Mesa Royalty Trust Stock Performance
| MTR Stock | USD 7.17 0.05 0.70% |
On a scale of 0 to 100, Mesa Royalty holds a performance score of 6. The company secures a Beta (Market Risk) of 0.33, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mesa Royalty's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mesa Royalty is expected to be smaller as well. Please check Mesa Royalty's downside variance, as well as the relationship between the daily balance of power and period momentum indicator , to make a quick decision on whether Mesa Royalty's current price movements will revert.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Mesa Royalty Trust are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak basic indicators, Mesa Royalty reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 0.73 | Five Day Return (1.48) | Year To Date Return (46.12) | Ten Year Return (74.96) | All Time Return (76.49) |
Forward Dividend Yield 0.0489 | Payout Ratio 0.1695 | Last Split Factor 1:4 | Forward Dividend Rate 0.43 | Dividend Date 2025-01-31 |
1 | Disposition of 2550 shares by Alpine Capital Lp of Mesa Royalty at 68.05 subject to Rule 16b-3 | 09/06/2024 |
2 | MTR stock touches 52-week low at 5.75 amid market challenges - Investing.com | 09/13/2024 |
3 | Mesa Royalty Trust declares 0.0037 dividend | 09/23/2024 |
4 | Mesa Royalty Trust Announces Trust Income for October 2024 | 10/21/2024 |
5 | Are Mesa Royalty Trusts Fundamentals Good Enough to Warrant Buying Given The Stocks Recent Weakness | 10/28/2024 |
| Mesa Royalty dividend paid on 31st of October 2024 | 10/31/2024 |
| Begin Period Cash Flow | 2.5 B |
Mesa |
Mesa Royalty Relative Risk vs. Return Landscape
If you would invest 633.00 in Mesa Royalty Trust on August 30, 2024 and sell it today you would earn a total of 84.00 from holding Mesa Royalty Trust or generate 13.27% return on investment over 90 days. Mesa Royalty Trust is generating 0.2396% of daily returns assuming volatility of 3.1017% on return distribution over 90 days investment horizon. In other words, 27% of stocks are less volatile than Mesa, and above 96% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Mesa Royalty Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mesa Royalty's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Mesa Royalty Trust, and traders can use it to determine the average amount a Mesa 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 = 0.0772
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MTR | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 3.1 actual daily | 27 73% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Mesa Royalty is performing at about 6% of its full potential. 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 Mesa Royalty by adding it to a well-diversified portfolio.
Mesa Royalty Fundamentals Growth
Mesa Stock prices reflect investors' perceptions of the future prospects and financial health of Mesa Royalty, and Mesa 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 Mesa Stock performance.
| Return On Equity | 0.77 | ||||
| Return On Asset | 0.48 | ||||
| Profit Margin | 0.83 % | ||||
| Operating Margin | 0.76 % | ||||
| Current Valuation | 11.49 M | ||||
| Shares Outstanding | 1.86 M | ||||
| Price To Earning | 54.42 X | ||||
| Price To Book | 4.25 X | ||||
| Price To Sales | 4.91 X | ||||
| Revenue | 3.39 M | ||||
| Gross Profit | 4.14 M | ||||
| EBITDA | 2.92 M | ||||
| Net Income | 2.86 M | ||||
| Cash And Equivalents | 1.27 M | ||||
| Cash Per Share | 0.50 X | ||||
| Total Debt | 366.56 K | ||||
| Current Ratio | 2.21 X | ||||
| Book Value Per Share | 1.63 X | ||||
| Cash Flow From Operations | (78.62 M) | ||||
| Earnings Per Share | 0.35 X | ||||
| Market Capitalization | 13.37 M | ||||
| Total Asset | 3.41 M | ||||
| Working Capital | 1.73 M | ||||
| Current Asset | 1.15 M | ||||
| Current Liabilities | 146 K | ||||
About Mesa Royalty Performance
Assessing Mesa Royalty's fundamental ratios provides investors with valuable insights into Mesa Royalty's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Mesa 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.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.84 | 0.43 | |
| Return On Capital Employed | 1.05 | 0.54 | |
| Return On Assets | 0.84 | 0.43 | |
| Return On Equity | 0.94 | 0.53 |
Things to note about Mesa Royalty Trust performance evaluation
Checking the ongoing alerts about Mesa Royalty for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Mesa Royalty Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mesa Royalty Trust had very high historical volatility over the last 90 days | |
| Mesa Royalty Trust has about 1.27 M in cash with (78.62 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.5. | |
| On 31st of October 2024 Mesa Royalty paid $ 0.0018 per share dividend to its current shareholders |
- Analyzing Mesa 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 Mesa Royalty's stock is overvalued or undervalued compared to its peers.
- Examining Mesa 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 Mesa Royalty's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mesa Royalty's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Mesa Royalty's stock. These opinions can provide insight into Mesa Royalty's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Mesa Stock Analysis
When running Mesa Royalty's price analysis, check to measure Mesa 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 Mesa Royalty is operating at the current time. Most of Mesa Royalty's value examination focuses on studying past and present price action to predict the probability of Mesa 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 Mesa Royalty's price. Additionally, you may evaluate how the addition of Mesa Royalty to your portfolios can decrease your overall portfolio volatility.