The company holds a Beta of -0.15, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning PermRock Royalty are expected to decrease at a much lower rate. During the bear market, PermRock Royalty is likely to outperform the market. At this point, PermRock Royalty Trust has a negative expected return of -0.48%. Please make sure to check PermRock Royalty's treynor ratio and daily balance of power , to decide if PermRock Royalty Trust performance from the past will be repeated at some point in the near future.
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Over the last 90 days PermRock Royalty Trust has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Stock's basic indicators remain comparatively stable which may send shares a bit higher in February 2026. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
PermRock Royalty Relative Risk vs. Return Landscape
If you would invest 385.00 in PermRock Royalty Trust on October 5, 2025 and sell it today you would lose (103.00) from holding PermRock Royalty Trust or give up 26.75% of portfolio value over 90 days. PermRock Royalty Trust is generating negative expected returns assuming volatility of 1.9971% on return distribution over 90 days investment horizon. In other words, 17% of stocks are less volatile than PermRock, and above 99% of all equities are expected to generate higher returns over the next 90 days.
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Considering the 90-day investment horizon PermRock Royalty is expected to under-perform the market. In addition to that, the company is 2.74 times more volatile than its market benchmark. It trades about -0.24 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.08 per unit of volatility.
PermRock Royalty Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PermRock Royalty's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as PermRock Royalty Trust, and traders can use it to determine the average amount a PermRock Royalty's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.2407
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Based on monthly moving average PermRock Royalty is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of PermRock Royalty by adding PermRock Royalty to a well-diversified portfolio.
PermRock Royalty Fundamentals Growth
PermRock Stock prices reflect investors' perceptions of the future prospects and financial health of PermRock Royalty, and PermRock Royalty fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on PermRock Stock performance.
Assessing PermRock Royalty's fundamental ratios provides investors with valuable insights into PermRock Royalty's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the PermRock Royalty is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
PermRock Royalty Trust owns 80 percent net profits interest in the oil and natural gas production properties acquired by Boaz Energy II, LLC in Permian Basin, Texas. The company was founded in 2017 and is based in Fort Worth, Texas. Permrock Royalty operates under Oil Gas EP classification in the United States and is traded on New York Stock Exchange.
Things to note about PermRock Royalty Trust performance evaluation
Checking the ongoing alerts about PermRock Royalty for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for PermRock Royalty Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
PermRock Royalty generated a negative expected return over the last 90 days
The company reported the last year's revenue of 6.02 M. Reported Net Loss for the year was (3.5 B) with profit before taxes, overhead, and interest of 6.01 M.
PermRock Royalty Trust has about 1.85 M in cash with (4.16 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.18.
Roughly 40.0% of the company outstanding shares are owned by corporate insiders
Evaluating PermRock Royalty's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate PermRock Royalty's stock performance include:
Analyzing PermRock Royalty's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether PermRock Royalty's stock is overvalued or undervalued compared to its peers.
Examining PermRock Royalty's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
Evaluating PermRock Royalty's management team can have a significant impact on its success or failure. Reviewing the track record and experience of PermRock Royalty's management team can help you assess the Company's leadership.
Pay attention to analyst opinions and ratings of PermRock Royalty's stock. These opinions can provide insight into PermRock Royalty's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating PermRock Royalty's stock performance is not an exact science, and many factors can impact PermRock Royalty's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Additional Tools for PermRock Stock Analysis
When running PermRock Royalty's price analysis, check to measure PermRock Royalty's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy PermRock Royalty is operating at the current time. Most of PermRock Royalty's value examination focuses on studying past and present price action to predict the probability of PermRock Royalty's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move PermRock Royalty's price. Additionally, you may evaluate how the addition of PermRock Royalty to your portfolios can decrease your overall portfolio volatility.