pretickt

Is TPL a good stock to buy?

Texas Pacific Land Corporation · end-of-day data as of Nov 13, 2026

Texas Pacific Land
TPL · $20.13B
$291.91+3.8%
Nov 13, 2026 · close
$300$350SepOctNov9:3016:003 months -20.0%Nov 13 · close
▲ 4
  • PT$639.00 +118.9%
  • P/E vs own-31.5%
  • Insiders$14.12K
  • Sector▲ -1.9%
Neutral
  • Earnings in96d
  • P/E34.3x
  • RSI38
  • Support-3.3%
  • Resistance+0.4%
  • Off 52w high-46.7%
  • Volume1.0x
  • Bollingerlower half
  • FCF yield+1.9%
  • ConsensusHold · 2
  • Trendsideways
  • 52w range$265–$547
  • ATR+5.1%
  • Off ATH-50.5%
▼ 4
  • P/E vs sector+121.2%
  • News
  • MAs0 of 4
  • MACD-2.48

Updates with the 15-min delayed price. Not a forecast or investment advice.

Is Texas Pacific Land a good stock to buy?

Texas Pacific Land is strong on 2 of the 5 questions about the business; weak on fragility. The price is low: 34.3 times its earnings, below its 3-year median of 45.2 (Nov 13, 2026). pretickt does not say whether to buy or sell.

  1. Demand steady
  2. Advantage hard to copy
  3. Economics very profitable
  4. Execution mixed
  5. Fragility fragile
  6. Price below its usual
DemandDo people want more of what it sells?steady

TPL sales growth revenue growth

+6%a year, for the last 3 years

Texas Pacific Land's sales grew 6% a year for 3 years, to $798M in fiscal 2025.

TPL competitors

pretickt analysis+25%its sales in 12 months, on a year before

Texas Pacific Land's sales grew 25% in the 12 months to Sep 30, 2026, faster than Diamondback Energy (+22%), EQT (+7%) and APA (-2%), slower than Expand Energy (+26%).

TPL customers' spending

pretickt analysis-11%what its customers invest, on a year before

ConocoPhillips, Chevron, Occidental and EOG Resources, customers of Texas Pacific Land, spent 11% less on capital in their latest quarter (to Sep 30, 2026) than a year before.

TPL sales by business revenue by segment

52%of its sales from Oil And Gas Royalties

Oil And Gas Royalties brought Texas Pacific Land 52% of its sales in fiscal 2025; Water Sales And Royalties 21%.

Advantage moatIs it hard to copy?hard to copy

TPL return on capital ROIC

pretickt analysis51%earned before tax on the money invested in it

Texas Pacific Land earned 51% before tax on the capital invested in it in the 12 months to Sep 30, 2026; APA 37%, Expand Energy 14%, EQT 12% and Diamondback Energy 9%.

TPL margin on each sale gross margin

62%left after making the product

Texas Pacific Land kept 62% of each sale after making the product in the 12 months to Sep 30, 2026; its competitors' median is 62%.

EconomicsDoes it make good money?very profitable

TPL margin after costs profit margin

76%of sales left after running the business

Texas Pacific Land's operating margin was 76% in the 12 months to Sep 30, 2026, against 84% in fiscal 2022.

TPL cash generated free cash flow

$377Mcash left after investing, last 12 months

Texas Pacific Land generated $377M of free cash flow in the 12 months to Sep 30, 2026, less than its reported profit.

TPL profit per share

+6%in its last fiscal year

Texas Pacific Land's earnings per share grew 6% in fiscal 2025, to $6.97.

ExecutionDoes it deliver what it promises?mixed

TPL earnings vs estimates

4 of 7quarters above the analysts' estimate

Texas Pacific Land beat the analysts' profit estimate in 4 of 7 quarters, the latest on Nov 4, 2026; 1 quarter the sources disagree on is left out.

TPL insider selling

-$2.3Msold, net, by its executives in 12 months

Texas Pacific Land's executives and directors sold a net $2.3M of shares in the 12 months to Nov 13, 2026 ($2.87M sold, $562K bought).

TPL number of employees

+3%more people in a year

Texas Pacific Land had 114 employees at the end of fiscal 2025, 3% more than a year before.

TPL CEO pay

$7.07Mfor fiscal 2025, 71% of it in stock and options

Texas Pacific Land paid its CEO $7.07M for fiscal 2025, 71% of it in stock and options.

