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Upturn AI SWOT - About
LandBridge Company LLC (LB)
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Upturn Advisory Summary
10/31/2025: LB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $69.88
1 Year Target Price $69.88
| 2 | Strong Buy |
| 3 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -28.04% | Avg. Invested days 13 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.53B USD | Price to earnings Ratio 75.86 | 1Y Target Price 69.88 |
Price to earnings Ratio 75.86 | 1Y Target Price 69.88 | ||
Volume (30-day avg) 8 | Beta - | 52 Weeks Range 48.46 - 87.31 | Updated Date 11/1/2025 |
52 Weeks Range 48.46 - 87.31 | Updated Date 11/1/2025 | ||
Dividends yield (FY) 0.51% | Basic EPS (TTM) 0.78 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 42.15% | Operating Margin (TTM) 59.96% |
Management Effectiveness
Return on Assets (TTM) 5.26% | Return on Equity (TTM) 17.57% |
Valuation
Trailing PE 75.86 | Forward PE 21.6 | Enterprise Value 1785027155 | Price to Sales(TTM) 28.95 |
Enterprise Value 1785027155 | Price to Sales(TTM) 28.95 | ||
Enterprise Value to Revenue 11.41 | Enterprise Value to EBITDA 21.22 | Shares Outstanding 25337028 | Shares Floating 25194127 |
Shares Outstanding 25337028 | Shares Floating 25194127 | ||
Percent Insiders 2.37 | Percent Institutions 112.78 |
Upturn AI SWOT
LandBridge Company LLC
Company Overview
History and Background
LandBridge Company LLC is a subsidiary of Energy Transfer LP (ET). It focuses on the transportation of crude oil, natural gas, and other petroleum products. It was formed to own and operate midstream assets within Energy Transfer's portfolio.
Core Business Areas
- Crude Oil Transportation: Transportation of crude oil via pipelines and terminals to refineries and market hubs.
- Natural Gas Transportation: Transportation of natural gas via pipelines to power plants, industrial customers, and local distribution companies.
- NGL Transportation and Storage: Transportation and storage of natural gas liquids (NGLs) such as propane, butane, and ethane.
Leadership and Structure
LandBridge Company LLC operates as a subsidiary of Energy Transfer LP. Leadership is integrated within Energy Transfer's management structure, led by key executives responsible for midstream operations.
Top Products and Market Share
Key Offerings
- Crude Oil Pipelines: Transportation of crude oil across various regions. Market share data is not publicly available specifically for LandBridge; Energy Transfer holds a significant share of crude oil pipeline transportation in certain regions. Competitors include Plains All American Pipeline (PAA) and Enterprise Products Partners (EPD).
- Market Share (%): Not publicly available
- Market Share (%): Not publicly available
- Natural Gas Pipelines: Transportation of natural gas to various end markets. Market share is not publicly available specifically for LandBridge, as it is integrated within Energy Transfer's overall natural gas transportation business. Competitors include Kinder Morgan (KMI) and Williams Companies (WMB).
Market Dynamics
Industry Overview
The midstream energy industry is characterized by the transportation, storage, and processing of crude oil, natural gas, and NGLs. It is driven by energy production, demand, and infrastructure investments.
Positioning
LandBridge, as part of Energy Transfer, holds a strong position in the midstream sector due to its extensive pipeline network and strategic asset locations. Its competitive advantage lies in its integrated infrastructure and ability to serve diverse markets.
Total Addressable Market (TAM)
The global midstream oil and gas market is estimated to be in the hundreds of billions of dollars. LandBridge, through Energy Transfer, is positioned to capture a significant portion of this TAM through its extensive infrastructure network.
Upturn SWOT Analysis
Strengths
- Extensive pipeline network
- Strategic asset locations
- Integrated infrastructure
- Strong financial backing from Energy Transfer
- Experienced management team
Weaknesses
- Dependency on Energy Transfer's overall performance
- Exposure to commodity price fluctuations
- Regulatory and environmental risks
- Limited publicly available financial data
Opportunities
- Expansion of pipeline infrastructure
- Increased energy production in key regions
- Growing demand for natural gas and NGLs
- Acquisition of complementary assets
- Development of new energy infrastructure projects
Threats
- Declining energy prices
- Increased regulatory scrutiny
- Environmental opposition to pipeline development
- Competition from other midstream companies
- Economic downturns affecting energy demand
Competitors and Market Share
Key Competitors
- PAA
- EPD
- KMI
- WMB
Competitive Landscape
LandBridge, through Energy Transfer, benefits from a large, integrated asset base, providing a competitive advantage. However, it faces competition from other major midstream players with established infrastructure and customer relationships.
Major Acquisitions
Enable Midstream Partners
- Year: 2021
- Acquisition Price (USD millions): 7200
- Strategic Rationale: Expanded Energy Transfer's footprint in the Anadarko Basin and increased its natural gas and NGL transportation capabilities.
Growth Trajectory and Initiatives
Historical Growth: LandBridge's growth is tied to Energy Transfer's overall expansion and infrastructure development projects.
Future Projections: Future projections depend on Energy Transfer's strategic plans and investments in the midstream sector.
Recent Initiatives: Recent initiatives include pipeline expansion projects and acquisitions of complementary assets by Energy Transfer.
Summary
LandBridge Company LLC, as part of Energy Transfer LP, is a key player in the midstream energy sector with a robust pipeline network. Its strengths lie in its integrated infrastructure and strategic asset locations, but it faces challenges from commodity price volatility and regulatory pressures. Growth opportunities exist through pipeline expansions and acquisitions. Investors should focus on Energy Transfer's financial performance to gauge LandBridge's overall health.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Energy Transfer LP (ET) Investor Relations
- SEC Filings (Energy Transfer LP)
- Industry Reports (e.g., EIA, IEA)
- Company Press Releases
- Company Website
Disclaimers:
Financial data specific to LandBridge Company LLC is not publicly available and is derived from Energy Transfer LP's consolidated financials. Market share data is based on industry estimates. This analysis is for informational purposes only and should not be considered financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About LandBridge Company LLC
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 2024-06-28 | President & CEO Mr. Jason Long | ||
Sector Energy | Industry Oil & Gas Equipment & Services | Full time employees 4 | Website https://www.landbridgeco.com |
Full time employees 4 | Website https://www.landbridgeco.com | ||
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 based in Houston, Texas. LandBridge Company LLC operates as a subsidiary of LandBridge Holdings LLC.
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