StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
TPL$368.23-6.30%
Fair $368.23+0.0%

TPL

Texas Pacific Land Corporation

Energy / Oil & Gas E&PNYSE

$368.23

-24.77 (-6.30%)

Fairly Valued+0.0%Fair Value $368.23Fund rank 35/100 · PassSEC 8/8 yrs|
SA 43/C
F-Score: 4/9
Margin Compression

FCF base 3Y

$10.70

-69.3% CAGR · yield 6.9%

FCF base 5Y

$9.06

-52.3% base · -51.2% expected

Precio de entrada

$4.15

MOS 19% · confianza 81%

FCF escenarios

audited · normalized FCF $65.4M · quality 65.7/100

Pass 35/100
Bear 5Y$4.56-58.5%
Base 5Y$9.06-52.3%
Bull 5Y$18.09-45.3%
Return 0/100Downside 0/100Model quality 60/100Data QA 100/100

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

43/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

-51.2%

0/100

Data QA

90/100

SEC 100%

Latest source: sec-companyfactsPeriods: 8Warnings: 1sec-companyfacts: 8
Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Operating margin has declined for 3 consecutive years
Thesis & Journal · TPLLocal privado en este navegador · Texas Pacific Land Corporation
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

$25.4B

P/E

57.7x

↑

EV/EBITDA

37.5x

↑

ROE

33.0%

↑

Gross Margin

85.5%

↑

Debt/Equity

0.01

↓
52-Week Range$368
$269$547

TradingView lightweight chart

TPL price, volumen y niveles de valoración

Último $368.23Periodo +43363.2%
Buy zone: $4.150Bear 5Y: $4.560Fair value: $368.23Base 5Y: $9.060Bull 5Y: $18.09

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2018–2025 · 7 años de histórico normalizado

Revenue CAGR

+15.0%

FCF CAGR

-19.6%

FCF margin

4.0%

FCF / Net income

0.07x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $798.2M · net income $481.4M · FCF $32.1M

2018-FY → 2025-FY

Gross margin

85.5%— pts

Operating margin

74.2%-12.7% pts

Net margin

60.3%-9.6% pts

FCF margin

4.0%-45.1% pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
Income Statement
Revenue$798.2M$798.2M$705.8M$631.6M$667.4M$451.0M$302.6M$490.5M$300.2M
Net Income$481.4M$481.4M$454.0M$405.6M$446.4M$270.0M$176.0M$318.7M$209.7M
EBITDA$673.6M$673.6M$564.3M$500.8M$577.7M$378.6M$231.7M$408.5M$263.4M
EPS6.976.976.575.8619.2634.8322.7041.09—
Gross Margin85.5%85.5%89.9%92.3%95.1%————
Operating Margin74.2%74.2%76.4%77.0%84.3%80.4%71.8%81.5%86.9%
Net Margin60.3%60.3%64.3%64.2%66.9%59.9%58.2%65.0%69.9%
Balance Sheet
Debt/Equity0.010.010.000.000.00————
Current Ratio4.234.23———————
Cash Flow
Free Cash Flow$32.1M$32.1M$65.4M$378.3M$428.2M$248.7M$202.0M$310.6M$147.6M
Returns
ROE33.0%33.0%40.1%38.9%57.8%41.4%36.3%62.2%85.7%
Valuation
P/E57.6957.6961.2068.6220.8811.5417.719.79—
EV/EBITDA37.5537.5548.7522.4226.78————
P/B19.0319.0324.5226.6712.064.786.436.0912.80
Growth & Yield
Revenue Growth13.1%13.1%11.8%-5.4%48.0%49.0%-38.3%63.4%—
EPS Growth6.1%6.1%12.1%-69.6%-44.7%53.4%-44.8%——
Dividend Yield0.6%0.6%———————

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

67.4%

muy exigente

EPS terminal req.

$32.67

Spread vs growth

-61.3%

5Y implied EPS CAGR

41.5%

muy exigente

EPS terminal req.

$39.54

Spread vs growth

-35.4%

10Y implied EPS CAGR

24.8%

exigente

EPS terminal req.

$63.67

Spread vs growth

-18.7%

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 -0.2%

Total return

-0.2%

Start / end P/E

56.5x → 52.8x

EPS bridge

6.57 → 6.97

Residual

-0.4%

EPS growth+6.1%
Multiple rerating-6.5%
Dividend+0.6%
Residual / FX / buybacks / cross-term-0.4%

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.