Texas Pacific Land Corporation (TPL)

NYSE · Energy · market cap 27.11B

Share price

$347.20

At the last nightly close

Intrinsic value

$26.45

Range $26.45 – $79.70 — the conservative figure is the low end.

Margin of safety

-92.4%

($26.45 − $347.20) ÷ $347.20

EV / EBIT

53.8

On the median operating profit of 8 fiscal years through 2025.

How these numbers are computed

The valuations are calculated in Python from filed accounts, not written by a language model. Three methods run side by side: earnings power value, which capitalises a normalised operating profit; a free-cash-flow model; and the Graham Number as an asset-side cross-check. The conservative figure above is the low end of what they agree on.

The frame gives no credit for growth. A company that compounds will therefore read as expensive against it — that is deliberate. It is a price-discipline floor, not a price target, and it is not a view on what the shares will do.

The EV/EBIT ranking uses the median operating profit of up to fifteen fiscal years — a full cycle — where the free screeners use the last twelve months. When the data cannot support a method, the figure reads n/a rather than a number: a free-cash-flow valuation on a bank, a PEG on erratic earnings, a multiple on a company with no operating profit to speak of.

Fundamentals from SEC EDGAR. Prices, market data and technicals from yfinance. Valuation computed 2026-09-03.

Key metrics

Price / earnings44.3
Price / book14.3
EV / EBITDA32.1
FCF / EV+0.9%
Return on equity+36.6%
Return on assets+25.8%
Debt / equity0.01
Gross margin+93.3%

Market position

52-week high$538.10
52-week low$272.40
From 52-week high-35.5%
RSI (14)39.2
200-day moving average$381.36

Annual financials

PeriodRevenueOperating incomeNet incomeEPSFree cash flow
2025-FY798.2M592.2M481.4M6.9832.1M
2024-FY705.8M539.1M454.0M6.5865.4M
2023-FY631.6M486.1M405.6M5.87378.3M
2022-FY667.4M562.3M446.4M6.42426.3M
2021-FY451.0M362.4M270.0M34.83248.7M

Filed figures from SEC EDGAR, in the reporting currency.

Next earnings

Q4 2026 expectedNovember 4, 2026
Consensus EPS estimate2.10

Recent news

The figures above are the arithmetic. To see what a board of eight AI agents makes of them — macro, sector, filings, news and a devil's advocate whose only job is to attack the thesis — run the full analysis on TPL.

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This page presents computed figures and filed financial data for information only. It is not investment advice, not a recommendation to buy or sell any security, and not a statement about what these shares will do. Sperio is a research tool, not an investment adviser. Figures are derived automatically from public filings and market data and may be incomplete, out of date or wrong. See the Terms & Disclaimer.