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LB

LandBridge Company LLCNYSE:LB Stock Report

Market Cap US$4.1b
Share Price
US$53.32
My Fair Value
US$71.25
25.2% undervalued intrinsic discount
1Y1.1%
7D0.4%
Portfolio Value
View

LandBridge Company LLC

NYSE:LB Stock Report

Market Cap: US$4.1b

LandBridge (LB) Stock Overview

Owns and manages land and resources to support and enhance oil and natural gas development in the United States. More details

LB fundamental analysis
Snowflake Score
Valuation4/6
Future Growth6/6
Past Performance1/6
Financial Health2/6
Dividends2/6

LB Community Fair Values

Create Narrative

See what 28 others think this stock is worth. Follow their fair value or set your own to get alerts.

LandBridge Company LLC Competitors

Price History & Performance

Summary of share price highs, lows and changes for LandBridge
Historical stock prices
Current Share PriceUS$53.32
52 Week HighUS$87.60
52 Week LowUS$48.55
Beta0
1 Month Change2.28%
3 Month Change-4.43%
1 Year Change1.08%
3 Year Changen/a
5 Year Changen/a
Change since IPO130.32%

Recent News & Updates

LandBridge: Reasonable Valuation, But Clarity On Non-Oil Projects Is Lacking

Sep 17

Recent updates

LandBridge: Reasonable Valuation, But Clarity On Non-Oil Projects Is Lacking

Sep 17

Does LandBridge (NYSE:LB) Have A Healthy Balance Sheet?

Jul 02
Does LandBridge (NYSE:LB) Have A Healthy Balance Sheet?
User avatar

Permian Infrastructure Projects And Renewables Will Unlock New Horizons

Premium-positioned acreage and asset-light operations drive sustained revenue growth, strong margins, and cash flow, enabling expansion and capital return flexibility.

Is LandBridge Company LLC (NYSE:LB) Worth US$69.1 Based On Its Intrinsic Value?

May 09
Is LandBridge Company LLC (NYSE:LB) Worth US$69.1 Based On Its Intrinsic Value?

LandBridge: A High-Quality Long-Term Investment Choice

Apr 06

LandBridge: Why I'm Convinced It's The Opportunity Of A Lifetime

Mar 10

Does LandBridge (NYSE:LB) Have A Healthy Balance Sheet?

Mar 07
Does LandBridge (NYSE:LB) Have A Healthy Balance Sheet?

LandBridge: Experienced Management Creating Shareholder Value

Mar 03

LandBridge: A Serious Long- Term Investment

Feb 01

LandBridge: 2 Key Reasons To Load Up On The Next Dip

Jan 21

A Look At The Intrinsic Value Of LandBridge Company LLC (NYSE:LB)

Dec 28
A Look At The Intrinsic Value Of LandBridge Company LLC (NYSE:LB)

LandBridge Has Good Growth Prospects But Comes At A High Price

Dec 27

LandBridge: Not Buying The Data Center Hype (Rating Downgrade)

Dec 15

I Couldn't Be More Bullish On LandBridge If I Tried

Nov 08

LandBridge: Overvalued As Permian Oil Development Slows

Oct 21

Why LandBridge Is My Top Pick

Oct 14

LandBridge Could Be A Once-In-A-Generation Investment

Aug 10

Betting Big On A Tiny Texan - Why I Just Bought LandBridge

Jul 05

Shareholder Returns

LBUS Real EstateUS Market
7D0.4%-0.2%-1.5%
1Y1.1%8.2%14.4%

Return vs Industry: LB underperformed the US Real Estate industry which returned 7.2% over the past year.

Return vs Market: LB underperformed the US Market which returned 15.1% over the past year.

Price Volatility

Is LB's price volatile compared to industry and market?
LB volatility
LB Average Weekly Movement7.7%
Real Estate Industry Average Movement7.1%
Market Average Movement6.5%
10% most volatile stocks in US Market17.6%
10% least volatile stocks in US Market3.0%

Stable Share Price: LB has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: LB's weekly volatility (8%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20214Jason Longwww.landbridgeco.com

LandBridge Company LLC, together with its subsidiaries, 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.

LandBridge Company LLC Fundamentals Summary

How do LandBridge's earnings and revenue compare to its market cap?
LB fundamental statistics
Market capUS$4.07b
Earnings (TTM)US$65.33m
Revenue (TTM)US$156.47m
20.7x
P/E Ratio
8.6x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
LB income statement (TTM)
RevenueUS$156.47m
Cost of RevenueUS$1.74m
Gross ProfitUS$154.73m
Other ExpensesUS$89.40m
EarningsUS$65.33m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

Nov 12, 2025

Earnings per share (EPS)2.58
Gross Margin98.89%
Net Profit Margin41.75%
Debt/Equity Ratio54.2%

How did LB perform over the long term?

See historical performance and comparison

Dividends

0.8%
Current Dividend Yield
10%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/16 05:00
End of Day Share Price 2025/10/16 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

LandBridge Company LLC is covered by 9 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Theresa ChenBarclays
Spiro DounisCitigroup Inc
John MackayGoldman Sachs