SLB vs TTD: Which Is the Better Buy?
Side-by-side comparison of SLB N.V. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
SLB N.V. · Energy
$51.92
-20.2% upside to fair value
Med Conviction
Grade C+
VS
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
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 |
TTD |
| Current Price |
$51.92 |
$22.76 |
| Fair Value Estimate |
$41.43 |
$134.00 |
| Upside to Fair Value |
-20.2%
|
+488.8%
|
| Market Cap |
$77.9B |
$10.8B |
| Forward P/E |
18.6x
|
24.6x
|
| EV / EBITDA |
9.2x
|
—
|
| Price / Sales |
2.2x
|
3.7x
|
| Price / FCF |
16.1x
|
13.8x
|
| Revenue Growth YoY |
-1.6%
|
+14.5%
|
| Gross Margin |
18.21%
|
78.6%
|
| Operating Margin |
15.28%
|
20.3%
|
| Return on Equity |
12.83%
|
16.9%
|
| Dividend Yield |
2.21% |
— |
| FCF Yield |
6.21%
|
7.3%
|
| Analyst Consensus |
Buy
|
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…
The Trade Desk is the largest independent demand-side platform for programmatic advertising with 78.6% gross margins. After recent sell-off, stock trades at 3.2x forward P/S vs historical higher multiples, offering upside if growth stabilizes at 15%+. A-tier business at cheap valuation.[1]
Accumulation Zones
| Metric |
SLB |
TTD |
| Zone Low |
$34.00 |
$100.00 |
| Zone High |
$39.00 |
$114.00 |
| In Buy Zone? |
No
|
Yes
|