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SLB SLB N.V. - Fundamental Analysis

NEUTRAL
SLB Stock | Fundamental Analysis & Investment Insights
NYSE Energy Oil & Gas Equipment & Services
Current Price
$36.94
Analyst Target
$45.37
+22.8% Upside
52W High
$44.97
52W Low
$31.11

AI Analysis

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Confidence Score
65%
Analysis Accuracy
SLB N.V. trades at a moderate valuation with a compelling 3.09% dividend yield and solid long-term profitability, supported by a strong analyst consensus of 'strong_buy' and a $45.37 target price implying ~23% upside. However, near-term earnings and revenue growth are contracting, with YoY earnings down nearly 40% and revenue declining, raising concerns about execution or sector headwinds. Price momentum has improved recently (+13.4% over 1M), but the stock remains well below its 52-week high, and insider selling worth $3.86M over the past six months signals caution at current levels. While financial health is stable with a Debt/Equity of 0.47, the lack of recent earnings beats and inconsistent data transparency (e.g., missing cash flow, shares outstanding) constrain conviction.

Key Strengths

Attractive dividend yield of 3.09% with a sustainable 44% payout ratio
Strong profitability with ROE of 15.18% and operating margin of 15.48%
Valuation appears favorable with Forward P/E of 10.07 vs sector median ~12-14
Analyst community strongly aligned with 'strong_buy' consensus from 29 analysts
Recent price momentum turning positive with +13.4% over the past month

Key Risks

Earnings declining sharply YoY by 39.8%, indicating material profitability pressure
Revenue contraction of 2.5% YoY in a sector that may be stabilizing
Insiders have been net sellers with $3.86M in sales and zero buys over last 6 months
Missing key financial data (e.g., cash flow, shares outstanding) limits transparency
Forward P/E compression risk if earnings continue to decline or stagnate
AI Fair Value Estimate
Based on comprehensive analysis
$45.37
+22.8% above current price

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