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AM vs. BSM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AM vs. BSM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Antero Midstream Corporation (AM) and Black Stone Minerals, L.P. (BSM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AM achieves a 27.62% return, which is significantly higher than BSM's 17.38% return. Over the past 10 years, AM has underperformed BSM with an annualized return of 7.67%, while BSM has yielded a comparatively higher 8.92% annualized return.


AM

1D
1.95%
1M
-1.16%
6M
19.18%
YTD
27.62%
1Y
24.05%
3Y*
29.97%
5Y*
26.57%
10Y*
7.67%
ALL TIME*
5.23%

BSM

1D
1.01%
1M
8.41%
6M
5.62%
YTD
17.38%
1Y
30.13%
3Y*
5.14%
5Y*
18.37%
10Y*
8.92%
ALL TIME*
6.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$48.96M$46.06M$51.05M
$4.76M$4.43M$4.97M

AM vs. BSM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AM
Antero Midstream Corporation
27.62%24.37%28.46%25.73%21.98%39.55%27.59%-60.29%-22.28%-2.32%
BSM
Black Stone Minerals, L.P.
17.38%0.56%1.47%5.85%80.82%67.42%-42.97%-9.53%-7.04%2.49%

Correlation

The correlation between AM and BSM is 0.37, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.37

Correlation (3Y)
Balances recent behavior with more history.

0.39

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.49

Correlation (10Y)
Provides a long-term view across more market conditions.

0.42

Correlation (All Time)
Calculated using the full available price history since May 1, 2015

0.40

The correlation between AM and BSM shifts across timeframes, from 0.37 (1 year) to 0.49 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

AM:

$10.43B

BSM:

$3.18B

EPS

AM:

$0.83

BSM:

$1.40

PE Ratio

AM:

26.37

BSM:

10.66

PEG Ratio

AM:

4.55

BSM:

0.30

PS Ratio

AM:

8.17

BSM:

6.77

PB Ratio

AM:

5.39

BSM:

4.11

Total Revenue (TTM)

AM:

$1.29B

BSM:

$468.25M

Gross Profit (TTM)

AM:

$620.54M

BSM:

$365.30M

EBITDA (TTM)

AM:

$884.12M

BSM:

$475.89M

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Return for Risk

AM vs. BSM — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AM
AM Risk / Return Rank: 7878
Overall Rank
AM Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
AM Sortino Ratio Rank: 7777
Sortino Ratio Rank
AM Omega Ratio Rank: 7474
Omega Ratio Rank
AM Calmar Ratio Rank: 7979
Calmar Ratio Rank
AM Martin Ratio Rank: 7676
Martin Ratio Rank

BSM
BSM Risk / Return Rank: 8181
Overall Rank
BSM Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
BSM Sortino Ratio Rank: 8080
Sortino Ratio Rank
BSM Omega Ratio Rank: 7878
Omega Ratio Rank
BSM Calmar Ratio Rank: 8282
Calmar Ratio Rank
BSM Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AM vs. BSM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Antero Midstream Corporation (AM) and Black Stone Minerals, L.P. (BSM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AMBSMDifference
Sharpe ratioReturn per unit of total volatility

-0.16

Sortino ratioReturn per unit of downside risk

-0.13

Omega ratioGain probability vs. loss probability

1.22

1.24

-0.03

Calmar ratioReturn relative to maximum drawdown

2.00

2.28

-0.28

Martin ratioReturn relative to average drawdown

4.20

5.44

-1.24

AM vs. BSM - Sharpe Ratio Comparison

The current AM Sharpe Ratio is 1.30, which is comparable to the BSM Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of AM and BSM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AM vs. BSM - Drawdown Comparison

The maximum AM drawdown since its inception was -93.01%, which is greater than BSM's maximum drawdown of -75.58%. Use the drawdown chart below to compare losses from any high point for AM and BSM.


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Drawdown Indicators


AMBSMDifference

Max Drawdown

Largest peak-to-trough decline

-93.01%

-75.58%

-17.43%

Max Drawdown (1Y)

Largest decline over 1 year

-12.67%

-13.41%

+0.74%

Max Drawdown (3Y)

Largest decline over 3 years

-13.98%

-21.48%

+7.50%

Max Drawdown (5Y)

Largest decline over 5 years

-21.91%

-25.52%

+3.61%

Max Drawdown (10Y)

Largest decline over 10 years

-93.01%

-75.58%

-17.43%

Current Drawdown

Current decline from peak

-4.96%

-0.95%

-4.01%

Average Drawdown

Average peak-to-trough decline

-31.57%

-16.75%

-14.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.02%

5.61%

+0.41%

Volatility

AM vs. BSM - Volatility Comparison

Antero Midstream Corporation (AM) has a higher volatility of 6.77% compared to Black Stone Minerals, L.P. (BSM) at 6.42%. This indicates that AM's price experiences larger fluctuations and is considered to be riskier than BSM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AMBSMDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.77%

6.42%

+0.35%

Volatility (6M)

Calculated over the trailing 6-month period

15.18%

15.06%

+0.12%

Volatility (1Y)

Calculated over the trailing 1-year period

20.71%

20.87%

-0.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.15%

26.19%

-0.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.89%

31.41%

+10.48%

Dividends

AM vs. BSM - Dividend Comparison

AM's dividend yield for the trailing twelve months is around 4.10%, less than BSM's 8.03% yield.


PositionTTM20252024202320222021202020192018201720162015
AM
Antero Midstream Corporation
4.10%5.06%5.96%7.18%8.34%10.15%15.95%18.28%7.53%4.27%3.14%2.93%
BSM
Black Stone Minerals, L.P.
8.03%10.16%10.96%11.90%9.13%8.23%10.18%11.64%8.61%6.69%5.86%2.94%

Financials

AM vs. BSM - Financials Comparison

This section allows you to compare key financial metrics between Antero Midstream Corporation and Black Stone Minerals, L.P.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

AM vs. BSM - Profitability Comparison

The chart below illustrates the profitability comparison between Antero Midstream Corporation and Black Stone Minerals, L.P. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

AM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Antero Midstream Corporation reported a gross profit of 0.00 and revenue of 327.24M. Therefore, the gross margin over that period was 0.0%.

BSM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Black Stone Minerals, L.P. reported a gross profit of 162.57M and revenue of 188.46M. Therefore, the gross margin over that period was 86.3%.

AM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Antero Midstream Corporation reported an operating income of 181.91M and revenue of 327.24M, resulting in an operating margin of 55.6%.

BSM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Black Stone Minerals, L.P. reported an operating income of 145.74M and revenue of 188.46M, resulting in an operating margin of 77.3%.

AM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Antero Midstream Corporation reported a net income of 113.52M and revenue of 327.24M, resulting in a net margin of 34.7%.

BSM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Black Stone Minerals, L.P. reported a net income of 13.27M and revenue of 188.46M, resulting in a net margin of 7.0%.


Frequently Asked Questions


AM and BSM have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AM has higher volatility (6.77%) compared to BSM (6.42%). In terms of maximum drawdown, AM dropped -93.01% vs BSM's -75.58%.

BSM currently has the higher Sharpe Ratio (1.47 vs 1.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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