# Riley Exploration Permian (REPX.US)

Canonical: https://gigainvestors.com/s/REPX

Analysis as of: 2026-10-16T07:31:31.268Z. 

Listing currency: USD. Reporting currency: USD.

## Verdict

Not enough history yet

Quality tests for Buy: not passed (profit record: pass; earnings resilience is evidence only). Published buy qualification: no.

Share price: $47.00 per share; close as of 2026-10-15.

## Checklist

### understandable: na

### moat: na

### economics: na

### management: na

### accounting: na

## Holders

- [Matthew McLennan](https://gigainvestors.com/FE): tracked 13F investor; follow the investor page for holding quarter and amounts.

## Price story

Up 48% since Oct 2023

Story as of 2026-10-16T10:01:29.321Z; price observation 2026-10-15.

## Owner memo

Memo as of 2026-10-16T08:06:05.509Z.

### How it makes money

Operates in oil & gas e&p; annual sales are USD 392 million.

- Source: https://www.sec.gov/Archives/edgar/data/1001614/000100161426000011/rep-20251231.htm (filed 2026-03-04); FY2025: revenue 391980000; grossProfit 181878000; margin = grossProfit / revenue.

### Why customers stay

Margins ranged from 46.4% to 58.9% during 2023–25.

- Source: https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds/ (filed 2026-03-04); FY2023: grossProfit / revenue = 58.9%.

- Source: https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds/ (filed 2026-03-04); FY2024: grossProfit / revenue = 57.1%.

- Source: https://www.sec.gov/Archives/edgar/data/1001614/000100161426000011/rep-20251231.htm (filed 2026-03-04); FY2025: grossProfit / revenue = 46.4%.

### Where the cash goes

Reinvests 92.1% of cash earnings; paid dividends in 5 of 5 years.

- Source: https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds/ (filed 2026-03-04); FY2022: growth capex 96143000; upkeep 32113000; cash acquisitions 0; owner earnings 118011000. Growth capex plus acquisitions / owner earnings = 0.8146952402742117.

- Source: https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds/ (filed 2026-03-04); FY2023: growth capex 76249000; upkeep 65055000; cash acquisitions 324686000; owner earnings 111591000. Growth capex plus acquisitions / owner earnings = 3.5928972766620966.

- Source: https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds/ (filed 2026-03-04); FY2024: growth capex 55026000; upkeep 74900000; cash acquisitions 0; owner earnings 88897000. Growth capex plus acquisitions / owner earnings = 0.6189860175259008.

- Source: https://www.sec.gov/Archives/edgar/data/1001614/000100161426000011/rep-20251231.htm (filed 2026-03-04); FY2025: growth capex 0; upkeep 126291000; cash acquisitions 117702000; owner earnings 127732000. Growth capex plus acquisitions / owner earnings = 0.9214762158268875.

- Source: https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds/ (filed 2026-03-04); Dividend observations: [[2021,19777000],[2022,25066000],[2023,27706000],[2024,30831000],[2025,33325000]]. Zero only counted when supported by a complete cash-flow statement.

- Source: https://www.sec.gov/Archives/edgar/data/1001614/000100161426000011/rep-20251231.htm (filed 2026-03-04); FY2025: cash repurchases 3248000 USD.

### Are managers owners

Insiders own 18.3% of the company.

- Source: https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds/ (filed 2026-10-15); REPX.US SharesStats.PercentInsiders = 18.275 percentage points; cache date 2026-10-15.

### What the price says

The price is 2.5 times annual sales.

- Source: https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds/ (filed 2026-03-04); Closing price 47 USD; reporting-to-trading FX 1; FY2025 annual sales per share 18.494857035009908; price multiple 2.5412470023980815. FY2025 cash earnings/share 6.026800037746532. Closing-price date 2026-10-15.

