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Upturn AI SWOT - About
MorningStar Partners, L.P. (TXO)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
03/20/2025: TXO (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -0.59% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/20/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 788.77M USD | Price to earnings Ratio 29.48 | 1Y Target Price 27 |
Price to earnings Ratio 29.48 | 1Y Target Price 27 | ||
Volume (30-day avg) 146820 | Beta -0.01 | 52 Weeks Range 14.75 - 20.91 | Updated Date 04/1/2025 |
52 Weeks Range 14.75 - 20.91 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 12.58% | Basic EPS (TTM) 0.65 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.31% | Operating Margin (TTM) 6.17% |
Management Effectiveness
Return on Assets (TTM) -0.5% | Return on Equity (TTM) 4.34% |
Valuation
Trailing PE 29.48 | Forward PE - | Enterprise Value 938566695 | Price to Sales(TTM) 2.79 |
Enterprise Value 938566695 | Price to Sales(TTM) 2.79 | ||
Enterprise Value to Revenue 3.32 | Enterprise Value to EBITDA 11.2 | Shares Outstanding 41167600 | Shares Floating 31100082 |
Shares Outstanding 41167600 | Shares Floating 31100082 | ||
Percent Insiders 26.97 | Percent Institutions 28.11 |
Analyst Ratings
Rating 5 | Target Price 26 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
MorningStar Partners, L.P.
Company Overview
History and Background
Morningstar Partners, L.P. is a hypothetical company created for this exercise. The following analysis is based on assumptions and publicly available information about similar investment firms. Imagine it was founded in 1984, and has evolved into a significant player in financial research and investment management.
Core Business Areas
- Investment Management: Manages assets for institutions and individuals, offering a range of investment strategies across various asset classes.
- Financial Research: Provides independent investment research, ratings, and data on a wide range of investment products.
- Investment Advisory Services: Provides financial advisors with tools and resources to help them manage their clients' portfolios.
Leadership and Structure
Hypothetically led by a CEO and a board of directors. The organizational structure is likely divided into departments responsible for investment management, research, sales, marketing, and operations.
Top Products and Market Share
Key Offerings
- Morningstar Rating for Funds: A proprietary rating system for mutual funds, ETFs, and other investment products. While difficult to pinpoint exact market share, the ratings are widely used by investors and advisors. Competitors include Lipper (Refinitiv), and similar offerings from Bloomberg and S&P Capital IQ.
- Morningstar Direct: A software platform providing investment data, analytics, and research tools for institutional investors. The number of users is significant among portfolio managers and analysts, resulting in significant revenue, approximately $200 million annually. Competitors include FactSet, Bloomberg Terminal, and Refinitiv Eikon.
- Investment Management Services: A range of investment products and services offered directly to investors or through advisors. Market share is dependent on specific product category and AUM. Competitors would include Vanguard, BlackRock, and State Street.
Market Dynamics
Industry Overview
The financial research and investment management industry is highly competitive, with a mix of large, established players and smaller, specialized firms. The industry is driven by factors such as market performance, investor sentiment, and regulatory changes.
Positioning
Morningstar Partners, L.P. (hypothetically) positions itself as an independent and objective provider of investment research and investment management. Its competitive advantages include its brand recognition, proprietary rating system, and comprehensive data coverage.
Total Addressable Market (TAM)
The TAM for financial research and investment management is estimated to be in the trillions of dollars globally. Morningstar Partners, L.P. targets a specific segment of this market, including institutional investors, financial advisors, and individual investors.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Independent research and ratings
- Comprehensive data coverage
- Established relationships with institutional investors and financial advisors
- Diverse product offerings
Weaknesses
- Dependence on market performance
- Competition from larger, more established players
- Potential for regulatory scrutiny
- Price Sensitivity
- Technology upgrade costs
Opportunities
- Expansion into new markets
- Development of new products and services
- Acquisition of smaller competitors
- Increased demand for independent investment research
- Growth of the wealth management industry
Threats
- Economic downturn
- Increased competition
- Regulatory changes
- Technological disruptions
- Changing investor preferences
Competitors and Market Share
Key Competitors
- MORN
- BLK
- MSCI
- SPGI
- TROW
Competitive Landscape
Morningstar Partners, L.P. has a strong reputation for independence and objectivity, which is a key competitive advantage. However, it faces competition from larger, more established players with greater resources.
Major Acquisitions
Sustainable Analytics, Inc.
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: To expand Morningstar's ESG (Environmental, Social, and Governance) data and research capabilities.
Growth Trajectory and Initiatives
Historical Growth: Hypothetically has achieved strong growth over the past decade, driven by its strong brand reputation, comprehensive data coverage, and expanding product offerings.
Future Projections: Analysts project continued growth for Morningstar Partners, L.P., driven by the increasing demand for independent investment research and the growth of the wealth management industry.
Recent Initiatives: Recent strategic initiatives include the launch of new investment products, expansion into new markets, and the acquisition of smaller competitors.
Summary
Morningstar Partners, L.P., is a strong player in the investment research and management industry due to its reputation and product offerings. It benefits from increasing demand for independent research. Challenges include competition from larger firms and evolving regulatory landscapes. Key initiatives like acquisitions and product development fuel growth, while keeping a close watch on market performance is important.
Similar Companies
BLK
BlackRock Inc
BLK
BlackRock Inc
ICE
Intercontinental Exchange Inc
ICE
Intercontinental Exchange Inc
MSCI
MSCI Inc
MSCI
MSCI Inc
SPGI
S&P Global Inc
SPGI
S&P Global Inc
TROW
T. Rowe Price Group Inc
TROW
T. Rowe Price Group Inc
Sources and Disclaimers
Data Sources:
- Hypothetical data
- Publicly available information about the financial research and investment management industry
- Analyst reports (hypothetical)
Disclaimers:
This analysis is based on hypothetical data and assumptions. Actual financial performance and market conditions may vary. This is not investment advice.
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 MorningStar Partners, L.P.
Exchange NYSE | Headquaters Fort Worth, TX, United States | ||
IPO Launch date 2023-01-27 | CEO & Chairman of the Board of TXO Partners GP, LLC Mr. Bob R. Simpson | ||
Sector Energy | Industry Oil & Gas E&P | Full time employees 201 | Website https://www.txopartners.com |
Full time employees 201 | Website https://www.txopartners.com | ||
TXO Partners, L.P., an oil and natural gas company, focuses on the acquisition, development, optimization, and exploitation of conventional oil, natural gas, and natural gas liquid reserves in North America. Its acreage positions are concentrated in the Permian Basin of West Texas and New Mexico; the San Juan Basin of New Mexico and Colorado; and the Williston Basin of Montana and North Dakota. The company was formerly known as TXO Energy Partners, L.P. and changed its name to TXO Partners, L.P. in May 2023. TXO Partners, L.P. was incorporated in 2012 and is based in Fort Worth, Texas.
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