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 0.30, 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
Loading data...
Key characteristics
BSM:
-0.11
PHX:
1.11
BSM:
-0.13
PHX:
1.77
BSM:
0.98
PHX:
1.22
BSM:
-0.27
PHX:
0.40
BSM:
-0.79
PHX:
7.31
BSM:
5.58%
PHX:
4.94%
BSM:
22.27%
PHX:
37.99%
BSM:
-75.58%
PHX:
-95.48%
BSM:
-9.64%
PHX:
-84.52%
Fundamentals
BSM:
$2.95B
PHX:
$164.20M
BSM:
$0.92
PHX:
$0.19
BSM:
15.15
PHX:
22.79
BSM:
1.22
PHX:
0.00
BSM:
6.99
PHX:
4.55
BSM:
2.77
PHX:
1.30
BSM:
$437.90M
PHX:
$38.46M
BSM:
$335.83M
PHX:
$21.10M
BSM:
$269.93M
PHX:
$9.13M
Returns By Period
In the year-to-date period, BSM achieves a -0.26% return, which is significantly lower than PHX's 9.10% return. Over the past 10 years, BSM has outperformed PHX with an annualized return of 6.90%, while PHX has yielded a comparatively lower -13.14% annualized return.
BSM
-0.26%
1.58%
-3.88%
-2.51%
29.84%
6.90%
PHX
9.10%
19.34%
29.75%
41.66%
5.54%
-13.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Loading data...
Dividends
BSM vs. PHX - Dividend Comparison
BSM's dividend yield for the trailing twelve months is around 10.86%, more than PHX's 3.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSM Black Stone Minerals, L.P. | 10.86% | 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. | 3.47% | 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.
Loading data...
Volatility
BSM vs. PHX - Volatility Comparison
The current volatility for Black Stone Minerals, L.P. (BSM) is 7.35%, while PHX Minerals Inc. (PHX) has a volatility of 22.66%. 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.
Loading data...
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
BSM vs. PHX - Profitability Comparison
BSM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Black Stone Minerals, L.P. reported a gross profit of 93.78M and revenue of 115.25M. Therefore, the gross margin over that period was 81.4%.
PHX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, PHX Minerals Inc. reported a gross profit of 6.53M and revenue of 10.76M. Therefore, the gross margin over that period was 60.7%.
BSM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Black Stone Minerals, L.P. reported an operating income of 17.16M and revenue of 115.25M, resulting in an operating margin of 14.9%.
PHX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, PHX Minerals Inc. reported an operating income of 2.78M and revenue of 10.76M, resulting in an operating margin of 25.8%.
BSM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Black Stone Minerals, L.P. reported a net income of 15.95M and revenue of 115.25M, resulting in a net margin of 13.8%.
PHX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, PHX Minerals Inc. reported a net income of 4.38M and revenue of 10.76M, resulting in a net margin of 40.7%.