Análisis Argos
BSM
BSMBarata · ojo al riesgo1 señal de riesgo
Black Stone Minerals, L.P. · Energy
US$ 13.79
precio al 2026-07-04
Valor justo Argos*
US$ 20
vs. su valor justo
+49%
Score Argos
73/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 4.7% al año — menos de lo que viene demostrando (-1.9%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 11% el último año.
Retorno sobre el capital alto (20%).
Reparte dividendo sostenible (8.7%).
Riesgos
!Crecimiento estancado o en baja.
!Beneish M-Score sugiere manipulación (68.51)
VALOR4/6FUTURO2/6PASADO5/6SALUD5/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO2/6PASADO5/6SALUD5/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos73de 100Barata · ojo al riesgo
Ingresos5%
US$ 0.4 B
Margen operativo1%
61.8%
Flujo de caja libre21%
US$ 0.3 B
Deuda neta
US$ 0.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.9B
P/E9.8x
EV/EBITDA10.3x
FCF yield10.2%
ROIC20.4%
Margen operativo61.8%
Crecim. ingresos-3.9%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 17 jun
New Strong Sell Stocks for June 17th
BFC, BSM and SKY have been added to the Zacks Rank #5 (Strong Sell) List on June 17, 2026.
seekingalpha.com · 9 may
6 May Dividend Power Dog Buys
I identify six 'safer' Dividend Power stocks—IVR, EFC, BBDC, IRS, BSM, GAIN—offering high yields supported by free cash flow. Analyst forecasts suggest top-ten DiviPower stocks could deliver average net gains of 52.98% by May 2027, with risk 36% below the market. The Dividend Power strategy favors high earnings yield and high dividend yield, producing portfolios resilient in downturns and responsive in bull markets.
seekingalpha.com · 5 may
Black Stone Minerals, L.P. Common Units (BSM) Q1 2026 Earnings Call Transcript
Black Stone Minerals, L.P. Common Units (BSM) Q1 2026 Earnings Call Transcript
businesswire.com · 4 may
Black Stone Minerals, L.P. Reports First Quarter Results
HOUSTON--(BUSINESS WIRE)--Black Stone Minerals, L.P. (NYSE: BSM) ("Black Stone Minerals," "Black Stone," or "the Partnership") today announces its financial and operating results for the first quarter of 2026. Financial and Operational Highlights Mineral and royalty production for the first quarter of 2026 equaled 35.9 MBoe/d, an increase of 16% from the prior quarter; total production, including working-interest volumes, was 37.0 MBoe/d for the quarter. Net income for the first quarter was $13.
reuters.com · 1 may
While Asia and Europe scramble for natural gas, the US glut has nowhere to go
The war with Iran has boosted prices of globally traded natural gas by throttling exports from the Gulf. In ​West Texas, gas is so abundant that some producers must pay to have it taken away.
businesswire.com · 22 abr
Black Stone Minerals, L.P. Announces Distribution and Schedules Earnings Call to Discuss First Quarter 2026 Results
HOUSTON--(BUSINESS WIRE)--Black Stone Minerals, L.P. (NYSE: BSM) (“Black Stone,” “BSM,” or “the Partnership”) today declared the distribution attributable to the first quarter of 2026. Additionally, the Partnership announced the date of its first quarter 2026 earnings call. Common Distribution The Board of Directors of the general partner has approved a cash distribution of $0.30 per common unit attributable to the first quarter of 2026, consistent with the prior quarter. Distributions will be.
seekingalpha.com · 20 abr
Black Stone Minerals: May See Modest Benefits From Improved Long-Term Oil Prices
Black Stone is projected to generate $273 million in 2026 distributable cash flow at current strip. Hedges limit its ability to benefit from strong near-term oil prices. A $20 increase in the average 2026 oil price would only improve Black Stone's DCF by $3 million. Black Stone has close to 45% of its 2027 production hedged.
fool.com · 11 abr
Insider Sells Shares in Offbeat Oil and Gas Royalty Stock. Should You Too?
Putman sold 29,386 shares on April 6, 2026, with a transaction value of approximately $425,000 based on a weighted average price of around $14.45 per share. Putman retains 732,031 common units representing direct limited partner interests.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.