LandBridge Company LLC (LB)

US — Energy Sector
Peers:

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Key Metrics & Ratings

  • symbol LB
  • Rev/Share 5.8004
  • Book/Share 26.6887
  • PB 3.635
  • Debt/Equity 0.0007
  • CurrentRatio 3.6963
  • ROIC -0.0055

 

  • MktCap 1600670490.0
  • FreeCF/Share -13.3202
  • PFCF -5.1674
  • PE -34.7375
  • Debt/Assets 0.0003
  • DivYield 0.0044
  • ROE -0.1451

 

  • Rating C
  • Score 2
  • Recommendation Sell
  • P/E Score 1
  • DCF Score 3
  • P/B Score 1
  • D/E Score 4

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Downgrade LB Johnson Rice Buy Accumulate -- -- May 21, 2025
Initiation LB Goldman -- Buy -- $71 Jan. 3, 2025

News

Mega Disruption - I'm Buying Dividends Like My Future Depends On It
FIX, JPM, LB, NFLX
Published: June 03, 2025 by: Seeking Alpha
Sentiment: Negative

AI is a transformative megatrend, likely to disrupt white-collar jobs and reshape industries more profoundly than most anticipate. Generative AI threatens up to 30% of workforce tasks, with STEM, business, and administrative roles most at risk; blue-collar jobs are safer for now. Job security is declining, making it crucial for individuals to invest and build financial safety nets amid rising uncertainty.

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Why LandBridge Might Be The Smartest Investment I've Ever Made
LB
Published: May 12, 2025 by: Seeking Alpha
Sentiment: Positive

LandBridge's unique business model, owning land in the Permian Basin, generates high-margin revenue from surface rights leases, royalties, and resource sales, with minimal CapEx. The company reported impressive 1Q25 results, with 131% revenue growth and 129% adjusted EBITDA growth, despite oil price weakness, emphasizing its diversification into non-oil revenue streams. Strategic land acquisitions and partnerships with top energy producers ensure robust demand for LandBridge's services, supporting long-term growth and resilience against oil price volatility.

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image for news Why LandBridge Might Be The Smartest Investment I've Ever Made
My 5 Biggest Dividend Investments I Trust With Half Of My Net Worth
FIX, LB, ODFL, TPL, UNP
Published: May 09, 2025 by: Seeking Alpha
Sentiment: Positive

I have been putting far more capital to work this year than I expected, taking advantage of volatility and strong risk/reward setups, not perfect timing. Fearful headlines and trade uncertainty keep many sidelined, but I believe downturns offer the best long-term buying opportunities. My five largest holdings now make up half my portfolio, reflecting deep conviction. In this article, I present my picks.

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image for news My 5 Biggest Dividend Investments I Trust With Half Of My Net Worth
LandBridge Company LLC Announces First Quarter 2025 Results
LB
Published: May 07, 2025 by: Business Wire
Sentiment: Neutral

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (the “Company,” “LandBridge”) today announced its financial and operating results for the first quarter ended March 31, 2025. First Quarter 2025 Financial Highlights Revenues of $44.0 million, up 131% year-over-year and 20% quarter-over-quarter Net income of $15.5 million(1) Net income margin of 35%(1) Adjusted EBITDA(2) of $38.8 million, up 129% year-over-year and 22% quarter-over-quarter Adjusted EBITDA Margin(2) of 88% Cash flows fr.

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image for news LandBridge Company LLC Announces First Quarter 2025 Results
Oil Be Rich: My Favorite Energy Dividend Stocks Are A Steal Right Now
AETUF, AR, CNQ, CVX, FANG, LB, PR, RRC, TPL, TRMLF, VNOM, XLE
Published: April 28, 2025 by: Seeking Alpha
Sentiment: Positive

Energy stocks are volatile, influenced by factors like commodity prices, geopolitical events, and supply changes. However, despite short-term challenges, I remain optimistic for long-term growth in the sector. Current OPEC moves and geopolitical risks have caused short-term price volatility. Still, I believe energy's long-term potential, driven by supply gaps and demand growth, remains intact. I highlight my top natural gas and oil picks, each with strong reserves, low breakeven costs, and a commitment to shareholder returns.

