SLB vs Halliburton

Explore a comprehensive comparison between Schlumberger Limited (SLB) and Halliburton Company. This page analyses their respective business models, evaluates financial performance metrics, and examines their market context within the energy services sector. Gain insights into two leading industry players. Educational content, not financial advice.

Explore a comprehensive comparison between Schlumberger Limited (SLB) and Halliburton Company. This page analyses their respective business models, evaluates financial performance metrics, and examine...

Comparison Snapshot

Key Financial Metrics

SLB

Metric

HAL

$74.32B

Market Cap

$28.75B

-7.83%

Potential Profit

-8.63%

Buy

Analyst Rating

Buy

Why It's Moving

SLB eyes Venezuela rebound and digital surge as oilfield services pivot amid crude pressures.

CEO Olivier Le Peuch stated deepwater oilfield activity will inflect positively by late 2026, signaling a key growth phase ahead.
SLB ready to ramp up in Venezuela with existing personnel and equipment, following U.S. ouster of Maduro and customer inquiries, potentially unlocking past $1B revenue levels.
Digital segment, boosted by AI tool Tela, posts double-digit growth forecasts and powers dividend outlook, drawing 'Strong Buy' consensus from Wall Street.

Sentiment:

🐃Bullish

Halliburton EVP's Big Share Sale Sparks Buzz Amid Oil Supply Outlook Shift

EVP Beckwith offloaded 54,348 shares worth $1.9M on Jan 23, fueling speculation about internal views on HAL's trajectory.
HAL anticipates oil supply increases to ease in 2026 as demand rises, hinting at balanced markets that could bolster service providers.
Stock recently gained 17.4% in 30 days to $32.57, with valuation models suggesting deep discount to intrinsic value around $72.
sentiment_tag

Sentiment:

⚖️Neutral

SLB eyes Venezuela rebound and digital surge as oilfield services pivot amid crude pressures.

CEO Olivier Le Peuch stated deepwater oilfield activity will inflect positively by late 2026, signaling a key growth phase ahead.
SLB ready to ramp up in Venezuela with existing personnel and equipment, following U.S. ouster of Maduro and customer inquiries, potentially unlocking past $1B revenue levels.
Digital segment, boosted by AI tool Tela, posts double-digit growth forecasts and powers dividend outlook, drawing 'Strong Buy' consensus from Wall Street.

Sentiment:

🐃Bullish

Halliburton EVP's Big Share Sale Sparks Buzz Amid Oil Supply Outlook Shift

EVP Beckwith offloaded 54,348 shares worth $1.9M on Jan 23, fueling speculation about internal views on HAL's trajectory.
HAL anticipates oil supply increases to ease in 2026 as demand rises, hinting at balanced markets that could bolster service providers.
Stock recently gained 17.4% in 30 days to $32.57, with valuation models suggesting deep discount to intrinsic value around $72.
sentiment_tag

Sentiment:

⚖️Neutral

Investment Analysis

SLB

Pros

SLB exhibits robust operational efficiency with a 59.6% gross margin and 15% EBIT margin in recent quarters.
Low debt-to-equity ratio of 0.42 and interest coverage of 14 reflect strong balance sheet discipline.
Strategic diversification into unconventional resources and clean technologies enhances resilience against oil price volatility.

Considerations

Recent quarterly revenue declined 2.5% year-over-year despite EPS beat.
High short-term volatility at 6.35% and overbought RSI of 71.96 signal potential price corrections.
Exposure to geopolitical challenges and commodity pricing pressures could disrupt sustained growth.

Halliburton

HAL

Pros

Halliburton maintains a solid market position in pressure pumping and completion services amid stable North American demand.
Recent international contract expansions bolster revenue diversification outside cyclical US onshore markets.
Strong free cash flow generation supports ongoing dividend payments and share repurchases.

Considerations

Persistent weakness in US land drilling activity hampers near-term revenue growth prospects.
Elevated exposure to volatile oilfield service pricing amid softening global rig counts.
High operational leverage amplifies earnings sensitivity to commodity price downturns.

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