LandBridge Co LLC

LandBridge Co LLC (LB) Stock Analysis

$81.570

+0.318 (+0.39%)At close

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High
83.050
Open
81.250
VWAP
81.67
Volume
283.93K
Mkt Cap
—
Low
80.390
Amount
23.19M
EV/EBITDA, TTM
30.35

LandBridge Company LLC is engaged in the development and production of energy and the construction and operation of infrastructure. The Company owns over 315,000 surface acres in and around the Delaware Basin in Texas and New Mexico, which is an active oil and natural gas development and production region of the United States. Its surface acreage is located across three separate areas, which are Stateline, Northern and Southern Positions. Its Stateline Position consists of approximately 169,000 surface acres located primarily in Loving, Reeves and Winkler Counties, Texas, and Lea County, New Mexico, near and along the Texas-New Mexico state border. Its Northern Position includes land positions in Eddy and Lea counties, New Mexico and Andrews County, Texas, and consists of approximately 61,000 surface acres and 33,000 additional surface acres. Its Southern Position consists of approximately 87,000 surface acres located in Reeves, Ward and Pecos counties, Texas in the Delaware Basin.

AI analysis of LandBridge Co LLC (LB)

Buy

LandBridge Co LLC is a good buy right now, trading at $86.25 with a strong year-to-date change of +77.98%. The stock has a forward P/E ratio of 21.60, indicating reasonable growth expectations, and a gross margin of 91.76%, showcasing strong profitability. The main risk is its high P/E ratio of 88.67, which suggests that the stock may be overvalued if growth does not meet expectations.

Valuation Metrics

The current forward P/E ratio for LandBridge Co LLC (LB) is 21.60, compared to its 5-year average forward P/E of 28.64.

Forward P/E

Fair
5Y Average P/E
28.64
Current P/E
21.60
Overvalued
37.87
Undervalued
19.40

Forward EV/EBITDA

Overvalued
5Y Average EV/EBITDA
17.20
Current EV/EBITDA
30.35
Overvalued
27.01
Undervalued
7.38

Forward P/S

Overvalued
5Y Average P/S
10.63
Current P/S
19.94
Overvalued
16.58
Undervalued
4.67

Whales holding LB

D

D.F. Dent and Company, Inc.

+ HoldingLB

+1.56%

3M Return

F

First Manhattan Co. LLC

+ HoldingLB

+1.28%

3M Return

S

Schwartz Investment Counsel, Inc.

+ HoldingLB

+0.07%

3M Return

H

Horizon Kinetics Holding Corporation

+ HoldingLB

-10.03%

3M Return

Events Timeline

2026-09-22 (ET)

09:00:00

LandBridge Company Plans to Offer $100M 6.250% Senior Notes

2026-08-11 (ET)

08:31:00

LB Pharmaceuticals Secures $150 Million Financing to Advance LB-102 Development

2026-08-05 (ET)

17:31:00

Company Reaffirms FY 2026 EBITDA Outlook of $210M-$230M

2026-06-15 (ET)

09:00:00

LandBridge Forms Special Committee to Evaluate Company Structure Conversion

2026-05-06 (ET)

16:20:00

Company Reports Q1 Revenue of $51.0M, Below Consensus

News

LB FAQ — answered by Alphio AI

LandBridge Company LLC is engaged in the development and production of energy and the construction and operation of infrastructure. The Company owns over 315,000 surface acres in and around the Delaware Basin in Texas and New Mexico, which is an active oil and natural gas development and production region of the United States. Its surface acreage is located across three separate areas, which are Stateline, Northern and Southern Positions. Its Stateline Position consists of approximately 169,000 surface acres located primarily in Loving, Reeves and Winkler Counties, Texas, and Lea County, New Mexico, near and along the Texas-New Mexico state border. Its Northern Position includes land positions in Eddy and Lea counties, New Mexico and Andrews County, Texas, and consists of approximately 61,000 surface acres and 33,000 additional surface acres. Its Southern Position consists of approximately 87,000 surface acres located in Reeves, Ward and Pecos counties, Texas in the Delaware Basin. It operates in the Energy sector.

LandBridge Co LLC is a good buy right now, trading at $86.25 with a strong year-to-date change of +77.98%. The stock has a forward P/E ratio of 21.60, indicating reasonable growth expectations, and a gross margin of 91.76%, showcasing strong profitability. The main risk is its high P/E ratio of 88.67, which suggests that the stock may be overvalued if growth does not meet expectations.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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