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Stock Comparison · Industry comparison · Oil & Gas E&P

Coterra Energy vs Texas Pacific Land: Which Stock Looks Stronger in 2026?

Coterra Energy holds the cleaner structural position, with the lead spread across valuation and profitability. Texas Pacific Land still has the edge on profitability, which keeps the comparison from looking entirely one-sided. The market setup is mixed, without a decisive signal in either direction. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-07-05

The clearest separation starts in valuation, but stability adds another real layer to the result. The overall score gap is 9 points in favour of Coterra Energy Inc..

INDUSTRY COMPARISON

Both operate in: Oil & Gas E&P

This comparison is based on industry proximity, not on functional trajectory similarity. CTRA and TPL share the same industry classification.

For a similarity-based comparison, see how Coterra Energy and Texas Pacific Land each position within their functional peer groups in AssetNext.

Peer-Relative Score
CTRA
Coterra Energy Inc.
66
Peer-Score
Signal qualityMedium
Peer basis: S&P 500
vs
TPL
Texas Pacific Land Corporation
57
Peer-Score
Signal qualitylow
Peer basis: S&P 500

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: CTRA vs TPL Profitability 53 95 Stability 74 32 Valuation 80 33 Growth 58 61 CTRA TPL
Gap Ranking
#1 Valuation +47
#2 Profitability +42
#3 Stability +42
#4 Growth +3
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for CTRA and TPL Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer CTRATPL Relative valuation Structural strength

The two profiles are relatively close, but the price setup still leans toward Coterra Energy Inc..

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where CTRA and TPL each sit in their own 4.9-year price and valuation history.

BASED ON 4.9-YEAR HISTORY CTRA Elevated · above norm 0th 50th 100th 12 pct gap TPL Elevated · above norm 0th 50th 100th 98th 86th
CTRA (98th percentile) and TPL (86th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Valuation
On valuation, Coterra Energy Inc. ranks near the top of the group; Texas Pacific Land Corporation sits in the weaker half.
Profitability
On profitability, the edge is clear — both rank well, but Texas Pacific Land Corporation sits noticeably higher.
Valuation — Dominant Gap
CTRA
80
TPL
33
Gap+47in favour of CTRA

The multiple-based pricing edge comes from a trailing P/E that is 41 turns lower.

What keeps the gap from being one-sided

Profitability still favours Texas Pacific Land, with a 49-point operating margin advantage keeping the comparison from looking fully resolved.

What this means for the comparison

The valuation edge is decisive, even though current pricing and profitability still lean somewhat toward Texas Pacific Land Corporation.

Explore full peer positioning in AssetNext

Break down the CTRA vs TPL comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how CTRA and TPL each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.