Added to YB: 2025-04-29
Pitch date: 2025-04-25
LB [bullish]
LandBridge Company LLC
-23.1%
current return
Author Info
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Company Info
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.
Market Cap
$1.2B
Pitch Price
$71.80
Price Target
169.00 (+206%)
Dividend
0.82%
EV/EBITDA
23.75
P/E
42.78
EV/Sales
12.83
Sector
Real Estate Management and Development
Category
growth
The Mirage of Multiples: A Meditation on LB’s Hidden Value
LB: Land co. w/ 276k acres generating $110M rev in 2024 (+54% YoY). Projects $200M in 2025 ($724/acre) to $300M+ by 2026-7. Trades at $4.62B ($16,739/acre). First data center lease signed, spanning 2,000 acres @ $87M annual revenue. Water handling fees provide exponential growth potential. 6 data center sites planned. 135% upside potential by 2028.
Read full article (3 min)