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LB LandBridge Company LLC logo

LB LandBridge Company LLC

Energy
$73.92-5.99%ClosedMarket Cap: $5.69B

As of 2026-05-26

Valuation

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P/E (TTM)

63.31

PEG

2.36

P/B

6.35

P/S

29.38

EV/EBITDA

42.49

DCF Value

$217.39

FCF Yield

2.7%

Div Yield

0.5%

Margins & Returns

Gross Margin

90.9%

Operating Margin

62.3%

Net Margin

20.0%

ROE

13.5%

ROA

3.0%

ROIC

8.5%

Financials

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PeriodRevenueNet IncomeEPS
Q1 null$51.0M$17.9M$—
Q4 null$56.8M$8.1M$—
FY null$199.1M$30.1M$—
Q4 2025$56.8M$8.1M$0.38

Analyst Ratings

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Consensus

Hold

Target (Consensus)

$78.00

Target (Median)

$78.00

Target Range

$66.00 - $90.00

2 Strong Buy2 Buy3 Hold0 Sell0 Strong Sell
Piper SandlerNeutral
2026-05-08
Wells FargoOverweight
2026-03-18
Goldman SachsBuy
2026-03-13
BarclaysEqual Weight
2026-02-27
Wells FargoOverweight
2025-11-26

Trading Activity

Insider Trades

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WATSON CHARLES L.director
SellFri Mar 06
WATSON CHARLES L.director
SellFri Mar 06
WATSON CHARLES L.director
SellFri Mar 06
McNeely Scott Lloydofficer: See Remarks
BuyWed Jan 07
Long Jason Thomasdirector, officer: See Remarks
BuyWed Jan 07

Company Info

Sector

Energy

Industry

Oil & Gas Equipment & Services

Country

US

Exchange

—

Beta

0.15

LandBridge Company LLC owns and manages land and resources to support and enhance oil and natural gas development in the United States. It owns surface acres in and around the Delaware Basin in Texas and New Mexico. The company holds a portfolio of oil and gas royalties. It also sells brackish water and other surface composite materials. The company was founded in 2021 and is based in Houston, Texas. LandBridge Company LLC operates as a subsidiary of LandBridge Holdings LLC.

Peers

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