Added to YB: 2026-03-30
Pitch date: 2026-03-27
LB [bullish]
LandBridge Company LLC
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
$2.0B
Pitch Price
N/A
Price Target
160.00 (+122%)
Dividend
0.67%
EV/EBITDA
22.99
P/E
76.96
EV/Sales
15.01
Sector
Real Estate Management and Development
Category
value
Water and Power: The Dual Engines Driving LandBridge’s Explosive Growth
LB: Pore space business alone justifies much higher valuation w/ 25-35% FCF CAGR over 5yrs (targeting 5mmbpd incremental capacity of 7.3+mmbpd potential). Data center optionality via PowerBridge w/ 10-15GW target campuses = $10-20M FCF/GW+ water economics. Trading at 3.2% 2026E FCF yield vs TPL's multiple implies $160 target (+118% upside from $73).
Read full article (8 min)