Professional
Added to YB: 2025-08-07
Pitch date: 2025-07-11
SLB [bullish]
SLB N.V.
+42.28%
current return
Author Info
No bio for this author
Company Info
SLB N.V. engages in the provision of technology for the energy industry worldwide. The company operates through four divisions: Digital & Integration, Reservoir Performance, Well Construction, and Production Systems.
Market Cap
$77.1B
Pitch Price
$36.22
Price Target
96.00 (+86%)
Dividend
2.29%
EV/EBITDA
9.18
P/E
21.95
EV/Sales
2.42
Sector
Energy Equipment and Services
Category
value
Pelican Bay Capital Management Added On Portfolio Holding: Schlumberger Limited
SLB: Added to position as shares fell 18% on oil price decline due to trade barriers/economic growth concerns. Trading at $36 vs $50-$96 intrinsic value estimate - substantial discount. Volatility creates opportunity to recycle funds into beaten-down companies for future outperformance.
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