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Financial Analysis

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v0.1
KRP$15.22+1.40%
Fair $15.22+0.0%

KRP

Kimbell Royalty Partners, LP

Energy / Oil & Gas E&PNYSE

$15.22

+0.21 (+1.40%)

Fairly Valued+0.0%Fair Value $15.22Fund rank 26/100 · Data gapFallback financials|
SA 38/D
F-Score: 6/9

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 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $23.0M · quality 43.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

38/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 9Warnings: 0unknown: 9
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.
Thesis & Journal · KRPLocal privado en este navegador · Kimbell Royalty Partners, LP
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

$1.6B

P/E

33.1x

↑

EV/EBITDA

8.7x

↑

ROE

13.2%

↑

Gross Margin

54.9%

↑

Debt/Equity

0.65

↑
52-Week Range$15
$11$16

TradingView lightweight chart

KRP price, volumen y niveles de valoración

Último $15.22Periodo -26.3%
Fair value: $15.22

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2017–2025 · 8 años de histórico normalizado

Revenue CAGR

+34.3%

FCF CAGR

+2.7%

FCF margin

7.1%

FCF / Net income

0.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $321.7M · net income $90.9M · FCF $23.0M

2017-FY → 2025-FY

Gross margin

54.9%— pts

Operating margin

37.5%+29.3% pts

Net margin

28.2%+22.6% pts

FCF margin

7.1%-53.9% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
Income Statement
Revenue$321.7M$321.7M$310.7M$273.2M$285.0M$175.1M$90.5M$108.2M$70.3M$30.3M
Net Income$90.9M$90.9M$12.3M$66.5M$111.9M$42.4M$-256.1M$-158.2M$-52.3M$1.7M
EBITDA$257.7M$257.7M$172.5M$209.5M$197.8M$86.1M$-202.7M$-99.5M$-23.0M$18.1M
EPS0.620.62-0.120.911.72—————
Gross Margin54.9%54.9%49.9%57.2%76.7%—————
Operating Margin37.5%37.5%32.3%39.2%61.0%28.2%-277.1%-140.1%-68.6%8.3%
Net Margin28.2%28.2%3.9%24.3%39.3%24.2%-283.0%-146.2%-74.4%5.7%
Balance Sheet
Debt/Equity0.650.650.310.340.39—————
Current Ratio5.125.12————————
Cash Flow
Free Cash Flow$23.0M$23.0M$250.7M$-316.5M$25.2M———$32.8M$18.5M
Returns
ROE13.2%13.2%1.6%7.6%18.6%—————
Valuation
P/E33.0933.09—16.469.28—————
EV/EBITDA8.728.7212.287.926.38—————
P/B2.672.672.451.601.74—————
Growth & Yield
Revenue Growth3.6%3.6%13.7%-4.2%—93.5%-16.4%54.0%131.5%—
EPS Growth616.7%616.7%-113.2%-47.1%——————
Dividend Yield10.8%10.8%————————

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

29.6%

muy exigente

EPS terminal req.

$1.35

Spread vs growth

587.0%

5Y implied EPS CAGR

21.4%

exigente

EPS terminal req.

$1.63

Spread vs growth

595.3%

10Y implied EPS CAGR

15.6%

exigente

EPS terminal req.

$2.63

Spread vs growth

601.1%

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 +27.0%

Total return

+27.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.12 → 0.62

Residual

+16.2%

EPS growthn/d
Multiple reratingn/d
Dividend+10.8%
Residual / FX / buybacks / cross-term+16.2%

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.