Black Stone Minerals LP (BSM)vsWoodside Energy Group Ltd (WDS)
BSM
Black Stone Minerals LP
$13.30
-0.52%
ENERGY · Cap: $2.84B
WDS
Woodside Energy Group Ltd
$21.57
-1.55%
ENERGY · Cap: $43.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Woodside Energy Group Ltd generates 3138% more annual revenue ($12.98B vs $400.98M). BSM leads profitability with a 74.8% profit margin vs 20.9%. BSM appears more attractively valued with a PEG of 1.22. BSM earns a higher WallStSmart Score of 69/100 (B-).
BSM
Strong Buy69
out of 100
Grade: B-
WDS
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-43.4%
Fair Value
$10.60
Current Price
$13.30
$2.70 premium
Margin of Safety
+31.5%
Fair Value
$27.39
Current Price
$21.57
$5.82 discount
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
Reasonable price relative to book value
Keeps 21 of every $100 in revenue as profit
Attractively priced relative to earnings
Areas to Watch
Revenue declined 11.6%
ROE of 7.2% — below average capital efficiency
Weak financial health signals
Revenue declined 11.1%
Earnings declined 14.4%
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 : WDS
The strongest argument for WDS centers on Price/Book, Profit Margin, P/E Ratio. Profitability is solid with margins at 20.9% and operating margin at 19.1%. PEG of 1.33 suggests the stock is reasonably priced for its growth.
Bear Case : BSM
The primary concerns for BSM are Revenue Growth.
Bear Case : WDS
The primary concerns for WDS are Return on Equity, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
BSM carries more volatility with a beta of 0.05 — expect wider price swings.
WDS is growing revenue faster at -11.1% — sustainability is the question.
Monitor OIL & GAS E&P industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BSM scores higher overall (69/100 vs 53/100), backed by strong 74.8% margins. WDS offers better value entry with a 31.5% margin of safety. 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.
Woodside Energy Group Ltd
ENERGY · OIL & GAS E&P · USA
Woodside Energy Group Ltd is engaged in the exploration, evaluation, development, production, marketing and sale of hydrocarbons in Oceania, Asia, Canada, Africa and internationally. The company is headquartered in Perth, Australia.
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