Baker Hughes Co (BKR)vsLandBridge Company LLC (LB)
BKR
Baker Hughes Co
$62.62
-1.37%
ENERGY · Cap: $59.64B
LB
LandBridge Company LLC
$72.02
-0.50%
ENERGY · Cap: $5.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Baker Hughes Co generates 13830% more annual revenue ($27.73B vs $199.09M). LB leads profitability with a 15.1% profit margin vs 9.3%. BKR trades at a lower P/E of 23.2x. LB earns a higher WallStSmart Score of 61/100 (C+).
BKR
Hold44
out of 100
Grade: D
LB
Buy61
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
-42.3%
Fair Value
$43.52
Current Price
$72.02
$28.50 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 60.0%
Revenue surging 55.6% year-over-year
Areas to Watch
0.3% revenue growth
Expensive relative to growth rate
Earnings declined 25.6%
Distress zone — elevated risk
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 : LB
The strongest argument for LB centers on Operating Margin, Revenue Growth. Profitability is solid with margins at 15.1% and operating margin at 60.0%. Revenue growth of 55.6% demonstrates continued momentum.
Bear Case : BKR
The primary concerns for BKR are Revenue Growth, PEG Ratio, EPS Growth.
Bear Case : LB
The primary concerns for LB are Altman Z-Score, P/E Ratio. A P/E of 77.8x leaves little room for execution misses.
Key Dynamics to Monitor
BKR profiles as a value stock while LB is a growth play — different risk/reward profiles.
LB is growing revenue faster at 55.6% — 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
LB scores higher overall (61/100 vs 44/100), backed by strong 15.1% margins and 55.6% revenue growth. 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.
LandBridge Company LLC
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
L Brands, Inc. (formerly known as Limited Brands, Inc. and The Limited, Inc.) is an American fashion retailer based in Columbus, Ohio.
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