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 2026-04-11.
SLB N.V. · Energy
$51.92
-20.2% upside to fair value
Med Conviction
Grade C+
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$365.90
-3.8% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
TSM has more upside to fair value
(-3.8%).
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 |
TSM |
| Current Price |
$51.92 |
$365.90 |
| Fair Value Estimate |
$41.43 |
$352.00 |
| Upside to Fair Value |
-20.2%
|
-3.8%
|
| Market Cap |
$77.9B |
$1,897.7B |
| Forward P/E |
18.6x
|
26.0x
|
| EV / EBITDA |
9.2x
|
18.1x
|
| Price / Sales |
2.2x
|
13.3x
|
| Price / FCF |
16.1x
|
54.0x
|
| Revenue Growth YoY |
-1.6%
|
+33.0%
|
| Gross Margin |
18.21%
|
59.9%
|
| Operating Margin |
15.28%
|
50.8%
|
| Return on Equity |
12.83%
|
35.1%
|
| Dividend Yield |
2.21% |
1.05% |
| FCF Yield |
6.21%
|
1.85%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
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…
TSMC remains the single most critical company in the global semiconductor supply chain, manufacturing virtually every leading-edge AI chip for NVIDIA, Apple, AMD, and the hyperscalers. The company delivered exceptional 2025 results with 33% revenue growth and 50% net income growth, driven by HPC surging to 55% of Q4 revenue. At the 3nm node, TSMC maintains production yields of 70-80% versus Samsu…
Accumulation Zones
| Metric |
SLB |
TSM |
| Zone Low |
$34.00 |
$265.00 |
| Zone High |
$39.00 |
$310.00 |
| In Buy Zone? |
No
|
No
|