VOC vs. BSM
Compare and contrast key facts about VOC Energy Trust (VOC) 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: VOC or BSM.
Key characteristics
| VOC | BSM | |
|---|---|---|
| YTD Return | -23.77% | 4.18% |
| 1Y Return | -29.64% | -2.37% |
| 3Y Return (Ann) | 12.48% | 19.89% |
| 5Y Return (Ann) | 12.69% | 13.38% |
| Sharpe Ratio | -0.84 | -0.17 |
| Sortino Ratio | -1.09 | -0.11 |
| Omega Ratio | 0.87 | 0.99 |
| Calmar Ratio | -0.50 | -0.19 |
| Martin Ratio | -1.03 | -0.38 |
| Ulcer Index | 28.05% | 8.16% |
| Daily Std Dev | 34.66% | 18.05% |
| Max Drawdown | -87.00% | -75.58% |
| Current Drawdown | -53.73% | -6.98% |
Fundamentals
| VOC | BSM | |
|---|---|---|
| Market Cap | $82.45M | $3.16B |
| EPS | $0.81 | $1.62 |
| PE Ratio | 5.99 | 9.25 |
| PEG Ratio | 0.00 | 1.22 |
| Total Revenue (TTM) | $20.44M | $426.14M |
| Gross Profit (TTM) | $14.70M | $311.30M |
| EBITDA (TTM) | $10.12M | $305.45M |
Correlation
The correlation between VOC and BSM is 0.31, 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
VOC vs. BSM - Performance Comparison
In the year-to-date period, VOC achieves a -23.77% return, which is significantly lower than BSM's 4.18% 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
VOC vs. BSM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VOC Energy Trust (VOC) 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
VOC vs. BSM - Dividend Comparison
VOC's dividend yield for the trailing twelve months is around 15.05%, more than BSM's 10.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOC VOC Energy Trust | 15.05% | 12.43% | 12.30% | 10.87% | 10.14% | 15.01% | 19.67% | 8.36% | 8.96% | 19.11% | 34.64% | 11.55% |
BSM Black Stone Minerals, L.P. | 10.67% | 11.90% | 9.13% | 8.23% | 10.18% | 11.64% | 8.62% | 6.70% | 5.87% | 2.95% | 0.00% | 0.00% |
Drawdowns
VOC vs. BSM - Drawdown Comparison
The maximum VOC drawdown since its inception was -87.00%, which is greater than BSM's maximum drawdown of -75.58%. Use the drawdown chart below to compare losses from any high point for VOC and BSM. For additional features, visit the drawdowns tool.
Volatility
VOC vs. BSM - Volatility Comparison
VOC Energy Trust (VOC) has a higher volatility of 12.20% compared to Black Stone Minerals, L.P. (BSM) at 4.35%. This indicates that VOC'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
VOC vs. BSM - Financials Comparison
This section allows you to compare key financial metrics between VOC Energy Trust 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