OPAD vs LB Stock Comparison

Offerpad Solutions and LandBridge Prices as of Oct 27, 2026 Peers: Industry group
OPAD Offerpad Solutions Inc.
$2.45 -27.1% 1M -91.2% 1Y
Market cap
$11.51M
P/E
–
Revenue (TTM)
$404.53M
Div. yield
–
Real Estate Operators Real Estate
1 win
LB LandBridge Corp
$79.18 -2.7% 1M +32.8% 1Y
Market cap
$2.27B
P/E
26.0x
Revenue (TTM)
$225.45M
Div. yield
–
Real Estate Operators Real Estate
7 wins

Head to Head

8 decided of 12

LandBridge leads on 7 of the 12 questions below (LandBridge 7, Offerpad Solutions 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionOPADLBLeader
Larger companyMarket capitalisation $11.51M $2.27B LB
Cheaper on earningsLower P/E, profitable companies only -0.3x 26.0x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 49.2x –
Faster revenue growthRevenue growth, trailing twelve months -42.5% +44.1% LB
More profitableNet margin, trailing twelve months -9.8% 38.8% LB
Better return on capitalReturn on invested capital -55.7% 9.1% LB
Less leveragedLower net debt / EBITDA 0.6x 3.2x OPAD
Higher dividend yieldTrailing dividend yield 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -91.2% +32.8% LB
Better 5-year returnAnnualised price return, 5 years -71.0%/yr — –
Less volatileAnnualised volatility, 1 year 102.7% 60.7% LB
Higher overall scoreMean of the five percentile scores vs peers 49/100 65/100 LB

Percentile Scorecard

OPADLB

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

AxisOPADLB
Valuation 82 #8 of 39 34 #26 of 39
Growth 45 #18 of 32 97 #2 of 32
Profitability 32 #20 of 29 89 #4 of 29
Financial Health 38 #24 of 38 73 #11 of 38
Shareholder Returns – 31 #10 of 14
Overall 49 65
  • OPAD ranked among 42 companies in Property Developers
  • LB ranked among 42 companies in Property Developers

Price Performance

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

Returns

PeriodOPADLBSPY
1 month -27.1%-2.7% -0.2%
3 months -40.0%+5.3% +3.9%
6 months -70.5%+16.6% +8.2%
Year to date -79.8%+61.6% +12.9%
1 year -91.2%+32.8% +12.3%
3 years -96.9%— +87.4%
3 years, per year -68.6%— +23.3%
5 years -99.8%— +67.9%
5 years, per year -71.0%— +10.9%

Risk

MeasureOPADLBSPY
Volatility, 1Y 102.7%60.7% 12.7%
Downside volatility, 1Y 99.1%59.2% 12.7%
Beta vs S&P 500, 1Y 3.380.64 1.00
Return / volatility, 1Y -0.890.54 0.97
Max drawdown, 5Y -99.8%-48.3% -25.4%
From 52-week high -91.2%-11.7% -1.2%
52-week high $27.80$89.71 $779.14
52-week low $2.41$44.20 $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.

MultipleOPADLB
P/E now vs peer median -0.3xmedian 7.9x 25.3xmedian 7.9x
P/S now vs peer median 0.0xmedian 4.7x 27.0xmedian 4.7x
EV/EBITDA now vs peer median 0.2xmedian 11.2x 42.3xmedian 11.2x
P/FCF now vs peer median 0.2xmedian 6.2x 40.3xmedian 6.2x
P/B now vs peer median 0.3xmedian 0.6x 7.3xmedian 0.6x
PEG now vs peer median -0.01median 0.32 —median 0.32

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 monthsOPADLB
Revenue $404.53M $225.45M
Gross profit $30.02M $222.84M
Operating income -$31.34M $138.30M
Net income -$39.85M $87.38M
Free cash flow $73.60M $151.28M
R&D $3.24M –
EPS (diluted) $-8.31 $1.13
Cash & equivalents $33.12M $39.80M
Total debt $14.72M $535.72M
Shares (diluted) 4.80M 76.99M
Enterprise value -$119.93M $2.14B

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
MetricOPADLB
P/E -0.3x 25.3x
P/FCF 0.2x 40.3x
P/Operating cash flow 0.2x 39.2x
P/S 0.0x 27.0x
P/B 0.3x 7.3x
P/Tangible book 0.3x 8.7x
EV/EBITDA 0.2x 42.3x
EV/EBIT 0.2x 47.6x
EV/Revenue 0.0x 29.2x
EV/FCF -0.1x 43.5x
EV/Operating cash flow -0.1x 42.3x
PEG (3Y EPS CAGR) -0.01 –