## Monthly share-price history (USD per share)

- 2016-10: $0.88 per share

- 2016-11: $0.69 per share

- 2016-12: $0.70 per share

- 2017-01: $0.61 per share

- 2017-02: $0.58 per share

- 2017-03: $0.39 per share

- 2017-04: $0.68 per share

- 2017-05: $0.64 per share

- 2017-06: $0.68 per share

- 2017-07: $0.72 per share

- 2017-08: $0.66 per share

- 2017-09: $0.67 per share

- 2017-10: $0.66 per share

- 2017-11: $0.61 per share

- 2017-12: $0.80 per share

- 2018-01: $0.81 per share

- 2018-02: $0.67 per share

- 2018-03: $0.71 per share

- 2018-04: $0.79 per share

- 2018-05: $0.71 per share

- 2018-06: $0.75 per share

- 2018-07: $0.98 per share

- 2018-08: $1.09 per share

- 2018-09: $1.16 per share

- 2018-10: $1.08 per share

- 2018-11: $1.02 per share

- 2018-12: $0.95 per share

- 2019-01: $1.00 per share

- 2019-02: $1.00 per share

- 2019-03: $1.03 per share

- 2019-04: $1.07 per share

- 2019-05: $0.92 per share

- 2019-06: $0.84 per share

- 2019-07: $0.74 per share

- 2019-08: $0.68 per share

- 2019-09: $0.61 per share

- 2019-10: $0.58 per share

- 2019-11: $0.53 per share

- 2019-12: $0.49 per share

- 2020-01: $0.58 per share

- 2020-02: $0.63 per share

- 2020-03: $0.45 per share

- 2020-04: $0.52 per share

- 2020-05: $0.54 per share

- 2020-06: $0.55 per share

- 2020-07: $0.66 per share

- 2020-08: $1.04 per share

- 2020-09: $0.82 per share

- 2020-10: $0.87 per share

- 2020-11: $1.18 per share

- 2020-12: $1.24 per share

- 2021-01: $2.42 per share

- 2021-02: $2.47 per share

- 2021-03: $26.00 per share

- 2021-04: $32.85 per share

- 2021-05: $34.44 per share

- 2021-06: $28.98 per share

- 2021-07: $21.59 per share

- 2021-08: $20.20 per share

- 2021-09: $23.48 per share

- 2021-10: $26.53 per share

- 2021-11: $17.57 per share

- 2021-12: $19.32 per share

- 2022-01: $26.81 per share

- 2022-02: $33.50 per share

- 2022-03: $25.08 per share

- 2022-04: $23.23 per share

- 2022-05: $27.47 per share

- 2022-06: $24.18 per share

- 2022-07: $26.48 per share

- 2022-08: $25.14 per share

- 2022-09: $18.98 per share

- 2022-10: $29.07 per share

- 2022-11: $32.51 per share

- 2022-12: $29.43 per share

- 2023-01: $33.19 per share

- 2023-02: $30.60 per share

- 2023-03: $38.06 per share

- 2023-04: $42.01 per share

- 2023-05: $33.47 per share

- 2023-06: $35.72 per share

- 2023-07: $37.45 per share

- 2023-08: $33.49 per share

- 2023-09: $31.79 per share

- 2023-10: $31.65 per share

- 2023-11: $24.70 per share

- 2023-12: $27.24 per share

- 2024-01: $22.22 per share

- 2024-02: $23.65 per share

- 2024-03: $33.00 per share

- 2024-04: $25.93 per share

- 2024-05: $29.20 per share

- 2024-06: $28.31 per share

- 2024-07: $29.29 per share

- 2024-08: $28.50 per share

- 2024-09: $26.49 per share

- 2024-10: $26.71 per share

- 2024-11: $35.10 per share

- 2024-12: $31.92 per share

- 2025-01: $33.15 per share

- 2025-02: $31.56 per share

- 2025-03: $29.17 per share

- 2025-04: $24.68 per share

- 2025-05: $25.66 per share

- 2025-06: $26.23 per share

- 2025-07: $26.24 per share

- 2025-08: $29.26 per share

- 2025-09: $27.11 per share

- 2025-10: $26.02 per share

- 2025-11: $27.39 per share

- 2025-12: $26.40 per share

- 2026-01: $28.05 per share

- 2026-02: $28.84 per share

- 2026-03: $36.45 per share

- 2026-04: $36.17 per share

- 2026-05: $33.26 per share

- 2026-06: $32.96 per share

- 2026-07: $34.27 per share

- 2026-08: $39.03 per share

- 2026-09: $40.01 per share

- 2026-10: $47.00 per share

## Annual estimated value (USD per share)

Historical values use today's bond yield for every fiscal year

Historical values use today's FX rate into trading currency for every fiscal year

Historical values use current restated fundamentals and current commodity classification; they are not point-in-time estimates

## Sources

[Original 10-K filing](https://www.sec.gov/Archives/edgar/data/1001614/000100161426000011/rep-20251231.htm); period 2025-12-31, filed 2026-03-04.

Estimates depend on assumptions and are not guarantees or investment advice. Underlying data remains subject to its source licenses; public reading does not grant bulk redistribution rights.