SLB vs V: Which Is the Better Buy?

Side-by-side comparison of SLB N.V. and Visa Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-11.
SLB N.V. ยท Energy
$51.92
-20.2% upside to fair value
Med Conviction Grade C+
VS
Visa Inc. ยท Financial Services
$304.36
+37.7% upside to fair value
High Conviction Grade A-
QuantHub Verdict
V has more upside to fair value (+37.7%). SLB trades at a lower forward P/E (18.6x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric SLB V
Current Price $51.92 $304.36
Fair Value Estimate $41.43 $419.00
Upside to Fair Value -20.2% +37.7%
Market Cap $77.9B $586.8B
Forward P/E 18.6x 23.7x
EV / EBITDA 9.2x 22.3x
Price / Sales 2.2x 14.2x
Price / FCF 16.1x 25.6x
Revenue Growth YoY -1.6% +11.3%
Gross Margin 18.21% 81.08%
Operating Margin 15.28% 59.18%
Return on Equity 12.83% 54.22%
Dividend Yield 2.21% 0.83%
FCF Yield 6.21% 3.91%
Analyst Consensus Buy Strong Buy
Investment Thesis
SLB โ€” SLB N.V.
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 diโ€ฆ
V โ€” Visa Inc.
Visa is the world's dominant payment network with $40B in net revenue (FY2025), 50%+ net margins, and a capital-light toll-booth model processing $14.2T in annual payment volume across 257.5B transactions. The business compounds at 10-12% revenue CAGR with operating leverage pushing EPS growth to 12-15% over a cycle, funded by $21.6B in annual free cash flow against only $1.5B in capex. At 28.0x โ€ฆ
Accumulation Zones
Metric SLB V
Zone Low $34.00 $265.00
Zone High $39.00 $300.00
In Buy Zone? No No
โ† SLB Research    V Research โ†’    All Research