LB vs FRPH vs LPA Stock Comparison

LandBridge, Frp Holdings and Logistic Properties of the Americas Prices as of Oct 26, 2026 Peers: Industry group
LB LandBridge Corp
$79.44 -2.4% 1M +33.4% 1Y
Market cap
$2.20B
P/E
25.2x
Revenue (TTM)
$225.45M
Div. yield
–
Real Estate Operators Real Estate
5 wins
FRPH Frp Holdings, Inc.
$18.96 -10.2% 1M -24.1% 1Y
Market cap
$354.43M
P/E
260.4x
Revenue (TTM)
$43.62M
Div. yield
–
Real Estate Operators Real Estate
1 win

Head to Head

10 decided of 12

LandBridge leads on 5 of the 12 questions below (LandBridge 5, Logistic Properties of the Americas 4, Frp Holdings 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLBFRPHLPALeader
Larger companyMarket capitalisation $2.20B $354.43M $83.34M LB
Cheaper on earningsLower P/E, profitable companies only 25.2x 260.4x 4.8x LPA
Cheaper on forward earningsLower price / next fiscal year consensus EPS 49.3x — 22.0x LPA
Faster revenue growthRevenue growth, trailing twelve months +44.1% +3.1% +32,091.6% LPA
More profitableNet margin, trailing twelve months 38.8% 3.1% 0.1% LB
Better return on capitalReturn on invested capital 9.1% 0.9% 9.1% LPA
Less leveragedLower net debt / EBITDA 3.2x 6.4x 5.3x LB
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +33.4% -24.1% -27.1% LB
Better 5-year returnAnnualised price return, 5 years — -7.6%/yr — –
Less volatileAnnualised volatility, 1 year 60.8% 25.8% 67.2% FRPH
Higher overall scoreMean of the five percentile scores vs peers 63/100 30/100 62/100 LB

Percentile Scorecard

LBFRPHLPA

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisLBFRPHLPA
Valuation 32 #27 of 39 24 #30 of 39 95 #3 of 39
Growth 91 #4 of 33 13 #29 of 33 63 #13 of 33
Profitability 90 #4 of 30 48 #16 of 30 59 #13 of 30
Financial Health 73 #11 of 38 35 #25 of 38 32 #26 of 38
Shareholder Returns 31 #10 of 14 – –
Overall 63 30 62
  • LB ranked among 42 companies in Property Developers
  • FRPH ranked among 42 companies in Property Developers
  • LPA ranked among 42 companies in Property Developers

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodLBFRPHLPASPY
1 month -2.4%-10.2%-9.3% -0.8%
3 months +5.4%-19.5%-15.7% +3.5%
6 months +14.9%-11.6%-25.6% +7.0%
Year to date +62.2%-16.8%-3.3% +12.2%
1 year +33.4%-24.1%-27.1% +13.0%
3 years —-29.8%— +86.3%
3 years, per year —-11.1%— +23.1%
5 years —-32.8%— +68.6%
5 years, per year —-7.6%— +11.0%
10 years —+18.9%— +258.0%
10 years, per year —+1.7%— +13.6%

Risk

MeasureLBFRPHLPASPY
Volatility, 1Y 60.8%25.8%67.2% 12.7%
Downside volatility, 1Y 59.4%26.7%65.7% 12.7%
Beta vs S&P 500, 1Y 0.650.261.06 1.00
Return / volatility, 1Y 0.55-0.93-0.40 1.02
Max drawdown, 5Y -48.3%-42.2%-99.1% -25.4%
From 52-week high -11.4%-25.8%-34.3% -1.8%
52-week high $89.71$25.56$4.02 $779.14
52-week low $44.20$18.77$2.38 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleLBFRPHLPA
P/E now vs peer median 25.4xmedian 7.8x 265.2xmedian 7.8x 4.8xmedian 7.8x
P/S now vs peer median 27.1xmedian 4.9x 8.3xmedian 4.9x 0.0xmedian 4.9x
EV/EBITDA now vs peer median 42.4xmedian 11.2x 26.9xmedian 11.2x 6.7xmedian 11.2x
P/FCF now vs peer median 40.4xmedian 6.4x —median 6.4x -95.1xmedian 6.4x
P/B now vs peer median 7.3xmedian 0.6x 0.8xmedian 0.6x 0.3xmedian 0.6x
PEG now vs peer median —median 0.33 -8.16median 0.33 —median 0.33

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsLBFRPHLPA
Revenue $225.45M $43.62M $14.78B
Gross profit $222.84M – –
Operating income $138.30M $6.16M –
Net income $87.38M $1.32M $77.06M
Free cash flow $151.28M – -$878.16K
EPS (diluted) $1.13 $0.07 $0.54
Cash & equivalents $39.80M $100.98M $33.58M
Total debt $535.72M $214.62M $1.21B
Shares (diluted) 76.99M 19.06M 31.74M
Enterprise value $2.07B -$141.19M $56.22M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricLBFRPHLPA
P/E 25.4x 265.2x 4.8x
P/FCF 40.4x – -95.1x
P/Operating cash flow 39.3x – -114.6x
P/S 27.1x 8.3x 0.0x
P/B 7.3x 0.8x 0.3x
P/Tangible book 8.7x 0.8x 0.3x
EV/EBITDA 42.4x 26.9x 6.7x
EV/EBIT 47.8x 77.5x 6.8x
EV/Revenue 29.3x 10.9x 0.0x
EV/FCF 43.7x – -452.1x
EV/Operating cash flow 42.5x – -545.0x
PEG (3Y EPS CAGR) – -8.16 –

