Texas Pacific Land Corporation (TPL) Fair Value & Analysis
Energy · US · Market cap $27.0B
Texas Pacific Land Corporation
TPL · US
Fair value as of: Jun 24, 2026
From 26 valuation models · updated 8 days ago
Fair value updated Jun 24, 2026 — revised from $160.91 to $78.83 (−51.0%) since Jun 23, 2026. Share price +9.8% over the past month.
Price vs Fair Value (12 months)
12‑month range $247.84 – $489.60 · fair‑value band $55.76 – $243.50 · the $369.90 price screens above the $78.83 fair value. As of Jun 24, 2026.
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Texas Pacific Land Corporation (TPL) currently trades at $369.90, while our model-based Fair Value estimate is $78.83 — implying the stock looks roughly 78.7% overvalued today. We read business quality at 68/100 (solid quality), in the Energy sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).
Over the trailing twelve months, Texas Pacific Land Corporation generated revenue of $839M at a net margin of 60.0%. Revenue grew 20.8% year over year. It earns a return on equity of 36.5%. The balance sheet holds a net cash position of $112M. Fundamentals as of Jun 24, 2026
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.
About the company
Texas Pacific Land Corporation engages in the land and resource management, and water services and operations businesses. The Land and Resource Management segment manages surface acres of land, and oil and gas royalty interest in Permian Basin. This segment also engages in easements, such as transporting oil, gas and related hydrocarbons, power line and utility, and subsurface wellbore easements. In addition, this segment leases its land for processing, storage, and compression facilities and roads; and is involved in sale of materials, such as caliche, sand, and other material, as well as sells land. The Water Services and Operations segment provides full-service water offerings, including water sourcing, produced-water treatment, infrastructure development, and disposal solutions to operators in the Permian Basin. This segment also holds produced water royalties. The company owns a 1/128th nonparticipating perpetual oil and gas royalty interest (NPRI) under approximately 85,000 …
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Texas Pacific Land Corporation reported revenue of $798M in FY2025 versus $451M in FY2021, a compound +15.3%/yr. Reported net income was $481M in FY2025, compounding +15.6%/yr from FY2021.
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Recent news
- Chevron Corporation (CVX) Secures Texas Pacific Land Support on Microsoft’s Project Kilby
- The Strangest AI Stock of 2026 Doesn't Make Chips. It Owns Land in Texas.
- Implied Volatility Surging for Texas Pacific Land Stock Options
- Q1 Rundown: Texas Pacific Land (NYSE:TPL) Vs Other U.S. Shale E&P Stocks
External third-party headlines (Yahoo Finance, Reuters and others) — not an editorial selection, not financial advice.
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.