Black Stone Minerals LP (BSM)vsEOG Resources Inc (EOG)
BSM
Black Stone Minerals LP
$14.76
-0.67%
ENERGY · Cap: $3.16B
EOG
EOG Resources Inc
$141.38
-1.32%
ENERGY · Cap: $77.29B
Smart Verdict
WallStSmart Research — data-driven comparison
EOG Resources Inc generates 6208% more annual revenue ($26.72B vs $423.60M). BSM leads profitability with a 66.9% profit margin vs 25.7%. BSM appears more attractively valued with a PEG of 1.37. EOG earns a higher WallStSmart Score of 86/100 (A).
BSM
Buy65
out of 100
Grade: C+
EOG
Exceptional Buy86
out of 100
Grade: A
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
+43.1%
Fair Value
$255.87
Current Price
$141.38
$114.49 discount
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
Strong operational efficiency at 40.7%
Revenue surging 58.7% year-over-year
Earnings expanding 109.4% YoY
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Areas to Watch
Weak financial health signals
Earnings declined 12.0%
Weak financial health signals
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 : EOG
The strongest argument for EOG centers on P/E Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 25.7% and operating margin at 40.7%. Revenue growth of 58.7% demonstrates continued momentum.
Bear Case : BSM
The primary concerns for BSM are Piotroski F-Score, EPS Growth.
Bear Case : EOG
The primary concerns for EOG are Piotroski F-Score.
Key Dynamics to Monitor
BSM profiles as a mature stock while EOG is a growth play — different risk/reward profiles.
EOG carries more volatility with a beta of 0.27 — expect wider price swings.
EOG is growing revenue faster at 58.7% — sustainability is the question.
EOG generates stronger free cash flow (2.9B), providing more financial flexibility.
Bottom Line
EOG scores higher overall (86/100 vs 65/100), backed by strong 25.7% margins and 58.7% revenue growth. Both earn "Exceptional 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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