PHX vs BHR

Comparison between PHX Minerals Inc - Class A (PHX, Company) and Braemar Hotels & Resorts Inc (BHR, Company).

5-Year PerformancePHX has outperformed BHR, delivering a return of +11.2% compared to -13.0%

PHX vs BHR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PHX(COMPANY)	BHR(COMPANY)
Market Cap	$165M	$144M
Max Drawdown	95.75%	95.07%
Sharpe Ratio	1.04	0.23
5Y Beta	N/A	1.07
Industry	N/A	Reit - Hotel & Motel
P/E Ratio	23.68	-9.07
Forward P/E	N/A	20.58
PEG Ratio	0.40	-0.07
Dividend Yield	N/A	7.18%
5Y Dividends CAGR	2.25%	N/A
5Y EPS CAGR	N/A	-34.15%
Debt to Equity	15.73%	752.34%
Free Cash Flow Yield	10.29%	33.14%
P/S Ratio	4.40	0.22
P/B Ratio	1.32	1.06

Market Cap

Winner

PHX

$165M

BHR

$144M

Max Drawdown

PHX

95.75%

Winner

BHR

95.07%

Sharpe Ratio

Winner

PHX

1.04

BHR

0.23

5Y Beta

PHX

N/A

BHR

1.07

Industry

PHX

N/A

BHR

Reit - Hotel & Motel

P/E Ratio

PHX

23.68

Winner

BHR

-9.07

Forward P/E

PHX

N/A

BHR

20.58

PEG Ratio

PHX

0.40

Winner

BHR

-0.07

Dividend Yield

PHX

N/A

BHR

7.18%

5Y Dividends CAGR

PHX

2.25%

BHR

N/A

5Y EPS CAGR

PHX

N/A

BHR

-34.15%

Debt to Equity

Winner

PHX

15.73%

BHR

752.34%

Free Cash Flow Yield

PHX

10.29%

Winner

BHR

33.14%

P/S Ratio

PHX

4.40

Winner

BHR

0.22

P/B Ratio

PHX

1.32

Winner

BHR

1.06

PHX vs BHR - Historical Returns

Returns include dividend reinvestment.

Period	PHX	BHR
1 month	+0.93%	-3.85%
3 months	+6.82%	-16.99%
6 months	+18.57%	-27.47%
1 year	+42.15%	+4.84%
5 years(CAGR)	+11.20%	-13.03%
10 years(CAGR)	-12.84%	-14.43%
Max(CAGR)	+7.46%	-12.66%

Winner

PHX

+0.93%

BHR

-3.85%

Winner

PHX

+6.82%

BHR

-16.99%

Winner

PHX

+18.57%

BHR

-27.47%

Winner

PHX

+42.15%

BHR

+4.84%

5Y(CAGR)

Winner

PHX

+11.20%

BHR

-13.03%

10Y(CAGR)

Winner

PHX

-12.84%

BHR

-14.43%

Max(CAGR)

Winner

PHX

+7.46%

BHR

-12.66%

PHX vs BHR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PHX	BHR
2026	N/A	-25.70%
2025	+11.70%	+2.83%
2024	+27.10%	+30.07%
2023	-10.73%	-35.57%
2022	+75.38%	-21.75%
2021	-6.76%	+12.83%
2020	-78.81%	-48.03%
2019	-30.22%	+15.48%
2018	-24.65%	-6.86%
2017	-12.60%	-25.36%
2016	+41.96%	-1.28%
2015	-28.12%	-13.17%
2014	+43.54%	-4.27%
2013	+10.70%	-8.78%
2012	-14.15%	N/A
2011	+17.19%	N/A
2010	+1.71%	N/A
2009	+21.52%	N/A
2008	-29.90%	N/A
2007	+38.41%	N/A
2006	-6.99%	N/A
2005	+78.33%	N/A
2004	+47.64%	N/A
2003	+75.02%	N/A
2002	+27.66%	N/A
2001	+8.27%	N/A
2000	+101.15%	N/A
1999	-9.40%	N/A

PHX vs BHR Drawdown Comparison

The maximum drawdown for PHX was -95.48%, occurring on Sep 30, 2020. This drawdown has not yet recovered.

The maximum drawdown for BHR was -93.52%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current PHX drawdown is -84.27%. The current BHR drawdown is -84.88%.

Rank	PHX	BHR
#1	-95.48% Jul 22, 2014 - Sep 30, 2020	-93.52% Nov 15, 2013 - Mar 18, 2020
#2	-66.52% Aug 11, 2008 - Jan 21, 2014	-2.44% Nov 6, 2013 - Nov 8, 2013
#3	-45.50% May 14, 2001 - Jun 11, 2003	N/A
#4	-32.08% Sep 1, 2005 - Feb 6, 2006	N/A
#5	-28.69% Mar 9, 2005 - Aug 12, 2005	N/A
#6	-26.06% Mar 8, 2004 - Oct 14, 2004	N/A
#7	-24.21% Apr 19, 2006 - May 2, 2007	N/A
#8	-23.43% Sep 21, 2000 - Feb 9, 2001	N/A
#9	-19.87% Feb 6, 2006 - Apr 19, 2006	N/A
#10	-18.74% Jun 22, 2007 - Jan 10, 2008	N/A
#11	-18.68% Jun 23, 2008 - Aug 11, 2008	N/A
#12	-17.21% Mar 5, 2008 - Apr 30, 2008	N/A
#13	-16.90% Nov 3, 1999 - Apr 13, 2000	N/A
#14	-16.67% Nov 29, 2004 - Feb 22, 2005	N/A
#15	-15.69% Dec 31, 2003 - Mar 1, 2004	N/A

Correlation

Correlation between PHX and BHR is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (1999 - 2025)

PHX vs BHR dividend yield comparison.

Year	PHX	BHR
2025	1.84%	6.97%
2024	3.50%	6.67%
2023	3.03%	8.00%
2022	1.93%	1.95%
2021	1.84%	0.00%
2020	3.04%	0.00%
2019	1.43%	8.23%
2018	1.03%	7.17%
2017	0.78%	6.58%
2016	0.68%	3.37%
2015	0.99%	2.41%
2014	0.69%	1.17%
2013	0.87%	0.27%
2012	0.99%	0.00%
2011	0.85%	0.00%
2010	1.02%	0.00%
2009	1.08%	0.00%
2008	1.56%	0.00%
2007	1.09%	0.00%
2006	1.06%	0.00%
2005	0.49%	0.00%
2004	0.83%	0.00%
2003	0.92%	0.00%
2002	1.53%	0.00%
2001	2.39%	0.00%
2000	2.03%	0.00%
1999	0.95%	0.00%