SLB Limited Common Shares (SLB) · Analyst Ledger · Stoa

SLB Limited Common Shares

SLBNYSE

56.06+0.1%

Market cap83.2BAutoFwd P/E17.3Auto52-week range31.64 - 60.46Auto

This range +56.7%

1D 1W 1M 6M 1Y 5Y

HITMISSNEAROpen call

Stoa coverage of SLB

How much of Stoa is on this name, and how its closed calls turned out.

Open call

Analyst covering

100%

Hit rate · 2 resolved

Open calls

Every position, attributed by name. Locked at publication, graded by the market at the horizon.

Mira SolbergLong44.3453.1829 days leftRead report

Publications on this name

See all

NOTEVideo

SLB: the backlog has repriced and the market has not noticed

Pricing power in this part of the chain shows up in contract terms long before it shows up in reported margin.

Mira SolbergAUG 19

RESEARCHVideo

SLB: the commodity call is doing all the work here

I would rather own the discipline than the barrel, and at this price you are paying for the barrel.

Kwame BoatengAUG 19

Resolved history

What the market did with every call that has closed.

Analyst	Direction	Entry → resolved	Return	Outcome
James Okonkwo	Long	41.2453.87	+30.6%	Hit
Mira Solberg	Long	46.1657.51	+24.6%	Hit

Fundamentals

Pulled automatically, never an analyst's estimate.

P/E Auto

27.3

Market cap Auto

83.2B

Revenue Auto

36.4B

Profit margin Auto

8.5%

EPS Auto

2.05

SLB Limited Common Shares

Stoa coverage of SLB

Open calls

Publications on this name

SLB: the backlog has repriced and the market has not noticed

SLB: the commodity call is doing all the work here

Resolved history

Fundamentals

SLB: the project breakeven is below where the market models it

SLB: full-cycle economics improved and the multiple did not

SLB: capital discipline survived the last price spike

SLB: the buyback is doing work the barrel is not

SLB: the reinvestment rate stayed low when it did not have to

SLB: a fine business with an unhedgeable input

SLB: excellent capital returns on a flat volume story