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Upturn AI SWOT - About
San Juan Basin Royalty Trust (SJT)
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Upturn Advisory Summary
02/05/2025: SJT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -31.61% | Avg. Invested days 31 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/05/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 258.21M USD | Price to earnings Ratio 29.11 | 1Y Target Price 20.5 |
Price to earnings Ratio 29.11 | 1Y Target Price 20.5 | ||
Volume (30-day avg) 266955 | Beta 0.84 | 52 Weeks Range 3.21 - 5.79 | Updated Date 04/1/2025 |
52 Weeks Range 3.21 - 5.79 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 8.73% | Basic EPS (TTM) 0.19 |
Earnings Date
Report Date 2025-03-31 | When Before Market | Estimate - | Actual - |
Profitability
Profit Margin 157.4% | Operating Margin (TTM) 152.34% |
Management Effectiveness
Return on Assets (TTM) 85.23% | Return on Equity (TTM) 71.05% |
Valuation
Trailing PE 29.11 | Forward PE - | Enterprise Value 256646942 | Price to Sales(TTM) 20.57 |
Enterprise Value 256646942 | Price to Sales(TTM) 20.57 | ||
Enterprise Value to Revenue 23.48 | Enterprise Value to EBITDA 29.54 | Shares Outstanding 46608800 | Shares Floating 46608330 |
Shares Outstanding 46608800 | Shares Floating 46608330 | ||
Percent Insiders - | Percent Institutions 10.98 |
Analyst Ratings
Rating - | Target Price 20.5 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
San Juan Basin Royalty Trust
Company Overview
History and Background
San Juan Basin Royalty Trust (SJT) was created in 1980 by Southland Royalty Company (now Endeavor Energy Resources, L.P.). SJT's purpose is to own and administer royalty interests in oil and gas properties located in the San Juan Basin of New Mexico.
Core Business Areas
- Royalty Interest in Oil and Gas Production: SJT's core business is collecting and distributing royalty income derived from net profits interests in oil and natural gas production from properties in the San Juan Basin.
Leadership and Structure
SJT is a passive trust managed by a trustee (currently Regions Bank). There is no management team in the traditional sense; the trustee oversees the administration of the trust and distributions to unitholders.
Top Products and Market Share
Key Offerings
- Net Profits Interest in Oil and Gas Production: SJT owns a 75% net profits interest in the San Juan Basin properties. Revenue is directly tied to production and commodity prices. No specific market share as SJT is not an operator, but a royalty recipient. Competitors are those owning direct working interests and thus operators in this region. Some of these include ConocoPhillips (COP), BP (BP), and Hilcorp.
Market Dynamics
Industry Overview
The oil and gas industry is characterized by volatile commodity prices, technological advancements in drilling and production, and geopolitical factors influencing supply and demand. The San Juan Basin is a mature natural gas-producing area.
Positioning
SJT is a passive royalty trust, not an active operator. Its success depends entirely on the production and performance of the underlying properties operated by Endeavor Energy Resources, L.P. It benefits from rising commodity prices and increased production, but is vulnerable to declining prices and reduced drilling activity.
Total Addressable Market (TAM)
The TAM for oil and gas production in the San Juan Basin is significant, representing the total revenue generated from the sale of hydrocarbons extracted from the region. SJT's position is a percentage of the net profits from a specific area of this TAM.
Upturn SWOT Analysis
Strengths
- Direct exposure to oil and gas prices
- Simple structure with minimal operating expenses
- High payout ratio of distributable income
Weaknesses
- Dependence on a single operator and geographic region
- Declining production from mature fields
- Sensitivity to commodity price fluctuations
- Limited control over operations and capital expenditures
- Trust structure may not be tax efficient.
Opportunities
- Increased drilling activity in the San Juan Basin
- Technological advancements leading to higher production rates
- Favorable commodity price environment
- Potential for acquisitions of additional royalty interests
Threats
- Decline in oil and gas prices
- Increased operating costs for the operator
- Regulatory changes affecting oil and gas production
- Environmental concerns and restrictions
- Operator bankruptcy.
Competitors and Market Share
Key Competitors
- COP
- BP
- EOG
Competitive Landscape
SJT does not compete directly with other oil and gas companies, as it is a passive royalty trust. It is more a function of the operator's performance.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: SJT's historical growth has been limited due to the mature nature of the San Juan Basin. Production has generally declined over time.
Future Projections: Future projections are uncertain and depend on commodity prices and the operator's drilling and production plans. Analyst estimates vary widely.
Recent Initiatives: SJT itself does not undertake initiatives. Its performance is tied to the operator's actions.
Summary
San Juan Basin Royalty Trust is a unique investment vehicle offering direct exposure to oil and gas prices in the San Juan Basin. However, its performance is entirely dependent on the operator, Endeavor Energy Resources, L.P., and the mature nature of the basin. Declining production and commodity price volatility pose significant risks. Investors should be aware of these factors before investing.
Similar Companies
- COP
- BP
- EOG
Sources and Disclaimers
Data Sources:
- San Juan Basin Royalty Trust SEC filings (Form 10-K, 10-Q, 8-K)
- Company website
- Analyst reports (where available)
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in oil and gas royalty trusts involves significant risks, including commodity price volatility and production decline. Consult with 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 San Juan Basin Royalty Trust
Exchange NYSE | Headquaters Dallas, TX, United States | ||
IPO Launch date 1987-10-29 | CEO - | ||
Sector Energy | Industry Oil & Gas E&P | Full time employees - | Website https://www.sjbrt.com |
Full time employees - | Website https://www.sjbrt.com | ||
San Juan Basin Royalty Trust operates as an express trust in Texas. The company has a 75% net overriding royalty interest in Southland's oil and natural gas interests in properties located in the San Juan Basin in northwestern New Mexico. It also owns subject interests consist of working interests, royalty interests, overriding royalty interests, and other contractual rights in 119,000 net-producing acres in San Juan, Rio Arriba, and Sandoval Counties of northwestern New Mexico. The company was founded in 1980 and is based in Dallas, Texas.
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