LB - NYSE

LandBridge Company LLC

LandBridge Company LLC

LBยทNYSE

$75.92

-0.33%
EnergyOil & Gas Equipment & Services

LandBridge Company LLC 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 also sells brackish water and other surface composite materials. The company was founded in 2021 and is based in Houston, Texas. LandBridge Company LLC operates as a subsidiary of LandBridge Holdings LLC.

StatementsValue Model

At a Glance

Live Snapshot
Market Cap$5.85B
EPS1.1800
P/E Ratio64.34
Earnings Date08/05/2026
LandBridge Company LLC

LandBridge Company LLC Fair Value Envelope

LB ยท NYSE

Our analysis suggests that LB has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $75.92, this represents a potential HIDDEN relative to our calculated worth for LandBridge Company LLC.

HIDDEN
Intrinsic Value
Current Price: $75.92

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$1.8B
+ Cash & Equivalents$30.7M
Firm Value$1.9B
- Debt$692.0K
Equity Value$1.9B
/ Shares Outstanding77,089,109B
DCF Value$24
OVERVALUED BY 68%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$126.3M
$126.3M
$126.3M
$126.3M
$126.3M
$126.3M
$126.3M
$126.3M
$126.3M
$126.3M
Maintenance CapEx
-$847.2K
-$847.2K
-$847.2K
-$847.2K
-$847.2K
-$847.2K
-$847.2K
-$847.2K
-$847.2K
-$847.2K
Owner Earnings
$125.4M
$125.4M
$125.4M
$125.4M
$125.4M
$125.4M
$125.4M
$125.4M
$125.4M
$125.4M
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$116.1M
$107.5M
$99.6M
$92.2M
$85.4M
$79.0M
$73.2M
$67.8M
$62.7M
$58.1M
Terminal Value represents 54.0% of Enterprise Value

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