Análisis Argos
BSM
BSMEn su precio1 señal de riesgo
Black Stone Minerals, L.P. · Energy
US$ 14.79
precio al 2026-07-28
Valor justo Argos*
US$ 15–16
vs. su valor justo
11% por encima
Score Argos
71/100
En su precio
LA RESPUESTA
El precio asume un crecimiento (-2.3%) en línea con lo que la empresa demuestra (-3.1%). Ni ganga ni exceso — el mercado le puso un precio razonable.
Recompensas
Cotiza 43% por debajo de su valor justo.
Las ganancias crecieron 11% el último año.
Retorno sobre el capital alto (20%).
Reparte dividendo sostenible (8.11%).
Riesgos
!Crecimiento estancado o en baja.
!Beneish M-Score sugiere manipulación (68.51)
VALOR3/6FUTURO2/6PASADO5/6SALUD5/6DIVIDENDO5/6
El Iris de calidad
VALOR3/6FUTURO2/6PASADO5/6SALUD5/6DIVIDENDO5/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos71de 100En su precio
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$ 3.1B
P/E10.5x
EV/EBITDA11x
FCF yield9.5%
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.

* 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.