National Energy Services Reunited Corp Ordinary Shares (NESR)vsSchlumberger NV (SLB)
NESR
National Energy Services Reunited Corp Ordinary Shares
$23.90
-5.65%
ENERGY · Cap: $2.67B
SLB
Schlumberger NV
$58.02
-4.40%
ENERGY · Cap: $83.54B
Smart Verdict
WallStSmart Research — data-driven comparison
Schlumberger NV generates 2421% more annual revenue ($35.94B vs $1.43B). SLB leads profitability with a 9.3% profit margin vs 4.5%. SLB trades at a lower P/E of 24.6x. NESR earns a higher WallStSmart Score of 57/100 (C).
NESR
Buy57
out of 100
Grade: C
SLB
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-43.0%
Fair Value
$14.96
Current Price
$23.90
$8.94 premium
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
Revenue surging 33.5% year-over-year
Earnings expanding 112.8% YoY
Reasonable price relative to book value
Large-cap with strong market position
Areas to Watch
Distress zone — elevated risk
ROE of 6.5% — below average capital efficiency
4.5% margin — thin
Weak financial health signals
Expensive relative to growth rate
2.7% revenue growth
Weak financial health signals
Earnings declined 13.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : NESR
The strongest argument for NESR centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 33.5% demonstrates continued momentum.
Bull Case : SLB
The strongest argument for SLB centers on Market Cap.
Bear Case : NESR
The primary concerns for NESR are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 41.4x leaves little room for execution misses. Thin 4.5% margins leave little buffer for downturns.
Bear Case : SLB
The primary concerns for SLB are PEG Ratio, Revenue Growth, Piotroski F-Score.
Key Dynamics to Monitor
NESR profiles as a hypergrowth 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.
NESR is growing revenue faster at 33.5% — sustainability is the question.
SLB generates stronger free cash flow (144M), providing more financial flexibility.
Bottom Line
NESR scores higher overall (57/100 vs 48/100) and 33.5% 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.
National Energy Services Reunited Corp Ordinary Shares
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
National Energy Services Reunited Corp. The company is headquartered in Houston, Texas.
Visit Website →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.
Visit Website →Compare with Other OIL & GAS EQUIPMENT & SERVICES Stocks
Want to dig deeper into these stocks?