North American Construction Group Ltd (NOA)vsSchlumberger NV (SLB)
NOA
North American Construction Group Ltd
$14.16
+4.58%
ENERGY · Cap: $379.71M
SLB
Schlumberger NV
$58.02
-4.38%
ENERGY · Cap: $83.54B
Smart Verdict
WallStSmart Research — data-driven comparison
Schlumberger NV generates 2746% more annual revenue ($35.94B vs $1.26B). SLB leads profitability with a 9.3% profit margin vs 2.6%. NOA appears more attractively valued with a PEG of 0.38. NOA earns a higher WallStSmart Score of 49/100 (D+).
NOA
Hold49
out of 100
Grade: D+
SLB
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+13.8%
Fair Value
$18.51
Current Price
$14.16
$4.35 discount
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
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
Large-cap with strong market position
Areas to Watch
Smaller company, higher risk/reward
ROE of 7.0% — below average capital efficiency
2.6% 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 : NOA
The strongest argument for NOA centers on PEG Ratio, Price/Book, P/E Ratio. 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 Market Cap, Return on Equity, Profit Margin. Debt-to-equity of 2.02 is elevated, increasing financial risk. Thin 2.6% 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
NOA carries more volatility with a beta of 1.16 — expect wider price swings.
SLB is growing revenue faster at 2.7% — 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
NOA scores higher overall (49/100 vs 48/100). Both earn "Hold" 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
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