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← CockpitCompetitor Analysis › EROK Eaglerock Land LLC Class AOpen in the cockpit ↗

Eaglerock Land LLC Class AEROKCompetitor analysis, valuation and peers

United States · USD·Real Estate›Real Estate Development

Owns and manages ~236,000 acres of surface land in the Permian Basin, monetizing access for oil, gas, water and power infrastructure.

≈ A Permian-Basin Texas Pacific Land
Mkt cap
$2.60B
US dollars, full cap
Free float
89%
of shares outstanding
$/day
$6.36M
20-day average traded
Fwd P/E
29.6×
forward earnings
ROIC−WACC
n/a
WACC 19.5%
Hurdle
n/a
no reverse DCF
Next earnings
117 days
3 Mar 2027
Close · USD$19.78
1D+6.6%
1W-0.1%
1M-8.3%
3M-18.7%
6Mn/a
YTDn/a
1Yn/a
ATR %6.3%
52w lowhigh27.9% off high

What Eaglerock Land LLC does

Owns and manages ~236,000 acres of surface land in the Permian Basin, monetizing access for oil, gas, water and power infrastructure.

In one line: A Permian-Basin Texas Pacific Land.

Products and services

  • Surface use agreements (oil & gas)
  • Water infrastructure acreage dedication
  • Power generation/infrastructure access

Customers

  • Oil & gas operators (Permian Basin)
  • Water infrastructure/power developers

Where it sits in the supply chain

  • Land/royalty management
  • Surface land ownership (Permian Basin)
  • Access/easement fees for energy…

What could go right

  • Permian Basin oil & gas activity growth
  • Data-center/power demand for surface land access

What could go wrong

  • Concentrated exposure to Permian Basin oil & gas cycle
  • Land-only revenue lacks operating diversification

Moat: narrow (scale, installed base). Owning a large contiguous surface-land position in the Permian Basin is a scarce, hard-to-replicate asset.

Headquarters: Houston, Texas, US · Founded: 2023

Named competitors

Eaglerock Land LLC at a glance

Size Eaglerock Land LLC (EROK) is a United States Real Estate company (Real Estate Development) with a market value of $2.60B, the 1628th largest of 3,117 United States companies the cockpit tracks. Shares closed at $19.78 on 6 Nov 2026.

Valuation It trades at 29.6× forward earnings against a peer median of 15.6× (4th most expensive of 17).

Short interest Short interest is 3.9% of the free float (15 Oct 2026).

Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).

Eaglerock Land LLC competitors and peer comparison

Head to head with its named competitors (EROK vs TPL)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Eaglerock Land LLC EROK$2.60Bn/an/an/a29.6×n/a
Texas Pacific Land TPL$18.8B-31%+21%75%26.7×9.4%

How Eaglerock Land LLC compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Eaglerock Land LLC against its 20 peers (data as of 6 Nov 2026)
MeasureEROKPeer medianRank in peer set
1-month return-8.3%-0.2%5th lowest of 21
Distance from 52-week high-27.9%-29.4%10th highest of 21
Forward P/E29.6×15.6×4th most expensive of 17

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Eaglerock Land LLC EROKUnited States$2.60Bn/an/an/a29.6×n/an/a
Catena CATE.STSweden$2.61B-11%+17%82%13.4×n/an/a
Wallenstam WALL-B.STSweden$2.57B-2%+2%60%19.3×n/an/a
Savills SVS.LUnited Kingdom$2.56B+37%+7%5%13.4×n/an/a
Greenland 600606.SSChina$2.66B-20%-30%-12%63.0×n/an/a
Vantone Neo Development 600246.SSChina$2.69B-14%+22%-152%n/an/an/a
TAG Immobilien TEG.DEGermany$2.51B-20%-5%31%10.1×n/an/a
Shenzhen Special Economic Zone Real Estate and Properties (Group) 000029.SZChina$2.73B-6%-24%14%n/an/an/a
Highwealth Construction 2542.TWTaiwan$2.42B-5%+111%25%4.3×n/an/a
Frasers Property TQ5.SISingapore$2.80B-20%-21%29%26.8×n/an/a
Onewo 2602.HKHong Kong$2.84B+6%+8%3%20.6×n/an/a
Relo 8876.TJapan$2.30B+21%+7%20%15.5×n/an/a
Wihlborgs Fastigheter WIHL.STSweden$2.28B-14%+7%70%10.8×n/an/a
Investis IREN.SWSwitzerland$2.26B-2%+10%67%32.9×n/an/a
Xiangcai 600095.SSChina$3.07B-19%-3%12%26.5×n/an/a
Singapore Land U06.SISingapore$3.08B-25%+4%36%n/an/an/a
Green Development Electricity Group of Tianjin 000537.SZChina$2.19B-28%+13%31%37.3×n/an/a
Hysan Development 0014.HKHong Kong$2.16B-20%-2%72%7.5×n/an/a
Newmark NMRKUnited States$2.16B-29%+16%7%6.1×n/an/a
Hang Lung 0010.HKHong Kong$2.14B-25%+9%53%n/an/an/a
Lumo Homes LUMO.HEFinland$2.14B-3%+1%59%15.8×n/an/a

Questions

Who are Eaglerock Land LLC's main competitors?
Named competitors: Texas Pacific Land Corporation (TPL). The cockpit's measured peer set (industry) also includes Catena (CATE.ST), Wallenstam (WALL-B.ST), Savills (SVS.L), Greenland (600606.SS), Vantone Neo Development (600246.SS), TAG Immobilien (TEG.DE).
Is Eaglerock Land LLC expensive compared with its peers?
On forward p/e it trades at 29.6× against a peer median of 15.6×, 4th most expensive of 17 in its peer set.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.