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Eaglerock Land LLC Class A (EROK)
NYSE:EROK
US Market
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Eaglerock Land LLC Class A (EROK) AI Stock Analysis

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EROK

Eaglerock Land LLC Class A

(NYSE:EROK)

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Neutral 45 (OpenAI - 5.2)
Rating:45Neutral
Price Target:
$20.50
Action:N/A
Date:06/24/26
The score is mainly held back by weak financial performance: despite strong revenue growth and improved cash flow, the very large net loss and sharply higher debt with $0 reported equity increase risk. Technical signals are largely neutral with slight short-term softness, and valuation cannot be supported from the provided P/E and missing dividend yield.
Positive Factors
Revenue growth & gross margin
Sustained triple-digit revenue growth and a higher gross margin indicate stronger demand, improved pricing or mix, and better unit economics. Over a multi-month horizon this underlying top-line momentum and margin expansion can drive scalable profits if operating costs are contained and volumes remain elevated.
Negative Factors
Very large net loss
A deeply negative net margin indicates that core profitability is currently impaired and that revenue gains have not translated to earnings. Over 2–6 months this erosion of retained capital can constrain reinvestment, limit ability to accumulate reserves, and undermine long-term return generation.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue growth & gross margin
Sustained triple-digit revenue growth and a higher gross margin indicate stronger demand, improved pricing or mix, and better unit economics. Over a multi-month horizon this underlying top-line momentum and margin expansion can drive scalable profits if operating costs are contained and volumes remain elevated.
Read all positive factors

Eaglerock Land LLC Class A (EROK) vs. SPDR S&P 500 ETF (SPY)

Eaglerock Land LLC Class A Business Overview & Revenue Model

Company Description
EagleRock Land, LLC functions as a specialized land management firm. The company oversees a significant portfolio of surface acres within the Permian Basin, comprising roughly 236,000 acres either directly owned or controlled. Additionally, it hol...

Eaglerock Land LLC Class A Financial Statement Overview

Summary
Strong 2025 revenue growth (~3.1x) and improved gross margin (~36%) plus better operating and free cash flow (FCF ~$8.9M) are positives. However, profitability deteriorated sharply to a very large net loss (net margin ~-101%), and leverage rose substantially (debt ~$302M vs. ~$72M) with equity reported at $0, elevating financial risk.
Income Statement
22
Negative
Balance Sheet
18
Very Negative
Cash Flow
55
Neutral
BreakdownTTMDec 2025Dec 2024
Income Statement
Total Revenue23.06M72.17M17.70M
Gross Profit0.0026.12M5.45M
EBITDA14.02M-36.88M11.60M
Net Income3.36M-73.07M-1.07M
Balance Sheet
Total Assets281.66M282.01M86.69M
Cash, Cash Equivalents and Short-Term Investments4.12M9.04M1.06M
Total Debt8.50M302.18M72.00M
Total Liabilities320.01M323.73M87.77M
Stockholders Equity-38.35M0.000.00
Cash Flow
Free Cash Flow-3.25M8.86M-299.00K
Operating Cash Flow-2.41M14.14M907.00K
Investing Cash Flow1.26M-204.96M-64.56M
Financing Cash Flow-3.77M199.09M64.71M

Eaglerock Land LLC Class A Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
82
Outperform
$1.84B13.2315.71%1.32%
77
Outperform
$2.81B42.586.70%8.99%-19.14%
70
Outperform
$1.80B34.375.03%27.99%-71.64%
60
Neutral
$1.72B-17.70-8.11%10.12%-8.41%-356.38%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
50
Neutral
$2.53B-19.35-8.39%41.30%-195.62%
45
Neutral
$2.68B
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
EROK
Eaglerock Land LLC Class A
20.36
-1.48
-6.78%
INVX
Innovex International
25.78
10.12
64.62%
DNOW
Now
13.93
-0.98
-6.57%
NESR
National Energy Services Reunited
27.99
21.99
366.50%
AESI
Atlas Energy Solutions
14.07
0.93
7.08%
FLOC
Flowco Holdings Inc Class A
20.24
1.74
9.38%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jun 24, 2026