Texas Pacific Land Corporation (TPL)
NYSEEnergyOil & Gas Exploration & ProductionSnapshot 2026-09-04
NYSEEnergyOil & Gas Exploration & ProductionSnapshot 2026-09-04
Research Workspace
Put TPL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Oil & Gas Exploration & Production is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Revenue reaches at least $236.8 million in 2026-Q2: rev $246.1M vs $236.8M target.
View ThesisRevenue growth is accelerating — up about 21% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, margins.
View ManagementExpectations look high — the market is pricing in about 220% growth a year, above the roughly 18% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskTexas Pacific Land's growth has to keep compounding to justify the price. Revenue reached $246.1 million in Q2 2026, exceeding the $236.8 million target. It trades at 32× P/E versus a 17× peer median, indicating the market is pricing in more growth than forecasted. The primary risk is the expensive valuation, which could compress if guidance is cut. Peer multiples imply a price about 220% below where it trades. This read is provisional.
Trailing returns as of 2026-09-04. TPL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering TPL (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare TPL with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TPL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Oil & Gas Exploration & Production — fair value, gap to price, and forward P/E.
Compare the value case
Put TPL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Improve free cash flow
Q1 results likely improve free cash flow outlook.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Enhance revenue growth
Data center development enhances revenue growth potential.
Advances: Focus on strategic acquisitions
Water thesis supports strategic acquisitions focus.
Advances: Enhance revenue growth
Positive rating on water outlook enhances revenue growth.