Added to YB: 2025-10-15
Pitch date: 2025-10-12
LB [bullish]
LandBridge Company LLC
+11.95%
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
$49.32
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): The Rise of a Powered Land Giant
LB: 'Powered land' landlord monetizing strategic acreage for AI/data center boom. 89% EBITDA margins, 76% FCF margins, 94% non-oil revenue from royalties/leases. Water rights + grid access = moat. New solar deals expand revenue streams. Texas Stock Exchange listing adds liquidity catalyst.
Read full article (4 min)