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LB LandBridge Company LLC

New York Stock Exchange · Oil & Gas Equipment & Services · Energy

$78.69
+3.41 (+4.53%)

LandBridge Company LLC focuses on overseeing land and natural assets to bolster and optimize oil and natural gas production across the United States. The company possesses substantial surface acreage, specifically within and adjacent to the Delaware Basin, spanning both Texas and New Mexico. Furthermore, LandBridge holds a collection of oil and gas royalty interests. It also generates income by se…

Market Cap: $6.06Bwww.landbridgeco.com

Price (90d)

$75.40
$60.91$67.41$73.90$80.40
Apr 30Aug 7

Signal Score (90d)

80
808793100
Aug 8Aug 11

Quote

Day Range
$76.33 – $78.69
52-Week Range
$43.75 – $88.00
Volume
$198.6K
Market Cap
$6.06B
50-Day Avg
$73.34
200-Day Avg
$66.34
Prev Close
$75.28
Open
$76.33

Valuation & Ratios

P/E Ratio
48.69
EPS
$1.08
P/B Ratio
4.70
P/S Ratio
8.03
Debt/Equity
1.65
Current Ratio
4.87
Dividend Yield
+4.0%
Gross Margin
+91.0%

Returns & Efficiency

Return on Equity
+8.9%
Return on Assets
+2.2%
FCF Yield
+7.6%
EV/EBITDA
16.95

Revenue & Net Income (Annual)

Fiscal YearRevenueNet IncomeEPS
2025$199.09M$30.13M$1.18
2024$109.95M$5.11M$0.29
2023$72.86M$63.17M$4.36
2022$51.78M$-6.36M$-0.44

Social Signal Score

38
5d
30
1 mentions
+0.0%
30d
41
2 mentions
-2.1%
60d
41
2 mentions
+15.3%
90d
41
2 mentions
+8.2%
news: 1 · rss: 1

Earnings

Wed, Nov 11(in 3 months)

Consensus estimate $0.41 per share

0of 7 quarters beat consensus

Typical surprise -45.7% (median, so one quarter with a near-zero estimate can't distort it)

  • Wed, Aug 5$0.40 vs $0.53miss
  • Wed, May 6$0.23 vs $0.70miss
  • Wed, Feb 25$0.24 vs $0.62miss
  • Wed, Nov 12$0.26 vs $0.48miss
  • Wed, Aug 6$0.24 vs $0.39miss
  • Wed, May 7$0.20 vs $0.34miss

Estimates and results for LB via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.

Valuation

Project earnings forward and see what return today's price implies.

EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.

EPS in 5 years
$1.59
Implied price
$77.91
Return from $78.69
-0.2% a year

To earn 15.0% a year on these assumptions you'd need to buy at $38.74 -50.8% below today's price.

How sensitive is that answer?

Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.

growth \ P/E3542495663
-2.0%-15.3%-12.2%-9.4%-7.0%-4.8%
3.0%-11.0%-7.7%-4.8%-2.2%0.1%
8.0%-6.7%-3.2%-0.2%2.5%4.9%
13.0%-2.4%1.3%4.4%7.2%9.8%
18.0%1.9%5.7%9.0%12.0%14.7%

This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.

Mentions (2)

  • News (RSS)seekingalpha·4d ago·Negative

    LB Pharmaceuticals Inc GAAP EPS of -$1.71 misses by $0.90

    View source ↗
  • Newsmarketbeat.com·7d ago·Neutral

    LandBridge Q2 Earnings Call Highlights LandBridge NYSE: LB reported record second-quarter revenue of $66.8 million, up 41% from a year earlier and 31% sequentially, as produced-water activity and commercial development across its Delaware Basin acreage increased. The company reaffirmed its full-year 2026 adjusted EBITDA guidance of $210 million to $230 million.

    View source ↗