WallStSmart

Halliburton Company (HAL)vsLiberty Energy Inc. (LBRT)

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Smart Verdict

WallStSmart Research — data-driven comparison

Halliburton Company generates 433% more annual revenue ($22.37B vs $4.20B). HAL leads profitability with a 7.2% profit margin vs 2.9%. HAL trades at a lower P/E of 17.6x. HAL earns a higher WallStSmart Score of 63/100 (C+).

HAL

Buy

63

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 7.3Quality: 6.5
Piotroski: 3/9Altman Z: 2.84

LBRT

Hold

47

out of 100

Grade: D+

Growth: 3.3Profit: 4.0Value: 5.7Quality: 6.0
Piotroski: 2/9Altman Z: 2.68
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HALUndervalued (+11.5%)

Margin of Safety

+11.5%

Fair Value

$37.73

Current Price

$32.76

$4.97 discount

UndervaluedFair: $37.73Overvalued
LBRTUndervalued (+3.2%)

Margin of Safety

+3.2%

Fair Value

$18.64

Current Price

$18.94

$0.30 discount

UndervaluedFair: $18.64Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HAL3 strengths · Avg: 8.0/10
PEG RatioValuation
0.708/10

Growing faster than its price suggests

P/E RatioValuation
17.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

LBRT1 strengths · Avg: 8.0/10
Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Areas to Watch

HAL3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.7%4/10

3.7% revenue growth

Profit MarginProfitability
7.2%3/10

7.2% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

LBRT4 concerns · Avg: 3.3/10
P/E RatioValuation
25.5x4/10

Moderate valuation

Return on EquityProfitability
7.7%3/10

ROE of 7.7% — below average capital efficiency

Profit MarginProfitability
2.9%3/10

2.9% margin — thin

Operating MarginProfitability
1.6%3/10

Operating margin of 1.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : HAL

The strongest argument for HAL centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.70 suggests the stock is reasonably priced for its growth.

Bull Case : LBRT

The strongest argument for LBRT centers on Price/Book. Revenue growth of 14.0% demonstrates continued momentum.

Bear Case : HAL

The primary concerns for HAL are Revenue Growth, Profit Margin, Piotroski F-Score.

Bear Case : LBRT

The primary concerns for LBRT are P/E Ratio, Return on Equity, Profit Margin. Thin 2.9% margins leave little buffer for downturns.

Key Dynamics to Monitor

HAL carries more volatility with a beta of 0.77 — expect wider price swings.

LBRT is growing revenue faster at 14.0% — sustainability is the question.

HAL generates stronger free cash flow (589M), providing more financial flexibility.

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

Bottom Line

HAL scores higher overall (63/100 vs 47/100). 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.

Halliburton Company

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

Halliburton Company is an American multinational corporation. One of the world's largest oil field service companies, it has operations in more than 70 countries.

Liberty Energy 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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