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DMLP$27.66+2.14%
Fair $27.66+0.0%

DMLP

Dorchester Minerals, L.P.

Energy / Oil & Gas E&PNasdaqGS

$27.66

+0.58 (+2.14%)

Fairly Valued+0.0%Fair Value $27.66Fund rank 39/100 · Data gapFallback financials|
SA 36/D
F-Score: 5/9
Declining RevenueMargin Compression

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $132.6M · quality 88.0/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 90/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

36/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 2unknown: 17
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · DMLPLocal privado en este navegador · Dorchester Minerals, L.P.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.3B

P/E

19.9x

↑

EV/EBITDA

10.4x

↑

ROE

18.8%

↑

Gross Margin

46.2%

↑

Debt/Equity

0.00

↓
52-Week Range$28
$21$29

TradingView lightweight chart

DMLP price, volumen y niveles de valoración

Último $27.66Periodo +72.9%
Fair value: $27.66

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

86.7%

FCF / Net income

2.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $152.8M · net income $57.4M · FCF $132.5M

2009-FY → 2025-FY

Gross margin

46.2%— pts

Operating margin

37.5%— pts

Net margin

37.5%— pts

FCF margin

86.7%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$152.8M$152.8M$161.5M$163.8M$170.8M—————————————
Net Income$57.4M$57.4M$92.4M$114.1M$130.6M$70.2M$21.9M$52.8M$53.9M$38.4M$21.0M$13.3M$45.2M$43.6M$38.0M$42.2M$34.9M$21.7M
EBITDA$123.8M$123.8M$135.2M$140.6M$149.9M—————$29.5M$23.3M$54.6M$56.5M$54.6M$60.5M——
EPS——2.132.853.351.940.61———————————
Gross Margin46.2%46.2%64.6%76.5%81.3%—————————————
Operating Margin37.5%37.5%57.2%69.7%76.5%—————————————
Net Margin37.5%37.5%57.2%69.7%76.5%—————————————
Balance Sheet
Debt/Equity0.000.000.000.010.01—————————————
Current Ratio16.6116.61————————————————
Cash Flow
Free Cash Flow$132.5M$132.5M$132.6M$139.8M$147.1M—————————————
Returns
ROE18.8%18.8%25.6%61.5%76.1%—————————————
Valuation
P/E19.9019.9016.0010.958.83—————————————
EV/EBITDA10.4510.4510.238.287.16—————————————
P/B4.374.373.946.526.49—————————————
Growth & Yield
Revenue Growth-5.4%-5.4%-1.4%-4.1%——————————————
EPS Growth——-25.3%-14.9%—218.0%————————————
Dividend Yield9.4%9.4%————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +12.7%

Total return

+12.7%

Start / end P/E

n/dx → n/dx

EPS bridge

2.13 → n/d

Residual

+3.3%

EPS growthn/d
Multiple reratingn/d
Dividend+9.4%
Residual / FX / buybacks / cross-term+3.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.