SLB vs TSM: Which Is the Better Buy?
Side-by-side comparison of SLB N.V. and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-25.
SLB N.V. · Energy
$56.15
+45.0% upside to fair value
Grade B
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$366.24
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
SLB trades at a lower forward P/E
(24.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
SLB |
TSM |
| Current Price |
$56.15 |
$366.24 |
| Fair Value Estimate |
$81.42 |
$531.05 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$84.3B |
$1,899.5B |
| Forward P/E |
24.3x
|
27.2x
|
| EV / EBITDA |
17.5x
|
17.3x
|
| Price / Sales |
2.4x
|
12.8x
|
| Price / FCF |
17.6x
|
51.6x
|
| Revenue Growth YoY |
+2.7%
|
+36.5%
|
| Gross Margin |
13.6%
|
61.9%
|
| Operating Margin |
11.5%
|
53.2%
|
| Return on Equity |
12.2%
|
36.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
5.69%
|
1.94%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
SLB N.V. is the world's largest oilfield services company operating primarily in the energy sector with a focus on oil and gas equipment and services. The company benefits from a diversified revenue base across well construction, production systems, reservoir characterization, and digital integration, with fiscal year 2024 revenues totaling over $37 billion. Despite modest revenue growth of 2.7% …
Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world's leading pure-play semiconductor foundry, commanding approximately 60% of the global advanced node foundry market. The company benefits from a durable competitive moat driven by its pioneering foundry model, massive scale, advanced manufacturing capabilities, and strong customer relationships with major technology firms. TSMC…
Accumulation Zones
| Metric |
SLB |
TSM |
| Zone Low |
$61.06 |
$398.29 |
| Zone High |
$69.21 |
$451.39 |
| In Buy Zone? |
Yes
|
Yes
|