PHX Minerals Inc. (PHX)
Company Info
| ISIN | US69291A1007 |
|---|---|
| CUSIP | 69291A100 |
| Sector | Energy |
| Industry | Oil & Gas E&P |
| IPO Date | Aug 18, 1995 |
Highlights
| Market Cap | $125.56M |
|---|---|
| EPS (TTM) | $0.13 |
| PE Ratio | 25.69 |
| Total Revenue (TTM) | $29.19M |
| Gross Profit (TTM) | $16.40M |
| EBITDA (TTM) | $6.93M |
| Year Range | $2.86 - $3.74 |
| Target Price | $4.43 |
| Short % | 0.40% |
| Short Ratio | 2.20 |
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: PHX vs. TS, PHX vs. CLW, PHX vs. FCG, PHX vs. BSM, PHX vs. SCHD, PHX vs. CVX, PHX vs. DVN, PHX vs. VOO, PHX vs. AMLP
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.
Returns By Period
PHX Minerals Inc. had a return of 6.98% year-to-date (YTD) and 5.64% in the last 12 months. Over the past 10 years, PHX Minerals Inc. had an annualized return of -15.50%, while the S&P 500 had an annualized return of 11.39%, indicating that PHX Minerals Inc. did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.98% | 25.45% |
| 1 month | -5.11% | 2.91% |
| 6 months | 7.25% | 14.05% |
| 1 year | 5.64% | 35.64% |
| 5 years (annualized) | -22.61% | 14.13% |
| 10 years (annualized) | -15.50% | 11.39% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.93% | -3.76% | 12.19% | -1.76% | -2.10% | 0.31% | 0.61% | 6.74% | -2.31% | 6.80% | 6.98% | ||
| 2023 | -7.20% | -19.92% | -8.71% | 3.44% | 5.98% | 9.47% | 3.53% | 8.48% | 4.60% | -4.95% | -4.06% | -2.13% | -14.64% |
| 2022 | 9.67% | 9.51% | 18.14% | 14.71% | 0.30% | -13.14% | 7.89% | 1.14% | -1.82% | 22.84% | -8.79% | 7.76% | 83.43% |
| 2021 | 19.56% | 28.02% | -18.24% | 0.70% | -0.70% | 30.07% | -18.82% | -15.91% | 20.95% | -0.65% | -17.78% | -12.85% | -4.32% |
| 2020 | -35.50% | -7.47% | -44.51% | 17.34% | -3.24% | -35.89% | -17.91% | -13.68% | -24.34% | 4.90% | 16.00% | 32.95% | -79.09% |
| 2019 | 3.23% | 2.89% | -4.39% | -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% | -3.90% | 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% | 2.38% | -13.87% | -1.25% | -7.97% | 13.74% | 3.21% | -14.63% | -30.04% |
| 2014 | 15.71% | -4.19% | 17.99% | 0.55% | 25.48% | 1.98% | 14.97% | -4.92% | -2.40% | -31.12% | -14.04% | 31.97% | 40.33% |
| 2013 | 1.28% | -4.48% | 5.18% | -0.59% | 2.77% | -2.40% | 4.42% | -4.14% | -0.63% | 18.71% | -1.13% | 0.94% | 19.54% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PHX is 48, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
Dividends
Dividend History
PHX Minerals Inc. provided a 3.89% dividend yield over the last twelve months, with an annual payout of $0.13 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.13 | $0.10 | $0.08 | $0.04 | $0.07 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 | $0.15 |
Dividend yield | 3.89% | 3.03% | 1.93% | 1.84% | 3.04% | 1.43% | 1.03% | 0.78% | 0.68% | 0.99% | 0.69% | 0.87% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.03 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.10 | |
| 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 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.16 |
| 2013 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.15 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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 88.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -95.48% | Jul 23, 2014 | 1560 | Sep 30, 2020 | — | — | — |
| -66.52% | Aug 12, 2008 | 144 | Mar 9, 2009 | 1226 | Jan 21, 2014 | 1370 |
| -61.28% | Oct 14, 1997 | 123 | Oct 9, 1998 | 276 | Sep 12, 2000 | 399 |
| -45.53% | May 15, 2001 | 249 | Nov 1, 2002 | 106 | Jun 11, 2003 | 355 |
| -32.08% | Sep 2, 2005 | 50 | Nov 11, 2005 | 57 | Feb 6, 2006 | 107 |
Volatility
Volatility Chart
The current PHX Minerals Inc. volatility is 8.93%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of PHX Minerals Inc. compared to its peers in the Oil & Gas E&P industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for PHX in comparison to other companies of the Oil & Gas E&P industry. Currently, PHX has a PE value of 25.7. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for PHX in comparison to other companies of the Oil & Gas E&P industry. Currently, PHX has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for PHX Minerals Inc..
Loading data...
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 | — |