WallStSmart

Halliburton Company (HAL)vsNational Energy Services Reunited Corp Ordinary Shares (NESR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Halliburton Company generates 1282% more annual revenue ($22.37B vs $1.62B). HAL leads profitability with a 7.2% profit margin vs 5.8%. HAL trades at a lower P/E of 19.3x. HAL earns a higher WallStSmart Score of 63/100 (C+).

HAL

Buy

63

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 6.7Quality: 6.5
Piotroski: 3/9Altman Z: 2.84

NESR

Buy

56

out of 100

Grade: C

Growth: 9.3Profit: 5.0Value: 3.7Quality: 6.0
Piotroski: 2/9Altman Z: 1.60
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HALUndervalued (+1.7%)

Margin of Safety

+1.7%

Fair Value

$37.76

Current Price

$35.84

$1.92 discount

UndervaluedFair: $37.76Overvalued
NESRSignificantly Overvalued (-24.1%)

Margin of Safety

-24.1%

Fair Value

$17.23

Current Price

$33.54

$16.31 premium

UndervaluedFair: $17.23Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HAL2 strengths · Avg: 8.0/10
PEG RatioValuation
0.778/10

Growing faster than its price suggests

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

NESR3 strengths · Avg: 9.7/10
Revenue GrowthGrowth
59.1%10/10

Revenue surging 59.1% year-over-year

EPS GrowthGrowth
172.8%10/10

Earnings expanding 172.8% YoY

Debt/EquityHealth
0.299/10

Conservative balance sheet, low leverage

Areas to Watch

HAL3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.7%4/10

3.7% revenue growth

Profit MarginProfitability
7.2%3/10

7.2% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

NESR4 concerns · Avg: 3.5/10
P/E RatioValuation
37.3x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.604/10

Distress zone — elevated risk

Return on EquityProfitability
6.5%3/10

ROE of 6.5% — below average capital efficiency

Profit MarginProfitability
5.8%3/10

5.8% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : HAL

The strongest argument for HAL centers on PEG Ratio, Price/Book. PEG of 0.77 suggests the stock is reasonably priced for its growth.

Bull Case : NESR

The strongest argument for NESR centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 59.1% demonstrates continued momentum.

Bear Case : HAL

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

Bear Case : NESR

The primary concerns for NESR are P/E Ratio, Altman Z-Score, Return on Equity.

Key Dynamics to Monitor

HAL profiles as a value stock while NESR is a hypergrowth play — different risk/reward profiles.

HAL carries more volatility with a beta of 0.77 — expect wider price swings.

NESR is growing revenue faster at 59.1% — sustainability is the question.

HAL generates stronger free cash flow (589M), providing more financial flexibility.

Bottom Line

HAL scores higher overall (63/100 vs 56/100). Both earn "Buy" and "Buy" 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.

National Energy Services Reunited Corp Ordinary Shares

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

National Energy Services Reunited Corp. The company is headquartered in Houston, Texas.

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