EROK
SinkerEagleRock Land LLC · Energy · United States · $2.4B cap · $6.2M/day traded
$19.78 +6.6% · close 6 Nov · scored 7 Nov
Sinker: Weak business, rich price and weak momentum. Nothing here to keep it afloat.
As of 7 Nov 2026, the MoatMap Score for EagleRock Land LLC (EROK) is 27/100, ranked against 25,000+ stocks in 38 markets (Quality 43, Value 42, Momentum 30, each scored against its sector).
Does the score work? Each tenth of the ranking, tracked monthly. See the record →
ABOUT EAGLEROCK LAND LLC
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EagleRock Land, LLC is an energy services company focused on land management, mineral rights acquisition, and oilfield services. The company leverages proprietary land databases and regional expertise to secure high-value mineral rights in prolific US shale basins. It is a niche player in the US oil and gas land and mineral services sector.
FINANCIAL SUMMARY (USD)
| Year | 2024 | 2025 | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|
| Revenue | 17.7M | 141.4M | 131.6M | 159.1M | 218.8M | 24.4% |
| EPS | -0.04 | 0.01 | — | — | — | — |
| Shares | 25.0M | 25.0M | 26.4M | — | — | — |
| Debt | 72.0M | 0 | 71.5M | — | — | — |
| Equity | 0 | 0 | — | — | — | — |
| Op CF | 0.9M | 14.1M | 14.1M | — | — | — |
| Inv CF | -64.6M | -205.0M | — | — | — | — |
| Fin CF | 64.7M | 199.1M | — | — | — | — |
Not enough steady price history for a read yet.
How this is worked out
The MoatMap Score weighs the business, its price and its trend. The price check reads only the chart: the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn (the Turning up rule above) cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of EROK are excluded.
| Ticker | Company | Mkt Cap | Score |
|---|---|---|---|
| EROK | EagleRock Land LLC(you) | $2.4B | 27 |
| WTTR | Select Water Solutions, Inc. | $2.6B | 28 |
| WBI | WaterBridge Infrastructure LLC | $3.7B | 21 |
| XPRO | Expro Ltd | $1.9B | 37 |
| NESR | National Energy Services Reunited Corp. | $2.1B | 42 |
| KGS | Kodiak Gas Services, Inc. | $4.5B | 20 |
| SEI | Solaris Energy Infrastructure, Inc. | $5.9B | 25 |
| LBRT | Liberty Energy Inc. | $2.5B | 7 |
| AROC | Archrock, Inc. | $5.1B | 34 |
| NEXT | NextDecade Corporation | $1.7B | 6 |
Peer medians: ROE 10.2% · P/E 14.1x · Gross margin 44.8%
Company Deep Dive
A 10,000-word report: the business and its segments, what management promised on earnings calls and whether it delivered, the competition, and how things could turn out.