Added to YB: 2025-03-10
Pitch date: 2025-03-06
LB [neutral]
LandBridge Company LLC
-11.57%
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
$62.43
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
$LB (LandBridge): An exchange trading floor of the Delaware basin
LB (too expensive): Uniquely positioned Delaware basin surface acreage w/ WaterBridge synergies. Collects fees on water, easements, surface use. Bull case: data center demand, O&G activity. Risks: tech deflation, earthquakes, cooling innovation. Current price bakes high growth. More compelling <$55/sh. 2025E EBITDA growth from water deal, not data centers.
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