SLB vs. MOS

Last updated Apr 1, 2026

Compare and contrast key facts about Schlumberger Limited (SLB) and The Mosaic Company (MOS).

Performance

SLB vs. MOS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schlumberger Limited (SLB) and The Mosaic Company (MOS). The values are adjusted to include any dividend payments, if applicable.

SLB vs. MOS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SLB Schlumberger Limited	34.69%	3.27%	-24.47%	-0.78%	81.15%	40.30%	-43.81%	17.73%	-44.66%	-17.37%
MOS The Mosaic Company	6.75%	1.10%	-29.14%	-16.42%	12.80%	72.15%	7.60%	-25.28%	14.22%	-10.38%

Fundamentals

Market Cap SLB : $76.47B MOS : $8.09B
EPS SLB : $2.31 MOS : $1.70
PE Ratio SLB : 22.20 MOS : 15.02
PEG Ratio SLB : 1.05 MOS : 0.31
PS Ratio SLB : 2.08 MOS : 0.67
PB Ratio SLB : 2.07 MOS : 0.67
Total Revenue (TTM) SLB : $35.71B MOS : $12.05B
Gross Profit (TTM) SLB : $6.50B MOS : $1.90B
EBITDA (TTM) SLB : $7.15B MOS : $2.33B

Returns By Period

In the year-to-date period, SLB achieves a 34.69% return, which is significantly higher than MOS's 6.75% return. Over the past 10 years, SLB has underperformed MOS with an annualized return of -0.51%, while MOS has yielded a comparatively higher 1.41% annualized return.

SLB

• 1D: -0.27%
• 1M: 0.10%
• YTD: 34.69%
• 6M: 51.59%
• 1Y: 26.70%
• 3Y*: 4.15%
• 5Y*: 15.31%
• 10Y*: -0.51%

MOS

• 1D: 2.00%
• 1M: -7.63%
• YTD: 6.75%
• 6M: -25.17%
• 1Y: -2.68%
• 3Y*: -15.39%
• 5Y*: -1.82%
• 10Y*: 1.41%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

SLB vs. MOS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SLB

SLB Risk / Return Rank: 63
SLB Sharpe Ratio Rank: 66
SLB Sortino Ratio Rank: 61
SLB Omega Ratio Rank: 61
SLB Calmar Ratio Rank: 66
SLB Martin Ratio Rank: 60

MOS

MOS Risk / Return Rank: 38
MOS Sharpe Ratio Rank: 39
MOS Sortino Ratio Rank: 36
MOS Omega Ratio Rank: 36
MOS Calmar Ratio Rank: 39
MOS Martin Ratio Rank: 40

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SLB vs. MOS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schlumberger Limited (SLB) and The Mosaic Company (MOS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	SLB	MOS	Difference
Sharpe ratio Return per unit of total volatility	0.68	-0.06	+0.74
Sortino ratio Return per unit of downside risk	1.17	0.22	+0.95
Omega ratio Gain probability vs. loss probability	1.16	1.03	+0.13
Calmar ratio Return relative to maximum drawdown	1.09	-0.10	+1.18
Martin ratio Return relative to average drawdown	1.85	-0.17	+2.02
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SLB vs. MOS - Sharpe Ratio Comparison

The current SLB Sharpe Ratio is 0.68, which is higher than the MOS Sharpe Ratio of -0.06. The chart below compares the historical Sharpe Ratios of SLB and MOS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SLB	MOS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.68	-0.06	+0.74
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.40	-0.04	+0.45
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.01	0.03	-0.04
Sharpe Ratio (All Time) Calculated using the full available price history	0.13	0.09	+0.05

Correlation

The correlation between SLB and MOS is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

SLB vs. MOS - Dividend Comparison

SLB's dividend yield for the trailing twelve months is around 2.24%, less than MOS's 3.45% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SLB Schlumberger Limited	2.24%	2.97%	2.87%	1.92%	1.22%	2.09%	4.01%	4.98%	5.54%	2.97%	2.38%	2.87%
MOS The Mosaic Company	3.45%	3.65%	3.42%	2.94%	1.28%	0.70%	0.87%	0.81%	0.34%	2.34%	3.75%	3.90%

Drawdowns

SLB vs. MOS - Drawdown Comparison

The maximum SLB drawdown since its inception was -87.64%, smaller than the maximum MOS drawdown of -94.71%. Use the drawdown chart below to compare losses from any high point for SLB and MOS.

Drawdown Indicators

	SLB	MOS	Difference
Max Drawdown Largest peak-to-trough decline	-87.64%	-94.71%	+7.07%
Max Drawdown (1Y) Largest decline over 1 year	-24.29%	-37.16%	+12.87%
Max Drawdown (5Y) Largest decline over 5 years	-46.63%	-68.69%	+22.06%
Max Drawdown (10Y) Largest decline over 10 years	-84.29%	-80.82%	-3.47%
Current Drawdown Current decline from peak	-39.51%	-78.24%	+38.73%
Average Drawdown Average peak-to-trough decline	-31.17%	-61.06%	+29.89%
Ulcer Index Depth and duration of drawdowns from previous peaks	14.34%	20.54%	-6.20%

Volatility

SLB vs. MOS - Volatility Comparison

The current volatility for Schlumberger Limited (SLB) is 14.74%, while The Mosaic Company (MOS) has a volatility of 22.73%. This indicates that SLB experiences smaller price fluctuations and is considered to be less risky than MOS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SLB	MOS	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.74%	22.73%	-7.99%
Volatility (6M) Calculated over the trailing 6-month period	26.09%	34.47%	-8.38%
Volatility (1Y) Calculated over the trailing 1-year period	39.65%	44.07%	-4.42%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	38.16%	41.71%	-3.55%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	40.36%	44.99%	-4.63%

Financials

SLB vs. MOS - Profitability Comparison

The chart below illustrates the profitability comparison between Schlumberger Limited and The Mosaic Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SLB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Schlumberger Limited reported a gross profit of 1.73B and revenue of 9.75B. Therefore, the gross margin over that period was 17.7%.

MOS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Mosaic Company reported a gross profit of 342.60M and revenue of 2.97B. Therefore, the gross margin over that period was 11.5%.

SLB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Schlumberger Limited reported an operating income of 1.46B and revenue of 9.75B, resulting in an operating margin of 15.0%.

MOS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Mosaic Company reported an operating income of -101.20M and revenue of 2.97B, resulting in an operating margin of -3.4%.

SLB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Schlumberger Limited reported a net income of 800.00M and revenue of 9.75B, resulting in a net margin of 8.2%.

MOS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Mosaic Company reported a net income of -519.50M and revenue of 2.97B, resulting in a net margin of -17.5%.