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 $56.7B against $6.4B — 8.9× the size. Baker Hughes Company trades at the lower P/E: 18.4× against 60.7×. 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 18.42 60.73 24.78
P/S 2.07 10.09 1.28
P/B 2.86 2.74 1.85
Price to free cash flow 17.08 15.03 15.03
EV/EBITDA 10.88 17.80 8.93
EV/Sales 2.09 12.29 1.40
Earnings yield 5.43% 1.65% 3.12%
Free cash flow yield 5.86% 6.65% 5.01%

Profitability

Metric BKR LB Oil & Gas Equipment & Services median
Gross margin 23.57% 98.84% 23.27%
Operating margin 14.52% 61.34% 9.34%
Net margin 11.17% 16.48% 4.69%
Free cash flow margin 12.12% 67.16% 5.05%
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% —
Revenue growth, 5-year CAGR 6.02% — 10.60%
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 2.11
Net debt to EBITDA 0.52 4.01 0.76

Dividend

Metric BKR LB Oil & Gas Equipment & Services median
Dividend yield 2.83% — 2.12%
Payout ratio 0.65 — 0.00

Size

Metric BKR LB Oil & Gas Equipment & Services median
Market cap 56.69b 6.36b 1.81b

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