Added to YB: 2025-05-06
Pitch date: 2025-05-03
TPL [bullish]
Texas Pacific Land Corporation
+11.28%
current return
Author Info
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Company Info
Texas Pacific Land Corporation engages in the land and resource management, and water services and operations businesses.
Market Cap
$30.4B
Pitch Price
$437.25
Price Target
N/A
Dividend
0.48%
EV/EBITDA
46.05
P/E
63.23
EV/Sales
N/A
Sector
Oil, Gas and Consumable Fuels
Category
growth
TPL - A Call Option on the Texas Desert
TPL: ROI Club's royalty king holds unique capital-light hard asset biz with Permian Basin land yielding escalating royalties at ZERO cost. Revenues up from $28M (2016) to $373M (2024) at 38% CAGR, with water sales (44% CAGR) now 1/3 of revenue. Like NVDA's 39% CAGR but without capex. Positive theta asset - value compounds with time.
Read full article (4 min)