-0.95%
5.97%
1.40%
-15.86%
-16.57%
3.99%
21.25%
AI Spotlight on SLB
Company Description
Schlumberger Limited provides technology for the energy industry worldwide.The company operates through four divisions: Digital & Integration, Reservoir Performance, Well Construction, and Production Systems.It offers software, information management, and IT infrastructure services; consulting services for reservoir characterization, field development planning, and production enhancement; petro technical data services and training solutions; reservoir interpretation and data processing services; asset performance solutions; open and cased-hole services; exploration and production pressure and flow-rate measurement services; pressure pumping, well stimulation, and coiled tubing equipment for downhole mechanical well intervention, reservoir monitoring, and downhole data acquisition; and integrated production systems.
The company also provides mud logging and engineering support services; drilling equipment and services for shipyards, drilling contractors, energy companies, and rental tool companies; land drilling rigs and related services; drilling tools; well cementing products and services; and well planning and drilling, engineering, supervision, logistics, procurement, contracting, and drilling rig management services, as well as supplies engineered drilling fluid systems; and designs, manufactures, and markets roller cone and fixed cutter drill bits.In addition, it offers well completion services and equipment; artificial lift production equipment and optimization services; valves; process systems; and integrated subsea production systems comprising wellheads, subsea trees, manifolds and flowline connectors, control systems, connectors, and services, as well as designs and manufactures onshore and offshore platform wellhead systems and processing solutions.The company was formerly known as Socie´te´ de Prospection E´lectrique.
Schlumberger Limited was founded in 1926 and is based in Houston, Texas.
Market Data
| Last Price | 40.63 |
| Change Percentage | -0.95% |
| Open | 41.18 |
| Previous Close | 41.02 |
| Market Cap ( Millions) | 57376 |
| Volume | 5704325 |
| Year High | 55.69 |
| Year Low | 36.52 |
| M A 50 | 40.93 |
| M A 200 | 44.09 |
Financial Ratios
| FCF Yield | 7.64% |
| Dividend Yield | 2.71% |
| ROE | 21.13% |
| Debt / Equity | 57.14% |
| Net Debt / EBIDTA | 111.37% |
| Price To Book | 2.73 |
| Price Earnings Ratio | 12.94 |
| Price To FCF | 13.09 |
| Price To sales | 1.58 |
| EV / EBITDA | 8.6 |
News
- Jan -30 - 5 Stocks With Above-Market Yields Just Raised Payments Further
- Jan -30 - SLB and Aker Solutions Win Contract for Carbon Capture in Norway
- Jan -29 - SLB: Pioneering the Shift from Oil Services to Tech Solutions
- Jan -29 - UK competition regulator launches inquiry into $8 bln SLB-ChampionX deal
- Jan -27 - SLB Capturi and Aker Solutions Win Contract to Deliver Carbon Capture Solution for Hafslund Celsio
- Jan -24 - Buy SLB and HAL gradually, my bet is we will get more near-term weakness, says Jim Cramer
- Jan -23 - SLB Capturi powers up its first modular carbon capture plant
- Jan -22 - SLB's Russian assets valued at $600 mln in 2024, unchanged from 2023
- Jan -22 - International Oilfield Services Giant Schlumberger Rolls Forward
- Jan -22 - What's Driving SLB's Stock Price Upward?
- Jan -21 - 5 Ideal Buys From 14 'Safer' January Dividends On Bloomberg 2025 Watch List Of 50
- Jan -20 - Should Investors Steer Clear of SLB Stock Despite Strong Q4 Earnings?
- Jan -20 - Trump's ‘Drill Baby Drill' - Why SLB Could Lead Energy Sector In 2025
- Jan -20 - Schlumberger: The Market Liked The Earnings Report
- Jan -17 - Trade Tracker: Steve Weiss buys SLB
- Jan -17 - Schlumberger Limited (SLB) Q4 2024 Earnings Call Transcript
- Jan -17 - SLB Beats on Q4 Earnings, Provides '25 Capex Guidance
- Jan -17 - Schlumberger's Digital Growth Leads Q4
- Jan -17 - Schlumberger (SLB) Q4 Earnings and Revenues Top Estimates
- Jan -17 - SLB's stock boosted by a strong showing for international business
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Well Construction
Expected Growth : 5 %
What the company do ?
Well Construction from Schlumberger Limited refers to the process of designing and building a wellbore, including drilling, cementing, and completing the well, to ensure safe and efficient hydrocarbon production.
Why we expect these perspectives ?
Schlumberger's Well Construction segment growth is driven by increasing demand for drilling and completion services, fueled by rising oil prices and growing global energy demand. Additionally, the company's investments in digital technologies, such as its Drillbench onshore drilling platform, are enhancing operational efficiency and reducing costs for customers, further driving growth.
Segment n°2 -> Production Systems
Expected Growth : 6 %
What the company do ?
Production Systems from Schlumberger Limited refers to a suite of solutions that help optimize oil and gas production, from reservoir to refinery, enhancing efficiency and profitability.
Why we expect these perspectives ?
Schlumberger's Production Systems segment growth is driven by increasing demand for oil and gas, rising adoption of digital oilfield technologies, and growing need for efficient production optimization. Additionally, the company's strong brand reputation, strategic acquisitions, and expanding presence in emerging markets also contribute to its growth.
