WallStSmart

Helix Energy Solutions Group Inc (HLX)vsNOV Inc. (NOV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

NOV Inc. generates 568% more annual revenue ($8.69B vs $1.30B). HLX leads profitability with a 1.1% profit margin vs 1.1%. NOV appears more attractively valued with a PEG of 1.31. NOV earns a higher WallStSmart Score of 47/100 (D+).

HLX

Hold

41

out of 100

Grade: D

Growth: 4.7Profit: 3.5Value: 4.0Quality: 7.0
Piotroski: 4/9Altman Z: 1.84

NOV

Hold

47

out of 100

Grade: D+

Growth: 3.3Profit: 4.5Value: 4.3Quality: 6.5
Piotroski: 3/9Altman Z: 1.95
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HLXUndervalued (+23.3%)

Margin of Safety

+23.3%

Fair Value

$11.54

Current Price

$9.72

$1.82 discount

UndervaluedFair: $11.54Overvalued

Intrinsic value data unavailable for NOV.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HLX1 strengths · Avg: 10.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

NOV1 strengths · Avg: 10.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Areas to Watch

HLX4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
3.6%4/10

3.6% revenue growth

Altman Z-ScoreHealth
1.844/10

Grey zone — moderate risk

Market CapQuality
$1.36B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.9%3/10

ROE of 0.9% — below average capital efficiency

NOV4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.954/10

Grey zone — moderate risk

Return on EquityProfitability
1.5%3/10

ROE of 1.5% — below average capital efficiency

Profit MarginProfitability
1.1%3/10

1.1% margin — thin

Operating MarginProfitability
2.3%3/10

Operating margin of 2.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : HLX

The strongest argument for HLX centers on Price/Book.

Bull Case : NOV

The strongest argument for NOV centers on Price/Book. PEG of 1.31 suggests the stock is reasonably priced for its growth.

Bear Case : HLX

The primary concerns for HLX are Revenue Growth, Altman Z-Score, Market Cap. A P/E of 92.4x leaves little room for execution misses. Thin 1.1% margins leave little buffer for downturns.

Bear Case : NOV

The primary concerns for NOV are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 84.5x leaves little room for execution misses. Thin 1.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

HLX carries more volatility with a beta of 1.11 — expect wider price swings.

HLX is growing revenue faster at 3.6% — sustainability is the question.

HLX generates stronger free cash flow (59M), providing more financial flexibility.

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

Bottom Line

NOV scores higher overall (47/100 vs 41/100). HLX offers better value entry with a 23.3% margin of safety. 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.

Helix Energy Solutions Group Inc

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

Helix Energy Solutions Group, Inc., an offshore energy services company, provides specialized services to the offshore energy industry primarily in the regions of Brazil, the Gulf of Mexico, the North Sea, Asia Pacific and Africa. Western. The company is headquartered in Houston, Texas.

NOV Inc.

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

NOV Inc. is an American multinational corporation based in Houston, Texas. It is a leading worldwide provider of equipment and components used in oil and gas drilling and production operations, oilfield services, and supply chain integration services to the upstream oil and gas industry.

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