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

Key characteristics


DMLPPBT
YTD Return13.16%-18.49%
1Y Return29.47%-34.33%
3Y Return (Ann)33.64%14.68%
5Y Return (Ann)25.93%29.24%
10Y Return (Ann)11.74%5.02%
Sharpe Ratio1.37-0.82
Sortino Ratio1.88-1.09
Omega Ratio1.240.87
Calmar Ratio1.99-0.61
Martin Ratio4.23-1.14
Ulcer Index6.94%31.39%
Daily Std Dev21.38%43.60%
Max Drawdown-72.35%-83.08%
Current Drawdown-1.43%-57.11%

Fundamentals


DMLPPBT
Market Cap$1.49B$508.50M
EPS$2.80$0.67
PE Ratio11.2716.28
PEG Ratio0.000.00
Total Revenue (TTM)$172.23M$29.31M
Gross Profit (TTM)$136.64M$29.31M
EBITDA (TTM)$139.62M$28.22M

Correlation

-0.50.00.51.00.3

The correlation between DMLP and PBT is 0.34, 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

DMLP vs. PBT - Performance Comparison

In the year-to-date period, DMLP achieves a 13.16% return, which is significantly higher than PBT's -18.49% return. Over the past 10 years, DMLP has outperformed PBT with an annualized return of 11.74%, while PBT has yielded a comparatively lower 5.02% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
5.71%
-9.33%
DMLP
PBT

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Risk-Adjusted Performance

DMLP vs. PBT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dorchester Minerals, L.P. (DMLP) and Permian Basin Royalty Trust (PBT). 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.


DMLP
Sharpe ratio
The chart of Sharpe ratio for DMLP, currently valued at 1.37, compared to the broader market-4.00-2.000.002.004.001.37
Sortino ratio
The chart of Sortino ratio for DMLP, currently valued at 1.88, compared to the broader market-4.00-2.000.002.004.001.88
Omega ratio
The chart of Omega ratio for DMLP, currently valued at 1.24, compared to the broader market0.501.001.502.001.24
Calmar ratio
The chart of Calmar ratio for DMLP, currently valued at 1.99, compared to the broader market0.002.004.006.001.99
Martin ratio
The chart of Martin ratio for DMLP, currently valued at 4.23, compared to the broader market0.0010.0020.0030.004.23
PBT
Sharpe ratio
The chart of Sharpe ratio for PBT, currently valued at -0.82, compared to the broader market-4.00-2.000.002.004.00-0.82
Sortino ratio
The chart of Sortino ratio for PBT, currently valued at -1.09, compared to the broader market-4.00-2.000.002.004.00-1.09
Omega ratio
The chart of Omega ratio for PBT, currently valued at 0.87, compared to the broader market0.501.001.502.000.87
Calmar ratio
The chart of Calmar ratio for PBT, currently valued at -0.61, compared to the broader market0.002.004.006.00-0.61
Martin ratio
The chart of Martin ratio for PBT, currently valued at -1.14, compared to the broader market0.0010.0020.0030.00-1.14

DMLP vs. PBT - Sharpe Ratio Comparison

The current DMLP Sharpe Ratio is 1.37, which is higher than the PBT Sharpe Ratio of -0.82. The chart below compares the historical Sharpe Ratios of DMLP and PBT, 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-1.00-0.500.000.501.00JuneJulyAugustSeptemberOctoberNovember
1.37
-0.82
DMLP
PBT

Dividends

DMLP vs. PBT - Dividend Comparison

DMLP's dividend yield for the trailing twelve months is around 10.78%, more than PBT's 7.00% yield.


TTM20232022202120202019201820172016201520142013
DMLP
Dorchester Minerals, L.P.
10.78%10.67%11.68%7.75%12.75%10.32%11.87%7.60%4.88%11.67%7.46%6.67%
PBT
Permian Basin Royalty Trust
7.00%4.30%4.56%2.28%7.10%10.83%11.20%7.09%5.40%6.82%10.73%6.75%

Drawdowns

DMLP vs. PBT - Drawdown Comparison

The maximum DMLP drawdown since its inception was -72.35%, smaller than the maximum PBT drawdown of -83.08%. Use the drawdown chart below to compare losses from any high point for DMLP and PBT. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-1.43%
-57.11%
DMLP
PBT

Volatility

DMLP vs. PBT - Volatility Comparison

The current volatility for Dorchester Minerals, L.P. (DMLP) is 5.66%, while Permian Basin Royalty Trust (PBT) has a volatility of 11.99%. This indicates that DMLP experiences smaller price fluctuations and is considered to be less risky than PBT 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%JuneJulyAugustSeptemberOctoberNovember
5.66%
11.99%
DMLP
PBT

Financials

DMLP vs. PBT - Financials Comparison

This section allows you to compare key financial metrics between Dorchester Minerals, L.P. and Permian Basin Royalty Trust. 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