Growth

14 metrics
MetricLBFRPHLPA
Revenue growth (1Y) 44.1% 3.1% 32,092%
Revenue CAGR (3Y) – 3.0% –
Gross profit growth (1Y) 44.0% – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) 85.0% -38.3% –
Operating income CAGR (3Y) – -15.4% –
Net income growth (1Y) 122.2% -75.5% 294.3%
Net income CAGR (3Y) – -33.9% –
EPS growth (1Y) 120.4% -74.5% 144.4%
EPS CAGR (3Y) – -32.5% –
Operating cash flow growth (1Y) 77.5% – -103.5%
Operating cash flow CAGR (3Y) – – –
Free cash flow growth (1Y) 76.3% – -104.2%
Free cash flow CAGR (3Y) – – –

Profitability

14 metrics
MetricLBFRPHLPA
Gross margin 98.8% – –
EBITDA margin 69.0% 40.7% 0.4%
Operating margin 61.3% 14.1% –
Pretax margin 43.6% 24.5% 0.3%
Net margin 38.8% 3.1% 0.1%
FCF margin 67.1% – 0.0%
Operating cash flow margin 69.0% – 0.0%
Return on equity 10.7% 0.2% 8.7%
Return on assets 6.4% 0.1% 3.2%
Return on invested capital 9.1% 0.9% 9.1%
Return on capital employed 10.2% – 8.4%
Asset turnover 0.2x 0.1x 20.4x
Cash conversion (OCF / net income) 1.8x – 0.0x
Stock comp / revenue 20.1% 6.3% 0.0%

Financial Health

11 metrics
MetricLBFRPHLPA
Debt / assets 38.9% 28.2% 43.0%
Debt / equity 0.6x 0.5x 1.2x
Net debt / EBITDA 3.2x 6.4x 5.3x
Debt / FCF 3.5x – -365.3x
Liabilities / assets 39.6% 40.3% 63.3%
Equity / assets 60.4% 59.7% 36.7%
Interest coverage – 2.1x 2.9x
Current ratio 7.3x – 1.8x
Quick ratio 6.9x – 0.3x
Cash ratio 4.1x – 0.3x
Altman Z-score 7.31 – 20.34

Shareholder Returns

7 metrics
MetricLBFRPHLPA
Dividend yield 0.6% – –
Net buyback yield – – –
Shareholder yield 0.6% – –
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusLBFRPHLPA
Forward P/E 49.3xFY2026 – 22.0xFY2026
EPS, next fiscal year $1.61FY2026 – $0.12FY2026
EPS growth, next FY +17.5%FY2026 – -76.5%FY2026
EPS growth, the year after +46.0% – +150.0%
Revenue, next fiscal year $261.70MFY2026 – $51.73MFY2026
Revenue growth, next FY +31.5%FY2026 – +4.3%FY2026
Revenue growth, the year after +27.5% – +26.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLBFRPHLPA
Held by institutions 37.0% 47.8% 1.9%
Institutions holding 192 109 34
Change in shares held, QoQ +4.2% +3.0% -11.9%
Institutions buying 108 56 21
Institutions selling 57 30 10
Buyers to sellers 1.89 1.87 2.10

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

LBFRPHLPA
LB 1.00 0.03 0.03
FRPH 0.03 1.00 0.23
LPA 0.03 0.23 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, LB, FRPH and LPA?

LandBridge (LB) is the largest by market capitalisation: LandBridge (LB) $2.20B, Frp Holdings (FRPH) $354.43M, Logistic Properties of the Americas (LPA) $83.34M.

Which stock is cheaper, LB, FRPH and LPA?

Logistic Properties of the Americas (LPA) trades on the lowest price-to-earnings ratio (LandBridge (LB) 25.2x, Frp Holdings (FRPH) 260.4x, Logistic Properties of the Americas (LPA) 4.8x). On next year's consensus earnings, Logistic Properties of the Americas (LPA) is cheapest (LandBridge (LB) 49.3x, Logistic Properties of the Americas (LPA) 22.0x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Logistic Properties of the Americas (LPA) grew revenue fastest over the trailing twelve months: LandBridge (LB) +44.1%, Frp Holdings (FRPH) +3.1%, Logistic Properties of the Americas (LPA) +32,091.6%.

Which company is more profitable?

LandBridge (LB) has the highest net margin (LandBridge (LB) 38.8%, Frp Holdings (FRPH) 3.1%, Logistic Properties of the Americas (LPA) 0.1%). On return on invested capital, Logistic Properties of the Americas (LPA) leads (LandBridge (LB) 9.1%, Frp Holdings (FRPH) 0.9%, Logistic Properties of the Americas (LPA) 9.1%).

Which stock has performed better?

Over the past year LandBridge (LB) returned the most: LandBridge (LB) +33.4%, Frp Holdings (FRPH) -24.1%, Logistic Properties of the Americas (LPA) -27.1%. Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Frp Holdings (FRPH) has been the steadiest (LandBridge (LB) 60.8%, Frp Holdings (FRPH) 25.8%, Logistic Properties of the Americas (LPA) 67.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, LB, FRPH and LPA?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, LandBridge (LB) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.