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TXO$13.10+2.99%
Fair $13.10+0.0%

TXO

TXO Partners, L.P.

Energy / Oil & Gas E&PNYSE

$13.10

+0.38 (+2.99%)

Fairly Valued+0.0%Fair Value $13.10Fund rank 20/100 · Data gapFallback financials|
SA 22/D
F-Score: 4/9

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-145.4M · quality 27.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 4/100Data 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

22/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 0unknown: 5
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 · TXOLocal privado en este navegador · TXO Partners, 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

$724M

P/E

N/A

•

EV/EBITDA

10.9x

↑

ROE

N/A

•

Gross Margin

29.5%

↑

Debt/Equity

N/A

•
52-Week Range$13
$10$16

TradingView lightweight chart

TXO price, volumen y niveles de valoración

Último $13.10Periodo -40.5%
Fair value: $13.10

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+16.3%

FCF CAGR

—

FCF margin

-36.3%

FCF / Net income

6.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $401.0M · net income $-21.6M · FCF $-145.4M

2021-FY → 2025-FY

Gross margin

29.5%— pts

Operating margin

3.0%-17.2% pts

Net margin

-5.4%-29.3% pts

FCF margin

-36.3%— pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$401.0M$401.0M$282.8M$380.7M$246.4M$219.4M
Net Income$-21.6M$-21.6M$23.5M$-104.0M$-7.7M$52.5M
EBITDA$91.9M$91.9M$83.8M$-55.3M$41.9M$84.1M
EPS——0.65-3.44-0.262.10
Gross Margin29.5%29.5%28.3%50.4%31.4%—
Operating Margin3.0%3.0%-2.4%26.2%-10.4%20.1%
Net Margin-5.4%-5.4%8.3%-27.3%-3.1%23.9%
Balance Sheet
Debt/Equity————0.58—
Current Ratio0.430.43————
Cash Flow
Free Cash Flow$-145.4M$-145.4M$-155.9M$66.7M$73.1M—
Returns
ROE————-3.7%—
Valuation
P/E——26.05———
EV/EBITDA10.8710.879.09———
Growth & Yield
Revenue Growth41.8%41.8%-25.7%54.5%——
EPS Growth——118.9%-1245.9%——
Dividend Yield11.1%11.1%————

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 -1.3%

Total return

-1.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.65 → n/d

Residual

-12.4%

EPS growthn/d
Multiple reratingn/d
Dividend+11.1%
Residual / FX / buybacks / cross-term-12.4%

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.