Permian Basin Royalty Trust logo PBT - Permian Basin Royalty Trust

Price: -- --
AlphaQuality

AlphaQuality

Quantitative six-pillar business-quality grade

Stable Earnings Power

AlphaQuality — archetype-weighted quantitative grade

C+ 60.7 / 100 composite

Composite Grade

Composite of six pillars weighted for stable earnings power businesses. Purely quantitative — the six pillars score only reported financials, no analyst input.

Profitability

Weight: 20%
B+ 77.0
  • 5yr Avg ROIC 9336.1% 100/100
  • Operating Margin Trend -0.88 pp/yr 23/100
Contributes 15.4 pts toward composite.

Capital Efficiency

Weight: 15%
A 87.8
  • 5yr Avg ROE 11817.9% 100/100
  • 5yr Share-Count CAGR -0.0% 65/100
Contributes 13.2 pts toward composite.

Growth Quality

Weight: 15%
C 53.0
  • 5yr Revenue CAGR 6.0% 65/100
  • 5yr EPS CAGR 5.3% 56/100
  • Revenue-Growth Years (5) 1/5 20/100
Contributes 7.9 pts toward composite.

Cash Generation

Weight: 15%
F 0.0
  • 5yr FCF Margin -117.9% 0/100
  • 5yr FCF/NI Conversion -1.25x 0/100
Contributes 0.0 pts toward composite.

Balance Sheet

Weight: 20%
A+ 100.0
  • Net Debt / EBITDA -119.92x 100/100
  • Interest Coverage (EBIT/Int) 30.00x 100/100
  • Altman Z-Score 582.59 100/100
Contributes 20.0 pts toward composite.

Stability

Weight: 15%
D- 27.7
  • EPS Volatility (σ/μ) 0.52 28/100
  • Negative-Revenue Years (5) 4/5 20/100
  • Piotroski F-Score 3 33/100
Contributes 4.2 pts toward composite.

Guru Flow

Curated superinvestor sentiment — not part of the AlphaQuality grade.
Holding

1 of 1 gurus held; 1 new buy.

Holders
1
Avg Δ position
—
New buys
1
Full exits
0
As of Q1 2015
How this is calculated

AlphaQuality grades six pillars from 0-100 and weights each by archetype:

  • Profitability (20%) — 5yr Avg ROIC, Operating Margin Trend
  • Capital Efficiency (15%) — 5yr Avg ROE, 5yr Share-Count CAGR
  • Growth Quality (15%) — 5yr Revenue CAGR, 5yr EPS CAGR, Revenue-Growth Years (5)
  • Cash Generation (15%) — 5yr FCF Margin, 5yr FCF/NI Conversion
  • Balance Sheet (20%) — Net Debt / EBITDA, Interest Coverage (EBIT/Int), Altman Z-Score
  • Stability (15%) — EPS Volatility (σ/μ), Negative-Revenue Years (5), Piotroski F-Score

The six pillars read only reported financial-statement fields — no analyst targets or consensus ratings. The archetype that picks which pillar formulas apply is not fully price-free, though: it can route a company to the distressed/ungradable archetype based on price vs. its 52-week high, and beta affects one classification check. A minimum of 5 fiscal years of audited statements is required. Insurers and banks are graded on their own methodology — insurers on loss ratio, its trend and stability, and premiums-to-surplus; banks on the efficiency ratio, its trend and stability, and equity-to-assets — rather than on industrial margin/ROIC signals. Distressed, highly leveraged infrastructure, asset-manager, and other financial businesses are declared ungradable rather than forced into a numeric score.