$TPL — AVOID 📊

$TPL — AVOID 📊 Texas Pacific Land Corporation engages in the land and resource management, and water services and operations businesses. 🎯 Q1 FY26 | Rev $0B | EPS $2.07 vs $2.02 🟢 💡 Consensus expects steady royalty-driven growth, but we estimate core EPS (ex-land sale) missed estimates, and the market may not yet fully appreciate the low quality of the beat. The data center land sale opportunity is promising but uncertain and likely already discounted by the premium multiple. 📉 Reward/Risk: 3.25:1 🏢 Business Quality: 8/10 - TPL owns irreplaceable Permian Basin land with a capital-light, high-margin royalty model, no debt, and an emerging data center land sale growth option. 📊 Valuation: rich - TTM P/E of 52x is at the high end of its historical range, and adjusting for one-time gains implies a higher multiple on core earnings. 📊 Our read: AVOID. Full analysis → https://stockduty.xyz/s/TPL0618 Also in play: $OKE $WMB $KMI $ET $TRP

Texas Pacific Land Corporation engages in the land and resource management, and water services and operations businesses.