PBT vs. PVL
Compare and contrast key facts about Permian Basin Royalty Trust (PBT) and Permianville Royalty Trust (PVL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PBT or PVL.
Correlation
The correlation between PBT and PVL is 0.15, 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
PBT vs. PVL - Performance Comparison
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Key characteristics
PBT:
-0.38
PVL:
0.20
PBT:
-0.31
PVL:
0.84
PBT:
0.96
PVL:
1.10
PBT:
-0.24
PVL:
0.16
PBT:
-0.84
PVL:
0.70
PBT:
18.33%
PVL:
17.71%
PBT:
39.48%
PVL:
50.68%
PBT:
-83.08%
PVL:
-90.33%
PBT:
-57.59%
PVL:
-62.46%
Fundamentals
PBT:
$489.86M
PVL:
$50.49M
PBT:
$0.54
PVL:
$0.09
PBT:
19.28
PVL:
17.00
PBT:
18.07
PVL:
11.64
PBT:
2.95K
PVL:
1.19
PBT:
$21.07M
PVL:
$4.11M
PBT:
$21.07M
PVL:
$3.90M
PBT:
$19.92M
PVL:
$3.02M
Returns By Period
In the year-to-date period, PBT achieves a -3.00% return, which is significantly lower than PVL's 15.37% return. Over the past 10 years, PBT has outperformed PVL with an annualized return of 7.93%, while PVL has yielded a comparatively lower 5.83% annualized return.
PBT
-3.00%
13.02%
-15.66%
-15.03%
32.51%
7.93%
PVL
15.37%
6.85%
1.94%
10.11%
12.89%
5.83%
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Risk-Adjusted Performance
PBT vs. PVL — Risk-Adjusted Performance Rank
PBT
PVL
PBT vs. PVL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Permian Basin Royalty Trust (PBT) and Permianville Royalty Trust (PVL). 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.
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Dividends
PBT vs. PVL - Dividend Comparison
PBT's dividend yield for the trailing twelve months is around 3.90%, less than PVL's 6.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBT Permian Basin Royalty Trust | 3.90% | 4.92% | 4.30% | 4.56% | 2.28% | 7.10% | 10.83% | 11.20% | 7.09% | 5.40% | 6.82% | 10.73% |
PVL Permianville Royalty Trust | 6.09% | 6.32% | 30.56% | 13.25% | 7.63% | 18.46% | 16.59% | 22.23% | 79.59% | 7.01% | 15.68% | 16.51% |
Drawdowns
PBT vs. PVL - Drawdown Comparison
The maximum PBT drawdown since its inception was -83.08%, smaller than the maximum PVL drawdown of -90.33%. Use the drawdown chart below to compare losses from any high point for PBT and PVL. For additional features, visit the drawdowns tool.
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Volatility
PBT vs. PVL - Volatility Comparison
The current volatility for Permian Basin Royalty Trust (PBT) is 9.57%, while Permianville Royalty Trust (PVL) has a volatility of 10.54%. This indicates that PBT experiences smaller price fluctuations and is considered to be less risky than PVL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
PBT vs. PVL - Financials Comparison
This section allows you to compare key financial metrics between Permian Basin Royalty Trust and Permianville 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.
Total Revenue: Total amount of money received from sales and other business activities
PBT vs. PVL - Profitability Comparison
PBT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Permian Basin Royalty Trust reported a gross profit of 3.82M and revenue of 3.82M. Therefore, the gross margin over that period was 100.0%.
PVL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Permianville Royalty Trust reported a gross profit of 1.47M and revenue of 1.68M. Therefore, the gross margin over that period was 87.4%.
PBT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Permian Basin Royalty Trust reported an operating income of 3.43M and revenue of 3.82M, resulting in an operating margin of 90.0%.
PVL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Permianville Royalty Trust reported an operating income of 1.16M and revenue of 1.68M, resulting in an operating margin of 69.1%.
PBT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Permian Basin Royalty Trust reported a net income of 3.43M and revenue of 3.82M, resulting in a net margin of 90.0%.
PVL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Permianville Royalty Trust reported a net income of 1.30M and revenue of 1.68M, resulting in a net margin of 77.4%.