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TPL Texas Pacific Land Corporation

New York Stock Exchange · Oil & Gas Exploration & Production · Energy

$358.52
+11.48 (+3.31%)

Texas Pacific Land Corporation (TPL) operates in two core business segments: land and resource management, and water services. Its Land and Resource Management division oversees a vast land portfolio, spanning nearly 880,000 acres. This segment also holds significant oil and gas royalty interests. These include perpetual non-participating royalty interests (NPRIs) covering approximately 85,000 acr…

Market Cap: $24.73Bwww.texaspacific.com

Price (90d)

No price history yet — the daily price refresh runs once a day.

Signal Score (90d)

100
100
Aug 9Aug 11

Quote

Day Range
$347.05 – $361.28
52-Week Range
$269.23 – $547.20
Volume
$325.6K
Market Cap
$24.73B
50-Day Avg
$389.60
200-Day Avg
$387.91
Prev Close
$347.04
Open
$349.53

Valuation & Ratios

P/E Ratio
41.15
EPS
$6.98
P/B Ratio
13.57
P/S Ratio
24.81
Debt/Equity
0.02
Current Ratio
4.40
Dividend Yield
+0.7%
Gross Margin
+85.5%

Returns & Efficiency

Return on Equity
+33.0%
Return on Assets
+29.7%
FCF Yield
+2.5%
EV/EBITDA
30.04

Revenue & Net Income (Annual)

Fiscal YearRevenueNet IncomeEPS
2025$798.19M$481.38M$6.98
2024$705.82M$453.96M$6.58
2023$631.60M$405.64M$5.87
2022$667.42M$446.36M$6.42
2021$450.96M$269.98M$3.87

Social Signal Score

51
5d
50
1 mentions
30d
51
2 mentions
60d
51
2 mentions
90d
51
2 mentions
news: 2

Earnings

Wed, Nov 4(in 3 months)

Consensus estimate $2.12 per share

4of 7 quarters beat consensus

Typical surprise +0.0% (median, so one quarter with a near-zero estimate can't distort it)

  • Wed, Aug 5$2.23 vs $2.18beat
  • Wed, May 6$2.07 vs $2.02beat
  • Wed, Feb 18$1.79 vs $1.79beat
  • Wed, Nov 5$1.76 vs $1.92miss
  • Wed, Aug 6$1.68 vs $1.83miss
  • Wed, May 7$1.75 vs $1.76miss

Estimates and results for TPL via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.

Valuation

Project earnings forward and see what return today's price implies.

Seeded from TPL's reported EPS growth of 15.9% a year over 4 years.

EPS in 5 years
$14.60
Implied price
$598.63
Return from $358.52
10.8% a year

To earn 15.0% a year on these assumptions you'd need to buy at $297.62 -17.0% below today's price.

How sensitive is that answer?

Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.

growth \ P/E2935414753
5.9%-5.5%-1.9%1.2%4.0%6.6%
10.9%-1.1%2.7%6.0%9.0%11.6%
15.9%3.4%7.3%10.8%13.9%16.6%
20.9%7.8%12.0%15.6%18.8%21.7%
25.9%12.3%16.6%20.4%23.7%26.7%

This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.

Mentions (2)

  • Newsseekingalpha.com·3d ago·Neutral

    Texas Pacific Land: Priced For Perfection Texas Pacific Land Corporation delivered a record quarter, but results were driven by a transitory oil price spike rather than sustainable volume growth. TPL maintains industry-leading margins, free cash flow, and return metrics, but its valuation is elevated with a GAAP P/E of 44.7 and EV/EBITDA of 32.28. The company is fully unhedged, highly sensitive to oil price swings, and concentrated in the Permian Basin, amplifying both upside and downside risks.

    View source ↗
  • Newsmarketbeat.com·6d ago·Neutral

    Texas Pacific Land Q2 Earnings Call Highlights Texas Pacific Land NYSE: TPL reported record quarterly revenue, net income and free cash flow for the second quarter of 2026, supported by higher oil and gas royalty production, produced-water royalty volumes and surface-related revenue.

    View source ↗