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Company Analysis

Black Stone Minerals, L.P. BSM

A comprehensive view of key metrics, scores, and financial health for Black Stone Minerals, L.P.

Overview of Black Stone Minerals, L.P.

BSM NYQ
Energy Oil & Gas E&P Mid Cap
Black Stone Minerals, L.P. (BSM), is a Mid Cap company, in the Oil & Gas E&P industry, last closed at $15.39, about 74.3% overvalued vs fair value, +1.9% 1Y return, placing in the top 10% of its sector.
$15.39
0.59%
As of March 13, 2026
Previous close • Vol 90d: 21.6%
52-Week Range
Market Cap
$3.27B
Enterprise Value
$3.36B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.blackstoneminerals...
HQ Houston, TX
Fiscal year Dec 31

Next Events

Earnings May 4 Estimated

Fair Value Snapshot

Bear Base Bull
$4
$4
$4
Current: $15.39 -74% vs base

Engine Room Money Flow™

Mid Cap

Commodities & Mining - Where revenue goes and how value is created

Flow Steps
Revenue
None
-3.9%%
Gross Profit
$316.3M
-5.6%%
Operating Income
$260.8M
-6.5%%
EBITDA
None
8.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Commodities & Mining

Quality & Reliability Indicators

Cash Conversion Ratio
0.91x
Good

Free cash flow relative to net income

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$318.9M
116.4% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
1
Active Leaks
0/1
Improving
1
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Black Stone Minerals, L.P.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
86
/100
Strong
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Strong
88
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 97% Coverage
Trade-Off Triangle Visualization A ternary plot showing BSM's balance between Growth (20.5%), Profitability (47.7%), and Safety (31.8%). Growth 20% Safety 32% Profitability 48%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

38th percentile vs peers
38
Key Signals
EPS CAGR 3Y 14.1% 75p Rev Growth YoY -3.9% 37p EPS Growth YoY -35.5% 41p TSR 0.5% 53p Revenue CAGR 3Y -18.6% 7p
Strengths
  • Interest Coverage Ratio in top 20% of peers (34.59, 87th percentile)
  • Superior capital returns - 2 return metrics above peer median
  • Operating Margin in top 20% of peers (61.8%, 90th percentile)
  • Roic in top 20% of peers (19.1%, 88th percentile)
Risks
  • Growth below peer median (percentile: 38)

Profitability

88th percentile vs peers
89
Key Signals
Strengths
Risks
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Safety

59th percentile vs peers
59
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Black Stone Minerals, L.P..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
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Bear
-
- - -
- upside
-
Base
$3.95
- - -
-74.3% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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