PRT vs. SBR
Compare and contrast key facts about PermRock Royalty Trust (PRT) and Sabine Royalty Trust (SBR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRT or SBR.
Key characteristics
| PRT | SBR | |
|---|---|---|
| YTD Return | -4.37% | -0.84% |
| 1Y Return | -16.88% | 11.08% |
| 3Y Return (Ann) | -9.33% | 24.22% |
| 5Y Return (Ann) | -1.16% | 20.05% |
| Sharpe Ratio | -0.62 | 0.51 |
| Sortino Ratio | -0.71 | 0.86 |
| Omega Ratio | 0.91 | 1.11 |
| Calmar Ratio | -0.33 | 0.41 |
| Martin Ratio | -1.26 | 1.68 |
| Ulcer Index | 15.96% | 6.95% |
| Daily Std Dev | 32.45% | 22.89% |
| Max Drawdown | -91.42% | -56.41% |
| Current Drawdown | -57.43% | -18.46% |
Fundamentals
| PRT | SBR | |
|---|---|---|
| Market Cap | $47.45M | $910.48M |
| EPS | $0.44 | $6.12 |
| PE Ratio | 8.86 | 10.20 |
| Total Revenue (TTM) | $4.50M | $78.04M |
| Gross Profit (TTM) | $2.98M | $78.04M |
| EBITDA (TTM) | $2.47M | $75.56M |
Correlation
The correlation between PRT and SBR is 0.29, 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
PRT vs. SBR - Performance Comparison
In the year-to-date period, PRT achieves a -4.37% return, which is significantly lower than SBR's -0.84% 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
PRT vs. SBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PermRock Royalty Trust (PRT) and Sabine Royalty Trust (SBR). 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
PRT vs. SBR - Dividend Comparison
PRT's dividend yield for the trailing twelve months is around 10.64%, more than SBR's 9.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRT PermRock Royalty Trust | 10.64% | 11.65% | 13.11% | 8.67% | 5.98% | 13.51% | 21.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SBR Sabine Royalty Trust | 9.22% | 9.41% | 10.13% | 7.72% | 8.59% | 7.49% | 8.98% | 5.31% | 5.50% | 11.82% | 11.45% | 7.75% |
Drawdowns
PRT vs. SBR - Drawdown Comparison
The maximum PRT drawdown since its inception was -91.42%, which is greater than SBR's maximum drawdown of -56.41%. Use the drawdown chart below to compare losses from any high point for PRT and SBR. For additional features, visit the drawdowns tool.
Volatility
PRT vs. SBR - Volatility Comparison
PermRock Royalty Trust (PRT) has a higher volatility of 7.29% compared to Sabine Royalty Trust (SBR) at 4.06%. This indicates that PRT's price experiences larger fluctuations and is considered to be riskier than SBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PRT vs. SBR - Financials Comparison
This section allows you to compare key financial metrics between PermRock Royalty Trust and Sabine 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