COMPARE · Data as of August 21, 2026
AROC vs LB
Verdict: Side-by-side breakdown using the Bull Rankings model. AROC scored 60.0, LB scored 35.5 — AROC leads.
Compare another set
AROC
Archrock, Inc.
60
$31.80 · $5.6B
fundamentals as of
Score gap
24.5
AROC leads
LB
LandBridge Company LLC
35.5
$89.02 · $6.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestAROC17.1x
- Fastest growthLB+81.1%
- Strongest balance sheetLB0.64
- Highest qualityAROC82 / 100
- Largest discount to fair valueAROC-20%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
AROC
stronger →← stronger
LB
82
Qualityreturns · margins · balance sheet
64
50
Growthrevenue & earnings expansion
50
53
Valuevaluation vs sector peers
14
AROC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AROC
LB
$291mC
FCF
$151mC
+11.5%B
Rev
+81.1%A
1.52C
D/E
0.64B
17.1xB
P/E
79.5xD
1.48B
PEG
5.08D
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
AROC
LB
20% below
Price vs fair valuelower is cheaper
136% above
~7%/yr
Growth the price implies10-yr FCF · lower = less priced in
~32%/yr
-1%
1-yr DCF upside
-64%
+25%
5-yr DCF upside
-58%
+73%
10-yr DCF upside
-47%
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
LB
Why this score
- Diluting shareholders
- Cyclical growth
- Short track record
The companies
AROCArchrock, Inc.
Why now
Oil & Gas Equipment & Services · market cap $5.6b. Down 25% from 52-week high of $42.23 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $42.63 (implying +34% upside).
Moat
Net margin 22% 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 $6.9b. Trading near 52-week high of $91.69 — momentum setup, limited technical margin of safety. Revenue growing +81% — in hypergrowth territory. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $83.57 (implying -6% 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 12% 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 79.5x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Trading within 3% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. P/S 30.4x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
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.
Where AROC and LB diverge
On the headline score the gap is 24.5 points in favor of AROC. The widest single difference is Value, where AROC leads by 38.8 points.
- ValueAROC 52.9 · LB 14.1AROC +38.8
- QualityAROC 81.8 · LB 63.5AROC +18.3
- GrowthAROC 50.0 · LB 50.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.