Iris Energy Limited vs Schlumberger NV — how do they compare? Iris Energy Limited trades at $41.89 (market cap $14.37B), while Schlumberger NV trades at $46.43 (market cap $69.36B). The key difference: Schlumberger NV is far larger — about 4.8× Iris Energy Limited's market cap, and Schlumberger NV pays a 2.54% dividend while Iris Energy Limited pays none. Which is the better fit depends on your goals.
| IREN | SLB | |
|---|---|---|
Market Cap | $14.37B | $69.36B |
Sector | Energy | Energy |
52-Week High | $76.41 | $58.01 |
52-Week Low | $15.40 | $31.72 |
Enterprise Value | $16.12B | $77.58B |
Dividend Yield | — | 2.54% |
Signals from Pluang's Aura AI — not financial advice
IREN trades at $40.20, up 19.57% in 24 hours but remains volatile amid a broader AI infrastructure stock sell-off. The stock shows a bearish technical signal with support at $31 and resistance at $36. Fundamentally, revenue grew to $501M in 2025 with a 20.88% net income margin, but recent quarters missed EPS expectations. The company is transitioning from Bitcoin mining to AI cloud services, with significant capital investment driving negative cash flow from investing activities.
Wall Street maintains a bullish stance with a $79.11 consensus price target and 71% buy ratings, citing IREN's AI infrastructure potential. However, execution risks, competitive pressures from Meta and peers, and recent earnings misses pose significant challenges. The stock's high valuation multiples (P/E 43.66) require flawless growth execution to justify current levels.
SLB trades at $46.67, down 0.68% on the day, with a bearish technical signal from moving averages. The company reported revenue of $35.71 billion in 2025 with a net income margin of 9.26%, and has beaten EPS estimates in three consecutive quarters. Recent news highlights strategic alliances for data center power solutions and new contract wins, signaling growth in digital and offshore segments.
The outlook is supported by strong analyst consensus with a $62.83 price target and 84.85% buy ratings, but risks include oil price volatility and execution challenges. The stock offers value with a P/E of 20.7 and ROE of 14.57%, though margin compression from 2024 warrants monitoring.
Trailing returns across standard periods
Latest headlines on both assets
Iris Energy is a next-generation data center company that powers Bitcoin mining and AI workloads using 100% renewable energy. It focuses on building sustainable infrastructure for the global digital economy.
Read more on IREN →Schlumberger is the largest oilfield service firm in the world, with expertise in myriad disciplines, including reservoir performance, well construction, production enhancement, and more recently, digital solutions. It maintains a reputation as one of the industry's leading innovators, which has earned it dominant share in numerous end markets.
Read more on SLB →