North American Construction Group Ltd (NOA)vsSchlumberger NV (SLB)
NOA
North American Construction Group Ltd
$13.49
-0.07%
ENERGY · Cap: $359.30M
SLB
Schlumberger NV
$56.06
+0.09%
ENERGY · Cap: $83.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Schlumberger NV generates 2608% more annual revenue ($36.37B vs $1.34B). SLB leads profitability with a 8.5% profit margin vs 2.4%. NOA appears more attractively valued with a PEG of 0.38. NOA earns a higher WallStSmart Score of 59/100 (C).
NOA
Buy59
out of 100
Grade: C
SLB
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+18.7%
Fair Value
$19.61
Current Price
$13.49
$6.12 discount
Margin of Safety
+9.0%
Fair Value
$61.61
Current Price
$56.06
$5.55 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
Revenue surging 25.1% year-over-year
Large-cap with strong market position
Areas to Watch
1.9% earnings growth
Smaller company, higher risk/reward
ROE of 7.0% — below average capital efficiency
2.4% margin — thin
Moderate valuation
Weak financial health signals
Earnings declined 29.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : NOA
The strongest argument for NOA centers on PEG Ratio, Price/Book, P/E Ratio. Revenue growth of 25.1% demonstrates continued momentum. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bull Case : SLB
The strongest argument for SLB centers on Market Cap.
Bear Case : NOA
The primary concerns for NOA are EPS Growth, Market Cap, Return on Equity. Debt-to-equity of 2.47 is elevated, increasing financial risk. Thin 2.4% margins leave little buffer for downturns.
Bear Case : SLB
The primary concerns for SLB are P/E Ratio, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
NOA profiles as a growth stock while SLB is a value play — different risk/reward profiles.
NOA carries more volatility with a beta of 1.14 — expect wider price swings.
NOA is growing revenue faster at 25.1% — sustainability is the question.
SLB generates stronger free cash flow (964M), providing more financial flexibility.
Bottom Line
NOA scores higher overall (59/100 vs 50/100) and 25.1% 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.
North American Construction Group Ltd
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
North American Construction Group Ltd. provides mining and heavy construction services to the resource development and industrial construction sectors in Canada and the United States. The company's Heavy Construction & Mining division offers constructability reviews, budget cost estimates, design-build construction, project management, contracts. mining, pre-stripping / pit excavation, overburden removal and stacking, muskeg removal and stacking, site preparation, runway construction, site dewatering / perimeter ditching, tailings and process pipelines, transportation and construction of access, construction and densification of tailings dams, mechanically stabilized earth walls, dam construction and reclamation services. The company is headquartered in Acheson, Canada.
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?