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Upturn AI SWOT - About
LandBridge Company LLC (LB)
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Upturn Advisory Summary
09/17/2025: LB (1-star) is currently NOT-A-BUY. Pass it for now.
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 $69.43
1 Year Target Price $69.43
| 2 | Strong Buy |
| 3 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -20.22% | Avg. Invested days 16 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.99B USD | Price to earnings Ratio 67.7 | 1Y Target Price 69.43 |
Price to earnings Ratio 67.7 | 1Y Target Price 69.43 | ||
Volume (30-day avg) 8 | Beta - | 52 Weeks Range 37.58 - 87.31 | Updated Date 09/17/2025 |
52 Weeks Range 37.58 - 87.31 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 0.58% | Basic EPS (TTM) 0.77 |
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 67.7 | Forward PE 21.6 | Enterprise Value 1671517269 | Price to Sales(TTM) 25.5 |
Enterprise Value 1671517269 | Price to Sales(TTM) 25.5 | ||
Enterprise Value to Revenue 10.68 | Enterprise Value to EBITDA 19.87 | Shares Outstanding 25337000 | Shares Floating 25194127 |
Shares Outstanding 25337000 | Shares Floating 25194127 | ||
Percent Insiders 2.4 | Percent Institutions 110.71 |
Upturn AI SWOT
LandBridge Company LLC
Company Overview
History and Background
LandBridge Company LLC, a wholly owned subsidiary of Icahn Enterprises L.P. (IEP), was formed in 2012. Its primary focus is on real estate and related businesses. It doesn't have a long history as a standalone entity distinct from IEP.
Core Business Areas
- Real Estate: Acquisition, development, and management of commercial real estate properties.
- Related Businesses: Activities supporting the real estate segment, potentially including leasing and property services.
Leadership and Structure
LandBridge Company LLC operates under the leadership of Icahn Enterprises L.P. Carl Icahn is the Chairman of Icahn Enterprises. Specific leadership within LandBridge isn't widely publicized separately from IEP's overall structure.
Top Products and Market Share
Key Offerings
- Commercial Real Estate: Management of commercial properties, including office buildings and industrial facilities. Market share data specific to LandBridge is not publicly available. Competitors include large REITs such as Prologis (PLD) and Boston Properties (BXP).
Market Dynamics
Industry Overview
The commercial real estate industry is influenced by economic conditions, interest rates, and demographic trends. Demand fluctuates based on business cycles and regional factors.
Positioning
LandBridge's positioning is tied to Icahn Enterprises' overall investment strategy. Its competitive advantage would stem from IEP's capital allocation and strategic property selection.
Total Addressable Market (TAM)
The TAM for the commercial real estate market is vast and varies significantly by region and property type. LandBridge's position within the TAM is dependent on the size and location of its holdings, which is not publicly detailed.
Upturn SWOT Analysis
Strengths
- Access to capital through Icahn Enterprises
- Established network within the real estate industry
- Strategic investment opportunities identified by IEP
- Diversification within IEP's broader portfolio
Weaknesses
- Limited publicly available information on LandBridge's specific operations
- Dependence on Icahn Enterprises for strategic direction and funding
- Potential for conflicts of interest with other IEP investments
- Lack of transparency compared to publicly traded REITs
Opportunities
- Acquire undervalued commercial properties
- Develop new properties in high-growth markets
- Increase occupancy rates and rental income
- Expand into new real estate segments
Threats
- Economic downturns impacting commercial real estate values
- Rising interest rates increasing borrowing costs
- Increased competition from other real estate investors
- Regulatory changes affecting property development and management
Competitors and Market Share
Key Competitors
- PLD
- BXP
- EQIX
- SPG
Competitive Landscape
LandBridge competes within the larger commercial real estate market but its competitive advantages are determined by Icahn Enterprises' overall strategy and access to capital, not necessarily unique operational efficiencies compared to established REITs.
Growth Trajectory and Initiatives
Historical Growth: LandBridge's historical growth is interwoven with IEP's real estate investments and broader strategic initiatives.
Future Projections: Future projections for LandBridge are not publicly available as a standalone entity. They depend on IEP's future investment decisions.
Recent Initiatives: Recent initiatives are not publicly available separately from Icahn Enterprises L.P. (IEP).
Summary
LandBridge Company LLC, as a subsidiary of Icahn Enterprises, is intricately linked to IEP's overall financial performance and strategic direction. Publicly available data specific to LandBridge's operations is limited, making independent assessment difficult. The company's strengths rely on access to IEP's capital and investment expertise. A key challenge is the lack of transparency, requiring dependence on IEP's consolidated reporting. LandBridge will need to ensure strong property management to drive occupancy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Icahn Enterprises L.P. (IEP) SEC filings
- Commercial real estate industry reports
- Market research data
Disclaimers:
The analysis is based on publicly available information. Data may be limited and may not accurately reflect LandBridge Company LLC's individual performance due to its integration within Icahn Enterprises L.P.
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 & Director 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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