Is Permian Basin Royalty Trust (PBT) Overvalued?
We dive into why Permian Basin Royalty Trust (PBT) could be considered overvalued on 2026-08-07, based on AAII’s Value Score and Grade.Jenna Brashear
| SECTOR | INDUSTRY |
| Energy | Oil, Gas & Consumable Fuels |
A+ Stock Grade Summary:
| VALUE: |
|
|
| GROWTH: |
|
|
| MOMENTUM: |
|
|
| EPS REVISIONS: |
|
|
| QUALITY: |
|
|
Jenna Brashear
Rosalio Madrigal
Rosalio Madrigal
Cynthia McLaughlin
Rosalio Madrigal
| Share Statistics | PBT | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $1,619.7 | $2,644.3 | 51% |
|
| Shares Out (Mil) | 46.6 | 114.3 | 46% |
|
| Institutional Ownership | 75.2% | 87.7% | 45% |
|
| Float (Mil) | 35.7 | 100.3 | 40% |
|
| Beta | 0.49 | 0.37 | 28% |
|
| Avg Daily Volume (000s) | 105 | 477 | 35% |
|
| Price Change (52-week) |
121.6% | 86.6% | 93% |
|
| Growth | PBT | Industry Median |
Percentile (All Stocks) |
|
| Sales (5yr) | 6.1% | 12.6% | 41% |
|
| Net Income (5yr) | 5.4% | 19.1% | 48% |
|
| EPS (5yr) | 5.5% | 19.5% | 39 |
|
| Dividends (5yr) | 5.0% | 0.0% | 63% |
|
| Cash Flow (5yr) | na | 0.6% | na |
|
| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
|
| # of Estimates | na | na | na | |
| Current EPS | na | na | na | |
| Month Ago EPS | na | na | na | |
| # Rev Up | na | na | na | |
| # Rev Down | na | na | na | |
| Three Months Ago EPS | na | na | na | |
| Year/Year Chg | na | na | na | |
| Financials | PBT | Industry Median |
Percentile (All Stocks) |
|
| Sales (TTM) (Mil) | $18 | $1,362 | 12% |
|
| Net Income (TTM) (Mil) | $16 | $119 | 48% |
|
| EPS (TTM) | $0.348 | $0.900 | 50% |
|
| Operating Cash Flow (TTM) (Mil) | na | $472 | na |
|
| Net Cash Flow (TTM) (Mil) | na | $7 | na |
|
| Long-Term Debt (Q1) (Mil) | $0 | $780 | 0% |
|
| Enterprise Value (Q1) (Mil) | $1,544 | $3,549 | 46% |
|
| Valuation | PBT | Industry Median |
Percentile (All Stocks) |
|
| P/B | na | 1.92 | na |
|
| P/E | 99.9 | 12.9 | 93% |
|
| Dividend Yield | 1.0% | 2.2% | 67% |
|
| PEG (5yr hist) | 18.2 | 0.5 | 97% |
|
| Ratios | PBT | Industry Median |
Percentile (All Stocks) |
|
| Gross Margin | 100.0% | 47.6% | 96% |
|
| Net Margin | 91.6% | 10.0% | 99% |
|
| ROA | 757.3% | 5.0% | 100% |
|
| ROE | na | 11.6% | na |
|
| Liabilities to Assets | 93.3% | 48.7% | 90% |
|
| F-Score | 5 | 6 | 50% |
|
Permian Basin Royalty Trust did not pass any screens on 8/24/2026.
Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.
Ⓒ 2026 American Association of Individual Investors