Baker Hughes Co (BKR)vsLiberty Oilfield Services Inc (LBRT)
BKR
Baker Hughes Co
$64.60
+1.11%
ENERGY · Cap: $63.03B
LBRT
Liberty Oilfield Services Inc
$33.39
+0.85%
ENERGY · Cap: $5.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Baker Hughes Co generates 589% more annual revenue ($27.89B vs $4.05B). BKR leads profitability with a 11.2% profit margin vs 3.7%. BKR trades at a lower P/E of 20.3x. BKR earns a higher WallStSmart Score of 60/100 (C).
BKR
Buy60
out of 100
Grade: C
LBRT
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-30.7%
Fair Value
$46.87
Current Price
$64.60
$17.73 premium
Margin of Safety
+28.7%
Fair Value
$34.29
Current Price
$33.39
$0.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 132.5% YoY
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
2.5% revenue growth
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.5% revenue growth
ROE of 7.7% — below average capital efficiency
3.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : BKR
The strongest argument for BKR centers on EPS Growth, Market Cap.
Bull Case : LBRT
The strongest argument for LBRT centers on Price/Book.
Bear Case : BKR
The primary concerns for BKR are Revenue Growth, PEG Ratio.
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
BKR carries more volatility with a beta of 0.97 — expect wider price swings.
LBRT is growing revenue faster at 4.5% — 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 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.
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.
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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