Devon Energy Corporation (DVN)vsTexas Pacific Land Corporation (TPL)
DVN
Devon Energy Corporation
$46.00
-3.93%
ENERGY · Cap: $52.26B
TPL
Texas Pacific Land Corporation
$389.79
-4.16%
ENERGY · Cap: $26.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Devon Energy Corporation generates 1807% more annual revenue ($16.00B vs $839.02M). TPL leads profitability with a 60.0% profit margin vs 14.2%. DVN appears more attractively valued with a PEG of 2.93. TPL earns a higher WallStSmart Score of 65/100 (B-).
DVN
Hold44
out of 100
Grade: D
TPL
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-63.1%
Fair Value
$27.78
Current Price
$46.00
$18.22 premium
Intrinsic value data unavailable for TPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 32 in profit
Keeps 60 of every $100 in revenue as profit
Strong operational efficiency at 77.2%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Revenue surging 20.8% year-over-year
Areas to Watch
Grey zone — moderate risk
Weak financial health signals
Expensive relative to growth rate
Revenue declined 0.8%
Trading at 17.3x 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 Market Cap, P/E Ratio, Price/Book.
Bull Case : TPL
The strongest argument for TPL centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 60.0% and operating margin at 77.2%. Revenue growth of 20.8% demonstrates continued momentum.
Bear Case : DVN
The primary concerns for DVN are Altman Z-Score, Piotroski F-Score, PEG Ratio.
Bear Case : TPL
The primary concerns for TPL are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 52.0x leaves little room for execution misses.
Key Dynamics to Monitor
DVN profiles as a declining stock while TPL is a growth play — different risk/reward profiles.
TPL carries more volatility with a beta of 0.61 — expect wider price swings.
TPL is growing revenue faster at 20.8% — sustainability is the question.
DVN generates stronger free cash flow (635M), providing more financial flexibility.
Bottom Line
TPL scores higher overall (65/100 vs 44/100), backed by strong 60.0% margins and 20.8% revenue growth. Both earn "Strong Buy" and "Hold" 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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