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Stocks/Energy/Oil & Gas Exploration & Production

Texas Pacific LandTPL

Oil & Gas Exploration & Production · Dallas, Texas · In the S&P 500
High qualityPricier than peers
$331.68+1.13%After hours: $331.68 (0.00%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 7.6% over 1 year
Texas Pacific Land over 1 yearDaily close, $, to 30 Oct 2026
$300$400$500Nov2026MarMayJulSep$331.68$300$400$500NovMarJul$331.68
Source: Nasdaq daily closes
Market value$22.88B
Price to earnings42.3x
Forward P/E33.3x
Dividend yield0.72%
Year to date+15.5%
One year+7.6%
Next earningsWed 4 Nov, after the close
SectorEnergy
52-week range (closes)
$273.56$539.79

Quality and valuation

How Texas Pacific Land compares with other energy stocks. A description, not a recommendation.

Texas Pacific Land and 6 oil & gas exploration & production peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: stronger than mostValuation: pricier than most

A stronger business than most energy companies, priced above most of them.

Texas Pacific Land trades at 33.3 times the next 12 months of expected earnings, against a median of 12.8x for the 25 energy stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +20.8% vs +13.3%
  • More profitable (operating margin): 74.9% vs 22.9%
TPL trades at 33.3x forward earnings, above the sector medianForward p/e, Oil & Gas Exploration & Production peers
EOG9.3xDVN9.4xFANG9.9xOXY10.2xEXE12.2xCOP13.3xEQT18.8xTPL33.3xSector median 12.8xEOG9.3xDVN9.4xFANG9.9xOXY10.2xEXE12.2xCOP13.3xEQT18.8xTPL33.3xSector median 12.8x
Source: CNBC quotes; Mostly Markets
At 42.3x earnings, TPL is cheaper than its average since Aug 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
60x80xAverage 55.0x2025202642.3x60x80xAverage 55.0x2025202642.3x
Source: Nasdaq prices; SEC filings

Financials

From Texas Pacific Land's SEC filings, through the quarter ending 30 Jun 2026. Hover or tap a bar for its value.

Revenue grew 31.2% from a year earlierQuarterly revenue, $m, latest Q2 ’26
$0m$100m$200mQ3 ’24Q1 ’25Q3 ’25$246mQ2 ’26$0m$100m$200mQ3 ’24Q1 ’25Q3 ’25$246mQ2 ’26
Source: SEC filings
Growth sped up to +31.2% last quarterRevenue growth, year on year, %
0%10%20%30%Q3 ’24Q1 ’25Q3 ’2531.2%Q2 ’260%20%Q3 ’24Q1 ’25Q3 ’2531.2%Q2 ’26
Source: SEC filings
Operating margin was 78.0% last quarterOperating income as a share of revenue, %
0%20%40%60%Q3 ’24Q1 ’25Q3 ’2578.0%Q2 ’260%50%Q3 ’24Q1 ’25Q3 ’2578.0%Q2 ’26
Source: SEC filings
Diluted EPS was $2.23 last quarterQuarterly diluted earnings per share, $
$0$1$2Q3 ’24Q1 ’25Q3 ’25$2.23Q2 ’26$0$1$2Q3 ’24Q1 ’25Q3 ’25$2.23Q2 ’26
Source: SEC filings
Last 12 monthsTPLSector median
Revenue growth+20.8%+13.3%
Operating margin74.9%22.9%
Price to earnings42.3x17.2x

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Similar companies

Oil & Gas Exploration & Production, by market value.

CompanyPriceTodayYTDValue
COPConocoPhillips$154.03+2.67%+64.5%$185B
EOGEOG Resources$165.54+2.05%+57.6%$86.83B
OXYOccidental Petroleum$64.00+1.57%+55.6%$63.98B
FANGDiamondback Energy$212.08+2.74%+41.1%$59.39B
DVNDevon Energy$52.15+1.92%+42.4%$57.37B
EQTEQT$55.38+1.54%+3.3%$34.64B
EXEExpand Energy$90.55+0.12%−18.0%$20.91B
APAAPA$52.82+2.54%+115.9%$18.51B