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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 Framework: Commodities & Mining Mid Cap
LandBridge Company LLC (LB), is a Mid Cap company, in the Oil & Gas Equipment & Services industry, last closed at $76.57, about 96.0% overvalued vs fair value, +32.5% 1Y return, placing in the top 10% of its sector.
Metrics P/E 45.3× Rev Growth 81.1% ROE 432.3% Gross Margin 93.2% Div Yield 5.13%
USD 76.57
1.42%
(Delayed)
• Vol 90d: 57.9%
52-Week Range
Market Cap
$8.93B
Enterprise Value
$9.43B
Overall Score
View breakdown
Overall
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Excellent
Valuation
Good
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Excellent
Valuation
Good
Completeness: 82%
Confidence: 85%
Updated: Jul 5
Top Beats

Quick Facts

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

Next Events

Earnings Aug 5 Estimated

Fair Value Snapshot

Bear Base Bull
$3
$3
$3
Current: $76.57 -96% vs base

Engine Room Money Flow™

Mid Cap

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

Flow Steps
Revenue
$199.1M
81.1%%
Gross Profit
$185.6M
87.5%%
Operating Income
$118.5M
817.7%%
EBITDA
$125.6M
1799.2%%
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 FY2025
4.05x
Excellent

Operating Cash Flow / Net Income

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

$915.8M
1374.0% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
4
Active Leaks
0/4
Improving
1
High Impact
1
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
81
/100
Strong
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
60
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

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

Commodities & Mining vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing LB's balance between Growth (36.8%), Profitability (36.6%), and Safety (26.5%). Growth 37% Safety 27% Profitability 37%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

84th percentile vs peers
85
Key Signals
Rev Growth YoY 81.1% 92p Revenue CAGR 3Y 56.7% 96p EPS Growth YoY 3.93 94p TSR -20.3% 16p
Strengths
  • Growth performance in top 20% of peers (percentile: 84)
  • Rev Growth YoY in top 20% of peers (81.1%, 92th percentile)
  • Revenue CAGR 3Y in top 20% of peers (56.7%, 96th percentile)
  • EPS Growth YoY in top 20% of peers (3.93, 94th percentile)
Risks

No significant risks identified for this axis.

Profitability

84th percentile vs peers
85
Key Signals
Strengths
Risks
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Safety

61th percentile vs peers
61
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for LandBridge Company LLC.

Loading valuation model...
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:

  • Recently listed companies (IPOs, SPACs)
  • 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
$3.07
- - -
-96.0% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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