Reviewing XPLR Infrastructure (NYSE:XIFR) and TXO Partners (NYSE:TXO)

XPLR Infrastructure (NYSE:XIFR) and TXO Partners (NYSE:TXO) are both small-cap energy companies, but which is the superior stock? We will compare the two companies based on the strength of their valuation, earnings, risk, dividends, institutional ownership, analyst recommendations and profitability.

Insider & Institutional Ownership

66.0% of XPLR Infrastructure shares are owned by institutional investors. Comparatively, 27.4% of TXO Partners shares are owned by institutional investors. 0.2% of XPLR Infrastructure shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Earnings & Valuation

This table compares XPLR Infrastructure and TXO Partners”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
XPLR Infrastructure	$1.23 billion	0.64	-$23.00 million	($1.90)	-4.39
TXO Partners	$282.81 million	2.23	$23.50 million	$0.42	36.24

TXO Partners has lower revenue, but higher earnings than XPLR Infrastructure. XPLR Infrastructure is trading at a lower price-to-earnings ratio than TXO Partners, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares XPLR Infrastructure and TXO Partners’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
XPLR Infrastructure	-14.10%	1.64%	1.03%
TXO Partners	5.22%	3.89%	2.41%

Analyst Ratings

This is a breakdown of current ratings and recommmendations for XPLR Infrastructure and TXO Partners, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
XPLR Infrastructure	2	12	2	0	2.00
TXO Partners	0	0	1	0	3.00

XPLR Infrastructure presently has a consensus target price of $17.64, indicating a potential upside of 111.55%. TXO Partners has a consensus target price of $20.00, indicating a potential upside of 31.41%. Given XPLR Infrastructure’s higher probable upside, equities research analysts clearly believe XPLR Infrastructure is more favorable than TXO Partners.

Volatility & Risk

XPLR Infrastructure has a beta of 0.94, suggesting that its share price is 6% less volatile than the S&P 500. Comparatively, TXO Partners has a beta of 0.08, suggesting that its share price is 92% less volatile than the S&P 500.

Summary

TXO Partners beats XPLR Infrastructure on 8 of the 14 factors compared between the two stocks.

About XPLR Infrastructure

XPLR Infrastructure LP engages in the acquisition, management, and ownership of contracted clean energy projects with long-term cash flows. It owns interests in wind and solar projects in North America and natural gas infrastructure assets in Texas. The company was founded on March 6, 2014 and is headquartered in Juno Beach, FL.

About TXO Partners

TXO Partners, L.P., an oil and natural gas company, focuses on the acquisition, development, optimization, and exploitation of conventional oil, natural gas, and natural gas liquid reserves in North America. Its acreage positions are concentrated in the Permian Basin of West Texas and New Mexico and the San Juan Basin of New Mexico and Colorado. The company was formerly known as TXO Energy Partners, L.P. and changed its name to TXO Partners, L.P. in May 2023. TXO Partners, L.P. was incorporated in 2012 and is based in Fort Worth, Texas.