WallStSmart

Halliburton Company (HAL)vsLiberty Oilfield Services Inc (LBRT)

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Smart Verdict

WallStSmart Research — data-driven comparison

Halliburton Company generates 447% more annual revenue ($22.17B vs $4.05B). HAL leads profitability with a 7.0% profit margin vs 3.7%. HAL trades at a lower P/E of 22.2x. HAL earns a higher WallStSmart Score of 60/100 (C+).

HAL

Buy

60

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 6.7Quality: 5.5
Piotroski: 3/9

LBRT

Hold

44

out of 100

Grade: D

Growth: 4.7Profit: 4.0Value: 5.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HALUndervalued (+24.4%)

Margin of Safety

+24.4%

Fair Value

$46.33

Current Price

$40.26

$6.07 discount

UndervaluedFair: $46.33Overvalued
LBRTUndervalued (+28.7%)

Margin of Safety

+28.7%

Fair Value

$34.29

Current Price

$33.39

$0.90 discount

UndervaluedFair: $34.29Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HAL1 strengths · Avg: 10.0/10
EPS GrowthGrowth
133.5%10/10

Earnings expanding 133.5% YoY

LBRT1 strengths · Avg: 8.0/10
Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Areas to Watch

HAL3 concerns · Avg: 2.7/10
Profit MarginProfitability
7.0%3/10

7.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-0.3%2/10

Revenue declined 0.3%

LBRT4 concerns · Avg: 3.5/10
P/E RatioValuation
36.7x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
4.5%4/10

4.5% revenue growth

Return on EquityProfitability
7.7%3/10

ROE of 7.7% — below average capital efficiency

Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : HAL

The strongest argument for HAL centers on EPS Growth. PEG of 1.04 suggests the stock is reasonably priced for its growth.

Bull Case : LBRT

The strongest argument for LBRT centers on Price/Book.

Bear Case : HAL

The primary concerns for HAL are Profit Margin, Piotroski F-Score, Revenue Growth.

Bear Case : LBRT

The primary concerns for LBRT are P/E Ratio, Revenue Growth, Return on Equity. Thin 3.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

HAL carries more volatility with a beta of 0.74 — expect wider price swings.

LBRT is growing revenue faster at 4.5% — sustainability is the question.

HAL generates stronger free cash flow (81M), providing more financial flexibility.

Monitor OIL & GAS EQUIPMENT & SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

HAL scores higher overall (60/100 vs 44/100). LBRT offers better value entry with a 28.7% margin of safety. 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.

Halliburton Company

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

Halliburton Company is an American multinational corporation. One of the world's largest oil field service companies, it has operations in more than 70 countries.

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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