WallStSmart

LandBridge Company LLC (LB)vsSchlumberger NV (SLB)

VS

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 21.0x. SLB earns a higher WallStSmart Score of 53/100 (C-).

LB

Buy

53

out of 100

Grade: C-

Growth: 8.7Profit: 7.5Value: 4.0Quality: 6.5
Piotroski: 6/9Altman Z: 1.32

SLB

Buy

53

out of 100

Grade: C-

Growth: 4.0Profit: 6.0Value: 6.0Quality: 6.0
Piotroski: 2/9Altman Z: 2.13
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for LB.

SLBUndervalued (+17.6%)

Margin of Safety

+17.6%

Fair Value

$60.68

Current Price

$48.91

$11.77 discount

UndervaluedFair: $60.68Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LB2 strengths · Avg: 9.0/10
Operating MarginProfitability
57.2%10/10

Strong operational efficiency at 57.2%

Revenue GrowthGrowth
16.1%8/10

16.1% revenue growth

SLB2 strengths · Avg: 8.5/10
Market CapQuality
$71.27B9/10

Large-cap with strong market position

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Areas to Watch

LB3 concerns · Avg: 2.3/10
Debt/EquityHealth
1.553/10

Elevated debt levels

P/E RatioValuation
78.7x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.322/10

Distress zone — elevated risk

SLB4 concerns · Avg: 3.3/10
PEG RatioValuation
1.604/10

Expensive relative to growth rate

Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-13.8%2/10

Earnings declined 13.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : LB

The strongest argument for LB centers on Operating Margin, 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, Price/Book.

Bear Case : LB

The primary concerns for LB are Debt/Equity, P/E Ratio, Altman Z-Score. A P/E of 78.7x leaves little room for execution misses. Debt-to-equity of 1.55 is elevated, increasing financial risk.

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.

SLB carries more volatility with a beta of 0.73 — expect wider price swings.

LB is growing revenue faster at 16.1% — sustainability is the question.

SLB generates stronger free cash flow (144M), providing more financial flexibility.

Bottom Line

LB scores higher overall (53/100 vs 53/100), backed by strong 15.7% margins and 16.1% revenue growth. SLB offers better value entry with a 17.6% margin of safety. 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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