LandBridge Company LLC (LB) fair value: what the stock is really worth
We calculate from audited financials what LandBridge Company LLC is really worth. The fair value tells you whether the price is too high or too low, the quality score (0 to 100) how solid the business behind it is. 26 models, 37 quality factors, updated daily, free.
Compare price with fair valuebelow fair value = cheap, above = expensive
Check the quality50 and up solid, 75 and up strong
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Energy · US · Market cap $6.0B · ISIN US5149521008
At a glance
LCLandBridge Company LLCLB · US
Price$86.38
Fair Value$51.14
Upside−40.8%
Quality57/100
A solid business, but trading 69% above our fair value of $51.14.
As of Sep 9, 2026, the fair value of LandBridge Company LLC is $51.14 per share against a price of $86.38, so the fair value sits 41% below the price. A model estimate from reported figures, not an analyst target.
!Mixed Growth (revenue 3y +56.7 %/yr)
✓Solidly profitable · 15.7% net margin
!High debt · generates free cash flow
·0.49% dividend yield
!Mixed vs. peers (6/14)
✓Wide moat 66/100
!Weak on balance sheet: 18 out of 100
!Weak on dividend: 10 out of 100
Evidence: HighRange $36.12 to $66.16
Fair value as of: Sep 9, 2026
From 16 valuation models · updated 2 days ago
Fair value updated Sep 9, 2026, revised from $18.07 to $51.14 (+183.0%) since Aug 13, 2026. Share price +2.9% over the past month.
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69 individual criteria per stock, every one traceable See the method →
What matters now
The price sits above even our optimistic bull case ($66.16). The favourable scenario is already priced in.
Solid but not exceptional quality (57/100) and above fair value, neither a clear bargain nor a standout compounder.
A fairly wide model range ($36.12 to $66.16) leaves room in how you read the outcome.
Price vs Fair Value (2 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 9, 2026.
How to read this chart
26‑month range $22.71 – $89.71 · fair‑value band $36.12 – $66.16 · the $86.38 price screens above the $51.14 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 9, 2026.
LandBridge Company LLC (LB) currently trades at $86.38, while our model-based Fair Value estimate is $51.14, implying the stock looks roughly 68.9% overvalued today. The Quality Score stands at 57/100 (solid quality), in the Energy sector. Bull case: the DCF Models group reads highest at a median of $91.29 per share, and 5 of the 16 models we run sit above the $86.38 price. Bear case: the Asset-Based group reads lowest at $8.19, and 11 of the 16 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, LandBridge Company LLC generated revenue of $206M at a net margin of 15.7%. Revenue grew 16.1% year over year. It earns a return on equity of 10.5%. The balance sheet holds a net cash position of $30.0M. Fundamentals as of Sep 9, 2026
Scenario range: $36.12 (bear) to $66.16 (bull), the price of $86.38 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target. The share trades near its 52-week high and 98% above its 52-week low, currently above its 200-day average. For context, the median of 10 Energy peers we cover trades at −42% fair-value upside, at −41%, LB screens cheaper than that median.
Fair Value models
Based on fiscal year 2025 figures (about 8 months old). Earnings retained since then ($0.3758 per share) are deliberately not added.
Each model values the company its own way; the fair value above is the evidence-weighted blend. Evidence (0 to 100) shows how complete a model's inputs are. How we calculate →
ModelBear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target.Evidence
Highest evidence
Residual Income best evidence$10.37$11.24$13.3471
Growth DCF$46.48$105.63$200.9369
FCF DCF$50.73$88.35$205.6668
All 16 models by family
DCF Models
FCF DCF$50.73$88.35$205.6668
5Y Revenue Exit$28.66$60.51$126.9463
5Y EBITDA Exit$44.89$93.32$188.2665
10Y Revenue Exit$34.51$91.29$125.2261
10Y EBITDA Exit$47.61$125.44$259.9258
Dividend Discount
Gordon GGM$20.10$40.05$60.6562
DDM Multi-Stage$20.10$34.61$42.2862
Multiples
P/S Multiple$13.80$18.40$23.0058
P/B Multiple$13.80$18.40$23.0055
EV/EBIT$51.24$74.65$98.0665
EV/EBITDA$40.53$60.37$80.2166
EV/Revenue$16.05$31.06$46.0851
Asset-Based
NCAV (Graham)$6.11$8.19$12.2254
Growth DCF
Growth DCF$46.48$105.63$200.9369
Rev-Margin DCF$33.17$70.08$146.8063
Economic Profit
Residual Income best evidence$10.37$11.24$13.3471
Widest divergence: DCF Models ($91.29) versus Asset-Based ($8.19). Highest evidence: Residual Income (71).
