SLB vs VRT: Which Is the Better Buy?

Side-by-side comparison of SLB N.V. and Vertiv Holdings Co โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-18.
SLB N.V. ยท Energy
$51.92
-20.2% upside to fair value
Med Conviction Grade C+
VS
Vertiv Holdings Co ยท Industrials
$307.34
-11.3% upside to fair value
Grade D High Quality
QuantHub Verdict
VRT has more upside to fair value (-11.3%). 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 VRT
Current Price $51.92 $307.34
Fair Value Estimate $41.43 $272.65
Upside to Fair Value -20.2% -11.3%
Market Cap $77.9B $117.6B
Forward P/E 18.6x 88.2x
EV / EBITDA 9.2x 55.3x
Price / Sales 2.2x 11.5x
Price / FCF 16.1x 61.2x
Revenue Growth YoY -1.6% +7.6%
Gross Margin 18.21% 34.8%
Operating Margin 15.28% 18.2%
Return on Equity 12.83% 40.3%
Dividend Yield 2.21% 0%
FCF Yield 6.21% 1.63%
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
VRT โ€” Vertiv Holdings Co
Vertiv Holdings Co operates as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion baโ€ฆ
Accumulation Zones
Metric SLB VRT
Zone Low $34.00 $204.49
Zone High $39.00 $231.75
In Buy Zone? No No
โ† SLB Research    VRT Research โ†’    All Research