LandBridge Company LLC (LB)vsSchlumberger NV (SLB)
LB
LandBridge Company LLC
$70.28
-5.37%
ENERGY · Cap: $5.34B
SLB
Schlumberger NV
$58.02
+0.32%
ENERGY · Cap: $83.54B
Smart Verdict
WallStSmart Research — data-driven comparison
Schlumberger NV generates 17334% more annual revenue ($35.94B vs $206.15M). LB leads profitability with a 15.7% profit margin vs 9.3%. SLB trades at a lower P/E of 24.6x. LB earns a higher WallStSmart Score of 53/100 (C-).
LB
Buy53
out of 100
Grade: C-
SLB
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LB.
Margin of Safety
+10.2%
Fair Value
$61.08
Current Price
$58.02
$3.06 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 57.2%
Conservative balance sheet, low leverage
16.1% revenue growth
Large-cap with strong market position
Areas to Watch
Premium valuation, high expectations priced in
Distress zone — elevated risk
Expensive relative to growth rate
2.7% revenue growth
Weak financial health signals
Earnings declined 13.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : LB
The strongest argument for LB centers on Operating Margin, Debt/Equity, Revenue Growth. Profitability is solid with margins at 15.7% and operating margin at 57.2%. Revenue growth of 16.1% demonstrates continued momentum.
Bull Case : SLB
The strongest argument for SLB centers on Market Cap.
Bear Case : LB
The primary concerns for LB are P/E Ratio, Altman Z-Score. A P/E of 72.2x leaves little room for execution misses.
Bear Case : SLB
The primary concerns for SLB are PEG Ratio, Revenue Growth, Piotroski F-Score.
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 16.1% — sustainability is the question.
SLB generates stronger free cash flow (144M), providing more financial flexibility.
Monitor OIL & GAS EQUIPMENT & SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LB scores higher overall (53/100 vs 48/100), backed by strong 15.7% margins and 16.1% revenue growth. Both earn "Buy" and "Hold" 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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