LandBridge (NYSE:LB – Get Free Report) and Atlas Energy Solutions (NYSE:AESI – Get Free Report) are both energy companies, but which is the better investment? We will compare the two businesses based on the strength of their risk, dividends, profitability, earnings, analyst recommendations, institutional ownership and valuation.
Insider & Institutional Ownership
34.6% of Atlas Energy Solutions shares are owned by institutional investors. 70.4% of LandBridge shares are owned by company insiders. Comparatively, 16.0% of Atlas Energy Solutions shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.
Valuation & Earnings
This table compares LandBridge and Atlas Energy Solutions”s top-line revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| LandBridge | $109.95 million | 36.78 | -$41.77 million | $0.70 | 74.21 |
| Atlas Energy Solutions | $1.06 billion | 1.13 | $59.94 million | ($0.09) | -106.50 |
Atlas Energy Solutions has higher revenue and earnings than LandBridge. Atlas Energy Solutions is trading at a lower price-to-earnings ratio than LandBridge, indicating that it is currently the more affordable of the two stocks.
Analyst Recommendations
This is a summary of recent ratings and price targets for LandBridge and Atlas Energy Solutions, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| LandBridge | 1 | 6 | 3 | 0 | 2.20 |
| Atlas Energy Solutions | 3 | 4 | 4 | 0 | 2.09 |
LandBridge presently has a consensus target price of $73.33, suggesting a potential upside of 41.17%. Atlas Energy Solutions has a consensus target price of $15.88, suggesting a potential upside of 65.65%. Given Atlas Energy Solutions’ higher probable upside, analysts plainly believe Atlas Energy Solutions is more favorable than LandBridge.
Profitability
This table compares LandBridge and Atlas Energy Solutions’ net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| LandBridge | 13.72% | 4.63% | 2.91% |
| Atlas Energy Solutions | -1.22% | -0.11% | -0.06% |
Risk & Volatility
LandBridge has a beta of 0.25, meaning that its share price is 75% less volatile than the S&P 500. Comparatively, Atlas Energy Solutions has a beta of 1.3, meaning that its share price is 30% more volatile than the S&P 500.
Summary
LandBridge beats Atlas Energy Solutions on 8 of the 14 factors compared between the two stocks.
About LandBridge
LandBridge Company LLC owns and manages land and resources to support and enhance oil and natural gas development in the United States. It owns surface acres in and around the Delaware Basin in Texas and New Mexico. The company holds a portfolio of oil and gas royalties. It also sells brackish water and other surface composite materials. The company was founded in 2021 and is based in Houston, Texas. LandBridge Company LLC operates as a subsidiary of LandBridge Holdings LLC.
About Atlas Energy Solutions
Atlas Energy Solutions Inc. engages in the production, processing, and sale of mesh and sand that are used as a proppant during the well completion process in the Permian Basin of Texas and New Mexico. The company provides transportation and logistics, storage solutions, and contract labor services. It sells its products and services to oil and natural gas exploration and production companies, and oilfield services companies. Atlas Energy Solutions Inc. was founded in 2017 and is headquartered in Austin, Texas.
Receive News & Ratings for LandBridge Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for LandBridge and related companies with MarketBeat.com's FREE daily email newsletter.
