SLB vs TS
Schlumberger Limited vs Tenaris S.A. — AI-powered side-by-side comparison
SLB
Schlumberger Limited
61
Buy
VS
| Metric | SLB | TS |
|---|
| AI Score |
61
|
65
|
| Price |
$53.30
|
$54.60
|
| P/E Ratio |
25.62×
|
14.50×
|
| ROE |
12.8%
|
11.6%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
16.5%
|
33.7%
|
| Debt / Equity |
0.49×
|
0.03×
|
| Dividend Yield |
2.2%
|
3.3%
|
| RSI (14) |
55.8
|
59.0
|
| Beta |
0.749
|
0.476
|
| Expected Upside |
+10.3%
|
+7.8%
|
AI Committee View
Current Innellis committee reasoning for SLB versus TS.
TS leads by 4 points.
TS scores 65/100 (Buy) versus SLB at 61/100 (Buy).
SLB Committee View
80% agreement
5 analysts
The primary driver is price structure making higher highs and higher lows. The main limiting factor is eps declining -29.4% yoy despite any revenue growth. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- EPS declining -29.4% YoY despite any revenue growth — Growth
TS Committee View
67% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.03) -- balance sheet can absorb a shock. The main limiting factor is growth rate is decelerating quarter over quarter -- the trend line matters more than the level. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 14.9 is inexpensive for the broad market — Value
- Price-to-book of 1.2x is a discount to asset value — Value
- Dividend yield of 3.2% pays you to wait — Value
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- MACD histogram negative -- bearish momentum — Technical