Baker Hughes Co (BKR)vsLiberty Oilfield Services Inc (LBRT)
BKR
Baker Hughes Co
$62.62
-1.37%
ENERGY · Cap: $59.64B
LBRT
Liberty Oilfield Services Inc
$28.80
-3.03%
ENERGY · Cap: $4.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Baker Hughes Co generates 592% more annual revenue ($27.73B vs $4.01B). BKR leads profitability with a 9.3% profit margin vs 3.7%. BKR trades at a lower P/E of 23.2x. BKR earns a higher WallStSmart Score of 44/100 (D).
BKR
Hold44
out of 100
Grade: D
LBRT
Hold42
out of 100
Grade: D
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
-295.1%
Fair Value
$6.19
Current Price
$28.80
$22.61 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.3B in free cash flow
Reasonable price relative to book value
Areas to Watch
0.3% revenue growth
Expensive relative to growth rate
Earnings declined 25.6%
Premium valuation, high expectations priced in
ROE of 7.3% — below average capital efficiency
3.7% margin — thin
Operating margin of 2.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : BKR
The strongest argument for BKR centers on Market Cap, Free Cash Flow.
Bull Case : LBRT
The strongest argument for LBRT centers on Price/Book. Revenue growth of 10.1% demonstrates continued momentum.
Bear Case : BKR
The primary concerns for BKR are Revenue Growth, PEG Ratio, EPS Growth.
Bear Case : LBRT
The primary concerns for LBRT are P/E Ratio, Return on Equity, Profit Margin. Thin 3.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
BKR carries more volatility with a beta of 0.88 — expect wider price swings.
LBRT is growing revenue faster at 10.1% — 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
BKR scores higher overall (44/100 vs 42/100). Both earn "Hold" 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.
Liberty Oilfield Services Inc
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
Liberty Oilfield Services Inc. provides hydraulic fracturing and cabling services and related goods to onshore oil and natural gas exploration and production companies in North America. The company is headquartered in Denver, Colorado.
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