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Key figures & financial health
P/E ratio80.5as of Jul 16, 2026
P/S ratio12.2P/E × margin
EPS (TTM)$0.9700price ÷ EPS = P/E 80.5
Dividend yield0.5%payout 43.3%
Net margin15.1%FY2025
Return on equity10.5%TTM
More key figures
Profitability
Return on assets (EBIT)7.5%avg 4y
Operating margin57.2%TTM
Growth
Revenue (TTM)$206MTTM
Revenue growth (YoY)+16.1%3y avg +56.7%
EPS growth (YoY)+15.1%
Balance sheet & cash flow
Free cash flow$122MFY2025
Net cash$30.0MFY2025
Figures from reported company fundamentals · as of Sep 9, 2026. TTM = trailing twelve months.
Quality Score breakdown
Overall quality57/100
Of which business quality 53
· Market factors (momentum, volatility) 78
Profitability32
Margins and returns on capital today
Quality Growth79
Are margins and returns improving?
Cashflow100
Earnings quality: real cash, not paper profit
Fin. Strength22
Balance sheet, leverage, solvency risk
Investment37
Disciplined investing over empire-building
Low Volatility50
Calm price path (market factor)
Momentum85
Price trend over the last 3–12 months (market factor)
52W Momentum100
Distance to the 52-week high (market factor)
Net Issuance50
Buybacks instead of dilution
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
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. It owns surface acres in and around the Delaware Basin in Texas and New Mexico. The company holds a portfolio of oil and gas royalties.
Full company description
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. It owns surface acres in and around the Delaware Basin in Texas and New Mexico. The company holds a portfolio of oil and gas royalties. It sells brackish water and other surface composite materials. The company was founded in 2021 and is headquartered in Houston, Texas. LandBridge Company LLC operates as a subsidiary of LandBridge Holdings LLC.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2025 · reported fiscal years
LandBridge Company LLC reported revenue of $199M in FY2025 versus $51.8M in FY2022, a compound +56.7%/yr. Reported net income was $30.1M in FY2025.
Growth Quality 95/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
$199M
Latest YoY
+81.1%
Avg. revenue growth/yr (3Y) ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+56.7%
Value creation/yr (3Y) ⓘEarnings growth per share (CAGR 3 years, EBIT basis) plus dividend yield: value created per share and year.
−3.6%
Earnings growth per share plus dividend yield: the value created per share and year.
Earnings growth per share−4.1%
Dividend yield0.5%
Operating margin (EBIT) ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.−6.2% (2022) → 59.5% (2025) · rising
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How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation
Quality Score55 · Above median
Fair Value upside−79% · Bottom 25%
Profitability
Return on equity (TTM)10% · Above median
Return on assets6% · Top 25%
Net margin (TTM)16% · Top 25%
Operating margin (TTM)57% · Top 25%
Growth and dividend
Revenue growth16% · Above median
Dividend yield (TTM)0.5% · Bottom 25%
Balance sheet
Debt / equity1.64× · Highest 25%
Valuation Multiples vs Oil & Gas Equipment & Services median · lower = cheaper
P/E (TTM)80.5× · Priciest 25%
P/B17.67× · Priciest 25%
P/S (TTM)29.17× · Priciest 25%
P/FCF49.3× · Priciest 25%
EV/EBITDA48.1× · Priciest 25%
What the price implies (reverse DCF)
The inverse question: what free-cash-flow growth must LandBridge Company LLC deliver for ten years so that today's price is fair in our DCF model? Same formula, same discount rate as the fair value.
Implied FCF growth, 10 years+7.7 % per year
Achieved revenue growth, 3 years+56.7 % p.a.
Sector median revenue growth+1.5 %
FCF yield on price5.07 %
Discount rate (WACC) in the models8.5 %
The price demands less growth than the company recently delivered: even a weaker business would justify the price. Ranking of the largest stocks →
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
This stockSector peers
VALUE0· sector 0
FUTURE81· sector 0
PAST42· sector 29
HEALTH18· sector 92
DIVIDEND10· sector 37
VALUE 0: the price sits above our fair-value range.
Insider activity: 46/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Oil & gas
Similar stocks
10 more Oil & Gas Equipment & Services stocks, each showing price versus our Fair Value estimate (as of Sep 9, 2026).
Is LandBridge Company LLC (LB) overvalued or undervalued?
