WallStSmart

Dorchester Minerals LP (DMLP)vsTotalEnergies SE ADR (TTE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TotalEnergies SE ADR generates 105261% more annual revenue ($196.38B vs $186.39M). DMLP leads profitability with a 45.3% profit margin vs 9.1%. TTE appears more attractively valued with a PEG of 0.83. DMLP earns a higher WallStSmart Score of 77/100 (B+).

DMLP

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 9.5Value: 8.7Quality: 7.3
Piotroski: 2/9

TTE

Strong Buy

75

out of 100

Grade: B

Growth: 6.7Profit: 6.0Value: 7.7Quality: 5.5
Piotroski: 3/9Altman Z: 1.91
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DMLPUndervalued (+49.3%)

Margin of Safety

+49.3%

Fair Value

$50.11

Current Price

$29.55

$20.56 discount

UndervaluedFair: $50.11Overvalued

Intrinsic value data unavailable for TTE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DMLP6 strengths · Avg: 9.8/10
Profit MarginProfitability
45.3%10/10

Keeps 45 of every $100 in revenue as profit

Operating MarginProfitability
55.0%10/10

Strong operational efficiency at 55.0%

Revenue GrowthGrowth
73.1%10/10

Revenue surging 73.1% year-over-year

EPS GrowthGrowth
145.8%10/10

Earnings expanding 145.8% YoY

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Return on EquityProfitability
22.8%9/10

Every $100 of equity generates 23 in profit

TTE6 strengths · Avg: 9.0/10
Market CapQuality
$202.51B10/10

Mega-cap, among the largest globally

P/E RatioValuation
11.3x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
106.0%10/10

Earnings expanding 106.0% YoY

PEG RatioValuation
0.838/10

Growing faster than its price suggests

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
27.8%8/10

Revenue surging 27.8% year-over-year

Areas to Watch

DMLP2 concerns · Avg: 3.0/10
Market CapQuality
$1.46B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

TTE2 concerns · Avg: 3.5/10
Altman Z-ScoreHealth
1.914/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : DMLP

The strongest argument for DMLP centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 45.3% and operating margin at 55.0%. Revenue growth of 73.1% demonstrates continued momentum.

Bull Case : TTE

The strongest argument for TTE centers on Market Cap, P/E Ratio, EPS Growth. Revenue growth of 27.8% demonstrates continued momentum. PEG of 0.83 suggests the stock is reasonably priced for its growth.

Bear Case : DMLP

The primary concerns for DMLP are Market Cap, Piotroski F-Score.

Bear Case : TTE

The primary concerns for TTE are Altman Z-Score, Piotroski F-Score.

Key Dynamics to Monitor

DMLP carries more volatility with a beta of 0.52 — expect wider price swings.

DMLP is growing revenue faster at 73.1% — sustainability is the question.

TTE generates stronger free cash flow (6.5B), providing more financial flexibility.

Monitor OIL & GAS E&P industry trends, competitive dynamics, and regulatory changes.

Bottom Line

DMLP scores higher overall (77/100 vs 75/100), backed by strong 45.3% margins and 73.1% 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.

Dorchester Minerals LP

ENERGY · OIL & GAS E&P · USA

Dorchester Minerals, LP is engaged in the acquisition, ownership and management of royalties, net proceeds and lease interests of producing and non-producing natural gas and crude oil in the United States. The company is headquartered in Dallas, Texas.

TotalEnergies SE ADR

ENERGY · OIL & GAS INTEGRATED · USA

TotalEnergies SE is a global integrated oil and gas company. The company is headquartered in Paris, France.

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