Schlumberger Ltd.
SLB
Market Cap$46.99B
Close$
Earnings Call Q1 2025
April 25, 2025 - AI Summary
Q1 Revenue Performance: SLB reported a 3% year-on-year decline in revenue for Q1 2025, with total revenue of $8.5 billion. North America revenue increased by 8% due to growth in digital and subsea production systems, while international revenue decreased by 5%, primarily due to lower activity in Mexico, Saudi Arabia, and Russia.
Adjusted EBITDA and Margin Guidance: The adjusted EBITDA margin for Q1 2025 was 23.8%, showing an increase of 18 basis points year-on-year. For Q2 2025, SLB expects flat sequential revenue (excluding ChampionX) with an adjusted EBITDA margin expansion of 50 to 100 basis points. The company aims to achieve mid-single-digit revenue growth in the second half of 2025, assuming stable oil prices.
Macro Challenges and Supply-Demand Outlook: The company anticipates a decline in global upstream investment in 2025, influenced by OPEC+ production increases and macroeconomic uncertainties. Despite these challenges, SLB believes resilience exists in North America and the Middle East, leveraging digital solutions and unconventional gas activity.
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$80.27
122.3% upside
Current Fair Value
122.3% upsideUndervalued by 122.3% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $46.99 Billion |
|---|---|
| Enterprise Value | $59.00 Billion |
| Dividend Yield | $1.11 (3.21273516642547%) |
| Earnings per Share | $3.14 |
| Beta | 1.07 |
| Outstanding Shares | 1,366,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 11.26 |
|---|---|
| PEG | 200.78 |
| Price to Sales | 1.39 |
| Price to Book Ratio | 1.72 |
| Enterprise Value to Revenue | 1.64 |
| Enterprise Value to EBIT | 9.56 |
| Enterprise Value to Net Income | 13 |
| Total Debt to Enterprise | 0.25 |
| Debt to Equity | 0.52 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Schlumberger Ltd.
85,000 employees
CEO: Paal Kibsgaard Schlumberger is the world's leading provider of technology and digital solutions for reservoir characterization, drilling, production, and processing to the energy industry. With product sales and services in more than 120 countries and ...