Segment n°3 -> Reservoir Performance
Expected Growth : 5 %
What the company do ?
Reservoir Performance from Schlumberger Limited optimizes hydrocarbon recovery by integrating data, modeling, and expertise to maximize reservoir value.
Why we expect these perspectives ?
Reservoir Performance growth driven by increasing adoption of digital oilfield technologies, rising demand for enhanced oil recovery (EOR) techniques, and growing need for real-time data analytics to optimize reservoir operations. Additionally, increasing focus on reducing operational costs and improving recovery rates in mature fields, and growing investments in exploration and production activities in unconventional resources.
Segment n°4 -> Digital & Integration
Expected Growth : 7 %
What the company do ?
Digital & Integration from Schlumberger Limited provides a suite of digital solutions and services to optimize oil and gas operations, integrating data, software, and expertise to improve efficiency and decision-making.
Why we expect these perspectives ?
Schlumberger's Digital & Integration segment growth is driven by increasing adoption of digital technologies in the oil and gas industry, rising demand for data analytics and insights, and the need for integrated solutions to optimize operational efficiency. The segment's 7% growth is also fueled by the company's strategic investments in digital infrastructure, partnerships, and acquisitions.
Segment n°5 -> Eliminations & Other
Expected Growth : 4 %
What the company do ?
Eliminations & Other from Schlumberger Limited refers to the removal of intercompany transactions and revenues, and other non-operating items, providing a clearer view of the company's financial performance.
Why we expect these perspectives ?
Schlumberger's Eliminations & Other segment growth of 4% is driven by increased inter-segment sales, mainly from the Cameron Group's OneSubsea and Schlumberger New Energy ventures. Additionally, the company's digital platform, Agile, and its expanding portfolio of new energy technologies contribute to the growth. These factors offset the negative impact of eliminations, resulting in a net positive growth.
Schlumberger Limited Products
| Product Range | What is it ? |
|---|---|
| Drilling | Schlumberger's drilling segment provides drilling systems and equipment, including drill bits, drilling fluids, and drilling services to help customers optimize their drilling operations. |
| Reservoir Characterization | Schlumberger's reservoir characterization segment provides services and software to help customers understand and model their reservoirs, including seismic processing and interpretation, and reservoir simulation. |
| Production | Schlumberger's production segment provides services and equipment to help customers optimize their production operations, including artificial lift, well intervention, and production optimization. |
| Cameron | Schlumberger's Cameron segment provides surface and subsea equipment and services, including valves, pumps, and compressors, to help customers optimize their production operations. |
| OneSubsea | Schlumberger's OneSubsea segment provides integrated production systems and services for subsea oil and gas production, including subsea trees, manifolds, and control systems. |
| SIS | Schlumberger's SIS (Software Integrated Solutions) segment provides software and services to help customers optimize their operations, including exploration, production, and reservoir management. |
Schlumberger Limited's Porter Forces
Threat Of Substitutes
Schlumberger Limited faces moderate threat from substitutes, as there are limited alternatives to its specialized oilfield services. However, the company's strong brand reputation and technological advancements help mitigate this threat.
Bargaining Power Of Customers
Schlumberger Limited's customers, primarily oil and gas companies, have significant bargaining power due to their large scale of operations and ability to negotiate prices. This forces the company to maintain competitive pricing and high-quality services.
Bargaining Power Of Suppliers
Schlumberger Limited has a diverse supplier base, which reduces the bargaining power of individual suppliers. The company's strong relationships with suppliers and its ability to negotiate prices also mitigate this threat.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry in the oilfield services industry, including significant capital requirements, technological expertise, and regulatory hurdles.
Intensity Of Rivalry
The oilfield services industry is highly competitive, with several established players competing for market share. Schlumberger Limited must continuously innovate and improve its services to maintain its market position.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 37.21% |
| Debt Cost | 5.19% |
| Equity Weight | 62.79% |
| Equity Cost | 12.14% |
| WACC | 9.55% |
| Leverage | 59.26% |
Schlumberger Limited : Quality Control
Schlumberger Limited passed 3 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| CVX | Chevron Corporation, through its subsidiaries, engages in integrated energy and chemicals operations worldwide. The company operates in two segments, Upstream and Downstream. The Upstream segment is involved in the exploration, … |
| BKR | Baker Hughes Company provides a portfolio of technologies and services to energy and industrial value chain worldwide. It operates through four segments: Oilfield Services (OFS), Oilfield Equipment (OFE), Turbomachinery & … |
| HAL | Halliburton Company provides products and services to the energy industry worldwide. It operates in two segments, Completion and Production, and Drilling and Evaluation. The Completion and Production segment offers production … |
| XOM | Exxon Mobil Corporation explores for and produces crude oil and natural gas in the United States and internationally. It operates through Upstream, Downstream, and Chemical segments. The company is also … |
| DVN | Devon Energy Corporation, an independent energy company, primarily engages in the exploration, development, and production of oil, natural gas, and natural gas liquids in the United States. It operates approximately … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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ExxonMobil
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Chevron
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Devon Energy
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Baker Hughes
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Halliburton
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