COMPARE · Reviewed August 4, 2026
AROC vs LB
Verdict: Side-by-side breakdown using the Bull Rankings model. AROC scored 59.2, LB scored 53.3 — AROC leads.
Compare another set
AROC
Archrock, Inc.
59.2
$35.74 · $6.3B
fundamentals as of
Score gap
5.9
AROC leads
LB
LandBridge Company LLC
53.3
$73.68 · $5.7B
fundamentals as of
The model, pillar by pillar (0–100 each)
AROC
stronger →← stronger
LB
80
Qualityreturns · margins · balance sheet
62
50
Growthrevenue & earnings expansion
50
52
Valuevaluation vs sector peers
49
AROC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AROC
LB
$245mC
FCF
$147mC
+22.7%A-
Rev
+81.1%A
1.57C
D/E
0.66B
19.4xB
P/E
76.0xD
1.59C+
PEG
0.94B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AROC
LB
10% above
Price vs fair valuelower is cheaper
105% above
~14%/yr
Growth the price implies10-yr FCF · lower = less priced in
~28%/yr
-26%
1-yr DCF upside
-58%
-9%
5-yr DCF upside
-51%
+25%
10-yr DCF upside
-40%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AROC
Why this score
- Raising its dividend
- Cyclical growth
- Short track record
LB
Why this score
- Diluting shareholders
- Cyclical growth
- Short track record
The companies
AROCArchrock, Inc.
Why now
Oil & Gas Equipment & Services · market cap $6.3b. 15% off the 52-week high of $42.23. Revenue growing +23%, comfortably above the S&P median. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $42.88 (implying +20% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 21% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Production-cost sensitivity — top-quartile cost producers generate cash through the cycle while marginal producers burn it; watch the cost-per-unit trend, not just headline revenue.
LBLandBridge Company LLC
Why now
Oil & Gas Equipment & Services · market cap $5.7b. 14% off the 52-week high of $85.60. Revenue growing +81% — in hypergrowth territory. PEG 0.94 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $82.57 (implying +12% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trailing P/E 76.0x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. P/S 27.5x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. Reserve-replacement treadmill — every barrel or ounce extracted has to be replaced through exploration or acquisition; underspending on replacement reserves shows up in production declines 2-3 years out.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.