Baker Hughes Co (BKR)vsNorth American Construction Group Ltd (NOA)
BKR
Baker Hughes Co
$66.11
-1.08%
ENERGY · Cap: $64.03B
NOA
North American Construction Group Ltd
$14.16
+4.58%
ENERGY · Cap: $379.71M
Smart Verdict
WallStSmart Research — data-driven comparison
Baker Hughes Co generates 2109% more annual revenue ($27.89B vs $1.26B). BKR leads profitability with a 11.2% profit margin vs 2.6%. NOA appears more attractively valued with a PEG of 0.38. BKR earns a higher WallStSmart Score of 60/100 (C).
BKR
Buy60
out of 100
Grade: C
NOA
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BKR.
Margin of Safety
+13.8%
Fair Value
$18.51
Current Price
$14.16
$4.35 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 132.5% YoY
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
Areas to Watch
2.5% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 7.0% — below average capital efficiency
2.6% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BKR
The strongest argument for BKR centers on EPS Growth, Market Cap.
Bull Case : NOA
The strongest argument for NOA centers on PEG Ratio, Price/Book, P/E Ratio. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bear Case : BKR
The primary concerns for BKR are Revenue Growth, PEG Ratio, Altman Z-Score.
Bear Case : NOA
The primary concerns for NOA are Market Cap, Return on Equity, Profit Margin. Debt-to-equity of 2.02 is elevated, increasing financial risk. Thin 2.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
NOA carries more volatility with a beta of 1.16 — expect wider price swings.
BKR is growing revenue faster at 2.5% — sustainability is the question.
BKR generates stronger free cash flow (164M), providing more financial flexibility.
Monitor OIL & GAS EQUIPMENT & SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BKR scores higher overall (60/100 vs 49/100). 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.
North American Construction Group Ltd
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
North American Construction Group Ltd. provides mining and heavy construction services to the resource development and industrial construction sectors in Canada and the United States. The company's Heavy Construction & Mining division offers constructability reviews, budget cost estimates, design-build construction, project management, contracts. mining, pre-stripping / pit excavation, overburden removal and stacking, muskeg removal and stacking, site preparation, runway construction, site dewatering / perimeter ditching, tailings and process pipelines, transportation and construction of access, construction and densification of tailings dams, mechanically stabilized earth walls, dam construction and reclamation services. The company is headquartered in Acheson, Canada.
Visit Website →Compare with Other OIL & GAS EQUIPMENT & SERVICES Stocks
Want to dig deeper into these stocks?