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We are a Delaware limited partnership formed in 2015 to own and acquire mineral and royalty interests in oil and natural gas properties throughout the United States. We have elected to be taxed as a corporation for United States federal income tax purposes.
$14.75
$0.44 (-2.90%)
Price from 10 days ago
39.79% operating margin is above average.
Revenue grew 7.9%, steady but not accelerating.
Even for strong businesses, today's 17x P/E means the stock needs to keep delivering. There's no margin of safety if growth disappoints.
17.1x earnings, 5.7x FCF. Valuation is in a reasonable range. The main question is whether the business can re-accelerate or if current trajectory is already priced in.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$315M
▲ +7.9% YoY
Net Income (TTM)
$81M
▲ +800.2% YoY
Op. Margin
36.51%
▲ +27.8pp YoY
ROIC
—
Cash Flow & Balance Sheet
FCF (TTM)
$242M
▼ -1.8% YoY
Op. Cash Flow (TTM)
$242M
▼ -1.8% YoY
Net Debt
-$33M
Net Cash Position
Cash & Equiv.
$37M
5Y CAGR: +29.8%
5Y CAGR: +31.7%
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