Archrock Inc vs SLB Ltd

Archrock Inc (AROC) is slightly undervalued and SLB Ltd (SLB) is fairly valued.

Against our estimates of intrinsic value, AROC trades at the wider discount: a margin of safety of +8%, against +2% for SLB.

Values as of the 19 Oct 2026 close.

Archrock Inc (AROC)

Discounting its cash flows at 8.3% (average of 3 methods) values the shares at $31.99; the price of $29.39 is 8% below that value, and 79% of that value comes from beyond year five.

Leak Score 47/100 on 11 of 12 signals

SLB Ltd (SLB)

Discounting its cash flows at 8.9% (average of 3 methods) values the shares at $50.34; the price of $49.09 is 2% below that value, and 76% of that value comes from beyond year five.

Leak Score 47/100 on 11 of 12 signals

MetricAROCSLB
VerdictSlightly undervaluedFairly valued
Price$29.39$49.09
Intrinsic value$31.99$50.34
Margin of safety+8%+2%
Leak Score47/100 (11/12)47/100 (11/12)
Market cap$5.2B$72.9B
Revenue growth, 5 years11.2%8.6%
Operating margin38.3%14.0%
Net margin21.6%8.5%
Return on equity21.9%13.4%
Debt to equity1.520.49
P/E15.8x23.8x
Forward P/E14.3x15.4x
P/B3.3x2.8x
Dividend yield3.1%2.4%

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