MVO (MV Oil Trust) ROE %: 314.68% (As of Mar. 2026) — 179% Above Median


MVO MV Oil Trust MVO
69 GF Score
Price $1.45
GF Value $4.30
Valuation Possible Value Trap
! 3 Warning Signs
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What is MV Oil Trust ROE %?

MV Oil Trust MVO -3.33% 69 ROE % is 314.68% as of Mar. 2026, which is 179% above its 10-year median of 112.83. GuruFocus rates MVO with a GF Score™ of 69/100 and a GF Value™ of $4.30 (Possible Value Trap). The stock has 3 warning signs investors should review. Among 957 Oil & Gas companies, MV Oil Trust ranks better than 98.01% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. MV Oil Trust's annualized net income for the quarter that ended in Mar. 2026 was $6.44 Mil. MV Oil Trust's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was $2.05 Mil. Therefore, MV Oil Trust's annualized ROE % for the quarter that ended in Mar. 2026 was 314.68%.

The historical rank and industry rank for MV Oil Trust's ROE % or its related term are showing as below:

MVO' s ROE % Range Over the Past 10 Years
Min: 22.05   Med: 112.83   Max: 378.74
Current: 357.88

During the past 13 years, MV Oil Trust's highest ROE % was 378.74%. The lowest was 22.05%. And the median was 112.83%.

MVO's ROE % is ranked better than
98.01% of 957 companies
in the Oil & Gas industry
Industry Median: 5.71 vs MVO: 357.88

MV Oil Trust  (NYSE:MVO) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=6.44/2.0465
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(6.44 / 7.344)*(7.344 / 2.0465)*(2.0465 / 2.0465)
=Net Margin %*Asset Turnover*Equity Multiplier
=87.69 %*3.5886*1
=ROA %*Equity Multiplier
=314.68 %*1
=314.68 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=6.44/2.0465
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (6.44 / 6.44) * (6.44 / 6.44) * (6.44 / 7.344) * (7.344 / 2.0465) * (2.0465 / 2.0465)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 1 * 1 * 87.69 % * 3.5886 * 1
=314.68 %

Note: The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


MV Oil Trust ROE % Related Terms


MV Oil Trust ROE % Historical Data

* Premium members only.

The historical data trend for MV Oil Trust's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

MV Oil Trust ROE % Chart

MV Oil Trust Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 122.52 345.16 272.12 378.74 339.74

MV Oil Trust Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 307.18 404.15 308.35 389.51 314.68

MVO vs CKX, PRT, MXC: ROE % Comparison

For the Oil & Gas E&P subindustry, MV Oil Trust's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


MV Oil Trust ROE % vs Oil & Gas Industry

For the Oil & Gas industry and Energy sector, MV Oil Trust's ROE % distribution charts can be found below:

* The bar in red indicates where MV Oil Trust's ROE % falls into.


MVO
69GF Score
MV Oil Trust MVO
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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MV Oil Trust ROE % Calculation

MV Oil Trust's annualized ROE % for the fiscal year that ended in Dec. 2025 is calculated as

ROE %=Net Income (A: Dec. 2025 )/( (Total Stockholders Equity (A: Dec. 2024 )+Total Stockholders Equity (A: Dec. 2025 ))/ count )
=10.408/( (3.866+2.261)/ 2 )
=10.408/3.0635
=339.74 %

MV Oil Trust's annualized ROE % for the quarter that ended in Mar. 2026 is calculated as

ROE %=Net Income (Q: Mar. 2026 )/( (Total Stockholders Equity (Q: Dec. 2025 )+Total Stockholders Equity (Q: Mar. 2026 ))/ count )
=6.44/( (2.261+1.832)/ 2 )
=6.44/2.0465
=314.68 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Mar. 2026) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 314.68% mean?
MV Oil Trust (MVO) has a ROE % of 314.68% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on MV Oil Trust and its competitors. This is 179% above median its historical median of 112.83. Over the past decade, MV Oil Trust's ROE % has ranged from 22.05 to 378.74. According to the industry distribution chart, MV Oil Trust ranks #19 out of 957 companies in the Oil & Gas industry, placing it in the top 2%.
Is MV Oil Trust's ROE % too high?
MV Oil Trust's current ROE % of 314.68% is 179% above median its 10-year median of 112.83. Over the past 10 years, this metric has ranged from a low of 22.05 to a high of 378.74. The Oil & Gas industry median ROE % is 5.71. MV Oil Trust's value of 314.68% is 5411% above this industry median. Based on the distribution chart, MV Oil Trust ranks #19 out of 957 companies in the Oil & Gas industry, which is in the top quartile — a strong position relative to peers. Overall, MV Oil Trust has a GF Score™ of 69/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does MV Oil Trust's ROE % compare to CKX and PRT?
According to the Oil & Gas industry distribution chart, MV Oil Trust ranks #19 out of 957 companies for ROE %. This places MV Oil Trust in the top 2% of its industry — outperforming the majority of peers. The industry median ROE % is 5.71. MV Oil Trust's value of 314.68% is 5411% above this benchmark. Historically, MV Oil Trust's own ROE % has ranged from 22.05 to 378.74 over the past decade. While the company's 10-year median is 112.83 vs. the industry median of 5.71, MV Oil Trust has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for an Oil & Gas company?
The median ROE % among Oil & Gas companies is 5.71, based on 957 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. MV Oil Trust's current ROE % of 314.68% is 5411% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on MV Oil Trust and its competitors. For the Oil & Gas industry, the median ROE % is 5.71 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. MV Oil Trust's current ROE % is 314.68%, which is 179% above median its own 10-year median of 112.83. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is MV Oil Trust stock overvalued right now?
Based on GuruFocus' analysis, MV Oil Trust (MVO) is currently considered Possible Value Trap. The stock's GF Value™ is $4.30, compared to a current price of $1.45 — trading 66.3% below its estimated fair value. The current ROE % is 314.68%, which is 179% above median its 10-year median of 112.83 and 5411% above the Oil & Gas industry median of 5.71. MV Oil Trust's overall GF Score™ is 69/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For MV Oil Trust (MVO), the current ROE % is 314.68% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is MV Oil Trust (MVO) Overvalued in 2026?

Based on GuruFocus' analysis, MV Oil Trust stock appears to be undervalued. The current stock price of $1.45 is trading 66.3% below its estimated GF Value™ of $4.30. GuruFocus considers MV Oil Trust to be Possible Value Trap.

Key valuation signals for MVO:

  • ROE %: 314.68% (179% above median its 10-year median of 112.83)
  • GF Value™: $4.30 vs. price of $1.45 (66.3% below fair value)
  • GF Score™: 69/100 with 3 warning signs
  • Industry Position: 5411% above the Oil & Gas median (#19 of 957)

No single metric tells the full story. See the MVO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


MV Oil Trust Business Description

Industry EnergyOil & Gas
Address 601 Travis Street, Floor 16, Houston, TX, USA, 77002
MV Oil Trust is a statutory trust. The trust was created to acquire and hold the net profits interest for the benefit of the Trust unitholders.
69GF Score

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ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$1.45
Price
$4.30
GF Value