SLB vs TTD: Which Is the Better Buy?
Side-by-side comparison of SLB N.V. and The Trade Desk, Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-09.
SLB N.V. ยท Energy
$56.15
+45.0% upside to fair value
Grade B
VS
The Trade Desk, Inc. ยท Technology
$23.08
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
SLB trades at a lower forward P/E
(24.3x).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
SLB |
TTD |
| Current Price |
$56.15 |
$23.08 |
| Fair Value Estimate |
$81.42 |
$33.47 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$84.3B |
$10.8B |
| Forward P/E |
24.3x
|
25.3x
|
| EV / EBITDA |
17.5x
|
14.3x
|
| Price / Sales |
2.4x
|
3.6x
|
| Price / FCF |
17.6x
|
13.0x
|
| Revenue Growth YoY |
+2.7%
|
+11.8%
|
| Gross Margin |
13.6%
|
77.8%
|
| Operating Margin |
11.5%
|
20.3%
|
| Return on Equity |
12.2%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
5.69%
|
7.71%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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% โฆ
The Trade Desk, Inc. operates a leading self-service, cloud-based programmatic advertising platform focused on demand-side platform services, primarily in connected TV and audio advertising. The company benefits from a durable competitive moat driven by network effects, high customer retention above 95%, and a founder-led management team with deep industry expertise. Despite solid revenue growth โฆ
Accumulation Zones
| Metric |
SLB |
TTD |
| Zone Low |
$61.06 |
$25.10 |
| Zone High |
$69.21 |
$28.45 |
| In Buy Zone? |
Yes
|
Yes
|