ORCL vs SLB: Which Is the Better Buy?
Side-by-side comparison of Oracle Corporation and SLB N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
VS
SLB N.V. · Energy
$48.09
-33.4% upside to fair value
Grade C
QuantHub Verdict
ORCL has more upside to fair value
(+14.0%).
SLB trades at a lower forward P/E
(21.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ORCL |
SLB |
| Current Price |
$184.31 |
$48.09 |
| Fair Value Estimate |
$210.13 |
$32.01 |
| Upside to Fair Value |
+14.0%
|
-33.4%
|
| Market Cap |
$530.1B |
$71.9B |
| Forward P/E |
31.0x
|
21.8x
|
| EV / EBITDA |
20.4x
|
10.9x
|
| Price / Sales |
7.9x
|
2.0x
|
| Price / FCF |
-22.4x
|
15.4x
|
| Revenue Growth YoY |
+20.6%
|
+2.7%
|
| Gross Margin |
65.8%
|
17.3%
|
| Operating Margin |
30.8%
|
14.4%
|
| Return on Equity |
50.4%
|
13.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
6.51%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
SLB N.V. is a global leader in oilfield services, specializing in well construction, production systems, reservoir performance, and digital solutions. The company benefits from a durable competitive moat anchored in technology, integrated service breadth, and global infrastructure, with a management team that has long tenure and deep industry experience. Despite solid free cash flow generation of…
Accumulation Zones
| Metric |
ORCL |
SLB |
| Zone Low |
$157.60 |
$24.01 |
| Zone High |
$178.61 |
$27.21 |
| In Buy Zone? |
No
|
No
|