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Company Analysis

Texas Pacific Land Corporation TPL

A comprehensive view of key metrics, scores, and financial health for Texas Pacific Land Corporation

Overview of Texas Pacific Land Corporation

TPL NYQ
Energy Oil & Gas E&P Large Cap
Texas Pacific Land Corporation (TPL), is a Large Cap company, in the Oil & Gas E&P industry, last closed at $430.90, about 94.6% overvalued vs fair value, +0.3% 1Y return, placing in the top 25% of its sector.
Metrics Rev Growth 13.1% ROE 37.2% Gross Margin 100.0% Div Yield 0.75%
$430.90
-1.37%
As of April 28, 2026
Previous close • Vol 90d: 56.0%
52-Week Range
Market Cap
$29.71B
Enterprise Value
$29.59B
Overall Score
View breakdown
Overall
Growth
Good
Profitability
Excellent
Health
Fair
Efficiency
Good
Valuation
Good
Growth
Good
Profitability
Excellent
Health
Fair
Efficiency
Good
Valuation
Good
Completeness: 82%
Confidence: 53%
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.texaspacific.com
HQ Dallas, TX
Employees 114
Fiscal year Dec 31

Next Events

Earnings May 6 Estimated

Fair Value Snapshot

Bear Base Bull
$21
$23
$25
Current: $430.90 -95% vs base

Engine Room Money Flow™

Large Cap

Commodities & Mining - Where revenue goes and how value is created

Flow Steps
Revenue
None
13.1%%
Gross Profit
$798.2M
25.8%%
Operating Income
$592.2M
9.8%%
EBITDA
None
16.2%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Commodities & Mining

Quality & Reliability Indicators

Cash Conversion Ratio
0.14x
Poor

Free cash flow relative to net income

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$171.0M
261.4% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
2
Active Leaks
0/2
Improving
0
High Impact
1
Critical
Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Texas Pacific Land Corporation's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
91
/100
Strong
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Strong
96
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Commodities & Mining vs Industry Peers 97% Coverage
Trade-Off Triangle Visualization A ternary plot showing TPL's balance between Growth (30.6%), Profitability (42.7%), and Safety (26.8%). Growth 31% Safety 27% Profitability 43%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

65th percentile vs peers
65
Key Signals
Rev Growth YoY 13.1% 69p Revenue CAGR 3Y 6.2% 61p EPS Growth YoY 12.1% 73p EPS CAGR 3Y 19.3% 81p TSR -21.5% 22p
Strengths
  • EPS CAGR 3Y in top 20% of peers (19.3%, 81th percentile)
  • Interest Coverage Ratio in top 20% of peers (859.31, 97th percentile)
  • Superior capital returns - 3 return metrics above peer median
  • Growth above peer median with strong metric coverage (100%)
Risks

No significant risks identified for this axis.

Profitability

90th percentile vs peers
91
Key Signals
Strengths
Risks
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Safety

57th percentile vs peers
57
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Texas Pacific Land Corporation.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$23.18
- - -
-94.6% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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