COMPARE · Reviewed August 4, 2026
LB vs WFRD
Verdict: Side-by-side breakdown using the Bull Rankings model. LB scored 53.3, WFRD scored 53.9 — WFRD leads.
Compare another set
Different reporting periods. WFRD'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.
LB
LandBridge Company LLC
53.3
$73.68 · $5.7B
fundamentals as of
Score gap
0.6
WFRD leads
WFRD
Weatherford International plc
53.9
$89.42 · $6.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
LB
stronger →← stronger
WFRD
62
Qualityreturns · margins · balance sheet
72
50
Growthrevenue & earnings expansion
50
49
Valuevaluation vs sector peers
43
LB and WFRD split the three pillars evenly.
Fundamentals, head-to-head
LB
WFRD
$147mC
FCF
$526mC+
+81.1%A
Rev
-7.2%D
0.66B
D/E
0.91C+
76.0xD
P/E
17.6xB
0.94B+
PEG
1.73C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
LB
WFRD
105% above
Price vs fair valuelower is cheaper
53% below
~28%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-4%/yr
-58%
1-yr DCF upside
+60%
-51%
5-yr DCF upside
+111%
-40%
10-yr DCF upside
+218%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LB
Why this score
- Diluting shareholders
- Cyclical growth
- Short track record
WFRD
Why this score
- Raising its dividend
- Durable high returns
- Revenue shrinking
The companies
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.
WFRDWeatherford International plc
Why now
Oil & Gas Equipment & Services · market cap $6.4b. Down 21% from 52-week high of $113.15 — deep drawdown territory. Revenue -7% — in contraction; any catalyst that reverses this triggers re-rating. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $117.33 (implying +31% upside).
Moat
ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 144% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Revenue contracting -7% — 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.
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.