WallStSmart

TechnipFMC PLC (FTI)vsLiberty Oilfield Services Inc (LBRT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TechnipFMC PLC generates 152% more annual revenue ($10.19B vs $4.05B). FTI leads profitability with a 10.6% profit margin vs 3.7%. FTI trades at a lower P/E of 27.3x. FTI earns a higher WallStSmart Score of 64/100 (C+).

FTI

Buy

64

out of 100

Grade: C+

Growth: 8.0Profit: 7.5Value: 3.3Quality: 5.0

LBRT

Hold

44

out of 100

Grade: D

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FTISignificantly Overvalued (-31.3%)

Margin of Safety

-31.3%

Fair Value

$47.08

Current Price

$71.15

$24.07 premium

UndervaluedFair: $47.08Overvalued
LBRTUndervalued (+28.7%)

Margin of Safety

+28.7%

Fair Value

$34.29

Current Price

$33.39

$0.90 discount

UndervaluedFair: $34.29Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FTI2 strengths · Avg: 10.0/10
Return on EquityProfitability
33.4%10/10

Every $100 of equity generates 33 in profit

EPS GrowthGrowth
93.9%10/10

Earnings expanding 93.9% YoY

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

Reasonable price relative to book value

Areas to Watch

FTI3 concerns · Avg: 3.3/10
P/E RatioValuation
27.3x4/10

Moderate valuation

Price/BookValuation
8.5x4/10

Trading at 8.5x book value

PEG RatioValuation
2.592/10

Expensive relative to growth rate

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

Comparative Analysis Report

WallStSmart Research

Bull Case : FTI

The strongest argument for FTI centers on Return on Equity, EPS Growth. Revenue growth of 11.6% demonstrates continued momentum.

Bull Case : LBRT

The strongest argument for LBRT centers on Price/Book.

Bear Case : FTI

The primary concerns for FTI are P/E Ratio, Price/Book, 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

FTI carries more volatility with a beta of 0.74 — expect wider price swings.

FTI is growing revenue faster at 11.6% — sustainability is the question.

FTI generates stronger free cash flow (277M), providing more financial flexibility.

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

Bottom Line

FTI scores higher overall (64/100 vs 44/100) and 11.6% revenue growth. 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.

TechnipFMC PLC

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

TechnipFMC plc is involved in oil and gas projects, technologies, systems and services. The company is headquartered in London, the United Kingdom.

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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