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WaterBridge Infrastructure LLC

Energy Updated August 11, 2026
$32.27
52W $18.64 – $36.89
51/100
$1.52B
72.2
0.20
AI Committee Verdict
Watch
51/100
Conviction: Contested · 60% agreement · 5 analysts
Contested

Is WBI Bullish or Bearish?

Mixed. Innellis AI committee rates WaterBridge Infrastructure LLC (WBI) Watch with a composite score of 51/100 , based on 5 analysts with 60% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +8.58 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -11.42 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — high leverage (debt-to-equity 2.40) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Price-to-book of 1.4x is a discount to asset value — Value
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 340.5 is expensive by classic value standards — Value
  • ROE of only 1.8% -- cheap may mean cheap for a reason — Value
  • Debt-to-equity of 2.40 adds balance-sheet risk to the value case — Value
  • MACD histogram negative -- bearish momentum — Technical
  • High leverage (debt-to-equity 2.40) amplifies downside in a stress scenario — Risk
  • Bollinger bandwidth of 15.4% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
51/100
Agreement
60%
Analysts
5
Conviction
Contested
Sector Rank
Top 93%
of 90 Energy peers
Value Analyst neutral
41 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ Price-to-book of 1.4x is a discount to asset value
− P/E of 340.5 is expensive by classic value standards
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 2.40) amplifies downside in a stress scenario
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
38.5
Neutral
MACD Histogram
-0.330
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$28.00
Resistance
$36.12
Bollinger %B
0.21
Inside Bands
Price vs Moving Averages
EMA 9
$32.86 Below
EMA 21
$33.20 Below
EMA 50
$32.38 Below
EMA 200
$28.10 Above

Fundamental Analysis

Valuation
65
Profitability
6
Financial Health
40
Cash Flow
15
Valuation
P/E Ratio 72.2×
P/B Ratio 1.87×
PEG Ratio 0.14
Dividend Yield 0.31%
52W High $36.89
52W Low $18.64
Quality & Growth
ROE 0.1%
ROA 0.0%
Gross Margin 2505.6%
Operating Margin 1555.2%
Revenue Growth YoY
Debt / Equity 2.13
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 72.2 (rich relative to a 15-40x range); Price-to-book of 1.9x; PEG ratio of 0.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.0%; Return on assets of 0.0%; Net margin of 2.1%; Gross margin of 25.1%; Current ratio of 1.54 (healthy short-term liquidity); Debt-to-equity of 2.13; Free cash flow per share is negative (-4.40); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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