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image for news Oil Be Rich: My Favorite Energy Dividend Stocks Are A Steal Right Now
Undercovered Dozen: VICI Properties, General Dynamics, LandBridge, Anavex +
GD, LB, VICI
Published: April 11, 2025 by: Seeking Alpha
Sentiment: Positive

The 'Undercovered' Dozen highlights 12 lesser-covered stocks, offering new investment opportunities and fostering community discussion on their potential. Trinity Capital's stock dip presents a buying opportunity due to its positive interest rate sensitivity, robust dividend, and specialized financing solutions. VICI Properties is a 'Buy' for its stable rental revenues, strong liquidity, and a tariff-proof business model focused on gaming and experiential real estate.

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LandBridge Schedules First Quarter 2025 Earnings Release and Conference Call
LB
Published: April 09, 2025 by: Business Wire
Sentiment: Neutral

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) ("LandBridge") today announced that it will release its financial results for the first quarter of 2025 after market close on Wednesday, May 7, 2025. LandBridge will host a webcast and conference call to discuss its results on Thursday, May 8, 2025, at 8:00 a.m. Central Time / 9:00 a.m. Eastern Time. Webcast Instructions: To listen to the live webcast, please visit the Events and Presentations section of the LandBridge Investor Relatio.

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image for news LandBridge Schedules First Quarter 2025 Earnings Release and Conference Call
LandBridge Company LLC (LB) Q4 2024 Earnings Call Transcript
LB
Published: March 06, 2025 by: Seeking Alpha
Sentiment: Neutral

LandBridge Company LLC (NYSE:LB ) Q4 2024 Earnings Conference Call March 6, 2025 9:00 AM ET Company Participants Jason Long - Chief Executive Officer & Director Scott McNeely - Chief Financial Officer Conference Call Participants Charles Meade - Johnson Rice Alexander Goldfarb - Piper Sandler Kevin MacCurdy - Pickering Energy Partners Roger Read - Wells Fargo Securities Sean Milligan - Janney Montgomery Scott Operator Thank you for standing by and welcome to the LandBridge Fourth Quarter 2024 Results Conference Call. All lines have been placed on mute to prevent any background noise.

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image for news LandBridge Company LLC (LB) Q4 2024 Earnings Call Transcript
LandBridge: Experienced Management Creating Shareholder Value
LB
Published: March 03, 2025 by: Seeking Alpha
Sentiment: Positive

Strong management team with extensive industry experience and a proven track record in creating shareholder value through acquisitions. Compared to Texas Pacific Land, LandBridge has a lower valuation multiple, higher revenue growth, and greater opportunities ahead. LandBridge, with an asset-light model and diverse revenue streams, offers a compelling investment opportunity with less sensitivity to energy prices compared to Texas Pacific Land.

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LandBridge Company LLC Declares Quarterly Cash Dividend
LB
Published: February 21, 2025 by: Business Wire
Sentiment: Neutral

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) today announced that its Board of Directors declared a quarterly cash dividend of $0.10 per Class A share. The dividend will be paid on March 20, 2025 to shareholders of record as of March 6, 2025. About LandBridge Since its founding in 2021, LandBridge has served as a leading land management business within the Delaware Basin. The company currently owns approximately 273,000 surface acres across Texas and New Mexico, located primarily.

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image for news LandBridge Company LLC Declares Quarterly Cash Dividend
All-In: The 23-Stock Six-Figure Dividend Portfolio I'm Betting My Future On
ABBV, AM, CAT, CME, CNQ, CP, CSL, DE, DHR, EXR, GE, HD, LB, LHX, LMT, NOC, NSC, ODFL, PEP, REXR, RTX, TPL, UNP, VIG
Published: February 14, 2025 by: Seeking Alpha
Sentiment: Positive

Thank you to the Seeking Alpha community for your support! Reaching 40,000 followers is a dream come true. Your feedback fuels my work. I've invested 91% of my net worth in 23 high-conviction dividend stocks. Focused on wide-moat businesses, I prioritize quality and long-term growth over yield. My portfolio has outperformed the S&P 500, and I'm confident in its future. I expect a rotation to value stocks, and I'll keep sharing insights to grow together.

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image for news All-In: The 23-Stock Six-Figure Dividend Portfolio I'm Betting My Future On

About LandBridge Company LLC (LB)

  • IPO Date 2024-06-28
  • Website https://www.landbridgeco.com
  • Industry Oil & Gas Equipment & Services
  • CEO Mr. Jason Long
  • Employees 4

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.