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Texas Pacific Land Corporation

TPL

Last
$360.98
Day
+0.9%
1y
+18.0%
5y
+203.3%
52w
-34.6%
SPY YTD
+13.3%
XLE
+42.9%
Earnings
2026-11-0425d
EMA 21
350.49
EMA 50
361.65
EMA 200
380.48
20d high
-6.2%
5y high
-39.3%
5y range
53th
Website · 114 employees · United States

Positions held

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Score
9
Hold
watch
Signal
Neutral
Target
$379.57
Stop
$339.62
Stop distance
5.9%
Target vs last
+5.2%

Bull / bear case

Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-07.

Bull case
  • Texas Pacific Land Corporation operates in a competitive landscape with strong profit margins, showcasing its ability to outperform many peers in the Oil & Gas E&P sector.
  • In Q2 2026, TPL reported a revenue increase of 4% compared to the previous quarter, reaching $246 million.
  • The company's gross margin improved to 88.5% in Q2 2026, up from 88% in Q1 2026.
Bear case
  • The company's current financial score indicates a 'Sell' signal, reflecting potential concerns about its market performance.
  • TPL's free cash flow was negative at -$32.8 million, indicating challenges in generating cash from operations.
  • The stock has a trailing P/E ratio of 45.3, which may suggest overvaluation compared to industry peers.

Fundamentals

Market cap$24.68BEnterprise value$24.45BTrailing P/E45.64Forward P/E4.89
PEG7.33Price / book14.76Beta0.59Dividend yield0.67%
Revenue growth31.2%Earnings growth32.7%Gross margin93.3%Operating margin78.2%
Profit margin60.3%ROE36.6%ROA25.8%Debt / equity0.01
Current ratio4.55Free cash flow-$32.84MAnalyst recommendationnoneMean target$443.00
52w high$547.2052w low$269.23

Quarterly

2026-Q22026-Q12025-Q42025-Q32025-Q22025-Q1
Revenue$246M$237M$212M$203M$188M—
Op margin78.0%77.0%70.5%73.4%76.6%—
Net income$154M$143M$123M$121M$116M—
Gross margin88.5%88.0%81.4%84.5%88.2%—
Gross profit$218M$208M$172M$172M$165M—
Operating income$192M$182M$149M$149M$144M—
  • Revenue +4% vs prior quarter ($246M vs $237M).
  • Gross margin 88.5% (was 88% prior quarter).

Yearly (6y)

2025202420232022
Revenue$798M$706M$632M$667M
Op margin74.2%76.4%77.0%84.3%
Net income$481M$454M$406M$446M
Gross margin85.5%89.9%92.3%95.1%
Gross profit$682M$635M$583M$635M
Operating income$592M$539M$486M$562M
Headline scan

No flags

• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).

News

TPL · daily+12.5% over 260 sessions
Close EMA21 EMA50 EMA200
255.33331.78408.22484.66561.102025-092025-112026-012026-042026-062026-082026-10
Quarterly · revenue, net income, margins
Revenue Net income Gross margin Op margin
$0M$62M$123M$185M$246M0%44%89%2025-Q22025-Q32025-Q42026-Q12026-Q2