Added to YB: 2025-08-19
Pitch date: 2025-08-16
LB [bullish]
LandBridge Company LLC
+7.6%
current return
Author Info
No bio for this author
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
$51.31
Price Target
N/A
Dividend
0.82%
EV/EBITDA
23.75
P/E
42.78
EV/Sales
12.83
Sector
Real Estate Management and Development
Category
growth
LandBridge ($LB) - A secular bet on Delaware basin infrastructure intensification.
LB: Delaware basin infrastructure play trading at 27x EV/FCF with 70% FCF margins. High-moat land assets (277k acres) generate $614/acre, targeting $1k-2k/acre via produced water handling (1.4M bbl/d growing to 5M). Upside from data centers, ongoing land acquisitions. Risks: high SBC, potential land overpayment.
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