PBT vs SCL
Comparison between Permian Basin Royalty Trust (PBT, Company) and Stepan Company (SCL, Company).
PBT is from the Energy sector, while SCL is from the Basic Materials sector.
5-Year PerformancePBT has outperformed SCL, delivering a return of +43.8% compared to -12.5%
PBT vs SCL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PBT vs SCL - Historical Returns
Returns include dividend reinvestment.
PBT vs SCL - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PBT | SCL |
|---|---|---|
| 2026 | +55.18% | +19.04% |
| 2025 | +50.50% | -22.75% |
| 2024 | -17.57% | -29.48% |
| 2023 | -35.81% | -7.75% |
| 2022 | +162.09% | -12.77% |
| 2021 | +208.15% | +3.69% |
| 2020 | -8.91% | +15.69% |
| 2019 | -32.47% | +39.84% |
| 2018 | -28.04% | -6.20% |
| 2017 | +18.19% | -1.14% |
| 2016 | +52.72% | +73.31% |
| 2015 | -43.55% | +26.22% |
| 2014 | -20.35% | -37.62% |
| 2013 | +9.48% | +18.33% |
| 2012 | -35.89% | +41.78% |
| 2011 | -4.93% | +5.32% |
| 2010 | +64.84% | +15.49% |
| 2009 | +7.30% | +41.39% |
| 2008 | -5.24% | +53.01% |
| 2007 | +10.03% | +7.15% |
| 2006 | +11.80% | +18.77% |
| 2005 | +24.47% | +15.55% |
| 2004 | +85.31% | -2.23% |
| 2003 | +44.01% | +5.01% |
| 2002 | +27.93% | +2.45% |
| 2001 | +1.86% | +11.91% |
| 2000 | +27.79% | +5.75% |
| 1999 | +5.59% | -1.43% |
PBT vs SCL Drawdown Comparison
The maximum drawdown for PBT was -83.18%, occurring on Oct 28, 2020. Recovery took 2464 trading sessions.
The maximum drawdown for SCL was -66.77%, occurring on Nov 4, 2025. This drawdown has not yet recovered.
The current PBT drawdown is -12.43%. The current SCL drawdown is -55.53%.
| Rank | PBT | SCL |
|---|---|---|
| #1 | -83.18% Mar 28, 2012 - Jan 11, 2022 | -66.77% May 6, 2021 - Nov 4, 2025 |
| #2 | -70.20% Jul 1, 2008 - Nov 4, 2010 | -60.98% Aug 14, 2008 - Sep 10, 2009 |
| #3 | -65.06% Apr 10, 2023 - May 11, 2026 | -43.86% Dec 23, 2013 - Jul 21, 2016 |
| #4 | -32.66% Jun 9, 2022 - Oct 26, 2022 | -32.15% Jan 13, 2020 - Jul 23, 2020 |
| #5 | -27.03% Mar 4, 2005 - Jun 27, 2005 | -31.96% Jul 13, 2001 - Mar 8, 2002 |
| #6 | -23.20% Jan 29, 2003 - May 21, 2003 | -30.85% Apr 29, 2010 - Jul 27, 2011 |
| #7 | -23.13% Dec 31, 1999 - Aug 25, 2000 | -30.20% Jan 13, 2010 - Apr 20, 2010 |
| #8 | -22.07% Sep 17, 2001 - Dec 5, 2002 | -25.43% Jul 5, 2000 - Jan 18, 2001 |
| #9 | -21.60% Apr 22, 2008 - Jul 1, 2008 | -25.18% Aug 7, 2002 - Sep 6, 2005 |
| #10 | -21.45% May 22, 2026 - Jun 26, 2026 | -24.63% Jul 25, 2017 - Feb 13, 2019 |
| #11 | -19.80% Dec 30, 2022 - Jan 19, 2023 | -21.41% Jul 10, 2006 - Jul 19, 2007 |
| #12 | -19.69% Mar 25, 2022 - May 20, 2022 | -18.09% Dec 9, 2016 - Apr 25, 2017 |
| #13 | -18.89% Jan 12, 2022 - Mar 25, 2022 | -18.01% Mar 15, 2013 - Dec 6, 2013 |
| #14 | -18.64% Nov 29, 2006 - Oct 15, 2007 | -17.97% Dec 24, 2007 - Feb 27, 2008 |
| #15 | -17.48% Jul 25, 2011 - Feb 24, 2012 | -17.96% Jul 28, 2011 - Oct 27, 2011 |
Correlation
Correlation between PBT and SCL is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (1999 - 2026)
PBT vs SCL dividend yield comparison.
| Year | PBT | SCL |
|---|---|---|
| 2026 | 0.55% | 1.43% |
| 2025 | 1.92% | 3.27% |
| 2024 | 4.92% | 2.33% |
| 2023 | 4.30% | 1.55% |
| 2022 | 4.56% | 1.63% |
| 2021 | 2.28% | 1.01% |
| 2020 | 7.10% | 0.95% |
| 2019 | 10.80% | 1.00% |
| 2018 | 11.20% | 1.25% |
| 2017 | 7.09% | 1.06% |
| 2016 | 5.38% | 0.95% |
| 2015 | 6.82% | 1.47% |
| 2014 | 10.72% | 1.72% |
| 2013 | 6.76% | 0.99% |
| 2012 | 8.84% | 4.50% |
| 2011 | 6.68% | 1.32% |
| 2010 | 6.07% | 1.28% |
| 2009 | 5.60% | 1.39% |
| 2008 | 17.46% | 1.81% |
| 2007 | 9.08% | 2.54% |
| 2006 | 8.77% | 2.54% |
| 2005 | 8.60% | 2.92% |
| 2004 | 6.85% | 3.17% |
| 2003 | 8.34% | 2.97% |
| 2002 | 7.97% | 2.95% |
| 2001 | 15.89% | 3.00% |
| 2000 | 12.58% | 2.79% |
| 1999 | 1.92% | 0.68% |
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