Baker Hughes Co (BKR)vsTenaris SA ADR (TS)
BKR
Baker Hughes Co
$52.79
-0.49%
ENERGY · Cap: $54.85B
TS
Tenaris SA ADR
$57.58
-0.64%
ENERGY · Cap: $29.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Baker Hughes Co generates 139% more annual revenue ($28.74B vs $12.04B). TS leads profitability with a 15.9% profit margin vs 10.1%. BKR appears more attractively valued with a PEG of 1.58. BKR earns a higher WallStSmart Score of 61/100 (C+).
BKR
Buy61
out of 100
Grade: C+
TS
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-80.8%
Fair Value
$30.55
Current Price
$52.79
$22.24 premium
Margin of Safety
+2.4%
Fair Value
$49.82
Current Price
$57.58
$7.76 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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Earnings declined 32.8%
Distress zone — elevated risk
Expensive relative to growth rate
Revenue declined 3.9%
Earnings declined 4.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : BKR
The strongest argument for BKR centers on Market Cap, Price/Book, Free Cash Flow. Revenue growth of 14.5% demonstrates continued momentum.
Bull Case : TS
The strongest argument for TS centers on Debt/Equity, Altman Z-Score, P/E Ratio. Profitability is solid with margins at 15.9% and operating margin at 16.7%.
Bear Case : BKR
The primary concerns for BKR are PEG Ratio, EPS Growth, Altman Z-Score.
Bear Case : TS
The primary concerns for TS are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
BKR profiles as a value stock while TS is a declining play — different risk/reward profiles.
BKR carries more volatility with a beta of 1.03 — expect wider price swings.
BKR is growing revenue faster at 14.5% — sustainability is the question.
BKR generates stronger free cash flow (1.0B), providing more financial flexibility.
Bottom Line
BKR scores higher overall (61/100 vs 47/100) and 14.5% revenue growth. 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.
Tenaris SA ADR
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
Tenaris SA produces and sells welded and seamless tubular steel products; and provides related services for the oil and gas industry and other industrial applications. The company is headquartered in Luxembourg, Luxembourg.
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