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.
Correlation
The correlation between PHX and BSM is 0.30, 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
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Key characteristics
PHX:
1.08
BSM:
-0.18
PHX:
1.95
BSM:
-0.00
PHX:
1.24
BSM:
1.00
PHX:
0.46
BSM:
-0.15
PHX:
8.25
BSM:
-0.44
PHX:
4.94%
BSM:
5.60%
PHX:
37.99%
BSM:
22.27%
PHX:
-95.48%
BSM:
-75.58%
PHX:
-84.52%
BSM:
-10.03%
Fundamentals
PHX:
$164.20M
BSM:
$2.92B
PHX:
$0.19
BSM:
$0.92
PHX:
22.74
BSM:
15.01
PHX:
0.00
BSM:
1.22
PHX:
4.55
BSM:
6.92
PHX:
1.31
BSM:
2.74
PHX:
$38.46M
BSM:
$437.90M
PHX:
$21.10M
BSM:
$335.83M
PHX:
$9.13M
BSM:
$269.93M
Returns By Period
In the year-to-date period, PHX achieves a 9.10% return, which is significantly higher than BSM's -0.70% return. Over the past 10 years, PHX has underperformed BSM with an annualized return of -13.21%, while BSM has yielded a comparatively higher 6.91% annualized return.
PHX
9.10%
20.00%
19.23%
40.78%
5.54%
-13.21%
BSM
-0.70%
0.78%
-5.49%
-4.04%
29.70%
6.91%
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Risk-Adjusted Performance
PHX vs. BSM — Risk-Adjusted Performance Rank
PHX
BSM
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.
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Dividends
PHX vs. BSM - Dividend Comparison
PHX's dividend yield for the trailing twelve months is around 3.47%, less than BSM's 10.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHX PHX Minerals Inc. | 3.47% | 3.50% | 3.03% | 1.93% | 1.84% | 3.04% | 1.43% | 1.03% | 0.78% | 0.68% | 0.99% | 0.69% |
BSM Black Stone Minerals, L.P. | 10.91% | 10.96% | 11.90% | 9.13% | 7.74% | 10.18% | 11.64% | 8.61% | 6.69% | 5.86% | 2.94% | 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.
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Volatility
PHX vs. BSM - Volatility Comparison
PHX Minerals Inc. (PHX) has a higher volatility of 22.63% compared to Black Stone Minerals, L.P. (BSM) at 7.36%. 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.
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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
PHX vs. BSM - Profitability Comparison
PHX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, PHX Minerals Inc. reported a gross profit of 6.53M and revenue of 10.76M. Therefore, the gross margin over that period was 60.7%.
BSM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Black Stone Minerals, L.P. reported a gross profit of 93.78M and revenue of 115.25M. Therefore, the gross margin over that period was 81.4%.
PHX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, PHX Minerals Inc. reported an operating income of 2.78M and revenue of 10.76M, resulting in an operating margin of 25.8%.
BSM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Black Stone Minerals, L.P. reported an operating income of 17.16M and revenue of 115.25M, resulting in an operating margin of 14.9%.
PHX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, PHX Minerals Inc. reported a net income of 4.38M and revenue of 10.76M, resulting in a net margin of 40.7%.
BSM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Black Stone Minerals, L.P. reported a net income of 15.95M and revenue of 115.25M, resulting in a net margin of 13.8%.