX is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of PHX is 6868
Sortino Ratio Rank
The Omega Ratio Rank of PHX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of PHX is 6363
Calmar Ratio Rank
The Martin Ratio Rank of PHX is 8484
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 PHX Minerals Inc. (PHX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for PHX, currently valued at 0.68, compared to the broader market-2.00-1.000.001.002.003.00
PHX: 0.68
^GSPC: 0.67
The chart of Sortino ratio for PHX, currently valued at 1.18, compared to the broader market-6.00-4.00-2.000.002.004.00
PHX: 1.18
^GSPC: 1.05
The chart of Omega ratio for PHX, currently valued at 1.14, compared to the broader market0.501.001.502.00
PHX: 1.14
^GSPC: 1.16
The chart of Calmar ratio for PHX, currently valued at 0.24, compared to the broader market0.001.002.003.004.005.00
PHX: 0.24
^GSPC: 0.68
The chart of Martin ratio for PHX, currently valued at 4.33, compared to the broader market-10.000.0010.0020.00
PHX: 4.33
^GSPC: 2.70

The current PHX Minerals Inc. Sharpe ratio is 0.68. 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 PHX Minerals Inc. 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 Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.68
0.67
PHX (PHX Minerals Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

PHX Minerals Inc. provided a 3.84% dividend yield over the last twelve months, with an annual payout of $0.15 per share. The company has been increasing its dividends for 3 consecutive years.


1.00%1.50%2.00%2.50%3.00%3.50%$0.00$0.05$0.10$0.1520142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.15$0.14$0.10$0.08$0.04$0.07$0.16$0.16$0.16$0.16$0.16$0.16

Dividend yield

3.84%3.50%3.03%1.93%1.84%3.04%1.43%1.03%0.78%0.68%0.99%0.69%

Monthly Dividends

The table displays the monthly dividend distributions for PHX Minerals Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.04$0.00$0.00$0.04
2024$0.00$0.00$0.03$0.00$0.03$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.14
2023$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.03$0.00$0.10
2022$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.08
2021$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.04
2020$0.00$0.04$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.07
2019$0.00$0.04$0.00$0.00$0.00$0.04$0.00$0.04$0.00$0.00$0.04$0.00$0.16
2018$0.00$0.04$0.00$0.00$0.00$0.04$0.00$0.04$0.00$0.00$0.04$0.00$0.16
2017$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.16
2016$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.16
2015$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.16
2014$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.16

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%
PHX: 3.8%
PHX Minerals Inc. has a dividend yield of 3.84%, which is quite average when compared to the overall market.
Payout Ratio
100.0%200.0%300.0%400.0%500.0%600.0%
PHX: 121.2%
PHX Minerals Inc. has a payout ratio of 121.16%, 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.


-80.00%-60.00%-40.00%-20.00%0.00%December2025FebruaryMarchAprilMay
-85.99%
-7.45%
PHX (PHX Minerals Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the PHX Minerals Inc.. 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 PHX Minerals Inc. was 95.48%, occurring on Sep 30, 2020. The portfolio has not yet recovered.

The current PHX Minerals Inc. drawdown is 85.99%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-95.48%Jul 23, 20141560Sep 30, 2020
-66.52%Aug 12, 2008144Mar 9, 20091226Jan 21, 20141370
-61.28%Oct 14, 1997123Oct 9, 1998276Sep 12, 2000399
-45.52%May 15, 2001249Nov 1, 2002106Jun 11, 2003355
-32.08%Sep 2, 200550Nov 11, 200557Feb 6, 2006107

Volatility

Volatility Chart

The current PHX Minerals Inc. volatility is 14.95%, 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%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
14.95%
14.17%
PHX (PHX Minerals Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of PHX Minerals Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 46.0% positive surprise.

-0.200.000.200.400.60AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
0.04
0.03
Actual
Estimate

Valuation

The Valuation section provides an overview of how PHX Minerals Inc. is priced in the market compared to other companies in the Oil & Gas E&P industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0
PHX: 65.2
The chart displays the Price-to-Earnings (P/E) ratio for PHX, comparing it with other companies in the Oil & Gas E&P industry. Currently, PHX has a P/E ratio of 65.2. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
2.04.06.08.010.0
PHX: 0.0
The chart shows the Price/Earnings to Growth (PEG) ratio for PHX compared to other companies in the Oil & Gas E&P industry. PHX currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
PHX: 4.4
This chart shows the Price-to-Sales (P/S) ratio for PHX relative to other companies in the Oil & Gas E&P industry. Currently, PHX has a P/S ratio of 4.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
PHX: 1.2
The chart illustrates the Price-to-Book (P/B) ratio for PHX in comparison with other companies in the Oil & Gas E&P industry. Currently, PHX has a P/B value of 1.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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