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

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.


-0.50.00.51.0
Correlation: 0.3

Performance

BSM vs. PHX - Performance Comparison

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

-100.00%-50.00%0.00%50.00%100.00%NovemberDecember2025FebruaryMarchApril
84.61%
-79.34%
BSM
PHX

Key characteristics

Sharpe Ratio

BSM:

0.06

PHX:

0.69

Sortino Ratio

BSM:

0.25

PHX:

1.20

Omega Ratio

BSM:

1.03

PHX:

1.15

Calmar Ratio

BSM:

0.08

PHX:

0.25

Martin Ratio

BSM:

0.25

PHX:

3.80

Ulcer Index

BSM:

5.53%

PHX:

5.83%

Daily Std Dev

BSM:

22.01%

PHX:

31.65%

Max Drawdown

BSM:

-75.58%

PHX:

-95.48%

Current Drawdown

BSM:

-7.92%

PHX:

-86.03%

Fundamentals

Market Cap

BSM:

$3.04B

PHX:

$149.79M

EPS

BSM:

$1.15

PHX:

$0.06

PE Ratio

BSM:

12.53

PHX:

65.83

PEG Ratio

BSM:

1.22

PHX:

0.00

PS Ratio

BSM:

7.13

PHX:

4.60

PB Ratio

BSM:

2.69

PHX:

1.23

Total Revenue (TTM)

BSM:

$322.65M

PHX:

$26.70M

Gross Profit (TTM)

BSM:

$242.06M

PHX:

$13.57M

EBITDA (TTM)

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

YTD

1.63%

1M

-5.73%

6M

1.93%

1Y

-0.77%

5Y*

31.34%

10Y*

N/A

PHX

YTD

-1.51%

1M

-2.01%

6M

7.93%

1Y

17.54%

5Y*

5.49%

10Y*

-15.02%

*Annualized

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Risk-Adjusted Performance

BSM vs. PHX — Risk-Adjusted Performance Rank

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

BSM
The Risk-Adjusted Performance Rank of BSM is 5151
Overall Rank
The Sharpe Ratio Rank of BSM is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of BSM is 4545
Sortino Ratio Rank
The Omega Ratio Rank of BSM is 4444
Omega Ratio Rank
The Calmar Ratio Rank of BSM is 5656
Calmar Ratio Rank
The Martin Ratio Rank of BSM is 5555
Martin Ratio Rank

PHX
The Risk-Adjusted Performance Rank of PHX is 7373
Overall Rank
The Sharpe Ratio Rank of PHX is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of PHX is 7171
Sortino Ratio Rank
The Omega Ratio Rank of PHX is 6868
Omega Ratio Rank
The Calmar Ratio Rank of PHX is 6565
Calmar Ratio Rank
The Martin Ratio Rank of PHX is 8383
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for BSM, currently valued at 0.06, compared to the broader market-2.00-1.000.001.002.003.00
BSM: 0.06
PHX: 0.69
The chart of Sortino ratio for BSM, currently valued at 0.25, compared to the broader market-6.00-4.00-2.000.002.004.00
BSM: 0.25
PHX: 1.20
The chart of Omega ratio for BSM, currently valued at 1.03, compared to the broader market0.501.001.502.00
BSM: 1.03
PHX: 1.15
The chart of Calmar ratio for BSM, currently valued at 0.08, compared to the broader market0.001.002.003.004.005.00
BSM: 0.08
PHX: 0.25
The chart of Martin ratio for BSM, currently valued at 0.25, compared to the broader market-5.000.005.0010.0015.0020.00
BSM: 0.25
PHX: 3.80

The current BSM Sharpe Ratio is 0.06, which is lower than the PHX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of BSM and PHX, 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-0.500.000.501.001.50NovemberDecember2025FebruaryMarchApril
0.06
0.69
BSM
PHX

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.


TTM20242023202220212020201920182017201620152014
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.


-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-7.92%
-83.27%
BSM
PHX

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.


4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.65%
14.67%
BSM
PHX

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.


Quarterly
Annual

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


Values in USD except per share items