SLB vs WDC: Which Is the Better Buy?
Side-by-side comparison of Slb N.V. and Western Digital Corporation β fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-19.
Slb N.V. Β· Energy
$52.08
+8.6% upside to fair value
Med Conviction
Grade B
VS
Western Digital Corporation Β· Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
SLB has more upside to fair value
(+8.6%).
These are model outputs β not personalized investment advice.
See all research β
Valuation & Fundamentals
| Metric |
SLB |
WDC |
| Current Price |
$52.08 |
$441.36 |
| Fair Value Estimate |
$56.56 |
$367.30 |
| Upside to Fair Value |
+8.6%
|
-16.8%
|
| Market Cap |
$77.3B |
$152.1B |
| Forward P/E |
β
|
β
|
| EV / EBITDA |
12.2x
|
17.4x
|
| Price / Sales |
2.1x
|
11.8x
|
| Price / FCF |
17.1x
|
47.3x
|
| Revenue Growth YoY |
+5.0%
|
+43.8%
|
| Gross Margin |
16.5%
|
48.9%
|
| Operating Margin |
13.4%
|
34.9%
|
| Return on Equity |
11.8%
|
118.6%
|
| Dividend Yield |
2.25% |
0.12% |
| FCF Yield |
5.83%
|
2.12%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
SLB N.V. is the world's largest oilfield services provider, operating four divisions (Digital & Integration, Reservoir Performance, Well Construction, and Production Systems) that span field development, drilling, subsea production, and carbon management for the global energy industry. The business carries a medium-quality profile: it benefits from deep technical expertise, a broad international β¦
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, operaβ¦
Accumulation Zones
| Metric |
SLB |
WDC |
| Zone Low |
$42.42 |
$275.48 |
| Zone High |
$48.08 |
$312.20 |
| In Buy Zone? |
No
|
No
|