LB vs TPL
LB: Strategic Permian Basin landowner generating recurring royalties and surface fees from energy and infrastructure development on 315,000 acres with visibility into production trends via affiliated water midstream operator. TPL: A high-margin land and royalty owner in the Permian Basin that monetizes its vast surface holdings through oil and gas royalties and comprehensive water infrastructure services.
Side-by-side fundamentals
| Metric | LB | TPL | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $77.79 | $433.10 | |
| Market cap as of 2026-07-23 | $5.9B | $29.4B | |
| P/E as of 2026-07-23 | 181.66 | 58.32 | TPL lower |
| PEG as of 2026-07-23 | n/a | 6.07 | |
| Net margin as of 2026-07-23 | +15.7% | +60.0% | TPL higher |
| Gross margin as of 2026-07-23 | +99.0% | +93.2% | LB higher |
| Operating margin as of 2026-07-23 | +59.5% | +74.4% | TPL higher |
| ROE as of 2026-07-23 | +10.6% | +35.5% | TPL higher |
| ROA as of 2026-07-23 | +2.7% | +31.9% | TPL higher |
| Debt / equity as of 2026-07-23 | 1.55 | 0.00 | TPL lower |
| Revenue growth (YoY) as of 2026-07-23 | +52.8% | +15.3% | LB higher |
| Revenue CAGR (3y) SEC XBRL | +65.3% | +6.1% | LB higher |
| Dividend yield as of 2026-07-23 | +0.6% | +0.6% | LB higher |
| Dividend streak (yrs) SEC XBRL | n/a | 1 | |
| Beta as of 2026-07-23 | 0.39 | 0.65 | |
| 1-year return as of 2026-07-22 close | +40.7% | +38.6% | LB higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.