COMPARE · Reviewed August 4, 2026
HAL vs LB
Verdict: Side-by-side breakdown using the Bull Rankings model. HAL scored 57.7, LB scored 53.3 — HAL leads.
Compare another set
Different reporting periods. HAL's fundamentals are as of June 2026, but LB's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
HAL
Halliburton Company
57.7
$32.36 · $27.0B
fundamentals as of
Score gap
4.4
HAL leads
LB
LandBridge Company LLC
53.3
$73.68 · $5.7B
fundamentals as of
The model, pillar by pillar (0–100 each)
HAL
stronger →← stronger
LB
67
Qualityreturns · margins · balance sheet
62
50
Growthrevenue & earnings expansion
50
57
Valuevaluation vs sector peers
49
HAL is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
HAL
LB
$1.7bC+
FCF
$147mC
+0.6%C
Rev
+81.1%A
0.74B
D/E
0.66B
16.9xB
P/E
76.0xD
0.79A-
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
HAL
LB
45% below
Price vs fair valuelower is cheaper
105% above
~-1%/yr
Growth the price implies10-yr FCF · lower = less priced in
~28%/yr
+40%
1-yr DCF upside
-58%
+82%
5-yr DCF upside
-51%
+170%
10-yr DCF upside
-40%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
HAL
Why this score
- Buying back stock
- Cyclical growth
LB
Why this score
- Diluting shareholders
- Cyclical growth
- Short track record
The companies
HALHalliburton Company
Why now
Oil & Gas Equipment & Services · market cap $27.0b. Down 26% from 52-week high of $43.59 — deep drawdown territory. PEG 0.79 — paying under fair value for the growth rate. 25 sell-side analysts rate this a Buy with a mean 1-yr target of $43.52 (implying +34% upside).
Moat
ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 108% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Commodity exposure — earnings power tracks the price of the underlying commodity, not management execution. A 15-20% move in the commodity reprices the equity well before fundamentals catch up.
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.