EagleRock Land LLC (EROK)

Energy · NYQ

USD20.29-0.34% today

Fundamentals

Market capUSD497.92M
P/E ratio107.2
Revenue growth (YoY)+226.2%
Profit margin-77.8%
52-week rangeUSD19.75 to USD24.80

Valuation and ratings

DCF fair valueUSD8.14
Upside to fair value-59.9%
Analyst target (mean)USD25.83
Analyst rangeUSD24.00 to USD28.00
Analysts covering6
Consensus viewnone
Moat score37/100
Overall rating22/100, Sell

Fair value: USD8.14 (-59.9%), see how we got there

EagleRock Land LLC trades at USD20.29, which is 60% above the USD8.14 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.

Our moat model scores it 37 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.

It changes hands at 107.2 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.

EROK earnings and analyst estimates

Next earnings date7 Aug 2026 (in 17 days)
EPS estimate, next yearUSD0.65
Expected EPS growth+28.7%
Expected revenue growth+17.3%

Recommendation mix, 6 analyst ratings

5 buy1 hold0 sell

Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.

About EagleRock Land LLC

EagleRock Land, LLC operates as a land management company. The company owns or controls approximately 236,000 acres across in the heart of the Delaware and Midland sub-basins within the prolific Permian Basin. It also owns interest in approximately 70,000 acres pursuant to an acreage dedication related to Midland Basin water infrastructure assets. The company was founded in 2023 and is based in Houston, Texas.

Industry: Oil & Gas Equipment & ServicesEmployees: 28HQ: United States

EROK passes 2 of our 30 screens today

Each screen prints the exact criteria it used, and the circumstances in which it is wrong.

Common questions

Is EagleRock Land LLC (EROK) undervalued?

Against our discounted cash flow estimate of USD8.14, EROK at USD20.29 is 60% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.

What is EROK's P/E ratio?

EROK trades at 107.2 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.

When does EROK report earnings next?

EagleRock Land LLC is scheduled to report on 7 Aug 2026. Companies move earnings dates, so read it as scheduled rather than certain.

The full research page for EROK, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.

Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.