Can Archrock Outrun Baker Hughes in the Next Rally?

BKR: Baker Hughes logo
BKR
Baker Hughes

Baker Hughes surged 17% during the past Month. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer Archrock gives you more. Archrock (AROC) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Baker Hughes (BKR) stock, suggesting you may be better off investing in AROC

  • AROC’s quarterly revenue growth was 30.9%, vs. BKR’s 0.3%.
  • In addition, its Last 12 Months revenue growth came in at 31.9%, ahead of BKR’s -0.3%.
  • AROC leads on profitability over both periods – LTM margin of 36.3% and 3-year average of 30.1%.

These differences become even clearer when you look at the financials side by side. The table highlights how BKR’s fundamentals stack up against those of AROC on growth, margins, momentum, and valuation multiples.

Trefis: BKR Stock Insights

Valuation & Performance Overview

  BKR AROC Preferred
     
Valuation      
P/EBIT Ratio 17.3 11.0 AROC
     
Revenue Growth      
Last Quarter 0.3% 30.9% AROC
Last 12 Months -0.3% 31.9% AROC
Last 3 Year Average 9.8% 20.8% AROC
     
Operating Margins      
Last 12 Months 12.8% 36.3% AROC
Last 3 Year Average 11.8% 30.1% AROC
     
Momentum      
Last 3 Year Return 117.8% 285.6% AROC

Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: BKR Revenue Comparison | AROC Revenue Comparison
See more margin details: BKR Operating Income Comparison | AROC Operating Income Comparison

Relevant Articles
  1. Is HCA Healthcare Stock Utilizing Systematic Share Retirement for Long-Term Alpha?
  2. Is Booking Stock Undervalued Stock Or Value Trap?
  3. Decoding PLTR Stock’s Premium Valuation
  4. Intuit Stock: Strong Cash Flow Poised for a Re-Rating?
  5. Five-Year Tally: Lowe’s Companies Stock Delivers $50 Bil Gain
  6. Five-Year Tally: Mastercard Stock Delivers $60 Bil Gain

See detailed fundamentals on Buy or Sell AROC Stock and Buy or Sell BKR Stock. Below we compare market return and related metrics across years.

Historical Market Performance

  2021 2022 2023 2024 2025 2026 Total [1] Avg Best
Returns
BKR Return 19% 26% 19% 23% 13% 38% 242%    
AROC Return -8% 29% 81% 68% 8% 27% 395%   <===
S&P 500 Return 27% -19% 24% 23% 16% 0% 83%    
Monthly Win Rates [3]
BKR Win Rate 50% 58% 50% 67% 58% 100%   64% <===
AROC Win Rate 42% 67% 75% 58% 42% 100%   64%  
S&P 500 Win Rate 75% 42% 67% 75% 67% 50%   62%  
Max Drawdowns [4]
BKR Max Drawdown -6% -13% -9% -17% -14% 0%   -10%  
AROC Max Drawdown -13% -11% -2% -6% -15% -3%   -8%  
S&P 500 Max Drawdown -1% -25% -1% -2% -15% -1%   -7% <===

[1] Cumulative total returns since the beginning of 2021
[2] 2026 data is for the year up to 2/20/2026 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year

No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read AROC Dip Buyer Analyses and BKR Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.

Still not sure about BKR or AROC? Consider portfolio approach.

Smart Wealth Management Means Diversifying Beyond Equities

When uncertainty drives daily trading, smart money focuses on the bigger picture. Our partner’s wealth strategies help you navigate changing market cycles.

What if you took advantage of the current commodity super cycle? Is a portfolio of 10% commodities, 10% gold, and 2% crypto, in addition to equities, likely to return more in the next 1-3 years? We’ve crunched the numbers. Our wealth management partner manages exactly these kinds of complex multi-asset strategies, blending real assets with high-performance equity sleeves like the Trefis High Quality Portfolio, which has returned > 105% since inception.