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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 Framework: Commodities & Mining Mid Cap
Black Stone Minerals, L.P. (BSM), is a Mid Cap company, in the Oil & Gas E&P industry, last closed at $14.52, about 74.6% overvalued vs fair value, +15.5% 1Y return, ranked 190/260 in sector.
Metrics P/E 10.4× Rev Growth -3.9% ROE 53.3% Gross Margin 79.6% Div Yield 10.46%
USD 14.52
1.04%
(Delayed)
• Vol 90d: 21.9%
52-Week Range
Market Cap
$3.22B
Enterprise Value
$3.40B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Good
Valuation
Fair
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Good
Valuation
Fair
Completeness: 82%
Confidence: 83%
Updated: Jul 5
Top Beats
No strong beats yet

Quick Facts

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

Next Events

Earnings Aug 3 Estimated

Fair Value Snapshot

Bear Base Bull
$3
$4
$4
Current: $14.52 -75% vs base

Engine Room Money Flow™

Mid Cap

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

Flow Steps
Revenue
$422.3M
-3.9%%
Gross Profit
$336.3M
0.4%%
Operating Income
$260.8M
-6.5%%
EBITDA
$345.7M
8.2%%
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 FY2025
0.64x
Fair

Operating Cash Flow / Net Income

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
166.9% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
1
Active Leaks
0/1
Improving
0
High Impact
1
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
83
/100
Strong
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Strong
82
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

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

Commodities & Mining vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing BSM's balance between Growth (17.6%), Profitability (47.3%), and Safety (35.1%). Growth 18% Safety 35% Profitability 47%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

34th percentile vs peers
35
Key Signals
Rev Growth YoY -3.9% 37p EPS Growth YoY 11.3% 55p EPS CAGR 3Y -14.3% 47p TSR 0.5% 33p Revenue CAGR 3Y -18.6% 8p
Strengths
  • Interest Coverage Ratio in top 20% of peers (34.59, 91th percentile)
  • Superior capital returns - 3 return metrics above peer median
  • Operating Margin in top 20% of peers (61.8%, 94th percentile)
Risks
  • Growth below peer median (percentile: 34)

Profitability

94th percentile vs peers
94
Key Signals
Strengths
Risks
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Safety

69th percentile vs peers
70
Key Signals
Strengths
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Two Futures

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

Loading valuation model...
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
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$3.69
- - -
-74.6% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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