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Upturn AI SWOT - About
LandBridge Company LLC (LB)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
06/30/2025: 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
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Year Target Price $79.88
Year Target Price $79.88
| 2 | Strong Buy |
| 3 | Buy |
| 3 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit -20.2% | 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 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.54B USD | Price to earnings Ratio - | 1Y Target Price 79.88 |
Price to earnings Ratio - | 1Y Target Price 79.88 | ||
Volume (30-day avg) 8 | Beta - | 52 Weeks Range 23.90 - 87.48 | Updated Date 06/25/2025 |
52 Weeks Range 23.90 - 87.48 | Updated Date 06/25/2025 | ||
Dividends yield (FY) 0.55% | Basic EPS (TTM) -2.9 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.59% | Operating Margin (TTM) 56.97% |
Management Effectiveness
Return on Assets (TTM) -0.47% | Return on Equity (TTM) 2.58% |
Valuation
Trailing PE - | Forward PE 21.6 | Enterprise Value 2046848877 | Price to Sales(TTM) 41.06 |
Enterprise Value 2046848877 | Price to Sales(TTM) 41.06 | ||
Enterprise Value to Revenue 15.17 | Enterprise Value to EBITDA 480.14 | Shares Outstanding 23255400 | Shares Floating 22600081 |
Shares Outstanding 23255400 | Shares Floating 22600081 | ||
Percent Insiders 2.82 | Percent Institutions 103.52 |
Analyst Ratings
Rating 3 | Target Price 79.88 | Buy 3 | Strong Buy 2 |
Buy 3 | Strong Buy 2 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
LandBridge Company LLC
Company Overview
History and Background
LandBridge Company LLC is a privately held company, established in 2016 by Energy Transfer Partners to manage its transportation and development assets. It focuses on land acquisition and logistics for energy infrastructure.
Core Business Areas
- Land Acquisition and Management: Acquisition, management, and development of land assets primarily for energy infrastructure projects such as pipelines, storage facilities, and processing plants. This includes securing right-of-way for pipeline construction.
- Transportation and Logistics: Providing transportation and logistics solutions for the energy sector, potentially including trucking, rail, and other modes of transport for materials and equipment.
- Real Estate Development: Developing and managing real estate holdings, which may involve commercial or industrial properties associated with energy infrastructure.
Leadership and Structure
LandBridge Company LLC is a subsidiary of Energy Transfer Partners, L.P. (ET). Leadership would consist of executives within the Energy Transfer Partners organization overseeing LandBridge's operations.
Top Products and Market Share
Key Offerings
- Land Acquisition Services: Acquiring and securing land rights for energy infrastructure projects. Market share data is not publicly available for this specific service. Competitors include real estate firms specializing in energy sector land acquisitions, and in-house land acquisition teams at other energy companies.
- Right-of-Way (ROW) Services: Securing and managing rights-of-way for pipelines and other infrastructure. Market share data is not publicly available for this specific service. Competitors include specialized ROW acquisition companies, and in-house ROW teams at other energy companies.
- Logistics Support for Energy Projects: Providing logistical support for energy projects including transportation, storage, and coordination of materials. Market share data is not publicly available. Competitors include trucking companies specializing in oversized or hazardous materials, and companies providing temporary storage solutions.
Market Dynamics
Industry Overview
The energy infrastructure market is driven by increasing demand for energy and the need for efficient transportation and storage solutions. It is characterized by high capital investment, regulatory scrutiny, and environmental concerns. The market is also sensitive to commodity price fluctuations.
Positioning
LandBridge Company LLC is positioned as a strategic land asset manager within the Energy Transfer Partners ecosystem. Its competitive advantages stem from its focus on energy infrastructure, its relationship with Energy Transfer Partners, and its expertise in land acquisition and management.
Total Addressable Market (TAM)
The TAM for energy infrastructure land and logistics is estimated to be in the billions of dollars annually. LandBridge Company LLC is positioned to capture a portion of this TAM by leveraging its strategic relationships and expertise.
Upturn SWOT Analysis
Strengths
- Strategic relationship with Energy Transfer Partners
- Expertise in land acquisition and management
- Focus on energy infrastructure
- Access to capital
Weaknesses
- Limited public information due to private ownership
- Dependence on Energy Transfer Partners
- Exposure to fluctuations in the energy market
- Potential environmental liabilities
Opportunities
- Expansion into new geographic regions
- Diversification into related services
- Leveraging technology to improve efficiency
- Capitalizing on increasing demand for energy infrastructure
Threats
- Regulatory changes
- Environmental activism
- Competition from other land acquisition companies
- Economic downturns
Competitors and Market Share
Key Competitors
Competitive Landscape
The competitive landscape is fragmented, with numerous smaller firms specializing in land acquisition and related services. LandBridge's advantage lies in its scale, resources, and relationship with Energy Transfer Partners, however specific details on the companies within LandBridge Company LLC's competitive landscape are not available.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data is not publicly available.
Future Projections: Future growth projections are not publicly available.
Recent Initiatives: Recent initiatives are not publicly available, but likely include expanding land holdings in key energy producing regions and supporting Energy Transfer Partners' infrastructure projects.
Summary
LandBridge Company LLC is a strategic land management company focused on supporting Energy Transfer Partners' infrastructure projects. Its strengths lie in its expertise, strategic alignment, and access to resources. However, its private ownership limits public information. Monitoring regulatory changes and environmental concerns is crucial for sustainable growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Energy Transfer Partners Website
- Industry Reports on Energy Infrastructure
Disclaimers:
This analysis is based on publicly available information and limited data due to LandBridge Company LLC's private ownership. Financial data and specific market share information are not available.
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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