BKR vs the Competition: Which Stock Comes Out on Top?

BKR: Baker Hughes logo
BKR
Baker Hughes

Here is how BKR stacks up against its peers in size, valuation, growth and margin.

  • BKR’s operating margin of 12.5% is decent, and lower than most peers – trailing WHD (26.3%).
  • BKR’s revenue growth of 6.2% in the last 12 months is moderate, outpacing WFRD, WHD, TS but lagging LB, TDW.
  • BKR’s stock gained 34.0% over the past year with a PE of 15.5, though peers like LB delivered stronger returns.
  BKR LB WFRD TDW WHD TS
Market Cap ($ Bil) 45.4 1.2 4.2 2.7 3.2 20.5
Revenue ($ Bil) 27.8 0.1 5.1 1.4 1.1 12.0
PE Ratio 15.5 -27.1 8.7 15.1 16.5 11.4
LTM Revenue Growth 6.2% 77.5% -5.4% 19.3% -0.6% -15.3%
LTM Operating Margin 12.5% -3.7% 15.3% 21.9% 26.3% 17.4%
LTM FCF Margin 7.2% 48.5% 9.2% 20.5% 20.2% 17.4%
12M Market Return 34.0% 83.0% -51.7% -48.1% -18.2% 29.0%

While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.

Revenue Growth Comparison

  LTM 2024 2023 2022
BKR 6.2% 9.1% 20.6% 3.2%
LB 77.5% 50.9% 40.7%
WFRD -5.4% 7.4% 18.6% 18.8%
TDW 19.3% 33.3% 55.9% 74.6%
WHD -0.6% 3.0% 59.4% 57.0%
TS -15.3% -15.8% 26.4% 80.4%

Operating Margin Comparison

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  LTM 2024 2023 2022
BKR 12.5% 12.2% 10.4% 8.9%
LB -3.7% -15.0% 96.1% -6.2%
WFRD 15.3% 17.0% 16.0% 9.5%
TDW 21.9% 22.0% 17.3% 4.5%
WHD 26.3% 27.1% 25.5% 25.4%
TS 17.4% 20.1% 28.7% 25.9%

PE Ratio Comparison

  LTM 2024 2023 2022
BKR 13.0 13.7 17.7 -48.5
LB -36.3 225.1 0.0 -0.0
WFRD 7.6 10.3 16.9 138.1
TDW 12.3 15.9 38.3 -74.8
WHD 16.4 20.9 17.3 27.5
TS 11.7 10.5 5.2 8.1

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming the S&P 500 over the last 4-year period. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.