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MV Oil Trust (MVO)



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Upturn Advisory Summary
03/13/2025: MVO (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -21.54% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 63.02M USD | Price to earnings Ratio 3.51 | 1Y Target Price 43 |
Price to earnings Ratio 3.51 | 1Y Target Price 43 | ||
Volume (30-day avg) 104026 | Beta 0.68 | 52 Weeks Range 4.63 - 10.15 | Updated Date 04/1/2025 |
52 Weeks Range 4.63 - 10.15 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 15.92% | Basic EPS (TTM) 1.54 |
Earnings Date
Report Date 2025-03-18 | When After Market | Estimate - | Actual - |
Profitability
Profit Margin 94.48% | Operating Margin (TTM) 96.19% |
Management Effectiveness
Return on Assets (TTM) 188.76% | Return on Equity (TTM) 30.2% |
Valuation
Trailing PE 3.51 | Forward PE - | Enterprise Value 60818604 | Price to Sales(TTM) 3.42 |
Enterprise Value 60818604 | Price to Sales(TTM) 3.42 | ||
Enterprise Value to Revenue 3.27 | Enterprise Value to EBITDA 3.45 | Shares Outstanding 11500000 | Shares Floating 7608860 |
Shares Outstanding 11500000 | Shares Floating 7608860 | ||
Percent Insiders 25.22 | Percent Institutions 11.09 |
Analyst Ratings
Rating - | Target Price 43 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
MV Oil Trust
Company Overview
History and Background
MV Oil Trust was formed in 2007 by MV Partners, LLC. It is a statutory trust that owns net profits interests in certain oil and natural gas properties in the Mid-Continent region of the United States. The Trust's purpose is to distribute to its unitholders the net proceeds from the sale of oil and natural gas production from these properties.
Core Business Areas
- Net Profits Interest: MV Oil Trust owns a net profits interest in oil and natural gas properties. The revenue is derived from the production and sale of oil and natural gas from these properties, less operating expenses.
Leadership and Structure
The Trust does not have employees. MV Partners, LLC acts as the trustee and manages the underlying properties. Day-to-day operations are managed by the operators of the underlying oil and gas properties.
Top Products and Market Share
Key Offerings
- Oil and Natural Gas Production: MV Oil Trust's primary offering is its net profits interest in oil and natural gas production. Revenue is solely from production sales, not specific products. Its market share is fractional, as it is a small player relative to the overall oil and gas market. Competitors are companies that produce and sell oil and gas in the Mid-Continent region.
Market Dynamics
Industry Overview
The oil and gas industry is highly cyclical and influenced by global supply and demand dynamics, geopolitical events, and technological advancements in exploration and production. Prices fluctuate significantly based on these factors.
Positioning
MV Oil Trust is a passive entity that receives net profits from existing oil and gas properties. It is not involved in exploration or development, making it highly dependent on the performance of the underlying assets and the expertise of the operators. Its competitive advantage, if any, lies in the favorable economics of the properties it holds rights to.
Total Addressable Market (TAM)
The TAM for oil and gas is immense, measured in trillions of dollars globally. MV Oil Trustu2019s position is very small within the TAM, dependent on a fixed set of assets rather than expansion.
Upturn SWOT Analysis
Strengths
- Existing production with established cash flow
- Passive income stream for unitholders
- Relatively low operating costs due to its passive nature
Weaknesses
- Dependence on existing production and reserves
- No control over operations or capital expenditures
- Limited growth potential
- Vulnerability to commodity price fluctuations
- Finite life of the trust as assets are depleted.
Opportunities
- Potential for increased production from existing wells (unlikely without further investment)
- Favorable commodity price environment
Threats
- Declining production from existing wells
- Lower commodity prices
- Increased operating costs
- Regulatory changes affecting the oil and gas industry
- Environmental regulation
Competitors and Market Share
Key Competitors
- There are no direct competitors, as MV Oil Trust is a passive entity. Competitors are any firms that own production wells in the same geographic region. Production of oil and natural gas is very fragmented.
Competitive Landscape
MV Oil Trust has no competitive advantages in a conventional sense. Its performance depends on factors outside its control.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been limited, as the trust relies on existing production and has limited ability to expand.
Future Projections: Future projections are generally not optimistic, with analysts expecting declining production and eventually trust termination as reserves are depleted.
Recent Initiatives: MV Oil Trust does not undertake strategic initiatives, as it is a passive entity.
Summary
MV Oil Trust is a royalty trust whose viability depends heavily on oil and gas prices and the production of its underlying assets. It's a passive entity with limited growth potential and diminishing reserves. The long-term sustainability of the Trust is questionable due to declining production. Investors should be cautious as the Trust will eventually be liquidated as the assets are depleted.
Similar Companies
- CRT
- SJT
- BCEI
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual risk tolerance and due diligence. Data is based on publicly available information and may be subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About MV Oil Trust
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 2007-01-19 | CEO - | ||
Sector Energy | Industry Oil & Gas E&P | Full time employees - | |
Full time employees - |
MV Oil Trust acquires and holds term net profits interests in the oil and natural gas properties of MV Partners, LLC. Its properties wells located in the Mid-Continent region in the states of Kansas and Colorado. MV Oil Trust was incorporated in 2006 and is based in Houston, Texas.
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