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Upturn AI SWOT - About
PHX Minerals Inc (PHX)
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Upturn Advisory Summary
04/01/2025: PHX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -21.75% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 150.17M USD | Price to earnings Ratio 66 | 1Y Target Price 5.12 |
Price to earnings Ratio 66 | 1Y Target Price 5.12 | ||
Volume (30-day avg) 65858 | Beta 0.5 | 52 Weeks Range 2.99 - 4.20 | Updated Date 04/1/2025 |
52 Weeks Range 2.99 - 4.20 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 4.05% | Basic EPS (TTM) 0.06 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-03-13 | When - | Estimate 0.03 | Actual 0.0438 |
Profitability
Profit Margin 7.13% | Operating Margin (TTM) 11.62% |
Management Effectiveness
Return on Assets (TTM) 2.19% | Return on Equity (TTM) 1.89% |
Valuation
Trailing PE 66 | Forward PE 12.35 | Enterprise Value 177747068 | Price to Sales(TTM) 4.61 |
Enterprise Value 177747068 | Price to Sales(TTM) 4.61 | ||
Enterprise Value to Revenue 5.19 | Enterprise Value to EBITDA 11.6 | Shares Outstanding 37922400 | Shares Floating 25102837 |
Shares Outstanding 37922400 | Shares Floating 25102837 | ||
Percent Insiders 15.43 | Percent Institutions 45.25 |
Analyst Ratings
Rating 5 | Target Price 4.75 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
PHX Minerals Inc
Company Overview
History and Background
PHX Minerals Inc., formerly Panhandle Oil and Gas Inc., was founded in 1926. Initially focused on the Anadarko Basin, it has evolved into a mineral-focused company acquiring and managing mineral interests across multiple shale plays in the U.S.
Core Business Areas
- Mineral Ownership: Acquisition, management, and leasing of mineral interests in oil and natural gas properties. This generates revenue through royalties on production from these minerals.
Leadership and Structure
Chad L. Stephens serves as President and CEO. The company has a board of directors overseeing the executive management team. Organizational structure includes departments focused on land management, finance, and operations.
Top Products and Market Share
Key Offerings
- Mineral Rights: PHX Minerals generates revenue from royalty interests in oil and gas production. The amount of revenue is directly correlated to drilling, production, and commodity prices. Market share is difficult to pinpoint due to the fragmented nature of mineral ownership. Competitors include private mineral acquisition companies and other publicly traded royalty companies.
Market Dynamics
Industry Overview
The oil and gas industry is currently experiencing volatility influenced by global supply and demand, geopolitical events, and environmental regulations. Mineral ownership provides exposure to commodity prices.
Positioning
PHX Minerals is positioned as a consolidator and manager of mineral interests. Its competitive advantage lies in its expertise in identifying and acquiring valuable mineral rights and its focus on generating stable royalty income. Their risk management is poor.
Total Addressable Market (TAM)
The TAM for mineral rights is vast, estimated to be in the hundreds of billions, encompassing all private mineral ownership. PHX is a small player, positioned to consolidate fractional ownership positions.
Upturn SWOT Analysis
Strengths
- Diversified mineral portfolio across multiple shale plays
- Experienced management team with expertise in mineral acquisition and management
- Debt-free balance sheet offering financial flexibility
- Focus on royalty income provides relative stability compared to exploration and production companies
Weaknesses
- Reliance on third-party operators for production
- Exposure to commodity price fluctuations
- Limited control over drilling and production activities
- Heavily affected by environmental or regulation
Opportunities
- Consolidation of fragmented mineral ownership
- Expansion into new shale plays
- Increased drilling activity by operators on its acreage
- Increasing gas prices.
Threats
- Decline in commodity prices
- Changes in environmental regulations
- Reduced drilling activity by operators
- Increased competition for mineral acquisitions
Competitors and Market Share
Key Competitors
- MNRL
- VNR
- NRT
Competitive Landscape
PHX Minerals competes with other mineral acquisition companies and royalty trusts. Its advantages include its experienced management team and diversified portfolio. Disadvantages include its smaller size and reliance on third-party operators.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by acquisitions and increased drilling activity on its acreage.
Future Projections: Projections depend on commodity prices and drilling activity. Analyst estimates vary depending on price assumptions.
Recent Initiatives: The company is focused on acquiring additional mineral interests in core areas.
Summary
PHX Minerals is a small mineral acquisition company with a focus on generating royalty income. Its diversified portfolio and debt-free balance sheet are strengths. However, its reliance on commodity prices and third-party operators poses risks. Consolidation opportunities and expanded drilling activity could drive future growth, while commodity price volatility remains a threat.
Similar Companies
NRT
North European Oil Royalty Trust
NRT
North European Oil Royalty Trust
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Please consult a qualified financial advisor before making any investment decisions.
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 PHX Minerals Inc
Exchange NYSE | Headquaters Fort Worth, TX, United States | ||
IPO Launch date 1995-08-18 | President, CEO & Director Mr. Chad L. Stephens III | ||
Sector Energy | Industry Oil & Gas E&P | Full time employees 18 | Website https://phxmin.com |
Full time employees 18 | Website https://phxmin.com | ||
PHX Minerals Inc. operates as a natural gas and oil mineral company in the United States. The company produces and sells natural gas, crude oil, and natural gas liquids. Its principal properties are located in Oklahoma, Texas, Louisiana, North Dakota, and Arkansas. The company sells its products to various purchasers, including pipeline and marketing companies. The company was formerly known as Panhandle Oil and Gas Inc. and changed its name to PHX Minerals Inc. in October 2020. PHX Minerals Inc. was founded in 1926 and is headquartered in Fort Worth, Texas.
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