Hold The Horses On Texas Pacific Land
Texas Pacific Land (TPL) leverages vast Permian Basin landholdings, generating revenue from oil royalties, land management, and expanding water services. TPL's asset-light model yields high profitability and free cash flow, but current valuation metrics show a premium far above industry peers. Growth in water services and potential renewable energy leasing offer future upside, though Permian oil production growth is slowing.
Texas Pacific Land: Premium Justified, Buy This Ideal Royalty Play
Texas Pacific Land owns more than 880,000 acres in the Permian, securing steady royalty income regardless of who operates production. Its asset-light model allows EBITDA margin above 85% and net margin above 70%, with no meaningful debt. Beyond royalties, it builds value from surface leases (pipelines, infrastructure, data centers) that generate recurring income.
This Market Is Clueless: Why I'm Still All In On Texas Pacific
Texas Pacific Land just delivered a stellar quarter, with revenue and water royalties rising despite lower oil prices and drilling activity. TPL's unique landowner model, zero debt, and sky-high margins make it resilient, efficient, and positioned for long-term growth in the Permian Basin. Water management is a massive growth opportunity, with TPL benefiting from disposal, reuse, and new technologies as water demand surges.
Texas Pacific Land Corporation (TPL) Q2 2025 Earnings Call Transcript
Texas Pacific Land Corporation (NYSE:TPL ) Q2 2025 Earnings Conference Call August 7, 2025 10:30 AM ET Company Participants Chris Steddum - Chief Financial Officer Robert A. Crain - Executive Vice President of Texas Pacific Water Resources LLC Shawn Amini - Vice President of Finance & Investor Relations Tyler Glover - President, CEO & Trustee Conference Call Participants Derrick Lee Whitfield - Texas Capital Securities, Research Division Operator Ladies and gentlemen, greetings, and welcome to Texas Pacific Land Corporation Second Quarter 2025 Earnings Conference Call.
Texas Pacific Land Corporation: Back To Normal
Texas Pacific Land's asset-light royalty model, high margins, and debt-free balance sheet justify a premium valuation despite recent volatility. Recent free cash flow drop and policy shifts triggered a sharp correction, but acquisitions have expanded TPL's royalty footprint and diversified revenue. Current price normalization after a 2024 bubble presents a compelling long-term buying opportunity, with a fair value estimated near $836/share.
Texas Pacific Land: The Cleanest Way To Play Rising Oil In A Geopolitical Powder Keg
Despite the recent stock decline, I remain bullish on TPL due to its direct leverage to rising oil prices amid escalating Middle East tensions. TPL's royalty-driven model ensures surging revenues and free cash flow with minimal operational risk as oil prices spike from geopolitical instability. Production growth in the Permian and new royalty deals position TPL for strong Q3 results, especially if oil prices remain elevated.
Texas Pacific Land: 15% Of My Net Worth, And I'm More Bullish Than Ever
A breakthrough in U.S.–China trade talks has boosted my confidence in cyclical stocks. This easing of tariffs comes just as energy names looked deeply undervalued. My biggest holding, Texas Pacific Land, keeps proving its worth with strong royalty and water segment growth, even amid oil price and economic volatility. Thanks to its asset-light, inflation-protected model and top-tier operators, TPL is built to weather cycles and capitalize when the energy tide turns again.
Texas Pacific Land Corporation (TPL) Q1 2025 Earnings Call Transcript
Texas Pacific Land Corporation (NYSE:TPL ) Q1 2025 Results Conference Call May 8, 2025 10:30 AM ET Company Participants Shawn Amini - IR Tyler Glover - President, CEO & Trustee Chris Steddum - CFO Robert Crain - EVP, Texas Pacific Water Resources LLC Conference Call Participants Derrick Whitfield - Texas Capital Operator Greetings, and welcome to the Texas Pacific Land Corporation First Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.
This Hidden Gem Oil Stock More Than Doubled in a Year. Here's Why It's Still a Great Buy Now
Texas Pacific Land Corporation (TPL 2.77%) is up a staggering 142.8% over the past year, compared to a less than 10% return in the S&P 500 and a less than 2% gain in the energy sector.
Texas Pacific Land's Road To $1 Billion Free Cash Flow
Texas Pacific Land Corporation has surged over 125% in the past year, yet the recent share price lag could present an attractive entry point. TPL's water business, critical for fracking in the Permian Basin, has become a major growth driver, with water sales revenue surging. TPL's free cash flow has skyrocketed, and hitting the $1 billion annual threshold within a few years doesn't sound like a far-fetched idea.
Decoding Texas Pacific Land: Underfollowed S&P 500 Name With Hidden Optionality
Texas Pacific Land combines its established, high-margin oil and gas royalty business with significant investment in a rapidly growing water segment. Major optionality lies in TPL's initiative to commercialize freeze-thaw desalination for produced water. TPL appears underfollowed and potentially misclassified, suggesting the market may underestimate the long-term value potential.
Texas Pacific Land: 17% Of My Portfolio, And I'm Not Done Buying
Texas Pacific Land is my largest holding due to its unique business model and impressive performance, returning 185% since February 2024. TPL earns royalties from oil, gas, and water without capital expenditures, benefiting from the Permian Basin's growth and booming water business. Despite a high valuation, TPL's superior margins, debt-free balance sheet, and cash return capabilities justify the premium.
