SLB vs SMCI: Which Is the Better Buy?
Side-by-side comparison of SLB N.V. and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
SLB N.V. · Energy
$51.92
-20.2% upside to fair value
Med Conviction
Grade C+
VS
Super Micro Computer, Inc. · Technology
$28.56
+435.6% upside to fair value
Grade B
QuantHub Verdict
SMCI has more upside to fair value
(+435.6%).
SLB trades at a lower forward P/E
(18.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
SLB |
SMCI |
| Current Price |
$51.92 |
$28.56 |
| Fair Value Estimate |
$41.43 |
$152.97 |
| Upside to Fair Value |
-20.2%
|
+435.6%
|
| Market Cap |
$77.9B |
$17.1B |
| Forward P/E |
18.6x
|
19.5x
|
| EV / EBITDA |
9.2x
|
15.0x
|
| Price / Sales |
2.2x
|
0.6x
|
| Price / FCF |
16.1x
|
38.9x
|
| Revenue Growth YoY |
-1.6%
|
+152.8%
|
| Gross Margin |
18.21%
|
8.0%
|
| Operating Margin |
15.28%
|
3.7%
|
| Return on Equity |
12.83%
|
13.3%
|
| Dividend Yield |
2.21% |
0% |
| FCF Yield |
6.21%
|
2.57%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
SLB is the world's largest oilfield services company with $35.7B in FY2025 revenue, operating across four divisions: Digital and Integration, Reservoir Performance, Well Construction, and Production Systems. The company completed the ChampionX acquisition in 2025 and is pursuing a digital transformation and AI-driven strategy. At $51.92, SLB trades at 2.18x P/S (in the fair range of the 5-year di…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems with a dominant focus on AI GPU platforms that now drive over 70% of its revenues. The company benefits from a founder-led management team with deep industry expertise and long tenure, and it has scaled rapidly with revenue growth exceeding 150% year-over-year. Despite this explosive growth, profitabilit…
Accumulation Zones
| Metric |
SLB |
SMCI |
| Zone Low |
$34.00 |
$114.73 |
| Zone High |
$39.00 |
$130.02 |
| In Buy Zone? |
No
|
Yes
|