WallStSmart

Liberty Oilfield Services Inc (LBRT)vsWeatherford International plc (WFRD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Weatherford International plc generates 20% more annual revenue ($4.88B vs $4.05B). WFRD leads profitability with a 9.5% profit margin vs 3.7%. WFRD trades at a lower P/E of 16.0x. WFRD earns a higher WallStSmart Score of 60/100 (C).

LBRT

Hold

44

out of 100

Grade: D

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

WFRD

Buy

60

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 5.3Quality: 6.0
Piotroski: 4/9Altman Z: 1.80
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LBRTUndervalued (+28.7%)

Margin of Safety

+28.7%

Fair Value

$34.29

Current Price

$33.39

$0.90 discount

UndervaluedFair: $34.29Overvalued
WFRDOvervalued (-12.0%)

Margin of Safety

-12.0%

Fair Value

$92.53

Current Price

$102.28

$9.75 premium

UndervaluedFair: $92.53Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

Reasonable price relative to book value

WFRD3 strengths · Avg: 8.7/10
Return on EquityProfitability
30.8%10/10

Every $100 of equity generates 31 in profit

P/E RatioValuation
16.0x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
44.7%8/10

Earnings expanding 44.7% YoY

Areas to Watch

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

WFRD4 concerns · Avg: 3.3/10
PEG RatioValuation
2.164/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.804/10

Grey zone — moderate risk

Debt/EquityHealth
1.033/10

Elevated debt levels

Revenue GrowthGrowth
-3.4%2/10

Revenue declined 3.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : LBRT

The strongest argument for LBRT centers on Price/Book.

Bull Case : WFRD

The strongest argument for WFRD centers on Return on Equity, P/E Ratio, EPS 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.

Bear Case : WFRD

The primary concerns for WFRD are PEG Ratio, Altman Z-Score, Debt/Equity.

Key Dynamics to Monitor

WFRD carries more volatility with a beta of 0.92 — expect wider price swings.

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

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

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

Bottom Line

WFRD 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.

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.

Weatherford International plc

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

Weatherford International plc, an oilfield services company, provides equipment and services for the drilling, evaluation, completion, production and intervention of oil and natural gas wells worldwide. The company is headquartered in Houston, Texas.

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