PHX vs. BSM
Compare and contrast key facts about PHX Minerals Inc. (PHX) and Black Stone Minerals, L.P. (BSM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHX or BSM.
Key characteristics
| PHX | BSM | |
|---|---|---|
| YTD Return | 8.90% | 5.29% |
| 1Y Return | 3.75% | -3.14% |
| 3Y Return (Ann) | 6.93% | 21.38% |
| 5Y Return (Ann) | -22.30% | 14.67% |
| Sharpe Ratio | 0.25 | -0.12 |
| Sortino Ratio | 0.57 | -0.04 |
| Omega Ratio | 1.07 | 1.00 |
| Calmar Ratio | 0.08 | -0.13 |
| Martin Ratio | 1.04 | -0.26 |
| Ulcer Index | 7.26% | 8.18% |
| Daily Std Dev | 30.06% | 18.00% |
| Max Drawdown | -95.48% | -75.58% |
| Current Drawdown | -88.07% | -5.99% |
Fundamentals
| PHX | BSM | |
|---|---|---|
| Market Cap | $125.56M | $3.17B |
| EPS | $0.13 | $1.62 |
| PE Ratio | 25.69 | 9.30 |
| PEG Ratio | 0.00 | 1.22 |
| Total Revenue (TTM) | $29.19M | $426.14M |
| Gross Profit (TTM) | $16.40M | $311.30M |
| EBITDA (TTM) | $6.93M | $305.45M |
Correlation
The correlation between PHX and BSM 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
PHX vs. BSM - Performance Comparison
In the year-to-date period, PHX achieves a 8.90% return, which is significantly higher than BSM's 5.29% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
PHX vs. BSM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PHX Minerals Inc. (PHX) 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.
Dividends
PHX vs. BSM - Dividend Comparison
PHX's dividend yield for the trailing twelve months is around 3.82%, less than BSM's 10.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHX PHX Minerals Inc. | 3.82% | 3.03% | 1.93% | 1.84% | 3.04% | 1.43% | 1.03% | 0.78% | 0.68% | 0.99% | 0.69% | 0.87% |
BSM Black Stone Minerals, L.P. | 10.56% | 11.90% | 9.13% | 8.23% | 10.18% | 11.64% | 8.62% | 6.70% | 5.87% | 2.95% | 0.00% | 0.00% |
Drawdowns
PHX vs. BSM - Drawdown Comparison
The maximum PHX drawdown since its inception was -95.48%, which is greater than BSM's maximum drawdown of -75.58%. Use the drawdown chart below to compare losses from any high point for PHX and BSM. For additional features, visit the drawdowns tool.
Volatility
PHX vs. BSM - Volatility Comparison
PHX Minerals Inc. (PHX) has a higher volatility of 7.78% compared to Black Stone Minerals, L.P. (BSM) at 3.92%. This indicates that PHX'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.
Financials
PHX vs. BSM - Financials Comparison
This section allows you to compare key financial metrics between PHX Minerals Inc. 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.
Total Revenue: Total amount of money received from sales and other business activities