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 2026-07-17.
SLB N.V. · Energy
$48.09
-33.4% upside to fair value
Grade C
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$409.74
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
TSM has more upside to fair value
(+45.0%).
SLB trades at a lower forward P/E
(21.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
SLB |
TSM |
| Current Price |
$48.09 |
$409.74 |
| Fair Value Estimate |
$32.01 |
$594.12 |
| Upside to Fair Value |
-33.4%
|
+45.0%
|
| Market Cap |
$71.9B |
$2,125.1B |
| Forward P/E |
21.8x
|
38.8x
|
| EV / EBITDA |
10.9x
|
17.6x
|
| Price / Sales |
2.0x
|
14.5x
|
| Price / FCF |
15.4x
|
58.4x
|
| Revenue Growth YoY |
+2.7%
|
+36.0%
|
| Gross Margin |
17.3%
|
61.9%
|
| Operating Margin |
14.4%
|
53.2%
|
| Return on Equity |
13.5%
|
36.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.51%
|
1.71%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
Taiwan Semiconductor Manufacturing Company Limited (TSM) is a leading semiconductor foundry specializing in advanced chip manufacturing technologies. The company exhibits high business quality with a durable competitive moat driven by cost advantages, intangible assets, and strong brand recognition. It demonstrates robust profitability with a net margin of 47.0% and a return on equity of 36.9%. R…
Accumulation Zones
| Metric |
SLB |
TSM |
| Zone Low |
$24.01 |
$445.59 |
| Zone High |
$27.21 |
$505.00 |
| In Buy Zone? |
No
|
Yes
|