Added to YB: 2026-10-06
Pitch date: 2026-09-28
TPL [bullish]
Texas Pacific Land Corporation
+3.71%
current return
Author Info
No bio for this author
Company Info
Texas Pacific Land Corporation engages in the land and resource management, and water services and operations businesses.
Market Cap
$23.5B
Pitch Price
$334.14
Price Target
N/A
Dividend
0.71%
EV/EBITDA
31.27
P/E
43.39
EV/Sales
25.89
Sector
Oil, Gas and Consumable Fuels
Category
growth
Investing in rich Texas land
TPL (overview): Texas Pacific Land owns 894,000 Permian Basin acres and royalty rights across 1.14 million acres, collecting oil, surface and water-related revenue without funding drilling. Its historical royalty engine is now joined by potential data-center demand for land and cheap local gas. Net attributable production more than doubled from 2020 to 2025, but commodity-price sensitivity, declining uncompleted-well inventory and dependence on operators’ capital allocation remain material risks.
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