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Tamboran Resources Corp

TBNยทNYSE

$35.26

+8.1%
EnergyOil & Gas Exploration & Production

Tamboran Resources Corporation, a natural gas company, focuses on developing unconventional gas resources in the northern territory of Australia. Its assets include a 25% non-operated working interest in EP 161; a 38.75% working interest in EPs 76, 98, and 117; and a 100% working interest in EPs 136 and 143, as well as EP (A) 197, located in the Betaloo Basin. Tamboran Resources Corporation was founded in 2009 and is headquartered in Sydney, Australia.

At a Glance

Live Snapshot
Market Cap$998.46M
EPS-2516.9400
P/E Ratio-0.01
Earnings Date09/24/2026
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Tamboran Resources Corp Fair Value Envelope

TBN ยท NYSE

Our analysis suggests that TBN has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $35.26, this represents a potential HIDDEN relative to our calculated worth for Tamboran Resources Corp.

Intrinsic Value
Current Price: $35.26

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value-$44.5M
+ Cash & Equivalents$39.4M
Firm Value-$5.1M
- Debt$26.4M
Equity Value-$31.5M
/ Shares Outstanding17,821,502B
DCF Value-$2
OVERVALUED BY 105%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
-$14.8M
-$7.4M
-$3.7M
-$1.9M
-$926.2K
-$463.1K
-$231.5K
-$115.8K
-$57.9K
-$28.9K
Maintenance CapEx
-$11.0M
-$5.5M
-$2.8M
-$1.4M
-$688.3K
-$344.1K
-$172.1K
-$86.0K
-$43.0K
-$21.5K
Owner Earnings
-$25.8M
-$12.9M
-$6.5M
-$3.2M
-$1.6M
-$807.2K
-$403.6K
-$201.8K
-$100.9K
-$50.5K
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
-$23.9M
-$11.1M
-$5.1M
-$2.4M
-$1.1M
-$508.7K
-$235.5K
-$109.0K
-$50.5K
-$23.4K
Terminal Value represents 0.0% of Enterprise Value
Negative Owner Earnings
This company generates negative free cash flow. Consider adjusting maintenance CapEx percentage or check the financial data.