Stock AnalizTexas Pacific Land Corp TPL
Oil & Gas Production · data as of November 13, 2026
Texas Pacific Land Corp (TPL) is a energy company listed in the US with a market value of about $20.1B. In the twelve months to September 30, 2026 it had revenue of $968M and net income of $588M, a net margin of 60.7%.
Its overall Stock Analiz score is 2.8 out of 5 (average). The strongest part is financial health (5/5); the weakest is value (0/5).
Key numbers: a P/E of 34.3, a price to free cash flow of 38.9, 5-year revenue growth of 21% a year, a 5-year average ROIC of 41%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 37% below the current price.
Score: 2.8 / 5
Checks passed
- Revenue growth above 10% last year
- 5-year revenue growth above 8% a year
- 5-year average ROIC above 12%
- Profitable 5 years in a row
- ROE above 15%
- More cash than debt, or low debt to equity
- Positive free cash flow
- Interest covered more than 5 times
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- 3-year revenue growth above 10% a year
- Profit margin improving
- 3-year free cash flow growth above 10% a year
Valuation
Growth and quality
Financials, last 8 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $968M | $798M | $706M | $632M | $667M | $451M | $303M | $490M | $300M |
| Net income | $588M | $481M | $454M | $406M | $446M | $270M | $176M | $319M | $210M |
| Free cash flow | $518M | $510M | $489M | $398M | $428M | $249M | $202M | $311M | $148M |
| EPS (diluted) | $8.50 | $6.97 | $6.57 | $5.86 | $19.26 | $11.61 | $7.57 | $13.70 | $8.98 |
| Net margin | 60.7% | 60.3% | 64.3% | 64.2% | 66.9% | 59.9% | 58.2% | 65.0% | 69.9% |
| ROIC | — | 31.6% | 37.3% | 36.4% | 56.9% | 41.2% | 35.7% | 61.4% | 85.4% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 2 analysts is $444.50, 52% above the current price; targets range from $250.00 to $639.00; the consensus rating is “Hold”; expected EPS is $9.28 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is Texas Pacific Land’s P/E ratio?
About 34.3, based on the last twelve months of diluted earnings per share (forward P/E about 28.7).
Is Texas Pacific Land stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 37% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Texas Pacific Land pay a dividend?
Yes. The dividend yield is about 0.85%, and it has paid dividends for 8 years in our data.
Is Texas Pacific Land a good stock to buy?
We do not give buy or sell advice. Texas Pacific Land scores 2.8 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.