Baker Hughes Co (BKR)vsNorth American Construction Group Ltd (NOA)
BKR
Baker Hughes Co
$56.78
-3.86%
ENERGY · Cap: $58.63B
NOA
North American Construction Group Ltd
$13.49
-0.07%
ENERGY · Cap: $359.30M
Smart Verdict
WallStSmart Research — data-driven comparison
Baker Hughes Co generates 1964% more annual revenue ($27.73B vs $1.34B). BKR leads profitability with a 11.2% profit margin vs 2.4%. NOA appears more attractively valued with a PEG of 0.38. NOA earns a higher WallStSmart Score of 59/100 (C).
BKR
Buy52
out of 100
Grade: C-
NOA
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BKR.
Margin of Safety
+18.7%
Fair Value
$19.61
Current Price
$13.49
$6.12 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.0B in free cash flow
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
Revenue surging 25.1% year-over-year
Areas to Watch
Expensive relative to growth rate
Revenue declined 2.4%
Earnings declined 4.2%
Distress zone — elevated risk
1.9% earnings growth
Smaller company, higher risk/reward
ROE of 7.0% — below average capital efficiency
2.4% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : BKR
The strongest argument for BKR centers on Market Cap, Price/Book, Free Cash Flow.
Bull Case : NOA
The strongest argument for NOA centers on PEG Ratio, Price/Book, P/E Ratio. Revenue growth of 25.1% demonstrates continued momentum. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bear Case : BKR
The primary concerns for BKR are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : NOA
The primary concerns for NOA are EPS Growth, Market Cap, Return on Equity. Debt-to-equity of 2.47 is elevated, increasing financial risk. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
BKR profiles as a declining stock while NOA is a growth play — different risk/reward profiles.
NOA carries more volatility with a beta of 1.14 — expect wider price swings.
NOA is growing revenue faster at 25.1% — sustainability is the question.
BKR generates stronger free cash flow (1.0B), providing more financial flexibility.
Bottom Line
NOA scores higher overall (59/100 vs 52/100) and 25.1% revenue growth. 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.
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.
North American Construction Group Ltd
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
North American Construction Group Ltd. provides mining and heavy construction services to the resource development and industrial construction sectors in Canada and the United States. The company's Heavy Construction & Mining division offers constructability reviews, budget cost estimates, design-build construction, project management, contracts. mining, pre-stripping / pit excavation, overburden removal and stacking, muskeg removal and stacking, site preparation, runway construction, site dewatering / perimeter ditching, tailings and process pipelines, transportation and construction of access, construction and densification of tailings dams, mechanically stabilized earth walls, dam construction and reclamation services. The company is headquartered in Acheson, Canada.
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