Growth

14 metrics
MetricOPADLB
Revenue growth (1Y) -42.5% 44.1%
Revenue CAGR (3Y) -44.3% –
Gross profit growth (1Y) -42.7% 44.0%
Gross profit CAGR (3Y) 62.3% –
Operating income growth (1Y) 25.2% 85.0%
Operating income CAGR (3Y) 50.2% –
Net income growth (1Y) 29.9% 122.2%
Net income CAGR (3Y) 48.0% –
EPS growth (1Y) 59.4% 120.4%
EPS CAGR (3Y) 56.9% –
Operating cash flow growth (1Y) 49.7% 77.5%
Operating cash flow CAGR (3Y) -54.6% –
Free cash flow growth (1Y) 70.9% 76.3%
Free cash flow CAGR (3Y) -54.6% –

Profitability

14 metrics
MetricOPADLB
Gross margin 7.4% 98.8%
EBITDA margin -7.4% 69.0%
Operating margin -7.7% 61.3%
Pretax margin -9.7% 43.6%
Net margin -9.8% 38.8%
FCF margin 18.2% 67.1%
Operating cash flow margin 18.2% 69.0%
Return on equity -95.8% 10.7%
Return on assets -25.7% 6.4%
Return on invested capital -55.7% 9.1%
Return on capital employed -52.8% 10.2%
Asset turnover 2.6x 0.2x
Cash conversion (OCF / net income) -1.8x 1.8x
Stock comp / revenue 0.4% 20.1%

Financial Health

11 metrics
MetricOPADLB
Debt / assets 9.2% 38.9%
Debt / equity 0.4x 0.6x
Net debt / EBITDA 0.6x 3.2x
Debt / FCF 0.2x 3.5x
Liabilities / assets 76.7% 39.6%
Equity / assets 23.3% 60.4%
Interest coverage -3.4x –
Current ratio 1.4x 7.3x
Quick ratio 0.4x 6.9x
Cash ratio 0.3x 4.1x
Altman Z-score -2.34 7.29

Shareholder Returns

7 metrics
MetricOPADLB
Dividend yield – 0.6%
Net buyback yield -204.1% –
Shareholder yield -204.1% 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.

ConsensusOPADLB
Forward P/E – 49.2xFY2026
EPS, next fiscal year $-7.36FY2026 $1.61FY2026
EPS growth, next FY – +17.5%FY2026
EPS growth, the year after – +46.0%
Revenue, next fiscal year $410.54MFY2026 $261.70MFY2026
Revenue growth, next FY -27.7%FY2026 +31.5%FY2026
Revenue growth, the year after +71.8% +27.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersOPADLB
Held by institutions 28.3% 100.0%
Institutions holding 21 192
Change in shares held, QoQ +5.3% +4.2%
Institutions buying 21 108
Institutions selling 0 57
Buyers to sellers – 1.89

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.

OPADLB
OPAD 1.00 0.16
LB 0.16 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, OPAD and LB?

LandBridge (LB) is the largest by market capitalisation: Offerpad Solutions (OPAD) $11.51M, LandBridge (LB) $2.27B.

Which company is growing faster?

LandBridge (LB) grew revenue fastest over the trailing twelve months: Offerpad Solutions (OPAD) -42.5%, LandBridge (LB) +44.1%.

Which company is more profitable?

LandBridge (LB) has the highest net margin (Offerpad Solutions (OPAD) -9.8%, LandBridge (LB) 38.8%). On return on invested capital, LandBridge (LB) leads (Offerpad Solutions (OPAD) -55.7%, LandBridge (LB) 9.1%).

Which stock has performed better?

Over the past year LandBridge (LB) returned the most: Offerpad Solutions (OPAD) -91.2%, LandBridge (LB) +32.8%. Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, LandBridge (LB) has been the steadiest (Offerpad Solutions (OPAD) 102.7%, LandBridge (LB) 60.7%). Volatility measures how widely the price swings, not the risk of the business.

Do OPAD and LB move together?

Their daily returns over the past year have a correlation of 0.16, a weak relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, OPAD and LB?

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 7. 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.