LandBridge Company LLC (LB)vsSchlumberger NV (SLB)
LB
LandBridge Company LLC
$72.02
-0.50%
ENERGY · Cap: $5.76B
SLB
Schlumberger NV
$51.89
+2.73%
ENERGY · Cap: $75.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Schlumberger NV generates 17835% more annual revenue ($35.71B vs $199.09M). LB leads profitability with a 15.1% profit margin vs 9.4%. SLB trades at a lower P/E of 21.5x. LB earns a higher WallStSmart Score of 61/100 (C+).
LB
Buy61
out of 100
Grade: C+
SLB
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.3%
Fair Value
$43.52
Current Price
$72.02
$28.50 premium
Margin of Safety
-222.7%
Fair Value
$15.98
Current Price
$51.89
$35.91 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 60.0%
Revenue surging 55.6% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Generating 2.5B in free cash flow
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Expensive relative to growth rate
Weak financial health signals
Earnings declined 28.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : LB
The strongest argument for LB centers on Operating Margin, Revenue Growth. Profitability is solid with margins at 15.1% and operating margin at 60.0%. Revenue growth of 55.6% demonstrates continued momentum.
Bull Case : SLB
The strongest argument for SLB centers on Market Cap, Price/Book, Free Cash Flow.
Bear Case : LB
The primary concerns for LB are Altman Z-Score, P/E Ratio. A P/E of 77.8x leaves little room for execution misses.
Bear Case : SLB
The primary concerns for SLB are PEG Ratio, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
LB profiles as a growth stock while SLB is a value play — different risk/reward profiles.
LB is growing revenue faster at 55.6% — sustainability is the question.
SLB generates stronger free cash flow (2.5B), providing more financial flexibility.
Monitor OIL & GAS EQUIPMENT & SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LB scores higher overall (61/100 vs 54/100), backed by strong 15.1% margins and 55.6% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
LandBridge Company LLC
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
L Brands, Inc. (formerly known as Limited Brands, Inc. and The Limited, Inc.) is an American fashion retailer based in Columbus, Ohio.
Schlumberger NV
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
Schlumberger Limited is an oilfield services company. Schlumberger has four principal executive offices located in Paris, Houston, London, and The Hague.
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