Pulling SEC filings + quote and writing the call…

Riley Exploration Permian, Inc.
Next earnings Aug 4, 2026 (after close) · consensus $1.51 EPS, $154M rev
Last earnings -9.3% on 2026-05-06
Permian pure-play trading at 4.3x earnings with 25% ROE, fresh Silverback acreage, and $290M of undrawn credit — too cheap.
Sources: SEC EDGAR (CIK 0001001614, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/25/2026, 3:14:48 PM.
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Quality fundamentals and an attractive price line up (~755% below fair value) — the rarer case where both the business and the entry look good.
Riley Permian screens as a deeply undervalued Permian operator. FY2025 produced $161M of net income (+80.9% YoY) and $7.59 diluted EPS on $392M of revenue, despite revenue actually declining 4.4% YoY — the earnings jump was meaningfully aided by the $71.7M pre-tax gain on the Dovetail Midstream Sale to Targa disclosed in the MD&A, so headline P/E of 4.3x flatters the underlying earnings power. Even normalizing that out, operating income of $133M on $392M of revenue (34% operating margin) and 25.4% ROE point to a high-quality, capital-efficient horizontal driller in Yoakum County, TX and Eddy County, NM. P/S of 1.8x and a modest 0.84x liabilities/equity make the setup attractive.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $151M | $322M | $375M | $410M | $392M |
| Gross profit | — | — | — | — | — |
| Operating income | $59.9M | $204M | $172M | $154M | $133M |
| Net income | -$65.7M | $118M | $112M | $88.9M | $161M |
| Diluted EPS | -$4.19 | $5.99 | $5.58 | $4.26 | $7.59 |
| Net margin | -43.5% | 36.7% | 29.8% | 21.7% | 41.0% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Annual meeting vote results and director/officer changes; routine governance items.
Q1 2026 results filed; first full quarter post-Silverback and Midstream Sale.
Q1 2026 results filed; first full quarter post-Silverback and Midstream Sale.
2026 proxy: director slate, exec comp and auditor ratification for annual meeting.
FY25 10-K: rev -4% to $392M but NI +81% on Midstream gain; $290M facility headroom.
FY25 10-K: rev -4% to $392M but NI +81% on Midstream gain; $290M facility headroom.
Officer transition disclosed alongside a Reg FD update; no financial impact stated.
Closed Midstream Sale to Targa for ~$111M cash, booking $71.7M pre-tax gain.
Announced Dovetail Midstream divestiture to Targa; non-core asset monetization.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
1049 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 2 sales
| 2026-06-10 | Riley Bobby CEO | Sell | 30.0K @ $36.22 | $1.09M |
| 2026-05-15 | NORDBERG E WAYNE Director | Award | 7.14K | |
| 2026-05-15 | SUTER JOHN PATRICK Chief Operating Officer | Award | 31.6K | |
| 2026-05-15 | SUTER JOHN PATRICK Chief Operating Officer | Award | 34.0K | |
| 2026-05-15 | Bayless Rebecca L Director | Award | 7.14K | |
| 2026-05-15 | Gutman Jeffrey CAO & EVP Commercial Risk | Award | 27.9K | |
| 2026-05-15 | Gutman Jeffrey CAO & EVP Commercial Risk | Award | 30.0K | |
| 2026-05-15 | Riley Philip A CFO & EVP STRATEGY | Award | 34.9K | |
| 2026-05-15 | Riley Philip A CFO & EVP STRATEGY | Award | 37.6K | |
| 2026-05-15 | Saadati Bobby Director | Award | 7.14K | |
| 2026-05-15 | Arriaga Brent Alexander Director | Award | 7.14K | |
| 2026-04-08 | Arriaga Brent Alexander Director | Sell | 2.50K @ $38.94 | $97.3K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.