Baker Hughes Co (BKR)vsKodiak Gas Services, Inc. (KGS)
BKR
Baker Hughes Co
$62.62
-1.37%
ENERGY · Cap: $59.64B
KGS
Kodiak Gas Services, Inc.
$59.12
0.00%
ENERGY · Cap: $5.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Baker Hughes Co generates 2020% more annual revenue ($27.73B vs $1.31B). BKR leads profitability with a 9.3% profit margin vs 6.2%. BKR trades at a lower P/E of 23.2x. KGS earns a higher WallStSmart Score of 56/100 (C).
BKR
Hold44
out of 100
Grade: D
KGS
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-246.4%
Fair Value
$17.68
Current Price
$62.62
$44.94 premium
Margin of Safety
-25.2%
Fair Value
$41.65
Current Price
$59.12
$17.47 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.3B in free cash flow
Strong operational efficiency at 31.5%
Earnings expanding 32.6% YoY
Areas to Watch
0.3% revenue growth
Expensive relative to growth rate
Earnings declined 25.6%
ROE of 6.3% — below average capital efficiency
6.2% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BKR
The strongest argument for BKR centers on Market Cap, Free Cash Flow.
Bull Case : KGS
The strongest argument for KGS centers on Operating Margin, EPS Growth.
Bear Case : BKR
The primary concerns for BKR are Revenue Growth, PEG Ratio, EPS Growth.
Bear Case : KGS
The primary concerns for KGS are Return on Equity, Profit Margin, P/E Ratio. A P/E of 66.4x leaves little room for execution misses.
Key Dynamics to Monitor
KGS carries more volatility with a beta of 1.02 — expect wider price swings.
KGS is growing revenue faster at 7.5% — sustainability is the question.
BKR generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor OIL & GAS EQUIPMENT & SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KGS scores higher overall (56/100 vs 44/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Baker Hughes Co
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
Baker Hughes Company is an American international industrial service company and one of the world's largest oil field services companies. The company provides the oil and gas industry with products and services for oil drilling, formation evaluation, completion, production and reservoir consulting. Baker Hughes is headquartered in Houston.
Kodiak Gas Services, Inc.
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
Kodiak Gas Services, LLC provides contract compression infrastructure services for the oil and gas industry in the United States. The company is headquartered in Montgomery, Texas.
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