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WaterBridge Infrastructure LLCNYSE:WBI Stock Report

Market Cap US$3.8b
Share Price
US$31.15
US$32
2.7% undervalued intrinsic discount
1Yn/a
7D1.5%
1D
Portfolio Value
View

WaterBridge Infrastructure LLC

NYSE:WBI Stock Report

Market Cap: US$3.8b

WaterBridge Infrastructure (WBI) Stock Overview

WaterBridge Infrastructure LLC, water infrastructure company, provides water management solutions through integrated pipeline and water handling networks in the United States. More details

WBI fundamental analysis
Snowflake Score
Valuation4/6
Future Growth6/6
Past Performance0/6
Financial Health1/6
Dividends0/6

WBI Community Fair Values

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WaterBridge Infrastructure LLC Competitors

Price History & Performance

Summary of share price highs, lows and changes for WaterBridge Infrastructure
Historical stock prices
Current Share PriceUS$31.15
52 Week HighUS$31.90
52 Week LowUS$18.64
Beta0
1 Month Change9.41%
3 Month Change24.00%
1 Year Changen/a
3 Year Changen/a
5 Year Changen/a
Change since IPO36.44%

Recent News & Updates

New Narrative May 21

Long Haul Water Volumes And Contracted Projects Will Support Stable Future Earnings

Catalysts About WaterBridge Infrastructure WaterBridge Infrastructure operates a large-scale produced water handling and transport network serving E&P operators in the Delaware Basin. What are the underlying business or industry changes driving this perspective?
Seeking Alpha Mar 24

WaterBridge Infrastructure: Earnings Growth Path Has Gotten Clearer

Summary WaterBridge Infrastructure remains a buy as execution, demand, and project ramp-ups strengthen the investment case. Kraken is online, and Speedway Phase 1 is oversubscribed, with strong minimum volume commitments and visible growth into 2026-2027. WBI’s moat is reinforced by unique LandBridge access, high system uptime, and pricing power on new projects driving margin expansion. Despite Delaware Basin concentration risk, WBI's >10% adj. EBITDA CAGR outlook and attractive valuation support continued bullishness. Read the full article on Seeking Alpha

Recent updates

New Narrative May 21

Long Haul Water Volumes And Contracted Projects Will Support Stable Future Earnings

Catalysts About WaterBridge Infrastructure WaterBridge Infrastructure operates a large-scale produced water handling and transport network serving E&P operators in the Delaware Basin. What are the underlying business or industry changes driving this perspective?
Seeking Alpha Mar 24

WaterBridge Infrastructure: Earnings Growth Path Has Gotten Clearer

Summary WaterBridge Infrastructure remains a buy as execution, demand, and project ramp-ups strengthen the investment case. Kraken is online, and Speedway Phase 1 is oversubscribed, with strong minimum volume commitments and visible growth into 2026-2027. WBI’s moat is reinforced by unique LandBridge access, high system uptime, and pricing power on new projects driving margin expansion. Despite Delaware Basin concentration risk, WBI's >10% adj. EBITDA CAGR outlook and attractive valuation support continued bullishness. Read the full article on Seeking Alpha

Shareholder Returns

WBIUS Energy ServicesUS Market
7D1.5%-1.2%2.5%
1Yn/a89.4%26.4%

Return vs Industry: Insufficient data to determine how WBI performed against the US Energy Services industry.

Return vs Market: Insufficient data to determine how WBI performed against the US Market.

Price Volatility

Is WBI's price volatile compared to industry and market?
WBI volatility
WBI Average Weekly Movement6.8%
Energy Services Industry Average Movement6.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

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

Volatility Over Time: WBI's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
2025540Jason Longwww.wbinfra.com

WaterBridge Infrastructure LLC, water infrastructure company, provides water management solutions through integrated pipeline and water handling networks in the United States. It offers produced water handling and gathering pipeline services; brackish water, recycled water, and produced water solutions; and gas transportation services. The company was incorporated in 2025 and is headquartered in Houston, Texas.

WaterBridge Infrastructure LLC Fundamentals Summary

How do WaterBridge Infrastructure's earnings and revenue compare to its market cap?
WBI fundamental statistics
Market capUS$3.85b
Earnings (TTM)-US$2.80m
Revenue (TTM)US$628.62m
2.3x
P/S Ratio
-522.7x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
WBI income statement (TTM)
RevenueUS$628.62m
Cost of RevenueUS$284.30m
Gross ProfitUS$344.32m
Other ExpensesUS$347.12m
Earnings-US$2.80m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-0.06
Gross Margin54.77%
Net Profit Margin-0.45%
Debt/Equity Ratio79.4%

How did WBI perform over the long term?

See historical performance and comparison

Dividends

0.6%
Current Dividend Yield
-84%
Payout Ratio

Does WBI pay a reliable dividends?

See WBI dividend history and benchmarks
When do you need to buy WBI by to receive an upcoming dividend?
WaterBridge Infrastructure dividend dates
Ex Dividend DateJun 04 2026
Dividend Pay DateJun 18 2026
Days until Ex dividend8 days
Days until Dividend pay date22 days

Does WBI pay a reliable dividends?

See WBI dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/26 06:26
End of Day Share Price 2026/05/26 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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

WaterBridge Infrastructure LLC is covered by 11 analysts. 4 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
John MackayGoldman Sachs
Donald CristJohnson Rice & Company, L.L.C.