As of Sep 9, 2026, our model estimates a fair value of $51.14 versus a price of $86.38, about −41% upside (overvalued).
What is the fair value of LB?
Our model-based fair value for LandBridge Company LLC is $51.14 (as of Sep 9, 2026), built from audited fundamentals. The current price: $86.38.
What is the quality score of LB?
LandBridge Company LLC has a Quality Score of 57/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for LandBridge Company LLC (LB)?
Our model-based price target is the fair value of $51.14 (as of Sep 9, 2026) from 16 valuation models. Cautious scenario $36.12, optimistic scenario $66.16. It is a calculation from audited fundamentals, not an analyst target.
What is the LandBridge Company LLC stock forecast for 2026?
Our models put fair value at $51.14, about −41% upside versus a price of $86.38 (overvalued). Cautious scenario $36.12, optimistic scenario $66.16. The calculation is refreshed regularly with new filings.
What is the revenue of LandBridge Company LLC (LB)?
LandBridge Company LLC reported trailing-twelve-month revenue of about $206M (latest available figure, as of Sep 9, 2026).
What is the net profit margin of LB?
The net profit margin of LandBridge Company LLC is about 15.7%, meaning it keeps roughly 15.7% of revenue as net income. Based on the latest reported figures.
Does LandBridge Company LLC pay a dividend?
LandBridge Company LLC currently shows a dividend yield of about 0.49% relative to its recent price (as of Sep 9, 2026).
What growth is priced into LandBridge Company LLC (LB)?
For today's price to be fair in a discounted-cash-flow model, LandBridge Company LLC would have to grow free cash flow by +7.7 % per year for ten years (discount rate 8.5 %, then 2 % perpetual growth). Over the last 3 years revenue grew +56.7 % per year. As of Sep 9, 2026.
What discount rate (WACC) does the fair value of LB use?
Our models discount LandBridge Company LLC at 8.5 %: a base by market capitalisation (mid), damped by beta 0.03, country premium for USA. The same rate applies in all 26 models.
What is the intrinsic value of LandBridge Company LLC (LB)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For LandBridge Company LLC it is $51.14 per share (as of Sep 9, 2026), against a price of $86.38. It is the blended result of 16 valuation models (cash flow, earnings, asset, dividend).
Is LandBridge Company LLC stock overvalued or undervalued in 2026?
As of Sep 9, 2026, LB trades above its calculated fair value: price $86.38, fair value $51.14, a gap of about −41% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of LB?
No. The price is what the market pays today ($86.38); the fair value is what the company's own numbers justify ($51.14). For LandBridge Company LLC the two are $35.24 per share apart. That gap is exactly why we show both numbers side by side.
How much is LandBridge Company LLC worth?
The market values LandBridge Company LLC at about $6.0B (market capitalisation, as of Sep 9, 2026). Per share that is $86.38; our models calculate a fair value of $51.14 per share.
What do the bullish and bearish scenarios say about LB?
Our models span a range for LandBridge Company LLC: cautious scenario $36.12, base $51.14, optimistic $66.16 per share (as of Sep 9, 2026, price $86.38). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of LB?
LandBridge Company LLC trades at a price-to-earnings ratio of 80.5 (as of Sep 9, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $51.14 is built from several models across several years. Other multiples: P/B 17.7, P/S 29.2, EV/EBITDA 48.1.
How solid is the balance sheet of LandBridge Company LLC (LB)?
Balance-sheet figures for LandBridge Company LLC (as of Sep 9, 2026): return on equity 10.5%, debt of 1.64 per unit of equity. They feed the Quality Score of 57/100, which measures business quality independently of the share price.
How far is LB from its 52-week high?
LandBridge Company LLC trades at $86.38, about 1% below its 52-week high of $85.19 and 98% above the low of $43.61 (as of Sep 9, 2026). Distance from the high says nothing about value: that is what the fair value of $51.14 is for.
Which stocks are comparable to LandBridge Company LLC?
From the same area (Energy) we also value SLB N.V, Baker Hughes Company, TechnipFMC plc, Halliburton Company, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is LandBridge Company LLC stock attractive at the current price?
The data as of Sep 9, 2026: price $86.38, calculated fair value $51.14 (−41%), Quality Score 57/100, from 16 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of LB calculated?
We run LandBridge Company LLC through 16 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of $51.14, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 32.6 % above its aggregate fair value. LandBridge Company LLC itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on <a href="/is-it-worth-investing-now/">is it worth investing now</a>.
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LandBridge Company LLC
LB · US