North American Construction Group Ltd (NOA)vsSchlumberger NV (SLB)
NOA
North American Construction Group Ltd
$14.27
-1.45%
ENERGY · Cap: $411.02M
SLB
Schlumberger NV
$51.89
+2.73%
ENERGY · Cap: $75.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Schlumberger NV generates 2680% more annual revenue ($35.71B vs $1.28B). SLB leads profitability with a 9.4% profit margin vs 2.6%. NOA appears more attractively valued with a PEG of 0.38. SLB earns a higher WallStSmart Score of 54/100 (C-).
NOA
Buy53
out of 100
Grade: C-
SLB
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-182.8%
Fair Value
$5.64
Current Price
$14.27
$8.63 premium
Margin of Safety
-222.7%
Fair Value
$15.98
Current Price
$51.89
$35.91 premium
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
Reasonable price relative to book value
Generating 2.5B in free cash flow
Areas to Watch
0.0% revenue growth
Smaller company, higher risk/reward
2.6% margin — thin
Elevated debt levels
Expensive relative to growth rate
Weak financial health signals
Earnings declined 28.6%
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, Price/Book, Free Cash Flow.
Bear Case : NOA
The primary concerns for NOA are Revenue Growth, Market Cap, Profit Margin. Debt-to-equity of 1.93 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, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
NOA carries more volatility with a beta of 1.09 — expect wider price swings.
SLB is growing revenue faster at 5.0% — sustainability is the question.
SLB generates stronger free cash flow (2.5B), providing more financial flexibility.
Monitor OIL & GAS EQUIPMENT & SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SLB scores higher overall (54/100 vs 53/100). 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.
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?