BSM vs. PHX
Compare and contrast key facts about Black Stone Minerals, L.P. (BSM) and PHX Minerals Inc. (PHX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSM or PHX.
Correlation
The correlation between BSM and PHX is 0.31, 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.
Performance
BSM vs. PHX - Performance Comparison
Key characteristics
BSM:
0.06
PHX:
0.69
BSM:
0.25
PHX:
1.20
BSM:
1.03
PHX:
1.15
BSM:
0.08
PHX:
0.25
BSM:
0.25
PHX:
3.80
BSM:
5.53%
PHX:
5.83%
BSM:
22.01%
PHX:
31.65%
BSM:
-75.58%
PHX:
-95.48%
BSM:
-7.92%
PHX:
-86.03%
Fundamentals
BSM:
$3.04B
PHX:
$149.79M
BSM:
$1.15
PHX:
$0.06
BSM:
12.53
PHX:
65.83
BSM:
1.22
PHX:
0.00
BSM:
7.13
PHX:
4.60
BSM:
2.69
PHX:
1.23
BSM:
$322.65M
PHX:
$26.70M
BSM:
$242.06M
PHX:
$13.57M
BSM:
$243.30M
PHX:
$9.13M
Returns By Period
In the year-to-date period, BSM achieves a 1.63% return, which is significantly higher than PHX's -1.51% return.
BSM
1.63%
-5.73%
1.93%
-0.77%
31.34%
N/A
PHX
-1.51%
-2.01%
7.93%
17.54%
5.49%
-15.02%
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Risk-Adjusted Performance
BSM vs. PHX — Risk-Adjusted Performance Rank
BSM
PHX
BSM vs. PHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Black Stone Minerals, L.P. (BSM) and PHX Minerals Inc. (PHX). 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.
Dividends
BSM vs. PHX - Dividend Comparison
BSM's dividend yield for the trailing twelve months is around 10.37%, more than PHX's 3.85% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BSM Black Stone Minerals, L.P. | 10.37% | 10.96% | 11.90% | 9.13% | 7.74% | 10.18% | 11.64% | 8.61% | 6.69% | 5.86% | 2.94% | 0.00% |
PHX PHX Minerals Inc. | 3.85% | 3.50% | 3.03% | 1.93% | 1.84% | 3.04% | 1.43% | 1.03% | 0.78% | 0.68% | 0.99% | 0.69% |
Drawdowns
BSM vs. PHX - Drawdown Comparison
The maximum BSM drawdown since its inception was -75.58%, smaller than the maximum PHX drawdown of -95.48%. Use the drawdown chart below to compare losses from any high point for BSM and PHX. For additional features, visit the drawdowns tool.
Volatility
BSM vs. PHX - Volatility Comparison
The current volatility for Black Stone Minerals, L.P. (BSM) is 13.65%, while PHX Minerals Inc. (PHX) has a volatility of 14.67%. This indicates that BSM experiences smaller price fluctuations and is considered to be less risky than PHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BSM vs. PHX - Financials Comparison
This section allows you to compare key financial metrics between Black Stone Minerals, L.P. and PHX Minerals Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities