Sitio Royalties Corp.

NYSE:STR 주식 리포트

시가총액: US$2.8b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Sitio Royalties 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Chris Conoscenti

최고경영자

US$6.9m

총 보수

CEO 급여 비율12.29%
CEO 재임 기간3.2yrs
CEO 지분 보유율0.2%
경영진 평균 재임 기간1.1yrs
이사회 평균 재임 기간3.2yrs

최근 경영진 업데이트

Recent updates

User avatar
새로운 내러티브 May 26

Expanding Royalty Interests Will Secure Long-Term Value Despite Market Volatility

Scalable, asset-light business model and diversified acquisitions support resilient margins, robust cash flow, and stable dividends regardless of commodity cycles.
Seeking Alpha May 15

Sitio Royalties: Strong Start To 2025 With Total Production Results

Summary Sitio's Q1 2025 total production was 6% above its full-year guidance midpoint, while its oil production was 2% above that guidance midpoint. Sitio generated $0.75 per share in Q1 2025 discretionary cash flow. This may be reduced to around $0.60 per share during the remaining quarters in 2025 due to weaker oil prices. Sitio's estimated value is now $24 to $25 per share at long-term (after 2026) $70 WTI oil and $3.75 NYMEX natural gas. Read the full article on Seeking Alpha
분석 기사 Apr 18

Is Sitio Royalties (NYSE:STR) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Mar 02

Sitio Royalties: Strong Total Production, But Oil Cut Is Slightly Declining

Summary Sitio reached record highs for total production in Q4 2024, although its oil production was slightly lower than the highs of Q2 2024. Sitio expects its oil cut to be around 47% in 2025 compared to 50% in 2024. Sitio's total production guidance for 2025 was solid, but its oil production guidance was a bit lower than what I expected. The company is projected to generate $2.81 per share in discretionary cash flow in 2025 at current strip. Read the full article on Seeking Alpha
분석 기사 Jan 06

Getting In Cheap On Sitio Royalties Corp. (NYSE:STR) Is Unlikely

When you see that almost half of the companies in the Oil and Gas industry in the United States have price-to-sales...
Seeking Alpha Dec 13

Sitio Royalties: Improved Future Production Outlook

Summary Sitio Royalties Corp.'s Q3 2024 production exceeded expectation, and it increased its full-year guidance by 1,000 BOEPD. This was mainly attributable to legacy asset outperformance. Sitio is projected to generate around $2.84 per share in discretionary cash flow in 2025 at near $70 WTI oil. I have increased my estimate of STR's value to $28 per share. This is based on Sitio's production stabilizing around 38,000 BOEPD, around 1,000 BOEPD higher than my prior assumptions. Read the full article on Seeking Alpha
분석 기사 Nov 12

Sitio Royalties' (NYSE:STR) Dividend Is Being Reduced To $0.28

Sitio Royalties Corp. ( NYSE:STR ) is reducing its dividend from last year's comparable payment to $0.28 on the 27th of...
분석 기사 Oct 01

Revenues Not Telling The Story For Sitio Royalties Corp. (NYSE:STR)

When you see that almost half of the companies in the Oil and Gas industry in the United States have price-to-sales...
Seeking Alpha Jul 17

For A Number Of Reasons, I Would Not Buy Sitio Royalties Corp.

Summary Sitio's $200 million stock repurchase plan is irrational because it increases their financial leverage in a risky commodity business. Their negative total return since their 2017 IPO reflects their weak business model. A Trump win in November could result in lower energy prices, which is good for consumers, but bad for royalty investors. Sitio Royalties is effectively controlled by Kimmeridge. Read the full article on Seeking Alpha
분석 기사 Jul 03

We Think Sitio Royalties (NYSE:STR) Is Taking Some Risk With Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 May 01

Sitio Royalties Corp.'s (NYSE:STR) Price In Tune With Revenues

When you see that almost half of the companies in the Oil and Gas industry in the United States have price-to-sales...
Seeking Alpha Apr 27

Sitio Royalties: DJ Basin Acquisition Boosts FCF, But May Delay An Increased Payout Ratio

Summary Sitio made a $150 million cash DJ Basin acquisition at a 4.0x multiple to asset level cash flow. The low purchase price multiple appears to be due to a high base decline rate and limited inventory. Sitio is projected to generate $2.75 per share in 2024 free cash flow. It may pay 35% to 65% of that out in dividends. An increased payout ratio may be delayed to 2026 due to Sitio's use of cash for its latest acquisition. Read the full article on Seeking Alpha
Seeking Alpha Feb 09

Upgrading Sitio Royalties To A Buy Following A 20% Decline In Share Price

Summary Sitio Royalties has taken steps to reduce debt and increase cash flows, including refinancing high-interest senior notes and selling off assets in the Appalachia and Anadarko Basins. These actions will save the company over $20 million annually in interest expenses, which will be used for additional distributions and debt repayment. Strong permitting activity in the DJ basin will provide additional avenues for revenue growth. An 8.5% dividend can be supported at $74/barrel WTI. Following the recent share price decline, I have upgraded STR to a BUY. Read the full article on Seeking Alpha
분석 기사 Feb 02

Sitio Royalties (NYSE:STR) Has A Somewhat Strained Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Dec 19

Investors Interested In Sitio Royalties Corp.'s (NYSE:STR) Revenues

When you see that almost half of the companies in the Oil and Gas industry in the United States have price-to-sales...
Seeking Alpha Oct 23

Sitio Royalties: New Notes Reduce Interest Costs By Around $15 Million Per Year

Summary Sitio's new 7.875% unsecured notes due November 2028 have a lower interest rate than its other debt. Sitio's variable interest rate notes due September 2026 have an effective interest rate of over 11%. Sitio's interest costs should be reduced by around $15 million per year. Sitio's free cash flow in 2024 should exceed $3 per share at current strip. Read the full article on Seeking Alpha
Seeking Alpha Aug 16

Sitio Royalties: Dividend Should Be Higher During Remainder Of 2023

Summary Sitio Royalties Corp. made a number of Permian Basin acquisitions for $247.9 million. It paid for the acquisitions with approximately 2.5 million shares and $181 million in cash. Sitio's net debt is temporarily above $1 billion. At current strip, Sitio Royalties Corp. can pay a $0.48 per share quarterly dividend during the rest of 2023 at a 65% payout ratio. Read the full article on Seeking Alpha
분석 기사 Aug 12

Sitio Royalties' (NYSE:STR) Shareholders Will Receive A Smaller Dividend Than Last Year

Sitio Royalties Corp. ( NYSE:STR ) is reducing its dividend from last year's comparable payment to $0.40 on the 31st of...
분석 기사 Jun 08

Estimating The Fair Value Of Sitio Royalties Corp. (NYSE:STR)

Key Insights Using the Dividend Discount Model, Sitio Royalties fair value estimate is US$26.59 With US$27.19 share...

CEO 보수 분석

Chris Conoscenti의 보수는 Sitio Royalties의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2025n/an/a

US$35m

Mar 31 2025n/an/a

US$42m

Dec 31 2024US$7mUS$850k

US$40m

Sep 30 2024n/an/a

-US$5m

Jun 30 2024n/an/a

-US$17m

Mar 31 2024n/an/a

-US$31m

Dec 31 2023US$7mUS$792k

-US$17m

Sep 30 2023n/an/a

US$21m

Jun 30 2023n/an/a

US$30m

Mar 31 2023n/an/a

US$37m

Dec 31 2022US$10mUS$284k

US$15m

보상 대 시장: Chris의 총 보수(USD6.91M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.10M) 수준입니다.

보상과 수익: Chris의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Chris Conoscenti (49 yo)

3.2yrs
재임 기간
US$6,914,224
보수

Mr. Christopher L. Conoscenti, also known as Chris, is the Chief Executive Officer at Sitio Royalties Corp. and has been its Director since June 7, 2022. Mr. Conoscenti joined the Sitio Royalties Corp. in...


리더십 팀

이름직위재임 기간보수지분
Christopher Conoscenti
CEO & Directorno dataUS$6.91m0.20%
$ 5.6m
Carrie Osicka
Chief Financial Officerno dataUS$3.53m0.089%
$ 2.5m
Jarret Marcoux
Executive Vice President of Operations1.6yrsUS$2.82m0.074%
$ 2.0m
A. McDavid
Executive Vice President of Corporate Developmentno dataUS$2.82m데이터 없음
Britton James
Executive Vice President of Landno dataUS$2.82m0.067%
$ 1.9m
Ward Bass
Chief Accounting Officerless than a year데이터 없음0.0050%
$ 138.7k
Alyssa Stephens
Vice President of Investor Relationsless than a year데이터 없음데이터 없음
Brett Riesenfeld
Executive VP6.2yrsUS$2.38m0.070%
$ 1.9m
1.1yrs
평균 재임 기간
43yo
평균 나이

경험이 풍부한 관리: STR의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.1 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Christopher Conoscenti
CEO & Director3.2yrsUS$6.91m0.20%
$ 5.6m
Richard Stoneburner
Independent Director2.7yrsUS$305.84k0.052%
$ 1.4m
John Sult
Independent Director2.7yrsUS$320.84k0.14%
$ 3.7m
Alice Gould
Independent Director3.6yrsUS$325.84k0.033%
$ 911.6k
Jon-Al Duplantier
Independent Board Director2.7yrsUS$305.84k0.075%
$ 2.1m
Claire Harvey
Independent Director5.3yrsUS$305.84k0.053%
$ 1.5m
Gayle Burleson
Independent Board Member2.7yrsUS$305.84k0.063%
$ 1.7m
Noam Lockshin
Independent Chairman3.2yrsUS$305.84k0.041%
$ 1.1m
Morris Clark
Independent Director3.2yrsUS$330.84k0.041%
$ 1.1m
3.2yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 이사회: STR의 이사회경험이 있음으로 간주됩니다(평균 재임 3.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2025/08/18 01:07
종가2025/08/18 00:00
수익2025/06/30
연간 수익2024/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Sitio Royalties Corp.는 6명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jeanine WaiBarclays
Jeanine WaiBarclays
Wei JiangBarclays