COMPARE · Data as of August 21, 2026
FLOC vs LB
Verdict: Side-by-side breakdown using the Bull Rankings model. FLOC scored 61.0, LB scored 35.5 — FLOC leads.
Compare another set
FLOC
Flowco Holdings Inc.
61
$22.63 · $2.5B
fundamentals as of
Score gap
25.5
FLOC 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
- CheapestFLOC17.1x
- Fastest growthLB+81.1%
- Strongest balance sheetFLOC0.25
- Highest qualityFLOC87 / 100
- Largest discount to fair valueFLOC-38%
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)
FLOC
stronger →← stronger
LB
87
Qualityreturns · margins · balance sheet
64
45
Growthrevenue & earnings expansion
50
57
Valuevaluation vs sector peers
14
FLOC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
FLOC
LB
$208mC
FCF
$151mC
-9.4%D
Rev
+81.1%A
0.25A-
D/E
0.64B
17.1xB
P/E
79.5xD
1.14B+
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
FLOC
LB
38% below
Price vs fair valuelower is cheaper
136% above
~-2%/yr
Growth the price implies10-yr FCF · lower = less priced in
~32%/yr
+39%
1-yr DCF upside
-64%
+62%
5-yr DCF upside
-58%
+103%
10-yr DCF upside
-47%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
FLOC
Why this score
- Short track record
LB
Why this score
- Diluting shareholders
- Cyclical growth
- Short track record
The companies
FLOCFlowco Holdings Inc.
Why now
Oil & Gas Equipment & Services · market cap $2.5b. 20% off the 52-week high of $28.26. Revenue -9% — in contraction; any catalyst that reverses this triggers re-rating. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $31.00 (implying +37% upside).
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 14% 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
Revenue contracting -9% — the operational turn is not yet visible in the top line. Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
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 FLOC and LB diverge
On the headline score the gap is 25.5 points in favor of FLOC. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueFLOC 57.4 · LB 14.1FLOC +43.3
- QualityFLOC 87.0 · LB 63.5FLOC +23.5
- GrowthFLOC 45.4 · LB 50.0LB +4.6
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.