Obermatt

Texas Pacific Land

NYQ:TPL · US88262P1021
Oil, Gas & Consumable FuelsMedium

360

42
EV / EBIT3
Price / Owner Earnings7
Owner Earnings Yield42
Dividend Yield39
Price/Sales1
EV / Gross Profit1
Price/Book1
Return on Capital99
Cash Return on Capital100
Return on Equity99
EBIT Margin99
Gross Profitability100
Cash Conversion8
Accruals1
Owner Earnings Margin98
Sales growth68
Profit Growth67
Long-Term EPS Growth37
Owner Earnings Growth73
Reinvestment82
Price momentum33
Debt load92
Refinancing81
Debt Payback100
Liquidity100
Analyst ratings12
Opinion Changes50
Price Target Upside56
Market mood75
Value Creation18/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Texas Pacific Land generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryOil, Gas & Consumable Fuels
SizeMedium
TypePublic Company
ExchangeNYSE
Founded2020
Employees68
ISINUS88262P1021
Last UpdateApr 2, 2026
Themes
Water PurificationEnvironmental EngineeringSmart Water Networks (SWN)EnergyInfrastructureOil and GasReal EstateWater

Description

Texas Pacific Land Corporation, together with its subsidiaries, operates as a landowner in the state of Texas. The company owns approximately 882,000 surface acres of land, principally concentrated in the Permian Basin. Additionally, it owns a 1/128…

Analysis

Beloved champion

Texas Pacific Land Corporation is a beloved champion: its quality is genuine, and the market already prices it as exceptional. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is expensive. You pay 49.8× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone.

The trajectory is moderate and the balance sheet is sturdy. The company scores 18/20 on our value-creation score: strong value creator.

What to watch: Some accounting patterns deserve a closer look. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
66
2023202420252026

All-time high

75

Mar 2026

All-time low

14

Jan 2023

Average rank

40

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
1
1
1
1
Price/Earnings
9
3
3
5
Price/Book
1
1
1
1
Dividend Yield
39
17
24
25
Value (overall)
1
1
1
1

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →