Highlights
- Total Revenue (TTM)
- $38.46M
- Gross Profit (TTM)
- $21.10M
- EBITDA (TTM)
- $20.95M
- Year Range
- $3.37 - $4.35
Share Price Chart
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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.
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Returns By Period
PHX Minerals Inc.
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -5.75% | 7.16% | -1.23% | -3.04% | 13.85% | 0.69% | 10.88% | ||||||
| 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% | 3.44% | 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% | 14.71% | 0.30% | -13.14% | 7.89% | 1.14% | -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% | -0.65% | -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% |
Benchmark Metrics
PHX Minerals Inc. has an annualized alpha of 15.19%, beta of 0.92, and R² of 0.10 versus S&P 500 Index. Calculated based on daily prices since August 21, 1995.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (38.60%) than losses (20.51%) — typical of diversified or defensive assets.
- R² of 0.10 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 15.19%
- Beta
- 0.92
- R²
- 0.10
- Upside Capture
- 38.60%
- Downside Capture
- 20.51%
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for PHX Minerals Inc. (PHX) and compare them to a chosen benchmark (S&P 500 Index).
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Dividends
Dividend History
PHX Minerals Inc. provided a 0.92% dividend yield over the last twelve months, with an annual payout of $0.04 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.04 | $0.14 | $0.10 | $0.08 | $0.04 | $0.07 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 |
Dividend yield | 0.92% | 3.50% | 3.03% | 1.93% | 1.84% | 3.04% | 1.43% | 1.03% | 0.78% | 0.68% | 0.99% |
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 | $0.00 | $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 |
Dividend Yield & Payout
Dividend Yield
PHX Minerals Inc. has a dividend yield of 0.92%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
PHX Minerals Inc. has a payout ratio of 81.44%, 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.
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 |
| -45.52% | 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.
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.
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 | — |