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.
Correlation
The correlation between VOC 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
VOC vs. BSM - Performance Comparison
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Key characteristics
VOC:
-0.84
BSM:
-0.23
VOC:
-1.21
BSM:
-0.09
VOC:
0.84
BSM:
0.99
VOC:
-0.53
BSM:
-0.22
VOC:
-1.58
BSM:
-0.66
VOC:
25.25%
BSM:
5.63%
VOC:
46.24%
BSM:
22.26%
VOC:
-87.00%
BSM:
-75.58%
VOC:
-68.16%
BSM:
-10.75%
Fundamentals
VOC:
$53.38M
BSM:
$2.89B
VOC:
$0.62
BSM:
$0.92
VOC:
5.06
BSM:
14.83
VOC:
0.00
BSM:
1.22
VOC:
3.92
BSM:
6.84
VOC:
4.65
BSM:
2.71
VOC:
$17.86M
BSM:
$437.90M
VOC:
$17.66M
BSM:
$335.83M
VOC:
$10.63M
BSM:
$269.93M
Returns By Period
In the year-to-date period, VOC achieves a -30.18% return, which is significantly lower than BSM's -1.49% return. Over the past 10 years, VOC has underperformed BSM with an annualized return of 5.03%, while BSM has yielded a comparatively higher 6.52% annualized return.
VOC
-30.18%
-1.52%
-34.18%
-37.67%
25.54%
5.03%
BSM
-1.49%
-4.13%
-5.50%
-6.80%
27.92%
6.52%
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Risk-Adjusted Performance
VOC vs. BSM — Risk-Adjusted Performance Rank
VOC
BSM
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.
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Dividends
VOC vs. BSM - Dividend Comparison
VOC's dividend yield for the trailing twelve months is around 18.31%, more than BSM's 11.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOC VOC Energy Trust | 18.31% | 15.27% | 12.43% | 12.30% | 10.87% | 10.14% | 15.01% | 19.67% | 8.36% | 8.96% | 19.11% | 34.64% |
BSM Black Stone Minerals, L.P. | 11.00% | 10.96% | 11.90% | 9.13% | 7.74% | 10.18% | 11.64% | 8.61% | 6.69% | 5.86% | 2.94% | 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.
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Volatility
VOC vs. BSM - Volatility Comparison
VOC Energy Trust (VOC) has a higher volatility of 20.67% compared to Black Stone Minerals, L.P. (BSM) at 7.27%. 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.
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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
VOC vs. BSM - Profitability Comparison
VOC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, VOC Energy Trust reported a gross profit of 1.90M and revenue of 1.90M. Therefore, the gross margin over that period was 100.0%.
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%.
VOC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, VOC Energy Trust reported an operating income of 1.45M and revenue of 1.90M, resulting in an operating margin of 76.1%.
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%.
VOC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, VOC Energy Trust reported a net income of 1.45M and revenue of 1.90M, resulting in a net margin of 76.1%.
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%.