TPL Share Price Performance
US$389.41
60.71 (18.47%)
12.5% undervalued intrinsic discount
US$445.00
Fair Value
Price US$389.41
AnalystConsensusTarget US$445.00
AnalystLowTarget US$251.00
Fair ValueUS$445.00
Share Pricen/a
Texas Pacific Land Corporation Stock Price
- 2 Narratives written by author
- 1 Comments on narratives written by author
- 87 Fair Values set on narratives written by author
TPL Community Narratives
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Fair Value
·Fair Value US$445 12.5% undervalued intrinsic discount
Permian Risks And Water Services Will Shape Future Prospects
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1users have commented on this narrative
20users have followed this narrative
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Fair Value
·Fair Value US$251 55.1% overvalued intrinsic discount
Permian Concentration And Water Regulatory Risks Will Pressure Long-Term Prospects
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3users have followed this narrative
Permian Concentration And Water Regulatory Risks Will Pressure Long-Term Prospects
Texas Pacific Land depends heavily on drilling in the Permian Basin, and that focus could leave it exposed if energy companies slow spending or rules tighten around water handling. At the same time, big bets on water projects and new land uses like power and data centers could either open new growth—or turn into expensive assets that don’t pay off.Read more
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US$251
55.1% overvalued intrinsic discount
Fair Value
Revenue
16.73% p.a.
Profit Margin
61.91%
Future PE
25.76x
Price in 2029
US$308.36
Permian Risks And Water Services Will Shape Future Prospects
Texas Pacific Land looks stable on the surface, but it leans heavily on oil activity in the Permian Basin and that foundation could weaken as energy demand shifts, rules tighten, and easy production runs out. At the same time, its fast-growing water business could face higher costs and limits if Texas water becomes harder to access, making today’s upbeat expectations harder to meet.Read more
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US$445
12.5% undervalued intrinsic discount
Fair Value
Revenue
17.15% p.a.
Profit Margin
62.05%
Future PE
45.07x
Price in 2029
US$546.7
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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TPL: Rich Permian Royalty Profile Will Face Continued Repricing Risk
Fair Value: US$251 55.1% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
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TPL: Future Upside Will Rely On Elevated Oil And Robust Margins
Fair Value: US$445 12.5% undervalued intrinsic discount
20 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Texas Pacific Land Corporation Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 05, 2026
- 7.30
- 93.24%
- 60.03%
- 0%
About TPL
- Founded
- 1888
- Employees
- 114
- CEO
- WebsiteView website
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 acres of land; a 1/16th NPRI under approximately 371,000 acres of land; and approximately 33,000 additional net royalty acres, total of approximately 224,000 NRA located in the Permian Basin. The company was founded in 1888 and is headquartered in Dallas, Texas.
