Added to YB: 2025-05-06
Pitch date: 2025-05-03
TPL [bullish]
Texas Pacific Land Corporation
-36.07%
current return
Author Info
The ROI Club is a private publication for investors seeking high quality investment opportunities, presented to them in a simple, easy to understand format. Sign up for the newsletter.
Company Info
Texas Pacific Land Corporation engages in the land and resource management, and water services and operations businesses.
Market Cap
$20.8B
Pitch Price
$1.3K
Price Target
N/A
Dividend
0.71%
EV/EBITDA
31.47
P/E
43.68
EV/Sales
26.23
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)