Added to YB: 2025-03-17
Pitch date: 2025-01-27
LBRT [bullish]
Liberty Energy Inc.
-2.46%
current return
Author Info
No bio for this author
Company Info
Liberty Energy Inc. provides hydraulic fracturing services and related technologies to onshore oil and natural gas exploration, and production companies in North America.
Market Cap
$3.3B
Pitch Price
$19.75
Price Target
30.00 (+56%)
Dividend
1.78%
EV/EBITDA
6.04
P/E
17.88
EV/Sales
0.99
Sector
Energy Equipment and Services
Category
growth
Liberty Energy Inc. - $LBRT
LBRT: Premium frac services co. generating $500M+ FCF. Differentiated by superior culture, ML-driven logistics, & vertical integration. Gaining market share amid industry rationalization. Upside to $30 (10% FCF yield). Risks: high valuation at 1.8x TBV. CEO departure mitigated by strong team. Catalysts: consolidation, refracs, LPI growth.
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