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BNO Stock Analysis - United States Brent Oil Fund, LP AI Rating

BNO NYSE Commodity Contracts Brokers & Dealers DE CIK: 0001472494
Recently Updated • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
AI Rating
SELL
75% Confidence

📊 BNO Key Takeaways

Revenue: $-5.2M
Net Margin: 78.4%
Free Cash Flow: $-3.7M
Current Ratio: N/A
Debt/Equity: N/A
EPS: $0.00
AI Rating: SELL with 75% confidence

Investment Thesis

BNO is a commodity-linked fund generating negative returns with -$5.2M revenue and -$4.1M net loss in the latest period, reflecting severe operational underperformance. The fund exhibits weak cash flow generation with negative operating cash flow of -$3.7M despite holding $86.5M in liquid assets, indicating fundamental structural challenges. With inconsistent profitability metrics and deteriorating year-over-year performance (-138.6% net income decline), the fund demonstrates poor capital efficiency and value destruction.

BNO Strengths

  • + Strong liquidity position with $86.5M in cash equivalents representing 86% of total assets
  • + Minimal leverage with only $300.2K in liabilities providing financial stability
  • + Low financial risk profile with negligible debt obligations

BNO Risks

  • ! Persistent negative revenue generation and operating losses indicating structural business challenges
  • ! Negative operating cash flow of -$3.7M demonstrating inability to generate cash from core operations
  • ! Severe deterioration in profitability with -138.6% year-over-year net income decline signaling worsening trends
  • ! Negative return on assets (-4.1%) showing inefficient asset deployment and capital destruction

Key Metrics to Watch

BNO Financial Metrics

Revenue
$-5.2M
Net Income
$-4.1M
EPS (Diluted)
$0.00
Free Cash Flow
$-3.7M
Total Assets
$100.7M
Cash Position
$86.5M

💡 AI Analyst Insight

The 71.5% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

BNO Profitability Ratios

Gross Margin N/A
Operating Margin N/A
Net Margin 78.4%
ROE N/A
ROA -4.1%
FCF Margin 71.5%

BNO vs Default Sector

How United States Brent Oil Fund, LP compares to Default sector averages

Net Margin
BNO 78.4%
vs
Sector Avg 12.0%
BNO Sector
ROE
BNO 0.0%
vs
Sector Avg 15.0%
BNO Sector
Current Ratio
BNO 0.0x
vs
Sector Avg 1.8x
BNO Sector
Debt/Equity
BNO 0.0x
vs
Sector Avg 0.7x
BNO Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

BNO Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
N/A
Debt/Assets
0.3%
Interest Coverage
N/A
Long-term Debt
N/A

BNO 5-Year Financial Trend

BNO 5-year financial data: Year 2021: Revenue $135.6M, Net Income $26.8M, EPS N/A. Year 2022: Revenue $90.6M, Net Income $119.1M, EPS N/A. Year 2023: Revenue $90.6M, Net Income $157.5M, EPS N/A. Year 2024: Revenue $38.9M, Net Income $82.6M, EPS N/A. Year 2025: Revenue $20.6M, Net Income -$4.1M, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: United States Brent Oil Fund, LP's revenue has declined by 85% over the 5-year period, indicating business contraction.

BNO Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
71.5%
Free cash flow / Revenue

BNO Quarterly Performance

Quarterly financial performance data for United States Brent Oil Fund, LP including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2014 -$8.9M $1.1M N/A
Q2 2014 -$2.9M $1.5M N/A
Q3 2011 -$2.1M $863.5K N/A
Q2 2011 -$41.7K -$155.5K N/A

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BNO Capital Allocation

Operating Cash Flow
-$3.7M
Cash generated from operations
Dividends
None
No dividend program

BNO SEC Filings

Access official SEC EDGAR filings for United States Brent Oil Fund, LP (CIK: 0001472494)

📋 Recent SEC Filings

Date Form Document Action
Mar 20, 2026 8-K tm268488d6_8k.htm View →
Feb 27, 2026 10-K bno-20251231x10k.htm View →
Feb 27, 2026 8-K tm266376d6_8k.htm View →
Jan 29, 2026 8-K tm262824d6_8k.htm View →
Dec 29, 2025 8-K tm2533092d6_8k.htm View →

Frequently Asked Questions about BNO

What is the AI rating for BNO?

United States Brent Oil Fund, LP (BNO) has an AI rating of SELL with 75% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BNO's key strengths?

Strong liquidity position with $86.5M in cash equivalents representing 86% of total assets. Minimal leverage with only $300.2K in liabilities providing financial stability.

What are the risks of investing in BNO?

Persistent negative revenue generation and operating losses indicating structural business challenges. Negative operating cash flow of -$3.7M demonstrating inability to generate cash from core operations.

What is BNO's revenue and growth?

United States Brent Oil Fund, LP reported revenue of $-5.2M.

Does BNO pay dividends?

United States Brent Oil Fund, LP does not currently pay dividends.

Where can I find BNO SEC filings?

Official SEC filings for United States Brent Oil Fund, LP (CIK: 0001472494) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BNO's EPS?

United States Brent Oil Fund, LP has a diluted EPS of $0.00.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2025-12-31 | Powered by Claude AI