PHX Minerals Inc. (PHX)
Company Info
Highlights
$163.82M
$0.19
22.74
$38.46M
$21.10M
$9.13M
$2.96 - $4.33
$4.35
0.20%
0.20
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
PHX Minerals Inc. (PHX) returned 10.12% year-to-date (YTD) and 37.37% over the past 12 months. Over the past 10 years, PHX returned -12.67% annually, underperforming the S&P 500 benchmark at 10.85%.
PHX
10.12%
13.85%
15.61%
37.37%
11.01%
3.51%
-12.67%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -5.75% | 7.16% | -1.23% | -3.04% | 13.85% | 10.12% | |||||||
| 2024 | -0.93% | -3.76% | 12.19% | -1.76% | -2.10% | 0.31% | 0.61% | 6.74% | -2.31% | 6.80% | 6.70% | 4.99% | 29.51% |
| 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 | 9.68% | 9.51% | 18.15% | 14.70% | 0.30% | -13.14% | 7.89% | 1.15% | -1.82% | 22.84% | -8.79% | 7.76% | 83.43% |
| 2021 | 19.57% | 28.02% | -18.23% | 0.70% | -0.70% | 30.07% | -18.82% | -15.91% | 20.95% | -0.66% | -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% | 15.99% | 32.95% | -79.09% |
| 2019 | 3.23% | 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% | -3.90% | 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% | 2.37% | -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% | 40.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 80, PHX is among the top 20% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
PHX Minerals Inc. provided a 4.40% dividend yield over the last twelve months, with an annual payout of $0.19 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.19 | $0.14 | $0.10 | $0.08 | $0.04 | $0.07 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 |
Dividend yield | 4.40% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.04 | $0.00 | $0.04 | $0.08 | |||||||
| 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
PHX Minerals Inc. has a dividend yield of 4.40%, which is quite average when compared to the overall market.
Payout Ratio
PHX Minerals Inc. has a payout ratio of 65.63%, which is quite average when compared to the overall market. This suggests that PHX Minerals Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
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.
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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 84.38%.
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 |
| -61.27% | Oct 14, 1997 | 250 | Oct 9, 1998 | 485 | Sep 12, 2000 | 735 |
| -45.51% | May 15, 2001 | 368 | Nov 1, 2002 | 151 | Jun 11, 2003 | 519 |
| -32.08% | Sep 2, 2005 | 50 | Nov 11, 2005 | 57 | Feb 6, 2006 | 107 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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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.
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 200.0% positive surprise.
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
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 22.7. 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
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
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 4.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
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 1.3. 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
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