Black Stone Minerals LP (BSM)vsEOG Resources Inc (EOG)
BSM
Black Stone Minerals LP
$15.21
-0.07%
ENERGY · Cap: $3.23B
EOG
EOG Resources Inc
$143.21
+0.48%
ENERGY · Cap: $77.34B
Smart Verdict
WallStSmart Research — data-driven comparison
EOG Resources Inc generates 5550% more annual revenue ($22.65B vs $400.98M). BSM leads profitability with a 74.8% profit margin vs 22.0%. BSM appears more attractively valued with a PEG of 1.22. BSM earns a higher WallStSmart Score of 66/100 (B-).
BSM
Strong Buy66
out of 100
Grade: B-
EOG
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.6%
Fair Value
$59.90
Current Price
$15.21
$44.69 discount
Margin of Safety
-90.6%
Fair Value
$62.02
Current Price
$143.21
$81.19 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Keeps 75 of every $100 in revenue as profit
Strong operational efficiency at 82.7%
Earnings expanding 65.5% YoY
Every $100 of equity generates 27 in profit
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 1.1B in free cash flow
Areas to Watch
Revenue declined 11.6%
0.0% revenue growth
Weak financial health signals
Expensive relative to growth rate
Earnings declined 41.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : BSM
The strongest argument for BSM centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 74.8% and operating margin at 82.7%. PEG of 1.22 suggests the stock is reasonably priced for its growth.
Bull Case : EOG
The strongest argument for EOG centers on Market Cap, Profit Margin, P/E Ratio. Profitability is solid with margins at 22.0% and operating margin at 16.9%.
Bear Case : BSM
The primary concerns for BSM are Revenue Growth.
Bear Case : EOG
The primary concerns for EOG are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
BSM profiles as a declining stock while EOG is a value play — different risk/reward profiles.
EOG carries more volatility with a beta of 0.43 — expect wider price swings.
EOG is growing revenue faster at 0.0% — sustainability is the question.
EOG generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
BSM scores higher overall (66/100 vs 56/100), backed by strong 74.8% margins. 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.
EOG Resources Inc
ENERGY · OIL & GAS E&P · USA
EOG Resources, Inc. is an American energy company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in the Heritage Plaza building in Houston, Texas.
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