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

Performance

DMLP vs. BSM - Performance Comparison

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

-10.00%-5.00%0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
11.99%
4.37%
DMLP
BSM

Returns By Period

In the year-to-date period, DMLP achieves a 18.02% return, which is significantly higher than BSM's 8.14% return.


DMLP

YTD

18.02%

1M

5.50%

6M

11.99%

1Y

29.90%

5Y (annualized)

27.60%

10Y (annualized)

11.97%

BSM

YTD

8.14%

1M

5.55%

6M

4.37%

1Y

-2.43%

5Y (annualized)

16.00%

10Y (annualized)

N/A

Fundamentals


DMLPBSM
Market Cap$1.58B$3.23B
EPS$2.80$1.62
PE Ratio11.899.48
PEG Ratio0.001.22
Total Revenue (TTM)$172.23M$426.14M
Gross Profit (TTM)$136.64M$311.30M
EBITDA (TTM)$146.13M$420.45M

Key characteristics


DMLPBSM
Sharpe Ratio1.44-0.08
Sortino Ratio1.980.02
Omega Ratio1.261.00
Calmar Ratio2.11-0.08
Martin Ratio4.48-0.17
Ulcer Index6.94%8.22%
Daily Std Dev21.60%18.07%
Max Drawdown-72.35%-75.58%
Current Drawdown0.00%-3.44%

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Correlation

-0.50.00.51.00.4

The correlation between DMLP and BSM 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.

Risk-Adjusted Performance

DMLP vs. BSM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dorchester Minerals, L.P. (DMLP) and Black Stone Minerals, L.P. (BSM). 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 DMLP, currently valued at 1.44, compared to the broader market-4.00-2.000.002.004.001.44-0.08
The chart of Sortino ratio for DMLP, currently valued at 1.98, compared to the broader market-4.00-2.000.002.004.001.980.02
The chart of Omega ratio for DMLP, currently valued at 1.26, compared to the broader market0.501.001.502.001.261.00
The chart of Calmar ratio for DMLP, currently valued at 2.11, compared to the broader market0.002.004.006.002.11-0.08
The chart of Martin ratio for DMLP, currently valued at 4.48, compared to the broader market0.0010.0020.0030.004.48-0.17
DMLP
BSM

The current DMLP Sharpe Ratio is 1.44, which is higher than the BSM Sharpe Ratio of -0.08. The chart below compares the historical Sharpe Ratios of DMLP and BSM, 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-0.500.000.501.001.50JuneJulyAugustSeptemberOctoberNovember
1.44
-0.08
DMLP
BSM

Dividends

DMLP vs. BSM - Dividend Comparison

DMLP's dividend yield for the trailing twelve months is around 10.34%, which matches BSM's 10.28% yield.


TTM20232022202120202019201820172016201520142013
DMLP
Dorchester Minerals, L.P.
10.34%10.67%11.68%7.75%12.75%10.32%11.86%7.61%4.88%11.67%7.46%6.67%
BSM
Black Stone Minerals, L.P.
10.28%11.90%9.13%8.23%10.18%11.64%8.62%6.70%5.87%2.95%0.00%0.00%

Drawdowns

DMLP vs. BSM - Drawdown Comparison

The maximum DMLP drawdown since its inception was -72.35%, roughly equal to the maximum BSM drawdown of -75.58%. Use the drawdown chart below to compare losses from any high point for DMLP and BSM. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember0
-3.44%
DMLP
BSM

Volatility

DMLP vs. BSM - Volatility Comparison

Dorchester Minerals, L.P. (DMLP) has a higher volatility of 6.29% compared to Black Stone Minerals, L.P. (BSM) at 4.33%. This indicates that DMLP's price experiences larger fluctuations and is considered to be riskier than BSM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%JuneJulyAugustSeptemberOctoberNovember
6.29%
4.33%
DMLP
BSM

Financials

DMLP vs. BSM - Financials Comparison

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