LandBridge Company LLC (LB) vs NOV Inc. (NOV)

LandBridge Company LLC and NOV Inc. are both Oil & Gas Equipment & Services companies. NOV Inc. is the larger, with a market value of $7.1B against $6.4B — 1.1× the size. LandBridge Company LLC trades at the lower P/E: 60.7× against 76.4×. LandBridge Company LLC grew revenue faster over the last twelve months: 44.1% against −1.72%. LandBridge Company LLC has the higher net margin (16.5% vs 1.10%) and the higher return on invested capital (6.51% vs 4.03%). Across the 20 metrics below, LandBridge Company LLC leads on 12 and NOV Inc. on 8.

Valuation

Metric LB NOV Oil & Gas Equipment & Services median
P/E 60.73 76.38 24.78
P/S 10.09 0.83 1.28
P/B 2.74 1.14 1.85
Price to free cash flow 15.03 11.84 15.03
EV/EBITDA 17.80 8.79 8.93
EV/Sales 12.29 0.89 1.40
Earnings yield 1.65% 1.31% 3.12%
Free cash flow yield 6.65% 8.44% 5.01%

Profitability

Metric LB NOV Oil & Gas Equipment & Services median
Gross margin 98.84% 20.53% 23.27%
Operating margin 61.34% 5.08% 9.34%
Net margin 16.48% 1.10% 4.69%
Free cash flow margin 67.16% 6.97% 5.05%
Return on equity 4.90% 1.48% 4.92%
Return on assets 3.04% 0.84% 2.37%
Return on invested capital 6.51% 4.03% 4.32%

Growth

Metric LB NOV Oil & Gas Equipment & Services median
Revenue growth (TTM) 44.09% (1.72%) 6.08%
EPS growth (last fiscal year) 266.28% (75.63%) —
Revenue growth, 5-year CAGR — 7.50% 10.60%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric LB NOV Oil & Gas Equipment & Services median
Debt to equity 0.64 0.27 0.46
Current ratio 7.27 2.42 2.11
Net debt to EBITDA 4.01 0.18 0.76

Dividend

Metric LB NOV Oil & Gas Equipment & Services median
Dividend yield — 1.18% 2.12%
Payout ratio — 0.19 0.00

Size

Metric LB NOV Oil & Gas Equipment & Services median
Market cap 6.36b 7.09b 1.81b

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