LandBridge Company LLC (LB) vs Murphy Oil Corporation (MUR)

LandBridge Company LLC and Murphy Oil Corporation are both Oil & Gas E&P companies. LandBridge Company LLC and Murphy Oil Corporation are of similar size ($5.2B and $4.8B). Murphy Oil Corporation trades at the lower P/E: 11.2× against 42.4×. LandBridge Company LLC grew revenue faster over the last twelve months: 37.3% against 13.6%. Murphy Oil Corporation has the higher net margin (14.9% vs 0.00%) and the higher return on invested capital (7.56% vs 6.06%). Across the 20 metrics below, Murphy Oil Corporation leads on 13 and LandBridge Company LLC on 7.

Valuation

Metric LB MUR Oil & Gas E&P median
P/E 42.36 11.23 9.67
P/S 7.39 1.67 1.76
P/B 2.09 0.94 1.19
Price to free cash flow 10.90 23.01 8.37
EV/EBITDA 16.41 3.96 4.59
EV/Sales 10.40 2.03 2.27
Earnings yield 2.36% 8.91% 7.55%
Free cash flow yield 9.18% 4.35% 3.98%

Profitability

Metric LB MUR Oil & Gas E&P median
Gross margin 0.00% 100.00% 79.54%
Operating margin 63.40% 25.75% 24.01%
Net margin 0.00% 14.90% 14.11%
Free cash flow margin 67.86% 7.26% 7.72%
Return on equity 0.00% 8.67% 8.99%
Return on assets 0.00% 4.63% 4.63%
Return on invested capital 6.06% 7.56% 6.33%

Growth

Metric LB MUR Oil & Gas E&P median
Revenue growth (TTM) 37.30% 13.60% 13.60%
EPS growth (last fiscal year) 266.28% (73.33%) (10.17%)
Revenue growth, 5-year CAGR — 6.68% 18.67%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric LB MUR Oil & Gas E&P median
Debt to equity 0.87 0.29 0.29
Current ratio 2.78 0.95 0.92
Net debt to EBITDA 4.01 0.78 0.93

Dividend

Metric LB MUR Oil & Gas E&P median
Dividend yield — 3.76% 3.76%
Payout ratio — 0.43 0.33

Size

Metric LB MUR Oil & Gas E&P median
Market cap 4.77b 5.21b 953.29m

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