LandBridge Company LLC vs Texas Pacific Land Corporation, two Asset Management stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where LB and TPL diverge most: on debt / equity, LB reads 0.66 and TPL reads 0.00; on return on assets, LB reads 2.4% and TPL reads 28.8%. The rest of the comparable metrics sit closer together. What LB's price implies is a somewhat stretched bet versus history (whole-company basis). What TPL's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | LB | TPL |
|---|---|---|
| Price | $76.91 | $397.72 |
| Market cap | $5.9B | $27.4B |
| Sector | Financial Services | Financial Services |
| Stage | Growth | Growth |
| P/E | 79.3 | 54.6 |
| P/B | 7.34 | 17.64 |
| P/S | 28.76 | 32.71 |
| EV/EBITDA | 47.3 | 39.5 |
| Revenue growth | +58.3% | +15.1% |
| Operating margin | 57.2% | 77.0% |
| Net margin | 15.7% | 60.0% |
| Return on equity | 4.0% | 32.4% |
| Return on assets | 2.4% | 28.8% |
| Dividend yield | — | 0.5% |
| Debt / equity | 0.66 | 0.00 |
| Current ratio | 3.15 | 4.23 |
| Altman Z (solvency) | 6.29 | 8.39 |
| Piotroski F (quality) | 7 / 9 | 7 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.