Devon Energy Corporation (DVN)vsTexas Pacific Land Corporation (TPL)
DVN
Devon Energy Corporation
$50.23
+0.42%
ENERGY · Cap: $53.24B
TPL
Texas Pacific Land Corporation
$369.10
+0.82%
ENERGY · Cap: $26.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Devon Energy Corporation generates 1992% more annual revenue ($18.78B vs $897.54M). TPL leads profitability with a 60.3% profit margin vs 17.5%. DVN appears more attractively valued with a PEG of 2.93. DVN earns a higher WallStSmart Score of 79/100 (B+).
DVN
Strong Buy79
out of 100
Grade: B+
TPL
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.8%
Fair Value
$34.30
Current Price
$50.23
$15.93 premium
Intrinsic value data unavailable for TPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 41.1%
Revenue surging 64.2% year-over-year
Large-cap with strong market position
Conservative balance sheet, low leverage
Every $100 of equity generates 32 in profit
Keeps 60 of every $100 in revenue as profit
Strong operational efficiency at 78.2%
Revenue surging 31.2% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Grey zone — moderate risk
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Trading at 16.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : DVN
The strongest argument for DVN centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 17.5% and operating margin at 41.1%. Revenue growth of 64.2% demonstrates continued momentum.
Bull Case : TPL
The strongest argument for TPL centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 60.3% and operating margin at 78.2%. Revenue growth of 31.2% demonstrates continued momentum.
Bear Case : DVN
The primary concerns for DVN are Altman Z-Score, Return on Equity, Piotroski F-Score.
Bear Case : TPL
The primary concerns for TPL are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 48.8x leaves little room for execution misses.
Key Dynamics to Monitor
TPL carries more volatility with a beta of 0.62 — expect wider price swings.
DVN is growing revenue faster at 64.2% — sustainability is the question.
TPL generates stronger free cash flow (151M), providing more financial flexibility.
Monitor OIL & GAS E&P industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DVN scores higher overall (79/100 vs 71/100), backed by strong 17.5% margins and 64.2% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Devon Energy Corporation
ENERGY · OIL & GAS E&P · USA
Devon Energy Corporation is an American energy company engaged in hydrocarbon exploration in the American market.
Texas Pacific Land Corporation
ENERGY · OIL & GAS E&P · USA
Texas Pacific Land Corporation is engaged in land and resource management, and water operations and services businesses. The company is headquartered in Dallas, Texas.
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