Carbon Energy (OTCMKTS:CRBOD) & Whiting USA Trust II (OTCMKTS:WHZT) Critical Comparison

Whiting USA Trust II (OTCMKTS:WHZT) and Carbon Energy (OTCMKTS:CRBOD) are both small-cap oils/energy companies, but which is the superior stock? We will compare the two companies based on the strength of their risk, valuation, analyst recommendations, earnings, profitability, institutional ownership and dividends.

Insider & Institutional Ownership

10.5% of Carbon Energy shares are held by institutional investors. 7.1% of Carbon Energy shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Earnings & Valuation

This table compares Whiting USA Trust II and Carbon Energy”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Whiting USA Trust II	$30.93 million	0.10	$270,000.00	N/A	N/A
Carbon Energy	$116.63 million	0.03	$1.10 million	N/A	N/A

Carbon Energy has higher revenue and earnings than Whiting USA Trust II.

Analyst Recommendations

This is a summary of recent ratings and price targets for Whiting USA Trust II and Carbon Energy, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Whiting USA Trust II	0	0	0	0	N/A
Carbon Energy	0	0	0	0	N/A

Profitability

This table compares Whiting USA Trust II and Carbon Energy’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Whiting USA Trust II	N/A	1,607.92%	588.52%
Carbon Energy	-38.38%	-8.44%	-2.43%

Risk and Volatility

Whiting USA Trust II has a beta of 1.54, suggesting that its share price is 54% more volatile than the S&P 500. Comparatively, Carbon Energy has a beta of 0.15, suggesting that its share price is 85% less volatile than the S&P 500.

Summary

Whiting USA Trust II beats Carbon Energy on 5 of the 9 factors compared between the two stocks.

About Whiting USA Trust II

Whiting USA Trust II is a statutory trust. The company was founded on December 5, 2011 and is headquartered in Houston, TX.

About Carbon Energy

Carbon Energy Corporation, an independent oil and natural gas company, engages in the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids properties in the United States. It focuses on conventional and unconventional reservoirs, including shale, tight sand, and coalbed methane located in the Appalachian, Illinois, and Ventura Basins. As of December 31, 2018, it owned working interests in 7,100 net wells and royalty interests in approximately 900 wells located in California, Illinois, Indiana, Kentucky, Ohio, Tennessee, Virginia, and West Virginia, as well as had leasehold positions in approximately 340,700 net developed acres and approximately 1,319,200 net undeveloped acres. The company was formerly known as Carbon Natural Gas Company and changed its name to Carbon Energy Corporation in June 2018. Carbon Energy Corporation was founded in 2007 and is based in Denver, Colorado.