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Company Analysis

LandBridge Company LLC LB

A comprehensive view of key metrics, scores, and financial health for LandBridge Company LLC

Overview of LandBridge Company LLC

LB NYQ
Energy Oil & Gas Equipment & Services Mid Cap
LandBridge Company LLC (LB), is a Mid Cap company, in the Oil & Gas Equipment & Services industry, last closed at $74.79, about 83.1% overvalued vs fair value, +1.5% 1Y return, placing in the top 10% of its sector.
$74.79
2.85%
As of March 13, 2026
Previous close • Vol 90d: 73.8%
52-Week Range
Market Cap
$5.63B
Enterprise Value
$5.60B
Overall Score
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Top Beats

Quick Facts

Website https://www.landbridgeco.com
HQ Houston, TX
Employees 4
Fiscal year Dec 31

Next Events

Dividend Mar 19
Earnings May 4 Estimated

Fair Value Snapshot

Bear Base Bull
$12
$13
$14
Current: $74.79 -83% vs base

Engine Room Money Flow™

Mid Cap

Commodities & Mining - Where revenue goes and how value is created

Flow Steps
Revenue
None
81.1%%
Gross Profit
$99.0M
63.2%%
Operating Income
$118.5M
817.7%%
EBITDA
None
1782.2%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Commodities & Mining

Quality & Reliability Indicators

Cash Conversion Ratio
0.92x
Good

Free cash flow relative to net income

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$801.3M
1202.2% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
3
Active Leaks
0/3
Improving
0
High Impact
2
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating LandBridge Company LLC's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
75
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
61
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing LB's balance between Growth (33.4%), Profitability (38.9%), and Safety (27.7%). Growth 33% Safety 28% Profitability 39%

Click axes to expand details. Marker shows current allocation.

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Growth

65th percentile vs peers
65
Key Signals
Rev Growth YoY 81.1% 91p Revenue CAGR 3Y 56.7% 93p EPS Growth YoY -95.0% 14p TSR -20.3% 15p
Strengths
  • Rev Growth Yoy in top 20% of peers (81.1%, 91th percentile)
  • Revenue Cagr 3Y in top 20% of peers (56.7%, 93th percentile)
  • Growth above peer median with strong metric coverage (85%)
  • Operating Margin in top 20% of peers (59.5%, 95th percentile)
Risks
  • Eps Growth Yoy in bottom 20% of peers (-95.0%)

Profitability

75th percentile vs peers
76
Key Signals
Strengths
Risks
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Safety

53th percentile vs peers
54
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for LandBridge Company LLC.

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$12.64
- - -
-83.1% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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