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 ?6.8%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.611
Beta (levered) ?0.611
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 · 2026-07-21

TPL · Texas Pacific Land Corporation

$395.792026-07-21
Sector: Energy; Industry: Oil & Gas Exploration & Production; Sub-Industry: Oil & Gas Exploration & Production

Intrinsic Value Range Comparison · Mulya.ai

Bull
$192
-51.5% vs market
Base · active
$178
-55.1% vs market
Bear
$130
-67.0% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $130
Base $178
Bull $192
Market $396
Median $639
Market Price $396
Mulya.ai Base $178
Analysts Median $639
Mulya.ai IV range ($130 · $192)
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
2024.Q1$632MM77.0%21.6%$381MM−$11MM$370MM6.8%133.5%$285MM$5.88
2024.Q4$632MM0.0%77.0%21.6%$381MM−$50MM$331MM7.7%72.8%$763MM$5.88
2025.Q1$706MM11.8%76.4%21.6%$423MM−$176MM$246MM7.2%56.0%$746MM$6.58
2025.Q4$706MM0.0%76.4%21.1%$425MM−$21MM$404MM7.6%41.0%$1.3B$6.58
2026.Q1$839MM18.9%74.4%21.2%$492MM−$19MM$473MM6.9%37.3%$1.3B$7.3043.7
italics below = DCF projection · 10yr Rev CAGR: 8.3%
2027.Q1$942MM+12.3%74.4%21.1%$553MM−$36MM$517MM7.0%$483MM41.7%$1.3B$8.0149.4
2028.Q1$1.1B+11.4%71.0%21.0%$589MM−$51MM$538MM7.2%$469MM43.0%$1.4B$8.5446.3
2029.Q1$1.2B+10.6%67.6%20.9%$622MM−$81MM$541MM7.3%$439MM43.3%$1.5B$9.0143.9
2030.Q1$1.3B+9.8%64.2%20.8%$649MM−$60MM$590MM7.5%$446MM43.1%$1.5B$9.4142.1
2031.Q1$1.4B+9.0%57.5%20.6%$634MM−$64MM$570MM7.6%$401MM40.5%$1.6B$9.1943.1
Term. Yr+$1.9B4.1%57.5%20.0%$893MM−$155MM$737MM8.6%$7.8B23.6%
Active scenario IV: $178 (-55.1% vs market)