Baker Hughes Company (BKR) vs LandBridge Company LLC (LB)

Baker Hughes Company and LandBridge Company LLC are both Oil & Gas Equipment & Services companies. Baker Hughes Company is the larger, with a market value of $54.0B against $6.3B — 8.6× the size. Baker Hughes Company trades at the lower P/E: 17.7× against 60.9×. LandBridge Company LLC grew revenue faster over the last twelve months: 44.1% against 0.42%. LandBridge Company LLC has the higher net margin (16.5% vs 11.2%) and the lower return on invested capital (6.51% vs 12.2%). Across the 20 metrics below, LandBridge Company LLC leads on 11 and Baker Hughes Company on 9.

Valuation

Metric BKR LB Oil & Gas Equipment & Services median
P/E 17.74 60.87 22.50
P/S 1.99 10.12 1.17
P/B 2.75 2.74 1.82
Price to free cash flow 16.45 15.06 13.72
EV/EBITDA 10.48 17.84 8.68
EV/Sales 2.01 12.32 1.34
Earnings yield 5.64% 1.64% 3.94%
Free cash flow yield 6.08% 6.64% 5.66%

Profitability

Metric BKR LB Oil & Gas Equipment & Services median
Gross margin 23.57% 98.84% 23.26%
Operating margin 14.52% 61.34% 9.34%
Net margin 11.17% 16.48% 4.69%
Free cash flow margin 12.12% 67.16% 5.35%
Return on equity 16.32% 4.90% 4.92%
Return on assets 6.78% 3.04% 2.37%
Return on invested capital 12.21% 6.51% 4.32%

Growth

Metric BKR LB Oil & Gas Equipment & Services median
Revenue growth (TTM) 0.42% 44.09% 6.08%
EPS growth (last fiscal year) (12.75%) 266.28% (13.00%)
Revenue growth, 5-year CAGR 6.02% — 14.44%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric BKR LB Oil & Gas Equipment & Services median
Debt to equity 0.81 0.64 0.46
Current ratio 2.09 7.27 2.07
Net debt to EBITDA 0.52 4.01 0.75

Dividend

Metric BKR LB Oil & Gas Equipment & Services median
Dividend yield 1.65% — 1.51%
Payout ratio 0.30 — 0.38

Size

Metric BKR LB Oil & Gas Equipment & Services median
Market cap 54.00b 6.26b 1.63b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack