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

Performance

BSM vs. AM - Performance Comparison

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

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BSM vs. AM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BSM
Black Stone Minerals, L.P.
16.05%0.56%1.47%5.85%80.82%67.42%-42.97%-9.53%-7.04%2.49%
AM
Antero Midstream Corporation
29.72%24.37%28.46%25.73%21.98%39.55%27.59%-60.29%-22.28%-2.32%

Fundamentals

Market Cap

BSM:

$3.21B

AM:

$10.99B

EPS

BSM:

$1.38

AM:

$0.86

PE Ratio

BSM:

10.93

AM:

26.61

PEG Ratio

BSM:

0.31

AM:

4.59

PS Ratio

BSM:

8.30

AM:

8.73

PB Ratio

BSM:

3.87

AM:

5.57

Total Revenue (TTM)

BSM:

$395.04M

AM:

$1.26B

Gross Profit (TTM)

BSM:

$296.51M

AM:

$822.21M

EBITDA (TTM)

BSM:

$323.06M

AM:

$1.02B

Returns By Period

In the year-to-date period, BSM achieves a 16.05% return, which is significantly lower than AM's 29.72% return. Over the past 10 years, BSM has outperformed AM with an annualized return of 10.27%, while AM has yielded a comparatively lower 9.54% annualized return.


BSM

1D
-0.92%
1M
0.13%
YTD
16.05%
6M
20.08%
1Y
8.82%
3Y*
9.41%
5Y*
22.22%
10Y*
10.27%

AM

1D
-1.38%
1M
1.42%
YTD
29.72%
6M
20.19%
1Y
33.32%
3Y*
37.98%
5Y*
29.24%
10Y*
9.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

BSM vs. AM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BSM
BSM Risk / Return Rank: 5151
Overall Rank
BSM Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
BSM Sortino Ratio Rank: 4747
Sortino Ratio Rank
BSM Omega Ratio Rank: 4747
Omega Ratio Rank
BSM Calmar Ratio Rank: 5353
Calmar Ratio Rank
BSM Martin Ratio Rank: 5252
Martin Ratio Rank

AM
AM Risk / Return Rank: 8080
Overall Rank
AM Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
AM Sortino Ratio Rank: 7777
Sortino Ratio Rank
AM Omega Ratio Rank: 7878
Omega Ratio Rank
AM Calmar Ratio Rank: 8282
Calmar Ratio Rank
AM Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BSM vs. AM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Black Stone Minerals, L.P. (BSM) and Antero Midstream Corporation (AM). 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.


BSMAMDifference

Sharpe ratio

Return per unit of total volatility

0.38

1.43

-1.05

Sortino ratio

Return per unit of downside risk

0.67

1.90

-1.22

Omega ratio

Gain probability vs. loss probability

1.08

1.27

-0.18

Calmar ratio

Return relative to maximum drawdown

0.46

2.42

-1.95

Martin ratio

Return relative to average drawdown

0.93

5.81

-4.87

BSM vs. AM - Sharpe Ratio Comparison

The current BSM Sharpe Ratio is 0.38, which is lower than the AM Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of BSM and AM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BSMAMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.38

1.43

-1.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.84

1.09

-0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.33

0.23

+0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.15

+0.07

Correlation

The correlation between BSM and AM is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

BSM vs. AM - Dividend Comparison

BSM's dividend yield for the trailing twelve months is around 8.43%, more than AM's 3.95% yield.


TTM20252024202320222021202020192018201720162015
BSM
Black Stone Minerals, L.P.
8.43%10.16%10.96%11.90%9.13%8.23%10.18%11.64%8.61%6.69%5.86%2.94%
AM
Antero Midstream Corporation
3.95%5.06%5.96%7.18%8.34%10.15%15.95%18.28%7.53%4.27%3.14%2.93%

Drawdowns

BSM vs. AM - Drawdown Comparison

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


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Drawdown Indicators


BSMAMDifference

Max Drawdown

Largest peak-to-trough decline

-75.58%

-93.01%

+17.43%

Max Drawdown (1Y)

Largest decline over 1 year

-19.66%

-13.98%

-5.68%

Max Drawdown (5Y)

Largest decline over 5 years

-25.52%

-21.91%

-3.61%

Max Drawdown (10Y)

Largest decline over 10 years

-75.58%

-93.01%

+17.43%

Current Drawdown

Current decline from peak

-2.07%

-3.39%

+1.32%

Average Drawdown

Average peak-to-trough decline

-16.53%

-31.81%

+15.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.76%

5.82%

+3.94%

Volatility

BSM vs. AM - Volatility Comparison

Black Stone Minerals, L.P. (BSM) and Antero Midstream Corporation (AM) have volatilities of 5.26% and 5.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BSMAMDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.26%

5.42%

-0.16%

Volatility (6M)

Calculated over the trailing 6-month period

14.40%

13.98%

+0.42%

Volatility (1Y)

Calculated over the trailing 1-year period

23.57%

23.44%

+0.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.82%

26.97%

-0.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.68%

42.17%

-10.49%

Financials

BSM vs. AM - Financials Comparison

This section allows you to compare key financial metrics between Black Stone Minerals, L.P. and Antero Midstream Corporation. 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


100.00M150.00M200.00M250.00M300.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
95.18M
314.67M
(BSM) Total Revenue
(AM) Total Revenue
Values in USD except per share items

BSM vs. AM - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%65.0%70.0%75.0%80.0%85.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
68.7%
66.5%
Portfolio components
BSM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Black Stone Minerals, L.P. reported a gross profit of 65.41M and revenue of 95.18M. Therefore, the gross margin over that period was 68.7%.

AM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Antero Midstream Corporation reported a gross profit of 209.19M and revenue of 314.67M. Therefore, the gross margin over that period was 66.5%.

BSM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Black Stone Minerals, L.P. reported an operating income of 51.33M and revenue of 95.18M, resulting in an operating margin of 53.9%.

AM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Antero Midstream Corporation reported an operating income of 187.18M and revenue of 314.67M, resulting in an operating margin of 59.5%.

BSM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Black Stone Minerals, L.P. reported a net income of 72.23M and revenue of 95.18M, resulting in a net margin of 75.9%.

AM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Antero Midstream Corporation reported a net income of 51.93M and revenue of 314.67M, resulting in a net margin of 16.5%.