Texas Pacific Land Corporation (TPL)
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.
Texas Pacific Land Corporation (TPL) Q4 2024 Earnings Call Transcript
Texas Pacific Land Corporation (NYSE:TPL ) Q4 2024 Earnings Conference Call February 20, 2025 8:30 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 Fourth Quarter 2024 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.
Texas Pacific Land: Good Results That Don't Justify The Premium
Texas Pacific Land has increased revenues and net income by almost 12% in 2024, mainly driven by the 33% revenue growth in the water segment. The shift in the capital allocation has cost $105M in shareholder value creation so far. TPL is spending 93% of its cash flow on acquisitions, with a double-digit expected rate of return.
Texas Pacific Land Corporation: Buy And Hold Long-Term Position With High-Growth Potential
The stock of Texas Pacific Land is experiencing aggressive upward momentum, delivering strong gains of +260% over the past two years. Its rally has seen minimal pullbacks, indicating a solid shareholder base. At current levels, the stock is trading 35% below its trend peak, presenting a re-entry opportunity.
Texas Pacific Land Up 127% in 2024: Can It Deliver in 2025?
TPL achieved a record in the third quarter of 2024, with oil and gas royalty production reaching 28,300 barrels of oil equivalent per day.
Texas Pacific Land: Permian Basin Powerhouse With an AI Edge
Texas Pacific Land Corporation NYSE: TPL is an organization with roots stretching back to 1888, and the company has witnessed a dramatic surge in its stock price this year. Texas Pacific's stock price has increased over 200% year to date, and this upward momentum has captivated investors and sparked considerable interest in the company's unique business model and its future.
Insiders are buying Texas Pacific Land stock: is it a good buy?
Texas Pacific Land (TPL) stock price has gone parabolic this year, helped by its strong performance and robust insider transactions. It jumped to a record high of $1,767 this week, bringing the year-to-date gains to about 200%, making it one of the best-performing companies in the United States.
Texas Pacific Land: Robust Performance In Q3 - Still Bullish
TPL's unique business model, focusing on land ownership and royalties, has driven its 63% stock surge and strong Q3 performance, making it a standout energy stock. The company's diversified revenue streams from oil and gas royalties, water sales, and surface leases, combined with its debt-free status, ensure robust growth potential. Despite the high valuation, investor confidence remains strong due to TPL's strategic acquisitions, consistent revenue growth, and potential for future oil price rebounds.
Texas Pacific Land Stock Rallies on News of S&P 500 Inclusion
Texas Pacific Land (TPL) shares rose in intraday trading Friday, a day after S&P Dow Jones Indices said the real estate operating company will be replacing Marathon Oil (MRO) in the S&P 500 Index.
