EagleRock Land, LLC
EagleRock Land, LLC Class A is the public share class of EagleRock Land, LLC, a surface land and resource management company based in Houston, Texas. EagleRock focuses on controlling and managing acreage in the Permian Basin, with land positions spanning the Delaware and Midland sub-basins. Its business is centered on providing access to land, water, caliche, topsoil, and surface use rights that support oil and natural gas development and related infrastructure. The company also serves adjacent industrial uses tied to power generation and water infrastructure, making it a key land access platform within energy-focused regions. Through its Class A shares, EagleRock offers investors exposure to a specialized land royalty and resource management model that plays an important supporting role in upstream energy activity and regional infrastructure development.
$18.41
+$0.03 (+0.16%)
EOD Oct 21, 2026
Operating margin is thin at 2.90%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue grew 699.0%, still solid. Margins contracted 12.1pp, which offsets some of the top-line progress.
At 1841x earnings, the current multiple leaves limited room for execution misses or growth deceleration. ROIC dropped from 2.91% to 0.49%, capital efficiency is deteriorating.
1841.0x earnings, 54.8x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Price History
Valuation & Multiples
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (FY)
$141M
▲ +699.0% YoY
Net Income (FY)
$2M
▲ +323.4% YoY
Op. Margin
2.90%
▼ -12.1pp YoY
ROIC
0.49%
▼ -2.4pp YoY
Cash Flow & Balance Sheet
FCF (FY)
$9M
▲ +3062.9% YoY
Op. Cash Flow (FY)
$14M
▲ +1458.8% YoY
Net Debt
-$9M
Net Cash Position
Cash & Equiv.
$15M
Continue Research
Is EagleRock Land (EROK) overvalued?
At a P/E of 1,841.0 and a price-to-free-cash-flow of 54.8, EagleRock Land (EROK) trades above a two-stage DCF intrinsic value of about $8.69 per share, so at $18.41 the stock looks overvalued (52.8% above estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, EagleRock Land scores 44/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from company filings; read the full methodology, or see how the market compares in our US profitability statistics. This is analysis, not investment advice.
Frequently asked
What is EagleRock Land's fair value?+
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $8.69 per share for EROK, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $6.52. At today's $18.41, that puts the stock about 52.8% above estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Is EagleRock Land a high-quality business?+
EagleRock Land scores 44 out of 100 on Intrinsiqq's quality score, a weighted blend of 7 metrics each scored 0 to 100, which makes it a mixed business on these measures. Recent fundamentals include a 2.9% operating margin and a 0.5% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from company filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Is EagleRock Land a good stock to buy right now?+
That depends on valuation and quality together, not either alone. EROK currently trades above its estimated intrinsic value and scores 44/100 on quality (mixed). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from company filings, not investment advice.
Related stocks: Oil & Gas Equipment & Services
Spot a number that looks wrong?
Download this analysis as a PDF (Pro)
Data sourced from company filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Keep analysing EROK
Create a free account and get 14 days of Premium: every stock and every tool.
- Unlimited stocks
- Stock screener
- Portfolio tracker
- Editable DCF
- Compare side by side
- Unlimited alerts
No card. Moves to Free after, unless you upgrade.
Already have an account?
Or come back tomorrow. Stocks on your watchlist are always free to view.