Black Stone Minerals LP (BSM)vsDevon Energy Corporation (DVN)
BSM
Black Stone Minerals LP
$14.76
-0.67%
ENERGY · Cap: $3.16B
DVN
Devon Energy Corporation
$47.59
-1.39%
ENERGY · Cap: $53.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Devon Energy Corporation generates 4334% more annual revenue ($18.78B vs $423.60M). BSM leads profitability with a 66.9% profit margin vs 17.5%. BSM appears more attractively valued with a PEG of 1.37. DVN earns a higher WallStSmart Score of 79/100 (B+).
BSM
Buy65
out of 100
Grade: C+
DVN
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-53.5%
Fair Value
$9.90
Current Price
$14.76
$4.86 premium
Margin of Safety
-38.6%
Fair Value
$34.33
Current Price
$47.59
$13.26 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 67 of every $100 in revenue as profit
Strong operational efficiency at 95.4%
Every $100 of equity generates 28 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 41.1%
Revenue surging 64.2% year-over-year
Large-cap with strong market position
Conservative balance sheet, low leverage
Areas to Watch
Weak financial health signals
Earnings declined 12.0%
Grey zone — moderate risk
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BSM
The strongest argument for BSM centers on Profit Margin, Operating Margin, Return on Equity. Profitability is solid with margins at 66.9% and operating margin at 95.4%. Revenue growth of 13.2% demonstrates continued momentum.
Bull Case : DVN
The strongest argument for DVN centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 17.5% and operating margin at 41.1%. Revenue growth of 64.2% demonstrates continued momentum.
Bear Case : BSM
The primary concerns for BSM are Piotroski F-Score, EPS Growth.
Bear Case : DVN
The primary concerns for DVN are Altman Z-Score, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
BSM profiles as a mature stock while DVN is a growth play — different risk/reward profiles.
DVN carries more volatility with a beta of 0.43 — expect wider price swings.
DVN is growing revenue faster at 64.2% — sustainability is the question.
BSM generates stronger free cash flow (86M), providing more financial flexibility.
Bottom Line
DVN scores higher overall (79/100 vs 65/100), backed by strong 17.5% margins and 64.2% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Black Stone Minerals LP
ENERGY · OIL & GAS E&P · USA
Black Stone Minerals, LP, owns and manages oil and natural gas mining interests. The company is headquartered in Houston, Texas.
Devon Energy Corporation
ENERGY · OIL & GAS E&P · USA
Devon Energy Corporation is an American energy company engaged in hydrocarbon exploration in the American market.
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