Added to YB: 2026-03-03
Pitch date: 2026-03-01
LB [neutral]
LandBridge Company LLC
-1.65%
current return
Author Info
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
$2.1B
Pitch Price
$75.24
Price Target
N/A
Dividend
0.64%
EV/EBITDA
23.52
P/E
79.61
EV/Sales
15.36
Sector
Real Estate Management and Development
Category
growth
Two Companies Marked Safe from the SaaS Apocalypse - LandBridge Company
LB (update): Owns 315k surface acres in Permian, focused on pore space for produced water disposal & digital infrastructure (data centers). 69% rev from surface use royalties (water easements), 21% resource sales, 6% minerals. Strategic stateline land creates moat for sister co WaterBridge's disposal network. SUEE $658/acre vs TPL $437, up 21% in '24. Not a TPL clone - surface-focused, not minerals.
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