Company Overview
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. It sells brackish water and other surface composite materials. The company was founded in 2021 and is headquartered in Houston, Texas. LandBridge Company LLC operates as a subsidiary of LandBridge Holdings LLC.
Why Investors Should Care
Net profit has compounded at 489.6% per year over the last five years.
Revenue has grown at a 65.3% CAGR over the past five years.
Maintains a net profit margin of 16.5%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $199.09M (+81.1% YoY); net profit $30.13M.
- Trailing 12 Months Year-on-year growth — revenue +40.6%, earnings +67.5%.
- 5-Year Trend Long-term compounding — revenue CAGR 65.3%, profit CAGR 489.6%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 65.30% |
| 1 Year: | 40.60% |
Compounded Profit Growth
| 5 Years: | 489.59% |
| 1 Year: | 67.50% |
Stock Price Performance
| 1 Year: | +70.63% |
| 6 Months: | +20.92% |
| 3 Months: | +27.00% |
| 1 Month: | +17.33% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)60.59 · Neutral
P/E of 78.19 is above the sector median of 15.76 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 65.3% over 5 years.
- Profit CAGR of 489.6% over 5 years.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Trading at a high P/E of 78.2.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Energy).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | LB LandBridge Company LLC | 88.35 | 78.19 | $2.51B | 0.56% | 8.75% | 11.52% | 65.30% | 489.59% |
| 2 | XOM ExxonMobil Holdings Corporation SPXR3K | 160.66 | 20.68 | $660.62B | 2.52% | 9.01% | 12.58% | 0.48% | -1.99% |
| 3 | CVX Chevron Corporation SPXR3K | 209.80 | 20.19 | $411.54B | 3.39% | - | 12.23% | -1.00% | -2.30% |
| 4 | TTE TotalEnergies SE | 90.10 | 11.28 | $199.03B | 4.63% | 10.04% | 14.48% | -11.53% | -13.84% |
| 5 | COP ConocoPhillips SPXR3K | 135.04 | 17.86 | $162.23B | 2.49% | 10.31% | 14.18% | -9.11% | -24.66% |
| 6 | MPC Marathon Petroleum Corporation SPXR3K | 397.77 | 13.80 | $116.12B | 0.95% | 12.90% | 42.10% | 6.91% | 14.73% |
| 7 | BP BP p.l.c. | 44.88 | 21.47 | $115.58B | 4.49% | 7.99% | 8.87% | -7.78% | - |
| 8 | ENB Enbridge Inc. | 50.48 | 26.99 | $110.25B | 5.55% | 5.84% | 9.22% | 6.94% | 35.62% |
| 9 | VLO Valero Energy Corporation SPXR3K | 369.75 | 15.43 | $106.46B | 1.16% | 9.83% | 27.64% | 6.23% | -4.61% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | 21.72M | 17.80M | 19.01M | 25.95M | 28.49M | 43.95M | 47.53M | 50.83M | 51.01M | 66.84M |
| Operating Income | - | 45.32M | 19.10M | 13.52M | -51.24M | 3.19M | 25.04M | 28.50M | 30.89M | 29.18M | 44.16M |
| Net Income | -647.00K | 44.66M | - | 10.78M | -57.65M | 2.66M | 6.46M | 7.50M | 8.11M | 8.71M | 12.29M |
| Diluted EPS | - | - | - | - | - | -0.04 | 0.20 | 0.24 | 0.26 | 0.23 | 0.40 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Revenue | 72.86M | 109.95M | 199.09M |
| Operating Income | 70.01M | -16.51M | 118.50M |
| Net Income | - | 5.11M | 30.13M |
| Diluted EPS | - | 0.07 | 0.94 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Total Assets | 276.02M | 288.95M | 1.03B | 1.37B |
| Current Assets | 37.31M | 52.28M | 53.31M | 59.81M |
| Cash & Equivalents | 16.15M | 37.82M | 37.03M | 30.74M |
| Inventory | - | - | - | - |
| Receivables | 10.90M | 12.38M | 12.54M | 19.36M |
| Total Liabilities | 66.06M | 138.20M | 395.41M | 572.07M |
| Current Liabilities | 17.19M | 27.10M | 14.41M | 12.29M |
| Long Term Debt | 45.92M | 108.34M | 380.81M | 559.59M |
| Total Debt | 57.61M | 128.68M | 381.24M | 560.28M |
| Total Equity | 0 | 0 | 0 | 0 |
| Shares Outstanding | 14.50M | 14.50M | 23.26M | 27.84M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Operating Cash Flow | 20.50M | 53.04M | 67.64M | 126.27M |
| Investing Cash Flow | -11.67M | -2.77M | -724.35M | -233.07M |
| Financing Cash Flow | 3.27M | -37.80M | 655.92M | 100.51M |
| Capital Expenditure | -3.29M | -2.78M | -985.00K | -4.24M |
| Free Cash Flow | 17.21M | 50.26M | 66.65M | 122.04M |
| Net Change in Cash | 12.10M | 12.47M | -791.00K | -6.29M |
| Dividends Paid | - | 105.17M | 178.24M | 63.71M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Gross Margin % | - | - | - |
| Operating Margin % | 96.1% | -15.0% | 59.5% |
| Net Margin % | - | 4.6% | 15.1% |
| ROE % | - | - | - |
| ROCE % | 26.7% | -1.6% | 8.8% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | First Manhattan Co. LLC | 24.94% | 7.08M | $608.84M |
| 2 | Horizon Kinetics Asset Management LLC | 20.49% | 5.82M | $500.40M |
| 3 | FMR, LLC | 6.25% | 1.78M | $152.62M |
| 4 | T. Rowe Price Investment Management, Inc. | 4.49% | 1.28M | $109.74M |
| 5 | Vanguard Portfolio Management LLC | 4.46% | 1.27M | $108.92M |
| 6 | William Blair Investment Management, LLC | 4.35% | 1.24M | $106.18M |
| 7 | Morgan Stanley | 2.58% | 731.84K | $62.91M |
| 8 | Schwartz Investment Counsel, Inc. | 2.27% | 644.72K | $55.42M |
| 9 | Hood River Capital Management LLC | 2.09% | 592.62K | $50.94M |
| 10 | UBS Group AG | 2.02% | 573.59K | $49.31M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for LB
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LB — Frequently Asked Questions
What is the current share price of LandBridge Company LLC (LB)?
As of 2026-09-19 21:16 PDT, LandBridge Company LLC (LB) trades at $88.35 on NYSE. Its 52-week range is $44.00 to $89.59.
What is the market capitalisation of LB?
LandBridge Company LLC (LB) has a market capitalisation of $2.51B on NYSE.
What is the P/E ratio of LB?
LB trades at a trailing price-to-earnings (P/E) ratio of 78.19. The industry average P/E is 15.76. Its price-to-book (P/B) ratio is 6.83.
Does LB pay a dividend?
LandBridge Company LLC (LB) currently offers a dividend yield of 0.56%.
What is the return on equity (ROE) of LB?
LB has a return on equity (ROE) of 11.52%. Its return on capital employed (ROCE) is 8.75%.
Is LB a good stock to buy?
This page provides a data-driven analysis of LandBridge Company LLC (LB), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.