Fragility risksCould something break it?fragile

TPL financial health Altman Z-score

66.0Altman Z-score, safe above 3

Texas Pacific Land's Altman Z-score is 66.0 (Nov 13, 2026), above 3, where the safe zone starts.

TPL quality checks Piotroski score

3 of 9checks passed

Texas Pacific Land passes 3 of the 9 Piotroski checks in the 12 months to Sep 30, 2026; it misses on return on assets, cash against profit, long-term debt, the current ratio, gross margin and sales for its assets.

TPL biggest customers

40%of sales from its 3 biggest customers

Three customers, unnamed in Texas Pacific Land's 10-K, made 40% of its sales in fiscal 2025.

TPL shareholders institutional ownership

pretickt analysis
  • Horizon Kinetics Asset Management14.2% ▼
  • Vanguard10.1% ▲
  • BlackRock7.7% ▼
910institutions hold it; the largest sold shares

910 institutions hold 74% of Texas Pacific Land's shares (Jun 30, 2026); Vanguard added shares that quarter, Horizon Kinetics Asset Management and BlackRock sold some.

TPL in past recessions

pretickt analysis-38%its sales in the worst one

Texas Pacific Land's sales fell in each of the last 2 US recessions, by as much as 38% in fiscal 2020.

Price valuationIs the price reasonable?below its usual

TPL price vs profit P/E ratio

34.3×a year's earnings

Texas Pacific Land's P/E ratio is 34.3 (Nov 13, 2026), below its 3-year median of 45.2.

TPL price vs competitors

pretickt analysis34.3×a year's earnings, against its competitors

Investors pay 34.3 times Texas Pacific Land's earnings (Nov 13, 2026), more than for Diamondback Energy (25.3), EQT (11.9), APA (7.9) or Expand Energy (7.7).

TPL growth priced in fair value

pretickt analysis+20%a year, for ten years, to be worth the price

At $291.91 a share, Texas Pacific Land's free cash flow must grow about 20% a year for ten years to be worth the price (Nov 13, 2026).

What is Texas Pacific Land's P/E ratio?

Texas Pacific Land's P/E ratio is 34.3 (Nov 13, 2026), below its 3-year median of 45.2. Investors pay 34.3 times Texas Pacific Land's earnings (Nov 13, 2026), more than for Diamondback Energy (25.3), EQT (11.9), APA (7.9) or Expand Energy (7.7).

Who are Texas Pacific Land's biggest competitors?

pretickt compares Texas Pacific Land with Expand Energy, APA, EQT and Diamondback Energy. Texas Pacific Land's sales grew 25% in the 12 months to Sep 30, 2026, faster than Diamondback Energy (+22%), EQT (+7%) and APA (-2%), slower than Expand Energy (+26%).

Is Texas Pacific Land profitable?

Texas Pacific Land's operating margin was 76% in the 12 months to Sep 30, 2026, against 84% in fiscal 2022. Texas Pacific Land generated $377M of free cash flow in the 12 months to Sep 30, 2026, less than its reported profit.

Are insiders selling Texas Pacific Land stock?

Texas Pacific Land's executives and directors sold a net $2.3M of shares in the 12 months to Nov 13, 2026 ($2.87M sold, $562K bought).

How does Texas Pacific Land make money?

Oil And Gas Royalties brought Texas Pacific Land 52% of its sales in fiscal 2025; Water Sales And Royalties 21%.

Who owns Texas Pacific Land stock?

910 institutions hold 74% of Texas Pacific Land's shares (Jun 30, 2026); Vanguard added shares that quarter, Horizon Kinetics Asset Management and BlackRock sold some.

How many employees does Texas Pacific Land have?

Texas Pacific Land had 114 employees at the end of fiscal 2025, 3% more than a year before.

Who are Texas Pacific Land's biggest customers?

Three customers, unnamed in Texas Pacific Land's 10-K, made 40% of its sales in fiscal 2025. ConocoPhillips, Chevron, Occidental and EOG Resources, customers of Texas Pacific Land, spent 11% less on capital in their latest quarter (to Sep 30, 2026) than a year before.

From the companies' statements (FMP), their filings read by pretickt, the analysts and the insiders, as of Nov 13, 2026. Each card says what a fact means for its question, never what to do with the stock: for information only, not investment advice.