Texas Pacific Land Corporation (TPL) vs Woodside Energy Group Ltd (WDS)

Texas Pacific Land Corporation and Woodside Energy Group Ltd are both Oil & Gas E&P companies. Woodside Energy Group Ltd is the larger, with a market value of $40.7B against $18.8B — 2.2× the size. Woodside Energy Group Ltd trades at the lower P/E: 3.3× against 32.3×. Texas Pacific Land Corporation has the higher net margin (60.7% vs 34.7%) and the higher return on invested capital (31.9% vs 0.00%). Both pay a dividend; Woodside Energy Group Ltd yields more (5.38% vs 0.85%). Across the 19 metrics below, Texas Pacific Land Corporation leads on 12 and Woodside Energy Group Ltd on 7.

Valuation

Metric TPL WDS Oil & Gas E&P median
P/E 32.34 3.27 9.67
P/S 19.63 n/m 1.76
P/B 10.54 n/m 1.19
Price to free cash flow 44.94 n/m 8.37
EV/EBITDA 23.09 0.34 4.59
EV/Sales 19.25 0.24 2.27
Earnings yield 3.09% 30.62% 7.55%
Free cash flow yield 2.23% 0.00% 3.98%

Profitability

Metric TPL WDS Oil & Gas E&P median
Gross margin 100.00% 52.01% 79.54%
Operating margin 75.55% 0.00% 24.01%
Net margin 60.71% 34.74% 14.11%
Free cash flow margin 66.22% 0.00% 7.72%
Return on equity 37.07% 0.00% 8.99%
Return on assets 33.45% 0.00% 4.63%
Return on invested capital 31.90% 0.00% 6.33%

Growth

Metric TPL WDS Oil & Gas E&P median
Revenue growth (TTM) 25.30% — 13.60%
EPS growth (last fiscal year) 6.04% (24.06%) (10.17%)
Revenue growth, 5-year CAGR 21.41% 29.25% 18.67%
Net income growth, 5-year CAGR 22.28% 0.00% 0.00%

Health

Metric TPL WDS Oil & Gas E&P median
Debt to equity 0.00 0.27 0.29
Current ratio 0.00 1.39 0.92
Net debt to EBITDA (0.22) 0.65 0.93

Dividend

Metric TPL WDS Oil & Gas E&P median
Dividend yield 0.85% 5.38% 3.76%
Payout ratio 0.27 — 0.33

Size

Metric TPL WDS Oil & Gas E&P median
Market cap 18.77b 40.66b 953.29m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack