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v0.1
BKR$63.18-1.10%
Fair $63.18+0.0%

BKR

Baker Hughes Company

Energy / Oil & Gas Equipment & ServicesNasdaqGS

$63.18

-0.70 (-1.10%)

Fairly Valued+0.0%Fair Value $63.18Fund rank 35/100 · Data gapFallback financials|
SA 48/C
F-Score: 5/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.1B · quality 73.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

48/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 11Warnings: 0unknown: 11
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · BKRLocal privado en este navegador · Baker Hughes Company
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$62.7B

P/E

20.2x

↑

EV/EBITDA

15.2x

↑

ROE

13.7%

↑

Gross Margin

23.6%

↓

Debt/Equity

0.32

↓
52-Week Range$63
$37$70

TradingView lightweight chart

BKR price, volumen y niveles de valoración

Último $63.18Periodo +212.0%
Fair value: $63.18

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2015–2025 · 10 años de histórico normalizado

Revenue CAGR

+5.2%

FCF CAGR

—

FCF margin

9.1%

FCF / Net income

0.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $27.73B · net income $2.59B · FCF $2.54B

2015-FY → 2025-FY

Gross margin

23.6%— pts

Operating margin

12.8%+13.7% pts

Net margin

9.3%+9.3% pts

FCF margin

9.1%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Income Statement
Revenue$27.73B$27.73B$27.83B$25.51B$21.16B$20.50B$20.70B$23.84B$22.88B$17.18B$13.08B$16.69B
Net Income$2.59B$2.59B$2.98B$1.94B$-601.0M$-219.0M$-9.94B$128.0M$195.0M$-103.0M$0.00$0.00
EBITDA$4.29B$4.29B$4.60B$3.96B$1.33B$2.42B$-14.66B$2.49B$2.19B$819.0M$1.01B$392.0M
EPS2.602.602.981.91-0.61-0.27-14.730.230.45-0.24——
Gross Margin23.6%23.6%23.3%23.1%20.8%——18.6%17.4%17.7%24.0%—
Operating Margin12.8%12.8%12.2%10.4%8.9%6.4%-77.2%4.5%3.1%-1.7%3.5%-0.8%
Net Margin9.3%9.3%10.7%7.6%-2.8%-1.1%-48.0%0.5%0.9%-0.6%0.0%0.0%
Balance Sheet
Debt/Equity0.320.320.360.390.46———————
Current Ratio2.132.13——————————
Cash Flow
Free Cash Flow$2.54B$2.54B$2.05B$1.84B$899.0M———————
Returns
ROE13.7%13.7%17.6%12.6%-4.2%-1.5%-77.1%0.6%1.1%-0.7%0.0%—
Valuation
P/E20.1920.1914.3217.50————————
EV/EBITDA15.2015.209.869.4225.27———————
P/B3.333.332.532.212.05———————
Growth & Yield
Revenue Growth-0.3%-0.3%9.1%20.6%—-1.0%-13.1%4.2%33.2%31.3%-21.6%—
EPS Growth-12.8%-12.8%56.0%413.1%—98.2%-6504.3%-48.9%287.5%———
Dividend Yield1.4%1.4%——————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

29.2%

muy exigente

EPS terminal req.

$5.61

Spread vs growth

-41.9%

5Y implied EPS CAGR

21.1%

exigente

EPS terminal req.

$6.78

Spread vs growth

-33.9%

10Y implied EPS CAGR

15.4%

exigente

EPS terminal req.

$10.92

Spread vs growth

-28.2%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +72.0%

Total return

+72.0%

Start / end P/E

12.4x → 24.3x

EPS bridge

2.98 → 2.60

Residual

-12.2%

EPS growth-12.8%
Multiple rerating+95.4%
Dividend+1.4%
Residual / FX / buybacks / cross-term-12.2%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.