WallStSmart

TechnipFMC PLC (FTI)vsLandBridge Company LLC (LB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TechnipFMC PLC generates 4889% more annual revenue ($9.93B vs $199.09M). LB leads profitability with a 15.1% profit margin vs 9.7%. FTI trades at a lower P/E of 30.8x. LB earns a higher WallStSmart Score of 61/100 (C+).

FTI

Buy

56

out of 100

Grade: C

Growth: 7.3Profit: 7.5Value: 9.3Quality: 5.0

LB

Buy

61

out of 100

Grade: C+

Growth: 8.7Profit: 7.5Value: 3.0Quality: 6.8
Piotroski: 4/9Altman Z: 1.55
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FTIUndervalued (+15.8%)

Margin of Safety

+15.8%

Fair Value

$73.42

Current Price

$70.77

$2.65 discount

UndervaluedFair: $73.42Overvalued
LBSignificantly Overvalued (-42.3%)

Margin of Safety

-42.3%

Fair Value

$43.52

Current Price

$72.02

$28.50 premium

UndervaluedFair: $43.52Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FTI1 strengths · Avg: 9.0/10
Return on EquityProfitability
29.6%9/10

Every $100 of equity generates 30 in profit

LB2 strengths · Avg: 10.0/10
Operating MarginProfitability
60.0%10/10

Strong operational efficiency at 60.0%

Revenue GrowthGrowth
55.6%10/10

Revenue surging 55.6% year-over-year

Areas to Watch

FTI3 concerns · Avg: 4.0/10
PEG RatioValuation
2.184/10

Expensive relative to growth rate

P/E RatioValuation
30.8x4/10

Premium valuation, high expectations priced in

Price/BookValuation
8.4x4/10

Trading at 8.4x book value

LB2 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.554/10

Distress zone — elevated risk

P/E RatioValuation
77.8x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : FTI

The strongest argument for FTI centers on Return on Equity.

Bull Case : LB

The strongest argument for LB centers on Operating Margin, Revenue Growth. Profitability is solid with margins at 15.1% and operating margin at 60.0%. Revenue growth of 55.6% demonstrates continued momentum.

Bear Case : FTI

The primary concerns for FTI are PEG Ratio, P/E Ratio, Price/Book.

Bear Case : LB

The primary concerns for LB are Altman Z-Score, P/E Ratio. A P/E of 77.8x leaves little room for execution misses.

Key Dynamics to Monitor

FTI profiles as a value stock while LB is a growth play — different risk/reward profiles.

LB is growing revenue faster at 55.6% — sustainability is the question.

FTI generates stronger free cash flow (359M), providing more financial flexibility.

Monitor OIL & GAS EQUIPMENT & SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

LB scores higher overall (61/100 vs 56/100), backed by strong 15.1% margins and 55.6% revenue growth. FTI offers better value entry with a 15.8% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

TechnipFMC PLC

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

TechnipFMC plc is involved in oil and gas projects, technologies, systems and services. The company is headquartered in London, the United Kingdom.

LandBridge Company LLC

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

L Brands, Inc. (formerly known as Limited Brands, Inc. and The Limited, Inc.) is an American fashion retailer based in Columbus, Ohio.

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