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BSM vs. AM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BSM and AM is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.4

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.

20.00%40.00%60.00%80.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
82.52%
38.87%
BSM
AM

Key characteristics

Sharpe Ratio

BSM:

-0.12

AM:

1.35

Sortino Ratio

BSM:

-0.04

AM:

1.98

Omega Ratio

BSM:

1.00

AM:

1.24

Calmar Ratio

BSM:

-0.12

AM:

2.50

Martin Ratio

BSM:

-0.38

AM:

8.59

Ulcer Index

BSM:

5.19%

AM:

3.23%

Daily Std Dev

BSM:

17.08%

AM:

20.60%

Max Drawdown

BSM:

-75.58%

AM:

-89.37%

Current Drawdown

BSM:

-12.19%

AM:

-5.39%

Fundamentals

Market Cap

BSM:

$2.98B

AM:

$7.27B

EPS

BSM:

$1.62

AM:

$0.80

PE Ratio

BSM:

8.73

AM:

18.89

PEG Ratio

BSM:

1.22

AM:

1.17

Total Revenue (TTM)

BSM:

$394.47M

AM:

$1.15B

Gross Profit (TTM)

BSM:

$279.63M

AM:

$723.83M

EBITDA (TTM)

BSM:

$420.45M

AM:

$891.43M

Returns By Period

In the year-to-date period, BSM achieves a -1.66% return, which is significantly lower than AM's 28.64% return.


BSM

YTD

-1.66%

1M

-8.06%

6M

-5.03%

1Y

-0.91%

5Y*

12.02%

10Y*

N/A

AM

YTD

28.64%

1M

-4.06%

6M

5.63%

1Y

27.92%

5Y*

29.31%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

BSM vs. AM - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for BSM, currently valued at -0.12, compared to the broader market-4.00-2.000.002.00-0.121.35
The chart of Sortino ratio for BSM, currently valued at -0.04, compared to the broader market-4.00-2.000.002.004.00-0.041.98
The chart of Omega ratio for BSM, currently valued at 0.99, compared to the broader market0.501.001.502.001.001.24
The chart of Calmar ratio for BSM, currently valued at -0.12, compared to the broader market0.002.004.006.00-0.122.50
The chart of Martin ratio for BSM, currently valued at -0.38, compared to the broader market0.005.0010.0015.0020.0025.00-0.388.59
BSM
AM

The current BSM Sharpe Ratio is -0.12, which is lower than the AM Sharpe Ratio of 1.35. 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.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
-0.12
1.35
BSM
AM

Dividends

BSM vs. AM - Dividend Comparison

BSM's dividend yield for the trailing twelve months is around 11.31%, more than AM's 5.96% yield.


TTM202320222021202020192018201720162015
BSM
Black Stone Minerals, L.P.
11.31%11.90%9.13%8.23%10.18%11.64%8.62%6.70%5.87%2.95%
AM
Antero Midstream Corporation
5.96%7.18%8.34%10.15%15.98%14.27%4.04%0.44%0.00%0.00%

Drawdowns

BSM vs. AM - Drawdown Comparison

The maximum BSM drawdown since its inception was -75.58%, smaller than the maximum AM drawdown of -89.37%. Use the drawdown chart below to compare losses from any high point for BSM and AM. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-12.19%
-5.39%
BSM
AM

Volatility

BSM vs. AM - Volatility Comparison

The current volatility for Black Stone Minerals, L.P. (BSM) is 5.29%, while Antero Midstream Corporation (AM) has a volatility of 8.26%. This indicates that BSM experiences smaller price fluctuations and is considered to be less risky than AM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%JulyAugustSeptemberOctoberNovemberDecember
5.29%
8.26%
BSM
AM

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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