Mulya.ai
Ticker
TPL
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?7.4%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.731
Beta (levered) ?0.731
Terminal OM% ?57.5%
Segment conc. ?52% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

TPL · Texas Pacific Land Corporation

$444.242026-05-17
Sector: Energy; Industry: Oil & Gas Exploration & Production; Sub-Industry: Oil & Gas Exploration & Production

Intrinsic Value Range Comparison · Mulya.ai

Bull
$170
-61.8% vs market
Base · active
$164
-63.2% vs market
Bear
$123
-72.3% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $123
Base $164
Bull $170
Market $444
Median $639
Market Price $444
Mulya.ai Base $164
Analysts Median $639
Mulya.ai IV range ($123 · $170)
Analysts Range ($639 · $639)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$451MM80.4%25.6%$270MM−$21MM$249MM5.9%120.6%$223MM$3.91
2022.Q4$667MM48.0%84.3%21.5%$441MM−$28MM$413MM7.2%181.8%$262MM$6.47
2023.Q4$632MM-5.4%77.0%21.6%$381MM−$14MM$367MM7.0%131.3%$318MM$5.88
2024.Q4$706MM11.8%76.4%21.6%$423MM−$50MM$372MM7.7%78.3%$763MM$6.58
2025.Q4$798MM13.1%74.2%21.1%$467MM−$21MM$446MM7.6%44.6%$1.3B$6.9751.8
italics below = DCF projection · 10yr Rev CAGR: 8.3%
2026.Q4$896MM+12.3%74.2%21.0%$525MM−$61MM$464MM7.5%$432MM38.6%$1.4B$7.6158.4
2027.Q4$999MM+11.4%70.8%20.9%$560MM−$81MM$479MM7.6%$414MM39.1%$1.5B$8.1154.8
2028.Q4$1.1B+10.6%67.5%20.8%$591MM−$113MM$477MM7.7%$383MM38.6%$1.6B$8.5651.9
2029.Q4$1.2B+9.8%64.2%20.7%$617MM−$43MM$574MM7.8%$428MM38.4%$1.6B$8.9549.6
2030.Q4$1.3B+9.0%57.5%20.6%$604MM−$46MM$558MM7.9%$385MM36.6%$1.7B$8.7550.8
Term. Yr+$1.8B4.1%57.5%20.0%$849MM−$148MM$702MM8.6%$7.2B23.6%
Active scenario IV: $164 (-63.2% vs market)