Industry Revenue:

• Oil and Gas: 85%
• Mineral Rights and Royalties: 15%

TOP 3 Markets:

• Canada: 70%
• USA: 20%
• International Markets: 10%

PrairieSky Royalty Ltd. generates the majority of its revenue from the oil and gas industry, particularly through the collection of royalties for the use of its mineral rights. The Canadian market is the largest revenue contributor, followed by the USA and other international markets. This distribution reflects the company's strong presence and focus on the North American energy sector.

Production Sites: Canada

PrairieSky Royalty Ltd. is a Canadian company that specializes in managing licenses and collecting royalties from oil and gas production. The company owns extensive land holdings in Canada, particularly in the western provinces such as Alberta, Saskatchewan, and British Columbia.

Since PrairieSky Royalty Ltd. does not produce its own products in the traditional sense, but generates revenue from royalty fees, the focus is on the production sites of the companies that extract oil and gas from their land holdings.

Dividend Yield: 4.5% (2025)
Revenue Growth: 8% (estimated for 2025)
Investments in New Licenses: 150 million CAD (2024)

PrairieSky Royalty Ltd. pursues a strategy focused on sustainable growth and stable returns. The company aims to increase its revenue by acquiring new licenses and optimizing existing assets.

A key component of the growth strategy is investing in new license areas to maximize revenue from license fees. In 2024, 150 million CAD was invested in acquiring new licenses, laying the foundation for future revenue growth.

Furthermore, PrairieSky places importance on distributing an attractive dividend, as evidenced by the current dividend yield of 4.5%. This is intended to retain existing investors and attract new ones by offering an attractive return in a stable market environment.

Commodities: Crude oil, natural gas
Imports: No significant imports of raw materials

PrairieSky Royalty Ltd. is a company specializing in managing royalties from crude oil and natural gas deposits. It owns extensive land holdings and receives royalties from companies extracting resources from these lands. Typically, PrairieSky does not import raw materials as it does not engage in exploration or production itself. Instead, the company generates revenue by licensing resource extraction to other companies.

Since PrairieSky Royalty Ltd. does not import its own raw materials, there are no specific countries from which imports are made. The business model focuses on maximizing royalties from existing resources in Canada.

Market share: 15% in the Canadian oil and gas licensing market (2024, estimate)
EBITDA margin: 75% (2024)
Dividend yield: 4.5% (2024)

PrairieSky Royalty Ltd. has a significant competitive advantage due to its unique business structure as a licensor in the oil and gas market. The company benefits from a stable revenue stream through licensing fees, without having to bear the direct risks and costs of exploration and production. This enables a high EBITDA margin of around 75%, which is above average compared to traditional oil and gas companies.

Another advantage is the diversification of the license portfolio, which includes a broad geographical coverage and a variety of resources. This reduces the risk of market fluctuations and secures long-term revenues.

In addition, PrairieSky offers an attractive dividend yield of 4.5%, making it an appealing stable income source for investors. These factors together significantly strengthen the company's competitive position in the Canadian market.

Institutional Investor Share: 60% (estimated, 2025)
Insider Buys/Sells: No significant transactions in the last quarter (2025)

The institutional investor share in PrairieSky Royalty Ltd. is estimated to be around 60%, indicating a strong confidence from institutional investors in the company. These investors typically value the stability and long-term prospects of the company.

There were no significant insider transactions in the last quarter, suggesting that the management and other insiders are currently not making significant changes to their stake in the company. This could be seen as a sign that they are satisfied with the current company strategy and development.

Market share of PrairieSky Royalty Ltd.: Estimate: 5-7% (2025)

Top competitors and market shares:

1. Franco-Nevada Corporation: Estimate: 15-18%
2. Wheaton Precious Metals Corp.: Estimate: 12-15%
3. Royal Gold, Inc.: Estimate: 10-12%
4. Osisko Gold Royalties Ltd.: Estimate: 8-10%
5. Sandstorm Gold Ltd.: Estimate: 6-8%
6. PrairieSky Royalty Ltd.: Estimate: 5-7%
7. Maverix Metals Inc.: Estimate: 3-5%
8. Metalla Royalty & Streaming Ltd.: Estimate: 2-4%

Moat of PrairieSky Royalty Ltd.:

PrairieSky Royalty Ltd. has a moderate moat, mainly based on its unique position in the Canadian market and its extensive portfolio of land rights. These land rights allow the company to generate revenue from oil and gas production without having to invest in production itself.

Compared to larger competitors like Franco-Nevada and Wheaton Precious Metals, which pursue a more diversified and global approach, PrairieSky's moat is less pronounced. These companies often have access to a wider range of commodities and geographic markets, giving them a strategic advantage.

In summary, while PrairieSky Royalty Ltd. has specific strengths in the Canadian market, the larger competitors have a stronger moat due to their diversification and global presence.

Revenue Growth: 8.5% (2024) Net Income Growth: 10.2% (2024) Dividend Yield: 4.3% (2024)

PrairieSky Royalty Ltd. recorded a solid revenue growth of 8.5% in 2024, attributed to strong performance in the oil and gas licensing sector. The company benefits from a diversified license base and stable revenue from licensing fees.

The net income growth of 10.2% in 2024 indicates that the company efficiently manages its costs and benefits from increased commodity prices. This suggests a healthy financial position that supports future investments and payouts.

The dividend yield of 4.3% is attractive to investors seeking stable returns. PrairieSky Royalty Ltd. has a history of reliable dividend payments, strengthening confidence in the long-term stability of the company.

Overall, PrairieSky Royalty Ltd. could be a good investment, especially for investors interested in stable returns and diversified exposure in the energy sector. The solid financial performance and attractive dividend yield make the stock a potentially rewarding investment option.

Dividend Yield: 4.5% (2025)

Dividend History: Consistent payout for several years

PrairieSky Royalty Ltd. regularly pays dividends to its shareholders. The dividend yield is currently around 4.5%, which can be considered attractive compared to other companies in the industry.

The company has followed a reliable dividend policy in the past, maintaining its payouts consistently. This reliability is supported by stable revenues from its royalties and a conservative financial strategy. Analysts expect PrairieSky Royalty to continue being able to pay a constant dividend in the future, provided that market conditions remain stable.