Added to YB: 2026-01-22
Pitch date: 2026-01-20
LB [bullish]
LandBridge Company LLC
+16.55%
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
$1.5B
Pitch Price
$57.40
Price Target
N/A
Dividend
0.66%
EV/EBITDA
20.42
P/E
81.85
EV/Sales
12.88
Sector
Real Estate Management and Development
Category
growth
LandBridge: It’s the Pore Space Stupid!
LB: Trades 19x '26E EBITDA vs TPL at 29x despite superior growth. Owns 6.9M bpd incremental pore space capacity vs 1.5M current disposal. Recent 1918 Ranch acquisition at 3.3x EBITDA signals faster growth than expected. Downside protection from resilient water disposal royalties, upside from potential datacenter development. 15% short interest vulnerable to datacenter announcement catalyst.
Read full article (8 min)