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PrairieSky Royalty Ltd. (PSK · TSX)

Minerals & royalty — HQ Canada. Oil & gas valuation, proved reserves, production, break-even, net-asset-value and jurisdiction-risk screen.
Category Minerals & royaltyRegion N. AmericaCEO Andrew Phillips (2014)Jurisdiction risk Low (8)

Overview

PrairieSky owns the largest independent fee-title mineral and gross-overriding-royalty land base in Western Canada — ~9.9 million acres of fee petroleum/natural-gas title plus ~8.7 million acres of GORR interests — and collects royalty revenue on production drilled and operated by third parties. With no capital or operating costs of its own, the model converts nearly all revenue to cash flow, sustaining an EBITDA margin near 95% and a growing dividend.

FY2025 delivered record oil royalty production and ~11% year-over-year royalty volume growth, generating C$448M revenue, C$437M EBITDA, C$205M net income and C$258M free cash flow. Low leverage (net debt ~C$243M, D/E ~10%) and free cash flow well above the dividend leave capacity for share buybacks and continued royalty-acquisition consolidation.

Valuation snapshot (FY2025)

Market cap
$5.9bn
Enterprise value
$6.1bn
EV / EBITDA
19.1x
P / E
39.3x
FCF yield
3.2%
Dividend yield
3.0%
ROACE
10%
Debt / equity
10%
Net debt / EBITDA
0.6x
EV / reserves
$117.31/boe
EV / flowing
$236k/boe/d
Free cash flow
$0.2bn

Its EV/EBITDA of 19.1x is above the 5.9x median across the 142-company universe, the free-cash-flow yield of 3.2% is lower than the 6.5% median, and at $117.31/boe of proved reserves it is richer than the $13.51/boe median.

On a balanced screen across the universe, PrairieSky Royalty Ltd. scores 47/100, strongest on safety (75/100). Sub-scores: value 16, quality 55, growth 61, risk 25 (higher = riskier).

Reserves & production

PrairieSky Royalty Ltd. holds approximately 0.05 billion boe of proved (1P) reserves with FY2025 production of about 26 thousand boe/d (64% liquids), a reserve life of roughly 5.5 years. Break-even: n/a (royalty model — no operating breakeven) — royalty income, no capex/opex; driven by third-party drilling and price

Net asset value (public-source)

For PrairieSky Royalty Ltd., no SEC standardized measure is disclosed (non-US filer or listed NOC), so a public-source proved-NAV floor is not computable from US filings. See the interactive screener's NAV tab for peers where an SEC figure exists.

Jurisdiction risk · production-weighted country risk

8 /100
Low jurisdiction risk
Production-weighted average of the country scores below (0 = safest, 100 = riskiest).
Country / regionProd. shareCountry riskKey jurisdiction risk
Canada100%8Stable; pipeline egress constraints, oil-sands emissions policy.
How this is scored. Each country's risk (0–100) is anchored to two named public indices — the OECD Country Risk Classification (0–7 official export-credit country risk) and the World Bank Worldwide Governance Indicators (Political Stability & Absence of Violence percentile) — blended 55/45 and rescaled to 0–100. A company's jurisdiction risk is the production-weighted average across the countries where it operates. This is a pure country measure, kept separate from company & financial risk (leverage, governance). Source: OECD Country Risk Classification (CRC) as of 24 July 2025, sourced via the German Federal Export Credit Guarantees (exportkreditgarantien.de) which applies the OECD consensus country risk category directly (values 0-7; 0 = lowest risk). High-income OECD members are not individually rated by the OECD and are set to crc=0 per the model spec (US, UK, Norway, Canada, Australia, Japan, NZ, and most of Europe incl. OECD members Israel, Poland, Hungary, Czechia, Lithuania, Ireland). 'ps' = World Bank Worldwide Governance Indicators (WGI) 'Political Stability and Absence of Violence/Terrorism' percentile rank, latest available (2023 vintage), 0-100 with higher = more stable; ps values are best sourced estimates rounded to the WGI percentile scale. Yemen not on OECD list ('./.') so crc estimated at 7. Iraq-Kurdistan and Falklands are non-standard model rows using judgment, not official OECD entries..

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Key assets & projects

AssetLocationTypeNotes
Fee mineral titleCanadaRoyalty~9.9 million acres fee petroleum/natural-gas title across the WCSB
GORR portfolioCanadaRoyalty~8.7 million acres of gross overriding royalty interests
Clearwater / Mannville heavy oilCanadaOil royaltyHigh-growth heavy-oil fairway driving record oil royalty volumes
Viking light oilCanadaOil royaltyCore Alberta/Saskatchewan light-oil royalty acreage
DuvernayCanadaLiquids royaltyEmerging liquids-rich shale royalty exposure
MontneyCanadaGas/liquids royaltyGas and condensate royalty volumes
Cardium / BakkenCanadaOil royaltyEstablished light-oil royalty plays
Deep Basin gasCanadaGas royaltyNatural-gas royalty acreage

Five-year trend (FY2021–FY2025)

Metric20212022202320242025
Production (mboe/d)1923252726
Proved reserves (bnboe)0.040.050.050.050.05
Revenue ($bn)0.20.50.30.30.3
EBITDA ($bn)0.20.40.30.30.3
Net income ($bn)0.10.20.20.20.1
Free cash flow ($bn)-0.50.40.20.20.2

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Peer companies — Minerals & royalty

TPL · Texas Pacific Land CorporationVNOM · Viper EnergyTPZ · Topaz Energy Corp.BSM · Black Stone Minerals, L.P.FRU · Freehold Royalties Ltd.KRP · Kimbell Royalty Partners, LPDMLP · Dorchester Minerals, L.P.VTS · Vitesse Energy

Sources

✓ FY2025 figures verified against primary sources:

↗ Compare PSK against 141 peers in the interactive screener

Disclaimer. Screening research only — a starting point, not investment or transactional advice. Figures are drawn from public sources (~mid-2026), may contain errors, and require independent due diligence before any decision.
Enerquill Advisory. Data compiled from company FY2025 filings and results releases; market data ~mid-2026. Larger names are verified against primary sources (shown on each page); smaller names are best-estimates pending verification. © Enerquill Advisory. enerquilladvisory.com